Product Updates
Last Updated: July 2nd, 2026
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.
July 17, 2026
Configurable default first due date on installment plans
When creating Installments Plans, you can now establish a default first due date at the plan level for installment plans. This means you no longer need to configure the due date manually for each enrollment — and installment plans can now be used in self-enrollment flows where no staff member is present to set it.
Bill subscription cycles before they start
Subscription and Recurring Flat plans can now bill members before a cycle begins — for example, charging in July for August's sessions. To enable this, set a negative due buffer on the plan (up to 30 days early):
Open the billing plan you want to edit.
Locate the due buffer setting.
Enter a negative value (e.g. –7 for one week early, up to –30 days).
Save the plan.
Autopay will automatically fire at the right time based on your buffer — no manual adjustments or data migration needed. Existing enrollments on these plan types are unaffected until you update the buffer.
Hide member contact info from instructors
You can now control whether instructors see members' email, phone, and address. Instructors have access by default, but you can turn it off per staff member or set it through role defaults. Admins always keep full access. This can be set in Settings -> General -> Organization -> Staff.
Make-up credits usable on self-enrollment drop-in forms
Members with an eligible make-up credit can now apply it when signing up for a drop-in session through a client-facing self-enrollment form. At checkout, a Use make-up credit toggle appears automatically if a qualifying credit is available. Selecting it sets the amount due to $0, and submitting the form reserves the credit against that session — no admin intervention needed.
Student date of birth field on enrollment forms
Enrollment and interest forms now support an optional Student Date of Birth field that writes directly to the member's profile. Member profiles then display the student's birth date alongside their dynamically computed age.
Custom voicemail greeting for inbound calls
Head to Settings → Text & Voice to record a custom voicemail greeting that plays for callers before the beep — replacing the generic default message. Once set, your greeting applies across all voicemail entry points, so every missed call gives members a consistent, on-brand experience instead of a system prompt.
Negative prices for discount catalog items
Head to Pricing -> Product Catalog to create catalog items. You can then open a parent's profile, then go to Line Items → Actions → Add Line Item to put this to use. You can now set a catalog item to a negative price (e.g. "Referral Bonus = -$25"), and when it's added as a line item it automatically converts to a credit entry that reduces the member's balance on their next auto-generated invoice.
Read more about it here: What's New, July 17, 2026
July 2, 2026
Duplicate a session from the event sheet menu
Open any session's 3-dot menu on the event sheet and select Duplicate to create a copy of that session. The schedule dialog opens pre-filled with the original session's member, service, enrollment, date and time, assigned staff, and room — so you only need to adjust what's different before saving. It's the fastest way to book a repeat session without starting from scratch.
Email guardians only from the Members page
Head to the Members page, add your desired filters, and open the Actions menu to find the new option to email only guardians or download a guardian-only CSV — without pulling in student email addresses.
Merge unpaid family invoices into one
Admins can now combine multiple unpaid invoices from the same family into a single consolidated invoice. Select two or more unpaid invoices belonging to the same family, merge them, and Noto handles the rest — source invoices are archived, all ledger lines are carried over to the new invoice, and the total is recalculated automatically. This makes it easier to keep family billing tidy and reduces the back-and-forth of chasing several open balances at once.
Inbound call greeting and spam gating
Head to the call branching admin screen to set up your inbound call experience. From there, you can write a custom greeting that callers hear before any menu options are read out, and configure a single-level press-a-key menu that routes callers to the right forwarding numbers based on their keypress. If no valid key is pressed after three replays, the call falls through to voicemail automatically.
Learn how: Inbound call greeting and spam gating
New recurring flat-fee plan type available
A new Recurring Flat Fee plan type is now available when creating a Billing Plan from the billing or plans area of your dashboard. Unlike pack or subscription plans, it issues no session credits and doesn't depend on attendance — it simply bills a fixed amount each cycle. This makes it a great fit for prepaid fixed-cycle family memberships or retainer-style offerings where the charge is the same every period, regardless of sessions attended.
Schedule Session button added to private enrollment details
A new Schedule Session button now appears directly in the private enrollment details sidebar, so staff can book a session without leaving the enrollment context. When clicked, a dialog opens with fields organized into four clear steps — Session, Date & time, Staff & location, and Notes & options — with the Schedule action anchored in a footer bar at the bottom. Work through each step, fill in the details, and confirm to create the session.
