Product Updates
Last Updated: October 20, 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 20, 2025
Two-Way Calendar Sync - Sync Noto with Google Calendar to keep availability updated automatically.
Cardholder Names - View cardholder names on all payment methods for clearer financial records.
Tentative Events - Mark events as tentative to hold time without triggering billing or notifications.
Flexible Form Options - Use “No New Lead” to add form info to student notes without creating leads.
Enhanced Search - Search CRM, Member, and Staff tables by name or email.
Zapier Integration - Automate workflows with HubSpot, Monday.com, QuickBooks, and more via OAuth and webhooks.
Public Invoice Payments - Let customers save payment info for faster future checkouts.
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
