Product Updates
Last Updated: October 6, 2025
Here, you will see our regular product updates. Every month, this page will be updated with key feature highlights that we have released since the last update. More detailed notes and walkthroughs for each feature will also be available publicly here.
October 6, 2025
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Event Duration and Billing - A new warning clarifies that changing event durations after attendance won’t affect billing, ensuring financial transparency
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Double Booking Warning - Staff now receive alerts when double-booked for events, helping prevent scheduling conflicts
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Last Session Held for Student Report - A new report tracks when each enrolled student last attended a lesson, helping identify those who may need re-engagement
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Uninvoiced Line Items Report - A report now lists all ledger entries not yet invoiced, offering better visibility into pending financial actions
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Monthly Pre and Membership Invoices for Admins - Admins can now generate and send monthly pre and membership invoices in advance for client review
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Enrollment Future Cancellations - Enrollments can now be scheduled for future cancellation, automatically ending lessons and billing after a set date
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Editable Notes in Event Sheets - Notes can now be edited directly in event sheets for faster updates to shared and private notes
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Room and Location Filtering - Blocks can now be filtered by specific rooms and locations, aligning with event filtering for smoother scheduling
September 22, 2025
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Customizable Email Footers- Tailored footers with details like payment info or policies to specific notification email types
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Streamlined Pay Rate Override Process- Pay rates can now be overridden during enrollment creation, eliminating an extra step afterward
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Enhanced Calendar Filtering- Calendar filters now support active staff/room filtering, collapsible staff filters, and location-based room grouping
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New Form Elements: Longform Display Text and Signature- Forms now support policy display text and e-signatures
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Unified Event Notes- All event notes are consolidated under a member’s profile so staff can view complete history in one place
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Improved Reports Page- Reports now include clearer descriptions of the data each download provides
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Exportable Tables- All major tables (members, enrollments, events, leads, staff) can be exported with filters applied for precise reporting
September 5, 2025
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Improved Invoice Dashboard Filters- Clearer filters for invoices, including a date filter
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Improved Event Notes- Improved formatting of notes and flexibility in recipients
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Invoice Improvements- Automatically generated invoice refunds, invoice PDFs, and direct payment links for invoices
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Automated Email Visibility- Greater visibility into the content and triggers of emails that are sent from the system
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Credit Expiration Dates- Enforceable expiration dates for credits and packages
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Mass Archive Leads- Leads can be mass archived in the CRM, allowing for easier clean-up and maintenance
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Universal Credit Consumption- Credits can be consumed regardless of defined payment option
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First Lessons Report- Identify new students for more efficient follow-up
August 8, 2025
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Credits on Member Portal- Admins can allow clients to see remaining credits and packages in the member portal
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Installment Configuration- Installment plans have added configuration when enrolling students, allowing admin to customize number of installments, price, and start date
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Monthly Calendar View- In addition to daily and weekly views, we added a monthly calendar view to enable greater flexibility
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Invoices Preview- On any individual invoice, admin have the ability to "Preview Invoice", seeing exactly what it will look like to the client before it is sent
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Time Zones- Timezones can now be customized at the org and user level, and there is now greater visibility into what time zone events/calendars are in
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Improved Member Notes- Notes in the CRM now transfer over to the member profile upon conversion, allowing more extensive note taking
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Historical Payout Report- Staff can now view their historical payroll reports in the staff portal
July 4, 2025
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Custom Fields- Custom fields can now be defined on leads and members with form submissions feeding into them
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Improved Credit Accounting- Admins can now see what sessions are attributed to credits in a package
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Group Class Roster View- Staff can view all their students with information and notes in a dashboard view of a group class
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Invoicing Improvements- Admins can now filter by and mass turn on autopay for invoices
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Improved Calendar Visualizations- There is now better visual distinction on the calendar between events that are attended or cancelled
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File Upload on Members- Files can now be stored directly on member profiles
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Email Notifications on Text- When a text message is received in Noto, admins will now receive an email notification
June 6, 2025
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Duplicate Forms- Admins can now duplicate forms for faster reuse and edits
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Adding New Line Items to Invoices- Admins can directly add custom line items to any invoice after it's generated
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Mass Action on Invoices- Bulk send multiple invoices at once via a new mass actions dropdown
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Group Class Self-Registration- Clients can self-enroll into group classes directly through a form
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Multi-Select Calendar Blocks- Create calendar events for multiple staff at once with one block
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Improved Package Plan Flexibility- Option to delay billing until after the first session for package plans
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Descriptive Form Submission Messages- Users now see clear error messages when form submissions fail
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Automatic Invoice Notifications- Clients receive automatic reminders 3 days before invoice due dates
May 9, 2025
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Invoices- Overhauled billing with grouped line items, clear due dates, and better payment transparency
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Forms Product Catalog- Enables parents to pay for multiple services in one form, ideal for registrations/deposits
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Client Info for Staff- Staff can now access student contact details directly from their schedule
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Enrollment level Overrides- Allows custom pay rates per student, supporting special cases and referral bonuses
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Required Event Notes- Admins can now enforce staff to write session notes before submitting events
April 25, 2025
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Low Package Notifications- Get notified when a client's packages are getting low
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Zoom Room Links- Send out the teacher's zoom links to clients for online lessons
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CRM Card Ordering- Greater flexibility in how to order leads in the CRM
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Assign Multiple Task Owners- Greater flexibility in assigning tasks to one or more people
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Priorities on Tasks- Better visualization and urgency tracking of tasks
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Credits Improvements- Multi-use credits and better visibility into credits tracking
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Form Multi Columns- Improved look and feel of forms by putting fields in multiple columns
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Form Navigation Improvements- Streamlined form sharing and submission process
