Changelog

Changelog

New updates and improvements to Playground

New updates and improvements to Playground

Dec 16, 2024

CRM Texting & Kanban, School Closures, & Duplicating Menus

v543

4 Releases

17 Improvements

6 Fixes

Text leads
Text leads

This week we launched two massive updates on CRM, including two way texting with leads and a brand new way to organize leads by stage. In addition, we launched two additional features that have been highly requested; adding closure days for a program and significantly easier meals & menu duplication.

Releases

  • CRM Two Way Texting — Launched two way texting with leads out of beta!

  • CRM Kanban View — Quickly track your leads by stage on customizable cards

  • Closure Days — Quickly mark an entire day as closed for the program. Right in time for the holidays!

  • Duplicating Meals & Menus — Easily duplicate entire days or weeks of meals into the future

Improvements

  • The “On My Way” queue on web has received a refreshed look.

  • Quick actions for transitioning and clocking in/out have been added to the ratio dashboard.

  • Deleting or archiving objects in Playground now requires confirmation.

  • Adding deductions in the payroll flow now includes searchable dropdowns to make it even easier.

  • Staff can now be filtered by benefits received in payroll.

  • A new button allows you to send reminders for staff to sign up for payroll.

  • Bulk updates to staff payment methods are now easier in the run payroll flow.

  • Food items can now be deleted in bulk.

  • Drop-in bookings can be filtered by status.

  • Student first day can now be added to custom reports.

  • The welcome email sent to families can now be customized.

  • You can toggle to see your password on the sign-in screen.

  • Enrollment changes now support more adjustable columns.

  • A toggle has been added to download report data when exporting.

  • Schedule printing has been improved.

  • CRM automation nodes now have more descriptive information.

  • The first version of limited lead filtering in CRM has been launched.

Fixes

  • Fixed issue where FTEs per day was saving to 0 if no value was entered

  • Fixed issue on web kiosk that had sticky fields between signing

  • Fixed graphical glitch where web kiosk was always showing sign in

  • Web kiosk no longer shows inactive siblings

  • Staff are now navigated to payroll screen when following a sign up for payroll link

  • Blocked from creating duplicate fields on CRM

Dec 16, 2024

CRM Texting & Kanban, School Closures, & Duplicating Menus

v543

4 Releases

17 Improvements

6 Fixes

Text leads

This week we launched two massive updates on CRM, including two way texting with leads and a brand new way to organize leads by stage. In addition, we launched two additional features that have been highly requested; adding closure days for a program and significantly easier meals & menu duplication.

Releases

  • CRM Two Way Texting — Launched two way texting with leads out of beta!

  • CRM Kanban View — Quickly track your leads by stage on customizable cards

  • Closure Days — Quickly mark an entire day as closed for the program. Right in time for the holidays!

  • Duplicating Meals & Menus — Easily duplicate entire days or weeks of meals into the future

Improvements

  • The “On My Way” queue on web has received a refreshed look.

  • Quick actions for transitioning and clocking in/out have been added to the ratio dashboard.

  • Deleting or archiving objects in Playground now requires confirmation.

  • Adding deductions in the payroll flow now includes searchable dropdowns to make it even easier.

  • Staff can now be filtered by benefits received in payroll.

  • A new button allows you to send reminders for staff to sign up for payroll.

  • Bulk updates to staff payment methods are now easier in the run payroll flow.

  • Food items can now be deleted in bulk.

  • Drop-in bookings can be filtered by status.

  • Student first day can now be added to custom reports.

  • The welcome email sent to families can now be customized.

  • You can toggle to see your password on the sign-in screen.

  • Enrollment changes now support more adjustable columns.

  • A toggle has been added to download report data when exporting.

  • Schedule printing has been improved.

  • CRM automation nodes now have more descriptive information.

  • The first version of limited lead filtering in CRM has been launched.

Fixes

  • Fixed issue where FTEs per day was saving to 0 if no value was entered

  • Fixed issue on web kiosk that had sticky fields between signing

  • Fixed graphical glitch where web kiosk was always showing sign in

  • Web kiosk no longer shows inactive siblings

  • Staff are now navigated to payroll screen when following a sign up for payroll link

  • Blocked from creating duplicate fields on CRM

Dec 9, 2024

Import Billing Items & Manually Adding Leads

v543

2 Releases

13 Improvements

5 Fixes

Manually add leads
Manually add leads

This week we added the ability to import billing items and GL codes in bulk using a CSV file. We also cleaned up the new lead modal when manually adding a lead to CRM. Read on to learn about the other 18 improvements and fixes that were added to make your life even easier.

Releases

  • Import billing items in bulk — upload a CSV with your rates and GL codes on the billing overview page

  • Add lead flow — Add in leads manually to Playground CRM

Improvements

  • Classroom ratio report now indicates if no students or no staff are assigned

  • Able to duplicate lesson plans

  • Easier to manage your Playground subscription on the settings page

  • Better validation when adding new employee addresses

  • Added more info to rows on the search modal such as classroom, age, and guardian relationship

  • Able to filter staff schedules by schedule classroom

  • Added print and download buttons on the connected programs and staff tables

  • Able to archive lesson activities

  • Able to delete lesson activities

  • Subsidy integration in Indiana now autoselects students who are registered for each ID

  • CRM: Email builder now has much prettier template variables

  • CRM: Email builder now allows you to place variables inline

  • CRM: Able to delete lead properties

Fixes

  • Drop-in care more accurately shows available space

  • Fixed emails for drop-in updates

  • Able to create $0 charges for record keeping

  • Fixed menu highlighting when on a subpage

  • CRM: Only able to remove someone from an automation if the automation has not been completed

Dec 9, 2024

Import Billing Items & Manually Adding Leads

v543

2 Releases

13 Improvements

5 Fixes

Manually add leads

This week we added the ability to import billing items and GL codes in bulk using a CSV file. We also cleaned up the new lead modal when manually adding a lead to CRM. Read on to learn about the other 18 improvements and fixes that were added to make your life even easier.

Releases

  • Import billing items in bulk — upload a CSV with your rates and GL codes on the billing overview page

  • Add lead flow — Add in leads manually to Playground CRM

Improvements

  • Classroom ratio report now indicates if no students or no staff are assigned

  • Able to duplicate lesson plans

  • Easier to manage your Playground subscription on the settings page

  • Better validation when adding new employee addresses

  • Added more info to rows on the search modal such as classroom, age, and guardian relationship

  • Able to filter staff schedules by schedule classroom

  • Added print and download buttons on the connected programs and staff tables

  • Able to archive lesson activities

  • Able to delete lesson activities

  • Subsidy integration in Indiana now autoselects students who are registered for each ID

  • CRM: Email builder now has much prettier template variables

  • CRM: Email builder now allows you to place variables inline

  • CRM: Able to delete lead properties

Fixes

  • Drop-in care more accurately shows available space

  • Fixed emails for drop-in updates

  • Able to create $0 charges for record keeping

  • Fixed menu highlighting when on a subpage

  • CRM: Only able to remove someone from an automation if the automation has not been completed

Dec 2, 2024

Automate State Subsidy & Pre-Filled Custom Fields

v543

2 Releases

11 Improvements

2 Fixes

Subsidy automation
Subsidy automation

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

Subsidy automation

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

Multiple time blocks on a schedule template
Multiple time blocks on a schedule template

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

Multiple time blocks on a schedule template

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

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