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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

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 5 months ago in Online Ideas Workspace / OL - Leads 0 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 6 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 6 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 6 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1 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 7 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Naming of the Registration Feature in Procare Online

The title "Registration" for the new Registration feature, particularly when it comes to re-registration and interest forms, has confused some customers. Several customers have asked about using the registration forms for current students, and whe...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads / Other 0 Future consideration

Alter wording for Registration added fields

Clients are thinking that "added fields" to the Leads Registration is going to carry over to the active student profile based on the current wording that the "data will be saved to the profile." The current wording seems misleading. It will be wit...
Kami Lee about 1 year ago in Online Ideas Workspace / OL - Leads 0 Already exists

Allow Messaging to On Hold Families

BJ Long at Primrose School of Simpsonville at Five Forks would like to have the option to message Families that are currently in the Enrollment status "On Hold." BJ advised that the families listed under "On Hold" are their pre-registered and wait...
Guest over 1 year ago in Primrose Private Ideas / Parent Communication 0