Table of Contents

Changelog

Settings Audit Log, Caller ID Customization, & Better Billing Plan Deletions

Settings Audit Log, Caller ID Customization, & Better Billing Plan Deletions

Published

Mobile Version

606

In This Update

3 Releases

17 Improvements

4 Fixes

Mobile Version

606

3 Releases

17 Improvements

4 Fixes

Marketing & CRM

  • Caller ID can now be customized for outbound phone calls, helping reduce spam labeling and improve answer rates. A new Caller ID section was added to the phone number settings screen.

  • Bulk CRM SMS messages can now be sent from a selected phone number instead of always using the default.

  • CRM SMS templates now support meeting-related personalization, making reminders and scheduling messages easier to customize.

  • CRM conversations now show the specific contacted guardian instead of only the primary lead contact, giving clearer context.

  • Single-site CRM accounts can now send higher email volumes using authenticated sending domains.

  • CRM email replies can now be drafted with AI using prior conversation context, helping teams respond faster.

  • CRM automations can now trigger when a certain meeting type is cancelled.

  • CRM roles were updated to separate meeting management and bookings management for more precise permissions control.

  • CRM automation triggers for applications received and students moved to CCMS are now separated, making setup clearer.

  • CRM reporting dashboards can now be deleted when no longer needed.

  • Fixed CRM automation date filters so they show readable dates instead of raw timestamps.

  • Fixed enterprise CRM lead activity so staff names display correctly.

Billing & Finances

  • Installment plans now support more flexible deletion options, including removing all installments, only upcoming installments, or posted installments after a selected date.

  • Fixed an issue preventing some bulk saved-item uploads when CSV headers or prices were formatted unexpectedly.

Payroll & HR

  • Time off requests using “Other” now default to unpaid, reducing accidental paid time off entries.

  • Staff can now complete custom fields on their own profiles.

Attendance & Ratios

  • For programs using Playground's door access, kiosks can now unlock doors without recording an attendance event.

  • A new setting was added to automatically refresh kiosk QR codes, helping prevent reuse of outdated codes.

Family Communication

  • Feed settings now allow disabling any post type as long as at least one remains enabled.

Learning & Assessment

  • Lesson activity imports now preserve tags, making activities easier to organize and find.

  • Staff can now access lesson planning while clocked out.

Reporting & Insights

  • Fixed absence notes in the Activities report so they show the correct reason instead of an ID.

Platform, Integrations & Admin

  • A new Changes dashboard shows a program’s change logs across General, Billing, Scheduling, and Email settings, including who made each update for better audit visibility.

  • Default email templates can now be previewed, and customized templates can be reverted back to default.

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?

  • 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?

  • 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?

  • 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