Read more about it here: What's New, July 2, 2026
June 26, 2026
Apply makeup credits when self-scheduling online
Members and guardians can now apply a makeup credit while booking online — no need to contact staff afterward. During self-scheduling (on the member portal or a public scheduling link), a toggle on the confirmation step lets them redeem a credit. The soonest-expiring eligible credit is applied automatically, bringing the session cost to $0.
Makeup credits track booked uses at the time of scheduling, so the credit is reserved immediately and won't be double-booked.
Resources page added to member portal
Members now have a dedicated Resources page in their portal where admins can publish rich-text links to external files and folders — such as Google Drive or Dropbox — for easy access in one place. Admins can share resources with all members or target them to specific individuals. Guardians see a separate block for each of their dependents, so the right resources are always easy to find.
Admins can now impersonate members or staff
Org admins can now impersonate any staff member or member, seeing the dashboard exactly as that user does — making it much easier to troubleshoot access issues or verify that permissions are set up correctly. A prominent banner displays the impersonated person's name and role, with a clear "Stop impersonating" button to return to your own session.
Auto-issue invoice credit on staff cancellation
When staff cancels a lesson, eligible prepaid plan members now automatically receive an invoice credit — no manual adjustment needed. The cancellation policy settings have also been redesigned into clear, balanced policy cards, making it easier to review and configure your rules at a glance.
IVR menu, call greeting, and spam gating for inbound voice
Your Noto number can now greet callers and route them with a press-a-key menu — no extra cost, no separate phone system needed. Here's how to set it up in the call branching admin screen:
Write your greeting message — callers hear this before the menu options are read out.
Define menu options by setting the digit a caller presses and a short label (e.g. "front desk" or "billing"). The label is read aloud in the prompt.
Assign forwarding numbers to each option so different keys reach different people.
If a caller doesn't press a valid key, the menu replays up to 3 times, then routes to voicemail. If you only have one branch configured, Noto skips the menu entirely and connects the call directly.
Monthly recurrence option added to scheduling
Users can now schedule recurring sessions on a monthly cadence — e.g. "every third Tuesday" — directly from the recurrence form. Options are dynamically derived from the chosen start date, matching the Google Calendar experience.
Improvements
Left-hand nav redesigned into usage-based groups
The main navigation has been reorganized into six clearly labeled sections — Scheduling, Engage, People, Catalog, Finance, and Other — replacing the previous flat list. The new groupings reflect how staff actually move through their work, making it faster to find the right page without scrolling through an undifferentiated menu. Several underlying pages have also been refactored to support deep-linking and cleaner sub-navigation, so shared links now land you in exactly the right place.
Mobile day view calendar is now actually usable
The Day view on mobile has been rebuilt from the ground up. Staff columns now stay narrow-but-readable with horizontal scrolling, so you can see everyone's schedule without columns collapsing into unreadable slivers. Event cards also fill their columns cleanly edge-to-edge, making it much easier to read and tap into sessions on a small screen.
Pending auto-apply items previewed before invoice finalization
When you finalize a draft postpay invoice, the finalization dialog now shows any pending auto-apply line items before the invoice is confirmed — including how many items are waiting, the dollar amount they'll add, and the projected new total. This means the final invoice total is no longer a surprise after you click Finalize.
When finalizing multiple draft invoices at once, the dialog breaks this down per family so you can see exactly what will change for each one before committing.
New Conversation modal is now mobile-friendly
The Text & Voice "New Conversation" modal now renders as a full-screen overlay on mobile, with avatar rows, dividers, a search field, and a pinned "Open Chat" button — matching the app's standard mobile UI patterns instead of overflowing the viewport.
April 21, 2026
AI Smart Lead Detection - Automatically capture new inbound email contacts as leads, surface them in a dedicated Smart Leads column across all boards, and triage them instantly without manual data entry
Availability Finder - Instantly find instructors with open time slots based on their availability blocks and eligible services to streamline scheduling decisions
Gmail Integration — Full Rollout - Fully sync Gmail to view complete email threads on contact profiles, connect multiple inboxes, and send emails directly from Noto with autocomplete and unified history
Self-Scheduling Links — Rebuild - Launch a redesigned two-step scheduling flow that shows real-time availability across staff and collects custom intake data before automatically creating leads and bookings
Service Sections (Group Classes) - Organize group classes into structured sections (e.g., different days/times/levels) with section-based enrollment, scheduling, and self-selection for families
CRM Lead Sidesheet — Redesign - Manage leads more efficiently with a redesigned two-column layout, inline editing, activity filtering, and a dedicated tasks drawer for better visibility and follow-up
Billing & Invoicing Improvements - Gain more control with retroactive auto-pay updates, the ability to revert invoices to draft, downloadable PDFs for clients, and itemized payment email receipts
Payroll — Attendance Projections - Forecast instructor payroll with projected earnings based on upcoming scheduled sessions alongside real-time unsubmitted hours
Calendar Improvements - Navigate scheduling faster with a redesigned filter sidebar, clearer availability and time-off visuals, and quick shortcuts to create availability blocks
Forms & Custom Fields - Capture better data with new checkbox fields, student vs. guardian field targeting, centralized custom field management, and inline editing across the platform
Sessions & Attendance Enhancements - Mark attendance faster on mobile with bulk actions, send session notes via a guided email flow, and apply updates across multiple recurring sessions at once
Makeup Credits - Issue and apply makeup credits more accurately with enrollment-specific filtering and streamlined workflows for cancellations and rebooking
February 9, 2026
Coupon codes for self-registration - lets you create percentage or fixed-amount discounts for group classes and product purchases.
