Meetings Reporting, Camber Voice Caller Recognition, & More API Data

Marketing & CRM

• CRM Insights now supports meetings reporting, so teams can analyze tours and other meetings alongside leads with meeting-based rows, columns, filters, counts, and templates.

• Camber Voice can now recognize enrolled families, staff, and leads and greet them by first name. Calls answered by Camber Voice also create in-app notifications so teams see follow-ups sooner.

• CRM connected accounts now show more clearly which email and calendar connections need reconnecting, without false prompts for temporary provider issues. Expired mailboxes stay visible with reconnect guidance.

• CRM notifications for SMS, email, and calls now open the related inbox conversation, making it faster to reply.

• CRM tasks can now be filtered by multiple assignees, and the automation trigger picker is now searchable.

• CRM automations now skip SMS or email steps when a lead has no phone number or email address, so later automation steps still run.

• CRM email replies now default to the mailbox that received the original message, keeping email threads together more reliably.

• Tour and enrollment emails are no longer marked as sent when nothing was sent, and failed enrollment-link emails now show as failures.

• Calls placed from the CRM mobile app are now recorded and attached to the lead, matching calls placed from the browser.

• Old CRM phone numbers can now be removed when they are only referenced by earlier automation versions with no active leads.

Billing & Finances

• Billing frequency and account number changes now appear in the student activity log, giving admins a clearer audit trail.

Payroll & HR

• The employee mapper now includes inactive and terminated views, making it easier to review staff outside the active list.

• Payroll review now shows a clearer empty state when a staff member has no clocked hours for the pay period, with guidance on where to enter earnings manually.

Enrollment & Paperwork

• Admins can now mark a student exempt from all immunizations at once instead of updating each vaccine individually.

• Paperwork submissions awaiting staff input now send the expected guardian and staff notification emails.

Reporting & Insights

• Schools and enterprises can now schedule the Forgiven Fees report, and scheduled runs use the same columns as the report on the Reports page.

Family Communication

• Sunscreen and Observation post types can now be configured from Default Post Settings.

• Guardian communication history now has its own Communication tab that loads as soon as it opens, and staff communication history no longer needs an extra click to load.

• Mobile calendar screens have been refreshed with redesigned lists and detail views for birthdays, lessons, meals, and events. This is coming in the next mobile release.

• The Newsletters page now loads reliably for centers with very large newsletter histories.

Platform, Integrations & Admin

• The API now includes fillable PDFs, file requests, completed submissions, staff training hours, CRM stage names, and lead stage history.