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Version 3.1 [Released February 20, 2026]

Thank you for your patience and partnership during this transition period. We truly appreciate the time you’ve taken to meet with our Find Your Ally team and share thoughtful feedback about your experience on the platform. We’ve been listening closely, and the improvements outlined below were released this week directly in response to your input.
 
 

📞 New Telephone Appointment Type

A new Telephone Appointment option has been added
 
What’s Included:
  • “Telephone Appointments” can now be added under Services → Categories.
  • Within caseworker availability, users can select:
    • Multiple locations
    • Multiple services
  • Telephone now appears as a third appointment type option within the booking widget.
KEY Difference:
If Zoom integration is enabled, Telephone Appointments will NOT auto-populate a Zoom link in confirmation emails.
 
Action Required:
If you enable Telephone Appointments, please review and update your email templates accordingly.
 
 

📆 Caseworker Visibility in Booking Widget

Issue Resolved:
Caseworkers were appearing in the booking widget even when they had no availability for a selected campus.
 
What’s Changed:
  • Caseworkers will now only appear in the booking widget if they have availability for that specific location.
  • This applies only when “Enable Caseworker Selection” is toggled on in Location Settings.

☑️ Booking Status Field Update

  • The Status field within Booking Details is now editable.
 

🌴Time Off Tab Improvements

Enhancements:
  • Added a sortable Caseworker column to the Time Off page.
  • Fixed an issue where caseworkers not associated with your provider were appearing in the Time Off filter.
Impact:
Cleaner filtering and improved visibility when managing time off.

📩 Email Templates Tab

Issue Resolved:
Email templates from other providers were appearing in your Email Templates table.
 
Impact:
Providers will now only see their own email templates.

🗃️ Booking Exports

  • Caseworker Name and Zoom Link are now properly populated in booking export.

🔖 Caseworker Availability – Save Functionality Fix

Issue Identified:
New caseworker availability blocks appeared correctly in the interface but would not register in the booking widget unless users:
  • Entered Edit Mode
  • Clicked “Save Changes”
Update:
  • A Save button has been added to the bottom of each availability block form.
  • Availability changes will now persist properly without requiring additional steps.

✏️ Availability Edit Button Fix

Resolved:
After adding a new availability block, the Edit button sometimes failed to enter edit mode.
This issue has been fixed.

📊 .xlsx Export Fix

Resolved:
Excel (.xlsx) exports were not functioning consistently across downloads.
All exports are now working properly.
 
Please continue to reach out to lsapsupport@foundationccc.org with any additional suggestions or enhancements you’d like to see — your feedback plays a critical role in helping us improve the system. Thank you again for your collaboration and continued support!

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