Changelog

Organization members can now create an action plan in a multi-space to set objectives, track progress, and add intervention strategies. Members with access to the space can evaluate how well each strategy is working and view evaluations and comments in one place.

You can now choose between light and dark themes in Psylio, or automatically use the theme set in your browser preferences. This option lets you adjust the display for a more accessible and comfortable experience.

You can now add images directly to your progress notes by uploading them or copying and pasting them. Images remain visible in the note and are also included when you print your notes.

When an email sent from Psylio cannot be delivered, a notification now shows the affected email address and the reason for the delivery failure. An alert also appears in records associated with an undeliverable email address so you can verify it.

Professionals in school organizations who use synchronized student search can now automatically update a manually created profile with official student information available through the synchronized search.

Use ⌘K on Mac or Ctrl+K on Windows to quickly access search. You can also view available shortcuts by pressing ? or from the user menu.

You can now create custom lists to organize your records and multi-spaces in a way that works for you. Dynamic lists update automatically based on your selected criteria, while manual lists let you add or remove specific items as needed.

Statistics are now displayed in the Invoicing, Payments, Expenses, and Other income tabs of the Finance section. They provide a quick overview of the total amount and number of items in each tab. The statistics automatically update based on the filters applied and the selected period.

You can now import information for multiple clients from a CSV file to automatically create their profiles in Psylio. A template is provided to help you prepare the file and map its columns to the corresponding fields. You can preview the information and identify any errors before importing.