v1.28
What's new in Total Family 1.28.
Version 1.28 gives firms on a free trial everything Premium has, lets Kin answer from inside Resource Library documents, and makes billing safe to retry.
For Families
New Features
Kin Reads Resource Library Documents
Kin can now answer from the text inside the documents in your Family Library, not just their titles and descriptions. When a document is replaced or removed, Kin's answers follow the new version.
Resources of every type, including videos, audio, and documents, can now carry a written description, shown on the resource page. A document shows a short brief beside its preview.
For Partners
New Features
Kin Reads Resource Library Documents
Kin can now answer from the text inside the documents in your Resource Libraries, not just their titles and descriptions. When a document is replaced or removed, Kin's answers follow the new version.
Resources of every type, including videos, audio, and documents, can now carry a written description, shown on the resource page. A document shows a short brief beside its preview.
Improvements
Free Trials Match Premium
A firm on a free trial now gets everything Premium has for the length of the trial.
- Your branding shows during the trial. Managed by and Partnership with appear for your advisors and the families you enroll
- No five-advisor limit. Add as many advisors as you need during the trial, and a Free firm with more than five advisors can now start one
- The trial works as before. The countdown, the end of the trial, and moving to a paid plan are unchanged
Adding an advisor during the trial costs nothing until the trial ends. Add Another Advisor to Your Team says the extra seat is included in your first bill after it.
Upgrade to Premium covers the trial.
Bug Fixes
- Billing is safe to retry. A double click, a retry, or two admins inviting advisors at the same time could charge a seat twice. Your seats now always match your team, so each seat is billed once. Billing emails are no longer sent twice, and cancelling a plan that is already cancelled no longer fails
- Invite Family? locks the form behind it. The confirmation could appear without dimming the invite form, leaving it open to a second submit. The form is now dimmed and locked, and Invite Family is disabled until you choose, so a family is never invited twice
