Changelog
Changelog
New updates and improvements to Playground
New updates and improvements to Playground
Dec 2, 2024
Automate State Subsidy & Pre-Filled Custom Fields
v543
2 Releases
11 Improvements
2 Fixes
This week kicked off a big push for even better subsidy support, and we're kicking things off with a new feature to make it even faster to record how much was received per child. Simply upload the PDF the agency gives you directly into Playground and the system handles the rest! We also added the ability to make custom fields pre-fill fillable PDFs.
Releases
[Beta] Automatically upload received amounts from subsidy agencies — send us the states you want us to add
Custom fields now pre-fill on fillable PDFs
Improvements
Attendance reporting is now faster
Enterprise dashboards now allow adjustable columns and printing
Improved infant CACFP errors
Added a total row to blank attendance to show expected attendance
Paycom reporting now rounds to nearest 15 minute window
AI access can now be assigned based on roles
Student and staff schedules roles are now split into two
Deferred revenue now shows on revenue summary reporting
Able to add held amounts to custom reporting
Added additional student fields to aging report
Added field “Age as of date” to attendance reports
Fixes
No longer able to create an enrollment listing until billing setup complete
Fixed issue with saving when deleting a field on a form
Dec 2, 2024
Automate State Subsidy & Pre-Filled Custom Fields
v543
2 Releases
11 Improvements
2 Fixes
This week kicked off a big push for even better subsidy support, and we're kicking things off with a new feature to make it even faster to record how much was received per child. Simply upload the PDF the agency gives you directly into Playground and the system handles the rest! We also added the ability to make custom fields pre-fill fillable PDFs.
Releases
[Beta] Automatically upload received amounts from subsidy agencies — send us the states you want us to add
Custom fields now pre-fill on fillable PDFs
Improvements
Attendance reporting is now faster
Enterprise dashboards now allow adjustable columns and printing
Improved infant CACFP errors
Added a total row to blank attendance to show expected attendance
Paycom reporting now rounds to nearest 15 minute window
AI access can now be assigned based on roles
Student and staff schedules roles are now split into two
Deferred revenue now shows on revenue summary reporting
Able to add held amounts to custom reporting
Added additional student fields to aging report
Added field “Age as of date” to attendance reports
Fixes
No longer able to create an enrollment listing until billing setup complete
Fixed issue with saving when deleting a field on a form
Nov 25, 2024
Playground Redesign, Student Changes, & Multi-Time Schedule Templates
v543
3 Releases
13 Improvements
6 Fixes
This week we rolled out a refreshed new look for the dashboard as we continue our system-wide polish! In addition, we've significantly boosted the functionality on the Changes
section of the student profile to show all updates or changes made to the student's profile. The other major release this week is the ability to create schedule templates with multiple time slots, which is particularly helpful for programs with before/after school offerings.
Releases
Playground, Redesigned — Playground now has a clean, new look!
Student Changes — All student updates now show in the changes & actions page
Multi-Time schedule templates — schedule templates now support multiple time slots, great for before/after school enrollment
Improvements
Schedules redesign — Schedules are now easier to use and navigate and show totals vs capacity
Drop-in bookings now show student and guardian full names in email follow up for easier tracking
Families can remove drop-in days on the booking screen
Admins can now remove drop-in days on the approval screen
Enterprise dashboard now includes license numbers and pagination
Able to add tags for staff notes to group and categorize
CRM: Plain text email templates — now you can save plain text templates in addition to rich text marketing emails
CRM: Able to cancel booked meetings
CRM: Able to set max number of attendees per meeting
CRM: Able to import leads from other CRMs
CRM: Much smarter automations layout
CRM: Added warnings for custom fields that are mapped incorrectly to CCMS fields
CRM: Lead details now shows automations history
Fixes
Re-added the bi-monthly billing settings
Fixed sorting when adding new custom fields
Fixed printing out schedules
Fixed birthday report skipping some students
Schedule resource view now properly combines events to show ratios and respects timezones
CRM: Fixed issue with deleted forms on booking pages
Nov 25, 2024
Playground Redesign, Student Changes, & Multi-Time Schedule Templates
v543
3 Releases
13 Improvements
6 Fixes
This week we rolled out a refreshed new look for the dashboard as we continue our system-wide polish! In addition, we've significantly boosted the functionality on the Changes
section of the student profile to show all updates or changes made to the student's profile. The other major release this week is the ability to create schedule templates with multiple time slots, which is particularly helpful for programs with before/after school offerings.
