Ideas

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...

Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...

Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too...

Currently, our system allows partial approval when a parent makes a payment with a debit card. This means that if a parent submits a payment of $100 but only has $10 in their account instead of declining the transaction for insufficient funds. The...

Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.

Customer wants to be able to make this field required and currently cannot do that.

Flu Vaccine requirements are typically that the vax is administered in September for that year's coverage. It becomes difficult in Procare Online to configure this, as an example, a vax administered in June will not satisfy the yearly requirement.

Currently when lesson plans are entered at the corporate level, the labels that are applied are not transferred to the child sites. This was requested by The Nest School https://procaresoftware.lightning.force.com/lightning/r/Account/0011I00001Qgz...

A report that has the child's physician would be great as this is a requirement my the state in certain states.

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.