Table of Contents

Changelog

Staff Paperwork Reminders & Improved CRM Forms

Staff Paperwork Reminders & Improved CRM Forms

Published

Feb 23, 2026

Mobile Version

599

In This Update

1 Releases

5 Improvements

3 Fixes

Mobile Version

599

1 Releases

5 Improvements

3 Fixes

Enrollment & Paperwork

  • Staff paperwork reminders can now be sent directly from staff profiles, matching the workflow already available for student paperwork.

Share paperwork with staff
  • Document duplication across programs now works consistently.

  • Immunizations pages no longer error when opened before they finish loading.

Marketing & CRM

  • CRM forms now support multiple-choice questions where respondents can select more than one option.

  • Organization phone numbers now populate correctly in CRM emails for enterprise leads.

Billing & Finances

  • Fee approvals now show clearer fee details and make the “amount to charge” more explicit before submission, reducing mistakes.

Family Communication

  • Invited guardians who already exist are now guided through a confirmation step instead of hitting a dead end during sign-up, making it easier to log in.

  • Mobile calendars now include U.S. holidays alongside existing events.

Platform, Integrations & Admin

  • Profile photos now carry over when staff, students, or guardians are transferred between programs.