Self-Scheduled Tours Observe Holidays

Settings > Extra Settings > Self-Scheduled Tours > No Tour Dates

You can now enter the holidays your locations observe into ChildCareCRM and such days will automatically be blocked off from the Self-Scheduled Tours calendar that parents use to book their own tours.

Please note that we cannot know which holidays your company observes and so no holidays are pre-populated. Please enter your company’s holidays to use this feature.

A holiday can be set to apply to a specific geography if needed:

Note that selections made within this screen will affect every location within the selected geography. If some facilities within a given geography will be open and others closed, you’ll need to log into each location separately to mark closed locations unavailable for tour.

 

Tour Kiosk Now Shows Yesterday and Tomorrow

The top of the “Today’s Tours” screen now includes arrow keys that can be used to see yesterday’s and tomorrow’s tours. 

Child Status Tracking Report Now Includes Expected Start Date Filters

Reports > Children > Child Status Tracking

The Child Status Tracking Report has been significantly enhanced to allow directors to more effectively track a child’s movement through the pipeline.

First, “Expected Start Date” filters were added to the report, allowing directors to focus on a particular time period for expected enrollment, for example the upcoming month.

In the results detail, the “Expected Start Date”, “Actual Start Date” and “Withdrawal Date” fields were added:

The results are grouped according to the status that was changed to, which is shown underneath each grouping. 

In the example below, Timmy Abraham appears twice—at one point he had a prior status of nothing which changed to “Responsive”, and at another point he had a prior status of “Responsive” which changed to “Tour Scheduled”. Because he had two prior statuses, he appears twice:

To learn more about the Child Status Tracking Report, click here.

New API Service Accounts Cannot be Used to Log into the Standard ChildCareCRM Website

Going forward, newly created API Service Account logins will only be useful for accessing the API. A separate staff user account will be required to log into the traditional user interface. 

Previously created API Service Account logins can be used to log into the traditional website user interface, and this will remain unchanged.

In addition, users no longer need to contact us to set up API Service Accounts.Users with “Service Accounts” selected in Settings > Staff Settings > System Privileges will be able to create service accounts:

Step 1: Click Settings > Staff Settings > Service Accounts

Step 2: Click “Create Service Account”.

Step 3: Select a username and record the system-generated password.

Step 4: Slide the “Access Permissions” slider to the appropriate access: Read, Read/Write, or Read/Write/Delete.

Step 5: Click “CREATE”.

If an existing service account needs to be edited or deactivated or a new password needs to be generated and recorded, click on the username to edit it:

Group Communications Now Displays Progress While Processing

Marketing > Group Communication History > Group Email History

Marketing > Group Communication History > Group Text History

Very large batches of group communication can sometimes take significant time. Previously, the “Group Email History” and “Group Text History” tabs would simply show a status of “Processing” for several minutes, leaving users wondering if the CRM was locked up.

To resolve this, the “# Sent” column will now display real-time updates.

For example, if that column displays “124/965” it means that 124 messages have been sent out of 965.

Note that once processing is complete, you’ll just see the final number. In the above example, once processing is done you’ll just see “965”, not “965/965”. This functionality is only visible while the status is “Processing”. And most batches process so quickly, many users will rarely have a chance to see the progress tracking. 

Finally, if a “?” is shown, it means the CRM is still collecting leads. For example, if the “# Sent” column displays “85/?” it means 85 messages have been sent so far but the total number of leads who will receive the message isn’t yet known.

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