This release delivers a powerful suite of updates to SchoolSet, headlined by the introduction of AI-assisted communications and enterprise-level data management. We’ve also expanded our reporting capabilities, refined our financial tracking tools, and implemented a wide range of platform-wide optimizations. Together, these enhancements are designed to increase administrative efficiency, provide deeper financial insights, and ensure a more seamless experience for both staff and families.
Broadcasts
Communication is now faster and more intuitive with the introduction of AI-assisted tools to help schools draft and refine their messages.
Key points
AI Assisted Broadcasts: Leverage AI to help write, refine, and polish school-wide announcements and emails.
Text to Voice: Create AI Assisted Text to Voice Messages.
Improved Formatting: Refinements to how content blocks and links are displayed to ensure professional communication.
Where is it located
The AI assistance tool is available directly within the Broadcasts module when drafting new messages.
Enterprise Features
For organizations managing multiple schools, we are introducing new tools to centralize data and streamline administrative workflows.
Key points
Shared Family Data: Support for enterprise accounts allows family data to be shared across multiple school sites, reducing duplicate entry and ensuring data consistency.
Where is it located
Contact customer support for access to the Enterprise School Features
Reporting
We’ve added more granular control to our reporting engine, making it easier to analyze fee schedules and simplify high-level financial summaries.
Key points
Contract Fee Installments: On the Contract Fee Report, you can now toggle an option to provide Installment level detail to the report.
Bundled Fee Reporting: On the Contract Fee Report, you can now toggle an option to bundle fees together, showing a single consolidated line per contract rather than itemized rows.
Where is it located
The report enhancements can be accessed via the Reports menu.
Collections & Financials
This update brings more detail to your financial tracking, from Hebrew calendar support to clearer visibility into payment plans.
Key points
Hebrew Month Merge Tags: Schools can now insert the Hebrew Month into statement email templates using merge tags.
Balance Without Plan: A new column has been added to the Collections view to identify balances not currently covered by a payment plan.
Enhanced Payment Details: Resolved issues where check dates were missing from contract details and ensured payment sources are correctly saved for recurring transactions.
Where is it located
Merge tags are available in Settings → Statements and Contracts. The new column is located in Financial → Collections.
Online Registration
Registration workflows have been refined to give schools more control over internal requirements and parent-facing forms.
Key points
Internal Checkbox Requirements: Schools can now create checkbox requirements that are "Required" for the process but remain invisible to parents, allowing staff to manage internal compliance steps during enrollment.
Form Link Visibility: Fixed issues where form links and tags were not displaying correctly on the registration dashboard.
Where is it located
Managed within Settings → Registration Setup → Online Requirements.
Platform Experience
We’ve implemented several UI enhancements to make navigating SchoolSet clearer and more responsive.
Key points
Active Filter Highlighting: When a table is being filtered, the system now provides a clear visual highlight so users know they are looking at a subset of data.
Performance Fixes: Optimized student list reloads and resolved issues where the "Select All" button was not functioning in specific registration fields.
Branding Customization: Improved controls for Logo, Header, and Footer sizes on generated documents.
Where is it located
Filter highlights appear automatically on all data tables (Students, Families, etc.) whenever a filter is applied.
General Improvements & Bug Fixes
This release includes a significant number of stability updates and corrections:
Documents: Fixed PDF generation errors and file-naming issues within the Documents module.
Report Cards: Corrected grammatical errors and improved Hebrew text rendering for subjects and labels.
Security: Fixed the CVV requirement logic on public-facing payment pages.
Data Integrity: Resolved issues where the student page wouldn't update after editing
a family and fixed "duplicate record" count displays in pop-up windows.
UI/UX: Fixed various "block display" errors and corrected issues where identical date filters would return no results.