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OL - Leads

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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 9 months ago in Online Ideas Workspace / OL - Leads 2 Future consideration

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 5 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

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 5 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

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 5 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 0 Future consideration

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

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 7 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 9 months ago in Online Ideas Workspace / OL - Leads 0 Already exists

Allow multiple registration fees via Leads

Customers can have multiple registration fees, but can only configure one fee currently via leads.
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Leads 0

Add Tags to Leads

Add ability to add Tags to the Leads to help them track and manage their students.
Guest over 3 years ago in Online Ideas Workspace / OL - Leads 0