Recurring discounts on enrollments - allows you to apply an ongoing discount to all invoices for a student enrollment, eliminating the need for separate plans and clearly showing the discount on invoices.
Multi-board CRM - enables multiple CRM boards so you can track different pipelines separately by service, location, or student type.
Admin payment reassignment - allows admins to unapply a payment from a paid invoice and either refund it or reapply it to a different invoice without refunding and recharging the client.
Event email reply-to settings - lets you control whether replies to event note/reminder emails go to instructors or admin:
Potential Action Required - Previously, event note emails were sent from the organizational email and cc'd the instructor, so replies could go to either the admin or the instructor. We have moved the instructor email to bcc, so if you'd like replies to go to the instructor, please enable this setting under Settings -> General -> Reminders.
Configurable admin notification emails - allow you to choose which email address receives system notifications, like payments, failures, and form submissions.
Member filtering on invoices - makes it possible to quickly view all invoices associated with a specific student from the Invoices dashboard.
Unapplied payments filtering - adds a way to see payments not yet linked to invoices, useful for deposits, prepayments, and tracking remaining balances.
January 13, 2026
Clearer Invoice Dates - Invoices now show the event date for session-based line items (instead of attendance date), giving clients better context for charges.
More Configurable Organization Settings - Billing and invoicing settings—like credit card and ACH fees—are now configurable directly by your organization.
Enhanced Self-Scheduling Controls - New settings let you customize self-scheduling policies, including start-time intervals, cancellation and rescheduling rules, and late cancellation windows.
Online Meeting Links in Calendar - Calendar events now display online meeting links in both admin and member portals, making it easier to join sessions.
Editable Block Types & Availability Visibility - You can now edit block types directly from the calendar. Available blocks are highlighted with a green border for clearer staff availability.
Timezone Selector for Self-Scheduling - A new timezone selector helps users schedule accurately across different locations—especially useful for guardians booking for dependents.
December 2, 2025
Self-Scheduling Links - You can now create public or login-required self-scheduling links that auto-enroll members and collect payment before confirming events.
Group Class Capacity Management - Group classes can now have a max capacity that blocks further enrollment and dynamically reopens spots when cancellations occur.
Mass Email Group Class - You can email every member of a group class with a single click for quick announcements or updates.
Flexible Group Enrollment - Students can now be added to single class instances for trials or make-ups, and these ad-hoc enrollments are clearly marked.
Bulk Attendance Marking - You can mark attendance for multiple sessions at once and automatically trigger related invoicing and credit adjustments.
Default Payment Method Display - The system now highlights and surfaces the default payment method first during payment collection.
Improved Payroll Report - A new payout summary separates payroll by rate to make staff payment review and export easier.
Automatic Payment Application - Unapplied payments can now auto-apply to future invoices to streamline prepayments and deposits.
Streamlined Member/Lead Creation - Custom fields are now editable during member or lead creation, eliminating extra steps.
Form Submissions - Submitted forms are automatically stored on member profiles and can be downloaded or shared as PDFs.
