This release delivers improvements across several key areas of SchoolSet, including online registration, payments, contracts, fundraising, forms, files, immunizations, reporting, transportation, and system performance. Highlights include more flexible payment and processing-fee controls, stronger registration setup and dashboard tools, independent fee support, improved donor and fundraising workflows, better file and form management, and faster performance across high-traffic pages. Together, these updates are designed to save time, improve accuracy, reduce manual work, and give schools clearer tools for daily operations.
Online Registration
Online Registration has been improved with more flexible payment rules, clearer parent-facing displays, and better handling of family and student information.
Key points
Schools can now restrict payment plans to be set up on specific days of the month or on an exact start date
Online registration now supports fixed payments per student in addition to fixed payments per contract
Schools can allow different payment methods for the charge-now amount and the payment plan.
If a payment method is required but no payment is due, parents are now prompted to add a wallet so registration can be completed.
Registration no longer requires emergency contacts when that matches school policy.
The online contract display has been clarified and improved with clearer headings and removal of repetitive data.
Registration links will no longer allow for links to old contracts when no current contract exists.
Schools can replace the SchoolSet logo with their own school logo on the registration page.
Online registration submission reliability has been improved, including fixes for server errors.
Where is it located
Online Registration setup is accessed from Settings → Registration Setup.
Parent registration is accessed through the registration links sent by the school.
Registration Dashboard
The Registration Dashboard now provides stronger tracking, filtering, visibility, and editing tools for managing registration progress.
Key points
Added filters for student status and online registration completion.
Added an Online Registration Completed column showing whether the parent completed the online portion, with the completion date.
Added a history column similar to the Contracts list.
Added support for contract-related custom columns.
Added edit-mode capabilities directly from the dashboard.
Immunization requirements now show the student names, making it clearer for families with multiple students.
Approving forms from the registration page no longer refreshes the page or resets the user’s scroll position.
The Registration Dashboard has been optimized for faster loading.
Where is it located
The Registration Dashboard is accessed from the Main Menu.
Payments, Wallets, and Processing Fees
Payment tools now provide more control over payment methods, processing fees, refunds, credits, and wallets.
Key points
Merchant accounts can now define supported payment types, including credit card, ACH, or both.
Schools can set default merchant accounts by payment type, such as one default for ACH and another for credit card.
Processing fees can now be removed for specific payments or payment plans.
Processing fees can also be blocked at the payer level for families, parents, donors, and entities.
Credit card processing fees can now be included in SchoolSet refund workflows.
Recurring credits no longer trigger confusing automated notifications to parents.
Credits are now more clearly distinguished from payments on payment reports, contract displays, contracts, and statements.
Allocation popups are no longer shown when not relevant for refunded, voided, failed, or canceled payments.
The Family Wallets tab now shows all wallets connected to the family, including parent wallets, and identifies the payer for each wallet.
New donor wallets now better prepopulate address and payer information.
Where is it located
Payment settings and payment actions are available throughout Financial, Contracts, Families, Donors, Entities, public payment pages, and wallet screens.
Contracts and Contract Payments
Contract workflows have been improved for payment plans, calculations, discounts, and contract generation.
Key points
Scheduled amounts on contract details now include only amounts allocated to the school year being viewed.
Contract files now generate more reliably.
During contract generation, Add Fees can now filter by student status.
Registration settings now support custom Hebrew-month payment plans.
Early bird discounts can now be configured per contract or per student, with clearer wording.
The Contract Balance Widgets now includes additional clarity to differentiate between Payments, Credits, Scheduled Payments, Scheduled Credits, Current Balance, and Total Balance.
Where is it located
Contracts are accessed from Financial → Contracts.
Independent Fees
SchoolSet now better supports fees that are not connected to contracts, giving schools a cleaner way to manage charges such as books, snacks, trips, or other standalone fees.
Key points
Schools can now create independent fees outside of contracts.
Independent fees can support the same payment options that are available to contract fees.
Independent fee types can be added to the fee type table.
Fee types can be hidden from contract fee dropdowns when they are intended only for independent use.
Receipts can be generated for independent fees.
Where is it located
Independent fees are accessed from the Financial Menu. Fee type setup is accessed from Settings → Fee Types.
Statements and Receipts
Statements and receipts have been enhanced to reduce unnecessary communication and provide clearer payment details.
Key points
Automatic statements can now exclude accounts with a zero balance and no activity during the statement period.
Receipt templates can now include payment method, check number, and payment notes, with checkbox options to control whether those details appear.
Statement generation has been improved to reduce timeout issues.
