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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

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

Add Materials field to Lesson Plans - Or allow users to add fields

Customer would like a Materials field added to lesson plans.It may also be beneficial to just allow for a way for users to add their own fields they need.
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Print Lesson Plan for one dae

Printing Lesson Plans currently prints for the entire week.Customer is looking to print just the lesson plan(s) for the day for the class.They want to post it at the classroom door.
Beth Carlin about 1 month ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

add an ALL ROOMS option to the Edit Room Assignment window

When I am training, I often recommend that Admin staff, in particular, be assigned to All Rooms. If there are a lot of rooms, it can be cumbersome to have to check each room and it's easy to miss one room. It would be nice if there was a box that ...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Staff Management 0 Future consideration

A report that provided Individual Activities recorded by classroom and by child

Big Blue Marble Academy would find a report that would provide a breakdown the individual classroom activities recorded by classroom within a given time period that could also be filtered by activities by child for a given time period extremely va...
Guest 8 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Reports 4 Planned