Ability to have Volunteers or Visitors Sign in and Out
There have been many scenarios over time where a center needs to have someone enter their facility and track the sign in and out. The current workarounds we provide is creating a child called volunteer and have the people listed as parents, or cre...
Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
adjust the default year when running tax statements
Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Centers need a receipt of all payments, including the registration payments, sent to parents. When the registration fee on the registration form is paid, there is no notification currently, and there is no way to get a receipt to Leads.
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...
Centers would like to be able to search for keywords in messages
For example, if the director was talking about a subject with a parent a week before than they want to be able to search that subject to see who it was with or find around what time that conversation happened.
Customers would like the ability to be able to create parent messages and schedule them to send at a later time, similar to scheduled newsletters. Some customers state they have had this access in the past on other platforms, not Procare.