Staff Paperwork Reminders & Improved CRM Forms

Enrollment & Paperwork

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

• 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.