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