April 2022 - Release Notes
1. Add Enrollment ID Under the Students’ Tab in the Account Summary.
2. Ability to Export Consultations.
3. Set the Personality Field as Not Required on the Consultation Report.
4. Add “Email” to the Lead Received Field.
5. Add Grade and School to the Student’s Export.
6. Ability to Filter Students Based on Contact Status(Lead/Client). This is available under the Client Care tab > Students > Filter.
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April 21, 2020 Release Notes
Enhancements and Fixes: Mini Dashboard for YtD and MtD Growth: Ability to see Growth Year-to-Date and Month-to-Date data (Reports > Spots > Mini Dashboard). WYSIWYG Editor for Session Reports: rich text editor now included in Edit/Add Session Report ...
April 2023 - Release Notes
1. Included The Rejection or Cancelation Notes in The Session Report Rejected/ Cancelled Email. 2. Ability to Set Email Reminder Notifications for A Task. 3. Ability to Filter By Contact Status in The Dormant Customer Report. 4. Ability to Set ...
April 20, 2021 Release Notes
Releases: Added zip code data in the Revenue Reconciliation Report export. The Revenue Reconciliation Report includes the client’s zip code when exported as Excel, PDF etc. Added zip code data in the Open Invoice Hours Report export. The Open ...
March 3, 2020 Release Notes
Priority Fixes User and franchise not getting Consultation Booked email: this is now fixed; users should be receiving the email. Bulk Session Report Approve and Email issue: when user selects 5 and more than 5 session reports to Approve and Email, ...
May 25, 2021 - Release Notes
1. UX improvements for client filter. Quick and easy access to the most relevant fields. Rearranged the fields listed below and moved them to the top of the filters pop up. All fields starting from the confirmation number will be pushed below the ...