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Allow MyProcare users to resume an incomplete Re-Registration session

Retain the data from a Re-Registration session if the user either voluntarily leaves the session or is disconnect. When they return to Re-Registration they can resume the session where they left off.
Justin Cook over 1 year ago in Procare Desktop / Internal Facing 0 Future consideration

Would like the ability to print registration full forms once filled out, need paper copy of information there per state requirements. For now they will use reports with some of the data they need and print those.

BAM 17952255 - Would like the ability to print registration full forms once filled out, need paper copy of the information there per state requirements. For now they will use reports with some of the data they need and print those.
Pam Littleton about 2 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Batch schedule assignment

At the beginning of a school year/term many families change their schedule and centers need to individually add new schedules to children. Being able to batch assign schedules (like classroom graduation) would save center directors lots of time.
Courtney Iversen over 1 year ago in Procare Desktop / External 1 Future consideration

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2 Future consideration

Adding Corp TE Report: 'POS Transactions Not Posted'

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Custom Report - Attendance/Roster Discrepancy

Customer Funded Queue Customer uses a Tracking Item category to determine the number of days they bill a child for. It is configured to have options for various combinations of weekdays, representing the days. They are asking for a custom corporat...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 0 Future consideration

Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern 11 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Edit the submitted date in leads

Customer would like the ability to edit the submitted date in the leads BAM 36475995
Pam Littleton 8 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Leads bulk upload

Client (BAM 49807467) has 100 leads to add in manually. They had already done an application process so they have 100 families waitlisted. A bulk upload options would be so helpful!
Kami Lee about 1 year ago in Online Ideas Workspace / OL - Leads 2 Future consideration

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 0 Future consideration