Releases
Playground, Redesigned — Playground now has a clean, new look!
Student Changes — All student updates now show in the changes & actions page
Multi-Time schedule templates — schedule templates now support multiple time slots, great for before/after school enrollment
Improvements
Schedules redesign — Schedules are now easier to use and navigate and show totals vs capacity
Drop-in bookings now show student and guardian full names in email follow up for easier tracking
Families can remove drop-in days on the booking screen
Admins can now remove drop-in days on the approval screen
Enterprise dashboard now includes license numbers and pagination
Able to add tags for staff notes to group and categorize
CRM: Plain text email templates — now you can save plain text templates in addition to rich text marketing emails
CRM: Able to cancel booked meetings
CRM: Able to set max number of attendees per meeting
CRM: Able to import leads from other CRMs
CRM: Much smarter automations layout
CRM: Added warnings for custom fields that are mapped incorrectly to CCMS fields
CRM: Lead details now shows automations history
Fixes
Re-added the bi-monthly billing settings
Fixed sorting when adding new custom fields
Fixed printing out schedules
Fixed birthday report skipping some students
Schedule resource view now properly combines events to show ratios and respects timezones
CRM: Fixed issue with deleted forms on booking pages
Nov 18, 2024
Feed AI & Enrollment Previews
v543
2 Releases
14 Improvements
4 Fixes
We added more AI to Playground! You're now able to use Camber when creating feed posts on the web to catch any typos or grammatical errors, or to change your tone. We've also released a massive update on enrollment allowing admins to preview enrollment from the exact perspective of a family going through it.
Releases
Camber AI added to the feed — Use AI to automatically adjust text, fix spelling and grammar, and change your tone. Make sure your role is correctly configured to access this new feature.
Enrollment Previews — Able to walk through enrollment as a family from the admin dashboard and see exactly what families see
Improvements
Billing settings are now more clear when changing and setting them
Modals are now much cleaner — they scroll instead of the page scrolling
Web feed has a new look — the interface is now much cleaner to work in and post new updates
Able to search feed for posts you created
State integrations should now process more quickly
Payment methods now show who added them
Signature modals now show guardian relationships
Drop-in options can now be cloned
Able to restrict drop-ins to active students only
Enrollment receipts now show camp fees
CRM: Added filters for lead create and update to create new automations
CRM: Able to delete CRM lead fields
CRM: Automations history. See previous versions and runs of automations
CRM: Automations instance history. Track individual leads progression through automations
Fixes
Fixed issue with reloading teacher overview page
Fixed small bug with submitting attendance data from a different timezone
Fixed menu print PDF if too many items
No longer able to see unverified payment methods on enrollment payment screen
Nov 18, 2024
Feed AI & Enrollment Previews
v543
2 Releases
14 Improvements
4 Fixes
We added more AI to Playground! You're now able to use Camber when creating feed posts on the web to catch any typos or grammatical errors, or to change your tone. We've also released a massive update on enrollment allowing admins to preview enrollment from the exact perspective of a family going through it.
Releases
Camber AI added to the feed — Use AI to automatically adjust text, fix spelling and grammar, and change your tone. Make sure your role is correctly configured to access this new feature.
