Table of Contents

Changelog

Saved Billing Dates & Improved Staff Paperwork

Saved Billing Dates & Improved Staff Paperwork

Published

Mobile Version

601

In This Update

2 Releases

6 Improvements

2 Fixes

Mobile Version

601

2 Releases

6 Improvements

2 Fixes

Marketing & CRM

  • CRM task organization now includes a dedicated completed view, making it easier to separate finished work from what’s still pending.

Billing & Finances

  • Administrators can now save dates when setting up billing plans (e.g., start of fall, end of spring, or service dates), so they don’t need to re-enter them when creating charges or plans.

Saved dates
  • Discount setup now supports CSV imports, making it much faster to onboard or update discount rules in bulk.

Payroll & HR

  • Payroll creation now warns users before leaving mid-flow, helping prevent accidental loss of in-progress changes.

  • Staff can now be imported without sending invitation emails, allowing teams to stage records before inviting teams.

Enrollment & Paperwork

  • Staff paperwork workflows now include better enterprise sharing controls, a dedicated resources area, and improved review behavior to reduce manual follow-up.

Enterprise paperwork management
  • Fixed issues where paperwork uploads and signatures could fail in certain edge cases.

Attendance & Ratios

  • Admins can now remove a car from the On My Way queue, making pickup management more accurate.

Remove on my way queue

Family Communication

  • Mobile announcements now display recipient counts, giving quick visibility into how many families received a message.

  • Fixed issues where uploaded files in feed posts could fail under certain conditions.

Platform, Integrations & Admin

  • Fixed issues across forms and tables, including save failures, column loading glitches, and edge cases that previously interrupted workflows.

Marketing & CRM

  • CRM task organization now includes a dedicated completed view, making it easier to separate finished work from what’s still pending.

Billing & Finances

  • Administrators can now save dates when setting up billing plans (e.g., start of fall, end of spring, or service dates), so they don’t need to re-enter them when creating charges or plans.

Saved dates
  • Discount setup now supports CSV imports, making it much faster to onboard or update discount rules in bulk.

Payroll & HR

  • Payroll creation now warns users before leaving mid-flow, helping prevent accidental loss of in-progress changes.

  • Staff can now be imported without sending invitation emails, allowing teams to stage records before inviting teams.

Enrollment & Paperwork

  • Staff paperwork workflows now include better enterprise sharing controls, a dedicated resources area, and improved review behavior to reduce manual follow-up.

Enterprise paperwork management
  • Fixed issues where paperwork uploads and signatures could fail in certain edge cases.

Attendance & Ratios

  • Admins can now remove a car from the On My Way queue, making pickup management more accurate.

Remove on my way queue

Family Communication

  • Mobile announcements now display recipient counts, giving quick visibility into how many families received a message.

  • Fixed issues where uploaded files in feed posts could fail under certain conditions.

Platform, Integrations & Admin

  • Fixed issues across forms and tables, including save failures, column loading glitches, and edge cases that previously interrupted workflows.

Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education