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Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Notifications 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 12 months ago in Online Ideas Workspace / Other 0

Create a configurable option for Deposit Report Post Date Logic

A recent enhancement included in the Scheduled Payments introduction changed the way the Post Dates reflect on Deposit Reports to represent anticipated funding rather than matching the date of the scheduled payment. This was done in the interest o...
Preston Holden 29 days ago in Procare Desktop / Internal Facing 0

Add a date filter to User Group Limits

This is for a very specific scenario Customer would like to add a date filter to user group limits. They are selling their center and in the discovery process they want to only allow the seller to view Procare information within a certain date ran...
Beth Carlin 29 days ago in Procare Desktop / Internal Facing 0

Added features to Procare Engage Staff clock-in to allow staff to select specific funding sources for their shift to be costed to.

We would love to be able to use the Procare Engage staff clock-in through the Engage app, but we can not because the staff can only choose their classroom when clocking in through Procare Engage. In Procare Check-in we are able to set up grant and...
Guest 9 months ago in Online Ideas Workspace 0

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson over 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection / OL - Student Data 0 Future consideration

Bank Sync with Expense Tracking

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...
Jose Arias about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

The Ability to add Staff members in a bulk upload.

I've had several centers with over 20 staff members. Giving them the option to add their staff members to a spreadsheet and bulk upload them to their account, would be nice and helpful too for multiple locations.
Esmeralda Serrano over 1 year ago in Online Ideas Workspace / OL - Staff Data 1 Future consideration

Emergency Slider for Carer Records at Engagement Schools

The Emergency slider on parent records for Engagement schools is not able to be turned on or off, and that designation is not synced from Desktop. It would be helpful to either enable the sync for this status from Information in Relationships in D...
Shannon Nowak about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

Transfer more data into Online

Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
Chasity Dorsey about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3 Future consideration