We've made a few key improvements to streamline your workflow and enhance clarity. Here’s what’s new:
Tasks Automatically Assign to You:
No more extra clicks! When you create a new task using the “Add Task” modal, it will now automatically assign to you by default. Previously, you had to manually select yourself in the “Assign To” field, which added an unnecessary step.
This update applies to all users—whether you’re part of the Enrollment Team, upper management, center staff, or franchise staff—making task management smoother and faster.
Enrollment Caps Now Apply on Weekends:
If your center operates on weekends and uses “registrationFlow,” enrollment caps will now be correctly enforced on Saturdays and Sundays.
With this enhancement:
Admins can set enrollment caps under Admin > Schedule Types > Edit
The Enrollment widget will reflect these caps
Parents will see a notification if a program is full during Initial Registration or Parent DIY
Admins will see cap notifications in Admin Registration and when manually enrolling a student
This ensures smoother scheduling and helps maintain proper student-to-staff ratios.
Parent Names Now Appear on Payment Statements:
To make payment statements clearer, we’ve added a "Generated for: [Parent’s Name]" field at the top of every statement.
Now, the parent’s name will be clearly displayed on:
The on-screen version
Exported PDFs and printed copies of the payment statement
Enhanced Tracking for "Other Credits" Now in Ledger Detail Report:
All modifications to "Other Credits" are now recorded in the Ledger Detail report, providing a more transparent and accurate financial record. Each adjustment is logged with the exact date it was made, ensuring a clear audit trail.
Updated California Roster Report for State Compliance:
The California Roster Report now includes all children enrolled within the past three calendar years, aligning with state reporting requirements. This update provides a more complete view of past attendance records using calendar years instead of a rolling 365-day period.
Simplified the Parent Profile "Relationship" Tab:
In the Parent Profile "Relationship" tab, multiple relationship types for the same child will now appear in a single card instead of creating separate cards for each relationship type. This makes it easier to view and manage family relationships at a glance.