Marketing & CRM

• CRM call recording now supports separate settings per phone number for incoming and outgoing calls, including optional “this call is being recorded” announcements.

  

• Leads can now reschedule or cancel meetings directly from the booking experience, with calendar invites, reminders, and emails updating automatically.

  

• CRM tasks can now be assigned to each program’s default owner, allowing enterprise teams to run shared automations across many programs without duplicating setup.

• Inactive staff are no longer shown as available CRM task assignees.

• Fixed an issue where CRM properties could not be deleted because of outdated automation versions.

Billing & Finances

• A new Payment Audit report helps admins review payment updates and deletions across a selected date range.

  

• Subsidy workflows are now more flexible, allowing admins to create rates while adding vouchers, build voucher billing plans up to 18 months, review clearer copay warnings, and confirm deposit amounts before recording them.

• Subsidy deposit uploads now support additional remittance formats and can automatically match students found in uploaded files.

• One-time charges now default to the student’s next autopay date, reducing manual date entry.

• Payments pages now show clearer Stripe restriction messaging when payouts or charges require attention.

• Accounting reports now include processing fee rows, and debit details can display discount accounting codes.

Payroll & HR

• The Vestwell 401(k) integration is now available to all payroll admins.

Attendance & Ratios

• Attendance daily reports have been consolidated so afternoon checkout columns are included by default and customizable from a single report.

Food Program (CACFP)

• MyFoodProgram imports now include richer food item details, prevent duplicate items, update matching program items, and support bulk deletion.

• KidKare integration settings now support API key resets, and attendance exports better preserve program timezones and meal type details.

Learning & Assessment

• Enterprise lesson activities can now be targeted to specific classrooms at each program.

Reporting & Insights

• Enterprise tag management has been redesigned to make it easier to manage categories, rename tags, view tagged programs, and remove programs from tags.

  

Platform, Integrations & Admin

• Fixed a dropdown crash that could occur when no options were available.

• Fixed email sending errors for full mailboxes so admins now see clearer messaging when providers reject delivery.