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🚀 Product Update: September 25th

📚 Staff Scheduling

  • Time Off Summary Report: Added a new report to the Reports module, providing administrators with a comprehensive overview of staff time off—including Vacation, Sick, Personal, Leave, and Other—within a selected date range to help track usage and identify center-wide patterns;

  • Staff members and administrators can export a printer-friendly PDF of a daily schedule from the Active Schedule tab or a schedule template from the Templates tab;


📚
Staff - Smart Assist

  • The SMART ASSIST toggle is available on the Templates tab, Active Schedule tab, and in the Template Editor;

  • For the selected date and room/group, SMART ASSIST shows a breakdown by time interval alongside the schedule grid;

  • For each time interval, the panel displays:

    --Expected — predicted average headcount based on 60 days of historical data, with a Min–Max range;

    --Registered — the number of children scheduled for that group and interval;

    --Recommended Staff — the suggested staff count based on ratio rules;

🛠️ Platform Optimizations & Bug Fixes

  • Onboarding – Allergies and Medical Conditions: Updated the mandatory fields for allergies, medical conditions, and medication permissions. Parents must explicitly address these items during online onboarding so their responses are documented for licensing compliance;

  • Absences – Symptoms: When “Sick” is selected as the absence reason, a Symptoms field is required on both the parent and admin RSVP forms. Symptoms are saved with the RSVP and displayed wherever the absence reason appears;

  • Registration Proposals: Fixed an issue where proposal generation returned an empty list without an error for students aged 16 or older. Their proposals can now be confirmed through Bulk Proposals or the per-row Register All and Register 1st buttons; 

  • Accounting Catalog: Fixed an issue in Setup > Organization > Accounting Catalog where a loading spinner appeared while typing a new item name. Trailing spaces are no longer removed automatically;

  • Payment Receipts: Monthly and yearly tax receipts now reflect the payment’s actual status. While a payment is being processed, the portal and receipt show Processing; once it completes, they show Paid. Rejected payments show Rejected on the receipt. Parents can download receipts at any payment status;

  • Staff Calendar: The row corresponding to the current time is now highlighted, making it easier to see each room’s duty status at a glance.