Product Updates
Last Updated: April 21, 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.
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