Where is it located
Statement settings are accessed from Settings → Statements and Contracts. Statements and receipts are generated from financial, contract, family, donor, and payment actions.
Fundraising and Donors
Fundraising tools now load faster, provide better donor visibility, and support more flexible campaign and import workflows.
Key points
Schools can now use Seti AI to help build public campaign fundraising pages.
Fundraising pages have been optimized for larger accounts.
Donors who are also contacts are now identified correctly in reports.
Donor custom columns can now be used as filters.
Donations and pledges can now be included in the import utility.
New donor wallets now better prepopulate address and payer data.
Where is it located
Fundraising tools are accessed from Fundraising → Campaigns and donor-related fundraising pages. Imports are accessed from the import utility.
Forms
Forms now provide better payment handling, quantity controls, conditional logic, submission viewing, and PDF download reliability.
Key points
Submitted forms now allow staff to view uploaded documents more reliably.
PDF downloads of completed forms and form submissions have been improved.
Conditional logic on forms has been corrected so fields appear only when they should.
Numeric fields now allow zero as a valid required response and support better min/max controls.
Forms can now support available quantity settings for products.
Where is it located
Forms are accessed from the Forms menu item. Public forms are accessed through shared form links.
Files and Document Management
File management has been improved with clearer relationship indicators, stronger filtering, and easier bulk updates.
Key points
Files now show a badge indicating whether the file relates to a student, parent, or family
Users can update and re-assign the file relationships as needed.
The Files list can now be filtered by student status.
File categories can now be bulk updated directly from the Files table.
Where is it located
Files are accessed from the Files area of SchoolSet as well as from the Files tab on Family pages
Broadcasts and Communications
Broadcast tools have been improved for scheduling reliability, merge-tag accuracy, and message handling.
Key points
Broadcast emails no longer hang during scheduling.
Creating voice broadcasts has been updated to improve reliability.
Student merge tags now pull students from the correct academic year.
Broadcast merge tags have been improved to prevent unwanted spaces around inserted values.
Where is it located
Broadcasts are accessed from the Broadcast menu.
Families, Parents, Students, Staff, and Contacts
Family and contact management now include improved filters, relative fields, imports, and user preferences.
Key points
The Family page now includes a grade filter.
Prefix and suffix fields have been added for relatives.
Maternal and paternal grandparents are now supported.
Student uploads now include additional fields, including second emergency contact, relative addresses, relative title/prefix, and student legal name.
Staff address requirements are now enforced more reliably when adding staff.
Dropdown custom fields can now be cleared after a value is selected.
School-year sorting is now user-configurable, with the preference saved on the user profile, and the default set to lowest-to-highest.
Where is it located
Families, parents, students, staff, donors, and entities are accessed from their respective main list pages. User sorting preferences are managed from the User Profile.
Immunizations
Immunization tools have been improved for speed, accuracy, and clearer registration tracking.
Key points
The immunization section has been optimized to load faster.
Registration immunization requirements now show the student's name.
Several vaccine compliance rules have been corrected for better accuracy on the compliance page
Where is it located
Immunizations are accessed from the Immunizations menu. Registration-related immunization status appears on the Registration Dashboard.
Reports, Imports, and Exports
Reporting and import/export tools now provide clearer financial data and broader import support.
Key points
Payment reports now better distinguish credits from payments.
Contract and statement displays now separate payments and credits more clearly.
IIF fee exports can now be downloaded by installment instead of only as one line per fee.
Donations and pledges can now be included in the import utility.
Import reliability has been improved, including family imports, student uploads, and general import fixes.
Where is it located
Reports are accessed from the Reports menu. IIF exports and imports are accessed from their respective financial and import tools.
Transportation
Transportation has been improved for more accurate routing and stop placement.
Key points
Bus stop locations now display more accurately on the transportation map.
Routing accuracy has been improved by correcting cases where stops appeared in the wrong location.
Pickup-time and route-planning accuracy are improved as a result of better stop-location handling.
Where is it located
Transportation tools are accessed from the Transportation menu.
Performance and Reliability
This release includes system-wide improvements to speed, stability, and reliability across high-usage workflows.
Key points
Student, parent, and family tables have been optimized.
The Registration Dashboard, fundraising pages, and immunization section now load faster.
Registration settings now save more quickly.
Database connection handling has been improved to reduce connection-related errors.
AI chat memory handling has been improved.
School logo editing has been improved.
Contract generation, statement generation, form submission downloads, filled-form PDF downloads, and online registration submissions have all been made more reliable.
Where is it located
These improvements apply throughout SchoolSet, especially in registration, fundraising, immunizations, reports, contracts, forms, payments, and family management.