Kindertales Update History

Kindertales Update

End of Care Reason Updates

You can now define specific reasons why a child is ending care to be selected from in the end program wizard. A new End of Care reasons report has also been added to analytics. Click here to learn how to configure and use these new features!
August 15, 2022 10:00am

Kindertales Update

Transaction Reporting, Custom Payer Code and Absence Recording Updates

Classic Transactions Report is now "Payments"
Our existing Transactions report has been renamed to Payments. The focus of this report is to return transactions based on payment date.

New Transactions Report
Our new Transactions report allows you to return all Transactions based on their transaction date. This new report has in report search, report email scheduling and robust filtering options.

Custom Payer Code and Subsidy Deposit IDs
Child family users and Subsidies now have a "Payer ID" field allowing you to give them unique codes for used in reporting. When receiving subsidy you can now specify a Deposit ID on your locked ledgers.

Absence Updates You can now record absences in the past if you are an admin level or higher user. Absences can now also be recorded on the same date as single day drop-offs.
July 22, 2022 5:00pm

Kindertales Update

End of Care and Pro-Rating Update

End of Care Wizard Updated!
Our latest update simplifies and improves the End of Care process! Click here to review the End of Care knowledge base article.

Improved Billing Experience for Parents
Families will no longer see an upcoming charge prior to their End of Care date. The system will now void or not create a charge past the scheduled end of care.

Security Deposit Usage Improvements
The End of Care process will now allow you to convert available Security Deposits to credit. You can assign the credit to any valid payers associated to the child.

Include an End of Care Reason
The End of Care process will allow you to add details as to why the child is ending care. These details will display in reporting tied to End of Care in a future update.

Pro-Rating Now Available
Pro-rated pricing triggers when you enroll a child with a start date prior to their first charge date. The system will recognize this and offer to generate a charge for the scheduled days between the two dates.

Click here to review the Pro-Rating knowledge base article.
June 21, 2022 6:00pm

Kindertales Update

Daily Rate Pricing Now Available

Our latest update allows you to specify program pricing that is billed over a period at a daily rate and based on a child's schedule. Click here for a detailed user guide.
May 30, 2022 1:00pm

Kindertales Update

Meal Planning Now Live

Our latest update brings a full Meal Planning system to Kindertales. Click here for a detailed user guide.

Menus & Meals
You can create custom menu types and meals for dietary restrictions with total flexibility and customization to suit how you run your business.

New Meal Activity
The new Meal activity in the Kindertales for Classrooms app will work in tandem with the meal planner. No more having to type in what the children ate. A meal can be recorded in just a couple taps!

Dietary Restrictions
The enrollment form has been updated to offer parents the ability to select their child's dietary restrictions. They will choose based on the list of available menu types you specify in the Meal Planning settings.

Additional Details
This update to Kindertales also includes the following improvements and changes:
  • Control if staff can include a manually typed entry when recording meals.
  • Updated Meals report to work with the new Meal Planning system. Older entries prior to the update will still be shown.
  • Control the Meal Planning system globally or configure it per location.
  • No interruption to your current work flow. The new meal activity will accept typed input until you have time to configure the meal system.
  • Note: Now that each child can have their own dietary restriction the ability to 'Submit All' for group meal activities has been removed.
April 28, 2022 5:00pm

Kindertales Update

Staff Time Card Update, Lead Teacher and Room Monitor Updates

Staff Time Card Locking
You are now able to lock date ranges on the Staff Time Card report. Locking a date range will remove the ability to make edits to the selected range. Learn more about the report and locking feature here.

Lead Teacher Designation
Using the Staff Settings section you can now indicate if a Teacher role user is a Lead Teacher. Teachers set as Lead will appear with an (L) in front of their name on the desktop classroom monitor and desktop attendance screens.

Over Staffed Room Alert
The desktop classroom monitor will now highlight rooms in orange that are over staffed based on the student to teacher ratio requirements of the room.
April 13, 2022 2:00pm

Kindertales Update

CRM Report Updates

Advertising Channels Report
This report has been renamed to "CRM Referral Channels".

CRM Conversions Report
This report now filters by and displays Referral Channel information.
April 06, 2022 9:00am

Kindertales Update

Form Status and Payment Method Report Updates

Form Status Report
This report has been upgraded to include parent contact information. Form Status is now on our new framework which allows you to save your filters, schedule and email the report.

Payment Methods
This report (previously called Active Payment Methods) has been revised to also report on users with payer privileges that do not have a payment method in the system.
March 28, 2022 4:00pm

Kindertales Update

Report Scheduling & NSF Manager

All-New Report Scheduler and NSF Manager Now Live!
Our latest update includes all new reporting tools that allow you to save your filters and schedule email delivery of reports. In addition new settings and reporting for managing what happens when a bank transfer returns as NSF have been added.

Report Scheduling
You can now save filter configurations and schedule reports to be emailed as PDF, CSV or Excel files to one or many recipients on a variety of recurring schedules.

Learn More

NSF Manager
New NSF settings allow you to specify how many charges can return as NSF before disabling AutoPay. An NSF fee can also be automatically charged back to the payer. Includes new NSF reporting and tracking tools.

