With our beta testing of the upgraded version of TutorBird in full swing, we’ve been making constant tweaks & enhancements to improve the TutorBird experience! Thanks to our awesome beta testers who have been testing out the new experience and sharing their feedback 🧡 We’re still adding new batches of testers frequently, so keep an eye out for an email from us in case you’re selected!

While we’ve been hard at work with the changes to our existing features, we’ve also been hard at work on adding a couple of new features to the beta experience…

Feature announcements:

• Lesson note templates are now available in beta! 🎉
  This highly-requested feature allows you to create templates to use and reuse so you can streamline your note taking. If you have a multi-tutor account, you’ll also have the ability to create shared templates that can be used by other tutors in your business as well! We’re so excited to have launched this new feature to our beta testers. Give it a try and let us know what you think at support@tutorbird.com
• An Import-ant update for students & expenses 😉
  We’ve redesigned our Student Import and Expense Import tools to allow for a more seamless bulk upload of your student list or expense transactions. Upload a CSV file directly or copy & paste your data and let TutorBird handle the rest!

Beta experience updates:

Student Management

• When selecting multiple students across different pages of the student list, the selection now remains once you’ve changed pages
• We fixed an issue where the number of make-up credits wasn’t displaying correctly in the Make-Up Credits (Unscheduled) column in the student list (but was displaying correctly everywhere else!)
• We fixed an issue where the submitted form information for new students wasn’t populating correctly in the Personal tab of their profile (this only occurred when the form is set to mark new students as Waiting, Lead, or Inactive)
• We fixed an issue with the sign-up form where adding a second student, then removing the first student, caused the form to get stuck
• We updated the toolbar buttons in the mobile layout of the student list on smaller phone sizes to prevent the buttons from getting cut off
• We fixed the Save button when attempting to update default prices in bulk (this was an issue that only impacted single tutor accounts)
• When sending an email to parents of students in a specific group, the parent email addresses are now correctly populating
• The Students page now refreshes after deleting students when you’ve applied a search filter
• We fixed an error with the student import tool when default billing was set to “Don’t automatically create any calendar-generated charges”

Calendar & Attendance

• The calendar now refreshes immediately once you update your calendar preference to disable birthdays
• Lesson notes you’ve started typing are now saved when you switch to the Student History tab and back
• The “Select All” option now retains your selection once you’ve saved bulk attendance using “Keep Existing” to not overwrite previously taken statuses
• We added a small pop-up notification that displays to confirm your previous lesson notes were successfully copied into the current notes
• We updated the functionality when copying lesson notes from the Student History tab into the current lesson notes so it would only copy to the correct note type (i.e. student to student, parent to parent, tutor to tutor)
• We updated the Agenda view on desktop to include the number of events scheduled for each day
• The calendar preference “Show only my events by default” is now overridden by any search or filter attributes you apply
• We updated the mobile view of the calendar so clicking on a day in month view opens up the selected day view and scrolls to the events at the bottom of the page
• We fixed an issue where you couldn’t edit some events more than 2 years in advance (you should be able to see events up to the end of the current month 2 years in the future)
• We updated the upload unsuccessful error when lesson note attachments don’t upload
• When setting the duration of an event to All Day, it will now gray out the duration field and clear the previously input value to prevent confusion (unchecking All Day will revert back to the default 30 minutes)
• We updated the “Show only my events by default” calendar preference so it now displays the correct events, that a filter is active, and gives the ability to clear the filter and return to viewing all events
• You can now delete multiple event locations one after the other
• We added the icon for Blocked Dates back on the calendar events
• When recording a payment as part of marking attendance Present, saving, and then updating the attendance to Unrecorded, Absent, or Tutor Absent, that payment is now correctly removed from the Family Account (since they couldn’t have paid at the lesson if they weren’t in attendance!)
• We’ve sorted the attendee list on an event pop-up in alphabetical order
• When taking attendance for events set to No Tutor– Entire Business, we’ve removed the make-up credit options (since make-up credits are tied to a specific student-tutor billing setup)
• We fixed a bug where events more than 2 years in the future couldn’t be added or updated
• The “Bill & Give Make-Up” attendance status is now available for group lessons Attendance: Bill and Give Make Up option is now available for multiple attendee events with both the Absent and Tutor Absent status
• We removed the payroll override options from event categories in single tutor accounts
• We fixed an issue that prevented you from being able to save the changes when applying make-up credits in bulk
• We updated the category dropdown selector to include the option to add a new category at that time

Families & Invoices

• We fixed an issue that didn’t immediately update the Balance Owing/Remaining amount on the Invoices tab when switching between families using the dropdown
• We updated the layout of the Family Account page to include additional details like auto-invoicing settings and next auto-invoice details
• We updated the payment receipt recipient field to include a default
• We fixed an issue where the Existing Invoices prompt wasn’t being triggered when an identical invoice was created
• We fixed an issue where a parent could save their payment details without Auto Pay even though the business requires it
• The search bar on a family’s Transactions page now remains even when there are no transactions visible
• We fixed an issue where “Send an email receipt” wasn’t displaying for inactive families
• When adding an upcoming transaction, you’re now prompted to change the balance date to the date of the transaction so you can see the transaction you just added
• We fixed an issue when creating invoices using the “Skip families with $0.00 invoices” setting where families with a positive balance (i.e. families who overpaid or have a financial credit) still had invoices created
• We fixed an issue that cause the app to get stuck when you changed the start date of a recurring transaction to an earlier date
• The invoice end date is now properly set when creating a new invoice, instead of advancing by one day

Learning Management

• We’ve updated News & Blog Posts to show a read-only mode for tutors & staff members without privileges to access that feature
• We fixed an issue with the mobile layout when viewing a video in landscape so it doesn’t get cut off by the browser’s address bar
• We made a change to Online Resources when assigning access to a file so individual students and groups are clearly separated
• We added back the ability to publish news & blog posts directly to your TutorBird-hosted website blog
• Sticky posts will now remain at the top when sorting News & Blog Posts by date

General/Other

• We updated the message & date picker on a tutor’s payroll page to include the balance
• We implemented an Auto Save feature for emails when composing a message
• We fixed an issue that was preventing bulk SMS messages from working correctly
• We updated the date range pickers across the app so you can now select a range of just one day

Please note: If you have any questions or require assistance with your account, please contact our support team at support@tutorbird.com