October 6, 2025
Event Duration and Billing - A new warning clarifies that changing event durations after attendance won’t affect billing, ensuring financial transparency
Double Booking Warning - Staff now receive alerts when double-booked for events, helping prevent scheduling conflicts
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
Uninvoiced Line Items Report - A report now lists all ledger entries not yet invoiced, offering better visibility into pending financial actions
Monthly Pre and Membership Invoices for Admins - Admins can now generate and send monthly pre and membership invoices in advance for client review
Enrollment Future Cancellations - Enrollments can now be scheduled for future cancellation, automatically ending lessons and billing after a set date
Editable Notes in Event Sheets - Notes can now be edited directly in event sheets for faster updates to shared and private notes
Room and Location Filtering - Blocks can now be filtered by specific rooms and locations, aligning with event filtering for smoother scheduling
September 22, 2025
Customizable Email Footers- Tailored footers with details like payment info or policies to specific notification email types
Streamlined Pay Rate Override Process- Pay rates can now be overridden during enrollment creation, eliminating an extra step afterward
Enhanced Calendar Filtering- Calendar filters now support active staff/room filtering, collapsible staff filters, and location-based room grouping
New Form Elements: Longform Display Text and Signature- Forms now support policy display text and e-signatures
Unified Event Notes- All event notes are consolidated under a member’s profile so staff can view complete history in one place
Improved Reports Page- Reports now include clearer descriptions of the data each download provides
Exportable Tables- All major tables (members, enrollments, events, leads, staff) can be exported with filters applied for precise reporting
September 5, 2025
Improved Invoice Dashboard Filters- Clearer filters for invoices, including a date filter
Improved Event Notes- Improved formatting of notes and flexibility in recipients
Invoice Improvements- Automatically generated invoice refunds, invoice PDFs, and direct payment links for invoices
Automated Email Visibility- Greater visibility into the content and triggers of emails that are sent from the system
Credit Expiration Dates- Enforceable expiration dates for credits and packages
Mass Archive Leads- Leads can be mass archived in the CRM, allowing for easier clean-up and maintenance
Universal Credit Consumption- Credits can be consumed regardless of defined payment option
First Lessons Report- Identify new students for more efficient follow-up
August 8, 2025
Credits on Member Portal- Admins can allow clients to see remaining credits and packages in the member portal
Installment Configuration- Installment plans have added configuration when enrolling students, allowing admin to customize number of installments, price, and start date
Monthly Calendar View- In addition to daily and weekly views, we added a monthly calendar view to enable greater flexibility
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
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
Improved Member Notes- Notes in the CRM now transfer over to the member profile upon conversion, allowing more extensive note taking
Historical Payout Report- Staff can now view their historical payroll reports in the staff portal
July 4, 2025
Custom Fields- Custom fields can now be defined on leads and members with form submissions feeding into them
Improved Credit Accounting- Admins can now see what sessions are attributed to credits in a package
Group Class Roster View- Staff can view all their students with information and notes in a dashboard view of a group class
Invoicing Improvements- Admins can now filter by and mass turn on autopay for invoices
Improved Calendar Visualizations- There is now better visual distinction on the calendar between events that are attended or cancelled
File Upload on Members- Files can now be stored directly on member profiles
Email Notifications on Text- When a text message is received in Noto, admins will now receive an email notification
June 6, 2025
Duplicate Forms- Admins can now duplicate forms for faster reuse and edits
Adding New Line Items to Invoices- Admins can directly add custom line items to any invoice after it's generated
Mass Action on Invoices- Bulk send multiple invoices at once via a new mass actions dropdown
Group Class Self-Registration- Clients can self-enroll into group classes directly through a form
Multi-Select Calendar Blocks- Create calendar events for multiple staff at once with one block
Improved Package Plan Flexibility- Option to delay billing until after the first session for package plans
Descriptive Form Submission Messages- Users now see clear error messages when form submissions fail
Automatic Invoice Notifications- Clients receive automatic reminders 3 days before invoice due dates
May 9, 2025
Invoices- Overhauled billing with grouped line items, clear due dates, and better payment transparency
Forms Product Catalog- Enables parents to pay for multiple services in one form, ideal for registrations/deposits
Client Info for Staff- Staff can now access student contact details directly from their schedule
Enrollment level Overrides- Allows custom pay rates per student, supporting special cases and referral bonuses
Required Event Notes- Admins can now enforce staff to write session notes before submitting events
April 25, 2025
Low Package Notifications- Get notified when a client's packages are getting low
Zoom Room Links- Send out the teacher's zoom links to clients for online lessons
CRM Card Ordering- Greater flexibility in how to order leads in the CRM
Assign Multiple Task Owners- Greater flexibility in assigning tasks to one or more people
Priorities on Tasks- Better visualization and urgency tracking of tasks
Credits Improvements- Multi-use credits and better visibility into credits tracking
Form Multi Columns- Improved look and feel of forms by putting fields in multiple columns
Form Navigation Improvements- Streamlined form sharing and submission process