Enrollment Previews — Able to walk through enrollment as a family from the admin dashboard and see exactly what families see
Improvements
Billing settings are now more clear when changing and setting them
Modals are now much cleaner — they scroll instead of the page scrolling
Web feed has a new look — the interface is now much cleaner to work in and post new updates
Able to search feed for posts you created
State integrations should now process more quickly
Payment methods now show who added them
Signature modals now show guardian relationships
Drop-in options can now be cloned
Able to restrict drop-ins to active students only
Enrollment receipts now show camp fees
CRM: Added filters for lead create and update to create new automations
CRM: Able to delete CRM lead fields
CRM: Automations history. See previous versions and runs of automations
CRM: Automations instance history. Track individual leads progression through automations
Fixes
Fixed issue with reloading teacher overview page
Fixed small bug with submitting attendance data from a different timezone
Fixed menu print PDF if too many items
No longer able to see unverified payment methods on enrollment payment screen
Nov 11, 2024
Automations Branching & Role Restrictions on Posts
v543
2 Releases
16 Improvements
6 Fixes
You can now add branching to your CRM automations to handle all of your complex workflows. Use this new addition on automations to personalize your content funnel & convert prospective families at higher rates. You can also create custom posts that are only available to specific roles now.
Releases
CRM: Automation branching. You can now add branching based on conditions for automations
Added role restrictions to post types — create posts that are admin only, teacher only, or more
Improvements
Greatly improved the flows for the billing overview page
Easier to use Playground date pickers
Can now select age when building custom reports
Able to edit scheduled posts
Schedules are not a lot faster to load and edit
Improved settings interface — should be much cleaner to adjust settings
Improved student settings interface
Much quicker to mark immunizations, and added immunization settings
Added custom post approval emails
Able to view previously submitted data for state subsidy
Testing new servers to speed up every interaction on the website and app
CRM: Embedding CRM tour booking now looks much nicer
CRM: Editing nodes on automations is a lot cleaner now
CRM: Nodes on automations are much tidier and show more information
CRM: Saving leads now offers more feedback to users
CRM: Add lead graduation and archive trigger for automations
Fixes
Enterprise users can now only create chats with one school at a time
Fixed process of mapping payroll employees
Fixed adding recurring schedule end date to existing schedule
Able to delete schedule templates if the plan it’s associated with is also deleted
Hide table tools when printing reports
Fix crash on ratios screen under specific circumstances
Nov 11, 2024
Automations Branching & Role Restrictions on Posts
v543
2 Releases
16 Improvements
6 Fixes
You can now add branching to your CRM automations to handle all of your complex workflows. Use this new addition on automations to personalize your content funnel & convert prospective families at higher rates. You can also create custom posts that are only available to specific roles now.
Releases
CRM: Automation branching. You can now add branching based on conditions for automations
Added role restrictions to post types — create posts that are admin only, teacher only, or more
Improvements
Greatly improved the flows for the billing overview page
Easier to use Playground date pickers
Can now select age when building custom reports
Able to edit scheduled posts
Schedules are not a lot faster to load and edit
Improved settings interface — should be much cleaner to adjust settings
Improved student settings interface
Much quicker to mark immunizations, and added immunization settings
Added custom post approval emails
Able to view previously submitted data for state subsidy
Testing new servers to speed up every interaction on the website and app
CRM: Embedding CRM tour booking now looks much nicer
CRM: Editing nodes on automations is a lot cleaner now
CRM: Nodes on automations are much tidier and show more information
CRM: Saving leads now offers more feedback to users
CRM: Add lead graduation and archive trigger for automations
Fixes
Enterprise users can now only create chats with one school at a time
Fixed process of mapping payroll employees
Fixed adding recurring schedule end date to existing schedule
Able to delete schedule templates if the plan it’s associated with is also deleted
Hide table tools when printing reports
Fix crash on ratios screen under specific circumstances
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© 2024 Carline Inc. All rights reserved.
© 2024 Carline Inc. All rights reserved.
© 2024 Carline Inc. All rights reserved.