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OL - Leads

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Edit the submitted date in leads

Customer would like the ability to edit the submitted date in the leads BAM 36475995
Pam Littleton about 3 hours 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 3 months ago in Online Ideas Workspace / OL - Leads 2

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 8 months ago in Online Ideas Workspace / OL - Leads 3 Planned

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 3 months ago in Online Ideas Workspace / OL - Leads 2

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 4 months ago in Online Ideas Workspace / OL - Leads 0

Policy and Waiver Details Documented

A customer edited the policy and waiver details, some families registered, and then the admin edited the policy and waiver details again, but now they have no record of what the previous families agreed to. This customer would like the policy and ...
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Leads 0

Registration Form Checkbox Design

In a checkbox form field where the checkbox is required and there is a lot of text, the checkbox can be hidden because you have to scroll down within the text box. This happens also on the policy and waiver tab. The form doesn't tell you where you...
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Leads 0

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 6 months ago in Online Ideas Workspace / OL - Leads 2

Allow ACH payment on Registration forms

BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Sirah Brautigam 2 months ago in Online Ideas Workspace / OL - Leads 0

Move question fields in Registration

The ability to move questions in the registration process, so if you add your own, they can follow the field you would like them too.
Guest 3 months ago in Online Ideas Workspace / OL - Leads 3