Learn More

Additional Updates
This update to Kindertales also includes the following improvements and fixes:
  • New CRM Phone Logs report
  • Statistics tiles added to CRM Conversions report
  • Historical revisions of child forms can now be printed and include their revision date information.
  • Access to the delete child profile function can now be locked for SuperAdmins only via Settings > Features > Enrollment.
  • Background fixes and improvements
February 01, 2022 12:00pm

Kindertales Update

CRM Updates

The CRM  system has received the following updates:
  • A new "Lead Management" section has been added to each CRM record allowing you to assign which staff member is responsible for the record as well as what stage the lead is at in the enrollment process.
  • When a lead is marked as Enrolled or Opportunity lost you can now provide a description detailing the reason.
  • Won and Lost leads now appear in their own tabs in the CRM Inquiry manager.
  • The 'Tours' report has been replaced with the CRM Conversions report. This report contains more detail than the old 'Tours' report based on the added functionality added to the CRM system.
To view an overview guide of the CRM system click here.
November 25, 2021 12:00pm

Kindertales Update

Child Location Transfer Tool Now Available

Archived children can now be transferred to another location in your organization. On the archive list use the arrow icon to initiate a transfer: Transfer Icon

We recommend reading the knowledge base article about this new feature.
November 03, 2021 10:00am

Kindertales Update

Reports, Form Builder and Subsidy Updates

New Reporting for Outstanding and Unarranged Payments
The existing Outstanding Payments Report has been replaced with three new reports for tracking unpaid and unarranged charges.

Outstanding Charges: Provides information on all unpaid charges arranged to a child payer.
Outstanding Subsidy Charges: Provides information on all unreceived subsidy charges.
Unarranged Charges: Provides information on all charges not arranged to a payer.

Form Builder Update
The paragraph tool in the custom form builder now has various tools for stylizing and formatting the text content.

Subsidy Receiving Update
When receiving a partial subsidy payment you are now provided the option to void the outstanding balance or arrange it to another payer.
October 06, 2021 3:00pm

Kindertales Update

New Report Added

A new "Absences" report has been added to the analytics section. This new report can provide summary and detailed information on the history of recorded absences per location.
September 15, 2021 4:00pm

Kindertales Update

Billing & Menu Updates

We've added some new items to the main menu to get you to the things that matter more quickly.
Chat and Support links can now be found in the new "Help & Support" section pinned to the bottom of the main menu. You can also directly search the Knowledge Base from this section!

Billing Updates
The 'Charges' tab in a child's billing profile has received the following updates:

  • You can now perform partial refunds on all charges. 
    Learn More

  • One-Time and Recurring Charges can now include discounts.
    Learn More

  • The interface on the page has been streamlined to be easier to use and more informative. Each charge now includes a detailed log history.
August 28, 2021 12:00am

Kindertales Update

Enrollment Report Update

Added additional columns to the Enrollment Report for Start Time, End Time and Scheduled Days.
August 13, 2021 1:00pm

Kindertales Update

Classroom Fast User Switching Update

Released a new version of Kindertales for Classrooms that includes a new Fast User Switching feature. This allows multiple users to be signed in to a device and swap profiles quickly using a PIN.   Learn More
August 01, 2021 1:00pm

Kindertales Update

Reports and CRM Update

Updated the My Day, Credit, Program Discount, Security Deposit, Allergy, Active Payment Methods and Authorized Pick-Up reports. Added settings to CRM to specify which locations do and do not show on the Inquiry and Application forms.
July 15, 2021 1:00pm

Kindertales Update

Pre-Screen Questionnaire Report

Added a new “Pre-Screen Questionnaire” report that displays the results of all pre-screen questionnaires recorded in the Kindertales for Parents app.
May 27, 2021 1:00pm

Kindertales Update

Report Updates

Newly released reports will display a “NEW” badge for 30 days. Added additional tag filtering to the Credit Report.
May 21, 2021 1:00pm

Kindertales Update

Set maximum days allowed per pricing tier

You can now set a maximum number of days a child can be enrolled per pricing tier. Click here to learn more about configuring problem pricing  
May 15, 2021 11:45am

Kindertales Update

Report and UI Updates

A number of report and interface adjustments have been made including:
  • Profile Tag report now has a location filter.
  • Saving a Tour in the CRM immediately creates a dashboard alert about the tour booking.
  • Made the “Add Record” button available on the Staff Time card at all times, regardless if the report returns data or not.
  • Released an update to Kindertales for Classrooms with UI improvements.
May 11, 2021 1:00pm

Kindertales Update

CRM Awaiting Reply

Added an “Awaiting Reply” column to the CRM. Displays the date and time of the last message in the thread if the last communication was from a parent. This will allow users to easily visualize which CRM records need to be responded to.
April 28, 2021 1:00pm

Kindertales Update

Report Updates

The following report changes have been made:
  • Added location filtering to the Tour status report.
  • Revised the Outstanding Payments report to have Amount and Owing columns.
  • Added a No Payer option to the Payer filter on the Outstanding payments report as well as row numbering.
April 09, 2021 1:00pm

Kindertales Update

Enrollment Manager Update

We've updated the Enrollment Manager with the following improvements:
  • Added an attendance graph based on child schedules for visualizing room capacity.
  • Multiple rooms can now be viewed at once.
  • General user interface improvements.
March 19, 2021 1:00pm