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Ability to track staff phsysical, first aid training, and CPR training dates against employee profile and generate a report on this to identify those needing to update. See sample from CCM for all key dates which includes DOB.

Effecitvely track and monitor
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Management 0 Planned

Ability to track staff first aid training expiration dates and report against this

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to submit forms/documents to external agencies via email once completed

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to specify allergy reaction/treatment specifics if a child has an allergy

Ensure critical details on identifying and/or treating an allergic reaction are captured and can be accessed as needed
Jack Pearson almost 5 years ago in Primrose Private Ideas / Student Profile 0

Ability to sort the waitlist and then print it. Schools use this to manage and follow up with prospects.

to be able to work the waitlist
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to share documents such as contracts/agreements digitally with e-sign capablilities

I can drive enrollment and work to fill the school coming out of the coronavirus pandemic
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

DE002 - Ability to share an electronic form with enrolling families to capture information to be automatically filled to the family profile

I can drive enrollment and work to fill the school coming out of the coronavirus pandemic (original Description) Primrose notes per 2025 contract requests: Electronic forms can include all student profile and family data fields, including enterpri...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Already exists

Ability to set specified admin users to receive email notifications of completed submissions by parents

I can ensure my team is quick to review and accept submissions
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to set more granular permission controls for billing

I can specify that my Education Coach is able to accept a payment if she happens to be responsible for closing on a given night without giving her full access to view balances and manage plans
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Permissions 0

Ability to set a default reply-to address for newsletter emails which, if enabled, would direct all non-lead CRM email replies to the defined address

I can set up a shared inbox where all assigned team members can correspond with leads
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0