Table of Contents

Changelog

Saved Billing Dates & Improved Staff Paperwork

Saved Billing Dates & Improved Staff Paperwork

Published

Mar 31, 2026

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.