This release introduces transformative new capabilities to SchoolSet, headlined by the launch of Workflows, major enhancements to Digital Forms - including embedded payments and AI building, and an overhaul of the Transportation & Bussing module. We are also expanding our AI toolkit to generate comprehensive Family Summaries and providing deeper, more accurate financial reporting for business offices.
These updates are designed to move SchoolSet beyond simple data tracking, turning it into an active engine that drives your school's daily processes, from admissions pipelines to bus routing and financial collections.
Digital Forms & Workflows
We are evolving Digital Forms from static data-collection tools into dynamic, multi-stage Workflows. This new framework allows schools to build structured processes—such as an end-to-end Admissions pipeline—where forms move through distinct stages automatically.
Workflow Pipelines: You can now set up custom workflow stages (e.g., "Submitted," "Under Review," "Accepted") and visually move form submissions through these stages.
System Field Mapping: Forms can now directly populate your school database. When parents fill out a form with "System Fields," that data can be imported into a student or family record in SchoolSet, eliminating dual data entry.
Embedded Payments: You can now collect fees directly within a Digital Form. Forms support payment elements, allowing you to charge application fees, trip fees, or event tickets right at the point of submission.
Conditional Logic: Forms are now intelligent. Set up rules so that specific fields or questions only appear based on the user's previous answers.
AI-Assisted Form Builder: Describe the form you need to our AI, and it will automatically generate the fields, structure, and layout for you to review and publish.
Family Forms Tab: For easier access, we have added a dedicated "Forms" tab directly to the Family Profile page, keeping all submissions organized by household.
Where is it located:
Workflows and Forms are accessed via Settings → Digital Forms & Workflows.
Family Submissions are tracked via the Family Profile → Forms tab.
Transportation & Bussing Enhancements
The Bus Routing module has received a feature expansion aimed at improving real-time tracking, route accuracy, and parent communication.
Live Bus Telemetry: The bus page now displays critical live data including vehicle location, gas levels, engine status, and a color picker for easy visual identification of routes.
Route Progress Tracking: Dispatchers can now see real-time progress on the dashboard, tracking exactly how many stops a specific route has covered.
Targeted Broadcasting: Communication is now deeply integrated with transportation. You can instantly send an email or SMS broadcast to the parents of a single specific route or all routes directly from the route management page.
Where is it located:
Accessed via Transportation → Routes and the Bussing Dashboard.
Financial Management & Collections
We have refined how financial data is displayed, giving business offices quicker access to critical timeline data and more granular control over transaction types.
Credit Visibility: The Contract Fees report has been overhauled. Payments and Credits are now split into distinct columns. Tooltips now display the exact type of credit (e.g., "Credit - Scholarship"), providing instant context without needing to click into the ledger.
Next & Last Payment Tracking:
The Contract List page now features a "Next Payment Date" column, showing when a family's upcoming schedule will run.
The Collections Dashboard now includes columns for the "Last Payment Date" and "Last Payment Amount," making collection calls much easier to navigate.
Israel Merchant Support: We have added support for PayPlus, allowing schools in Israel to seamlessly process credit card transactions through PayPlus.
Where is it located:
Financial columns are found in Financial → Contracts and Financial → Collections.
Merchant settings are in Settings → Financial.
AI Insights
AI Family Summaries: Expanding on our Student AI features, you can now generate a comprehensive Family Summary. This AI tool synthesizes academic, behavioral, and financial data for the entire household into one easy-to-read paragraph.
Where is it located:
This can be found in the Family Details Page
Donor Management
Donor Profiling: You can now identify profiles as either "Parent" or "Donor" in the Fundraising module. The Donor List includes a new filter to easily separate internal parent donors from external community donors.
Donation Display: Cleaned up the Donation list so that if a donor payment is the full amount of a pledge, the system no longer confusingly displays it as "part of a donation."
Donors and Donations are located under the Fundraising Menu
System Improvements & Enhancements
Calendar Month Selection: We have upgraded the system calendars. Instead of clicking through arrows month-by-month, you can now click to select a specific month directly from a dropdown.
Document Entity Types: Added an "Entity Type" column to the Documents list, making it easier to sort and manage standard templates.
Date of Birth Separation: The Gregorian Date of Birth and Hebrew Date of Birth now operate independently. Updating one will no longer force an automatic (and sometimes unwanted) overwrite of the other, but will intelligently auto-fill if the other field is blank.
Critical Bug Fixes
We have deployed dozens of fixes to ensure data integrity and smooth out daily operations. Some of them include:
Data Imports & Exports:
Fixed a critical bug in the Upload tool that was preventing new families and students from successfully writing to the database.
Resolved an issue where exporting "Family Payer Types" mistakenly placed last names into the first name column.
Fixed an issue in Lists & Labels where filtering by "First Student DOB only" resulted in blank columns for other data points.
Payment & Billing Fixes:
Fixed an issue where the Payment Report Gateway filter only showed Cardknox and left Stripe transactions blank.
Corrected the Payment Editing Window to prevent negative remaining balances when manually adjusting allocations.
Fixed a bug where ACH payment setups on the Parent Portal were incorrectly displaying as Credit Card payments.
Removed unused and confusing payment statuses from system dropdowns.
Reporting & Document Generation:
Resolved a server error that caused PDF generations on the Lists & Labels page to fail.
Fixed the Immunization sync process so that HIB, Tdap, and Meningitis data maps correctly from state repositories.
Restored the "Mother's Maiden Name" tag functionality in Lists & Labels outputs.
User Management:
Ensured that when a user is removed from a school, their Staff Profile connection is properly severed in the database.