08/11/2025 Feature Releases

If you made it this far you must be excited! Check out the latest feature updates below. Links will take you to step by step guides.

✅ Task Collections by Region

• You can now create Task Collections specific to individual Regions, or maintain a master set available across all Regions for broader consistency and reuse.

  
  

✅ Import and Update Student ID Numbers

• Users can import files that update Student ID numbers during the import process.

• The ID Number is now used as the unique key when matching and updating existing records.

  
  

✅ Alphabetical Contact Sorting

• Organization Contacts can now be sorted alphabetically for easier browsing and faster access to the right people.

  
  

✅ Payment Reconciliation Report Enhancements

• The Payment Report now ties out directly to Stripe Daily Batch totals, including:

  • Stripe processing fees

  • Refunds

  • Net deposits

• This provides a more accurate and transparent financial snapshot.

  
  

✅ Enhanced Organization Import

• Account Managers and Custom Fields can now be included during Organization import for faster setup and more complete records.

  
  

✅ Payment Confirmation Screen Improvements

• When clients book paid sessions and enter credit card information, the confirmation screen now includes:

  • Credit Card payment details

  • Payment tracking

  • A clear visual confirmation in addition to the “Successful Booking” message.

✅ E-Signing (Beta)

• Contract creation and e-signing capabilities have been introduced in beta.

• This feature will continue to evolve and will be integrated into the upcoming CRM interface.

✅ Color-Coded Subject Groups

• Subject Groups are now visually color-coded by Organization Stage.

• This allows for faster identification and status review across teams.