Procare Solutions Internal Ideas Portal
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OL - Leads

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Customer would like the option for students be auto-enrolled from the leads

BAM 78580673 - Customer would like the option for students be auto-enrrolled from the leads
Pam Littleton 20 days ago in Online Ideas Workspace / OL - Leads 0

Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 6 months ago in Online Ideas Workspace / OL - Leads 2 Future consideration

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads 4 Planned

Edit the submitted date in leads

Customer would like the ability to edit the submitted date in the leads BAM 36475995
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Leads 0 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 6 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2 Future consideration

Add child name to adv reg email notification

Customer relied on the notification email in legacy registration to contain the child's name. With the change to Advanced Registration and the sunsetting of legacy reg, the customer's processes no longer work, and threatens to dramatically increas...
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads / OL - Notifications 0 Future consideration

Registration form copy automatically sent to parent

Have the parents automatically receive a copy of the registration form that they submit.
Rob Relf about 2 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Link Siblings on Registration Forms

When a parent selects the 'Add a Child' option on a registration form, they are given the ability to submit information for all their children at once. The registrations then appear separate within the Leads section (one registration per child). H...
Meagan Haas 2 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1 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 7 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Customer would like the registration to turn off at a certain number of registrations

Customer would like the registration to turn off at a certain number of registrations - BAM 99336785
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration