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Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen over 1 year ago in Online Ideas Workspace / OL - Permissions 1 Planned

Drop-In Enrollment - Add Default Email Recipient option

Customer wants to make sure that billing is always notified when Drop-In Enrollment is used, this way they can ensure Billing happens for that studentThey would like a defualt email option so that they can ensure Billing is emailed each time a dro...
Beth Carlin about 2 months ago in Procare Desktop / Internal Facing 0

Fillable Forms for E-Documents

Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...
Guest over 4 years ago in Online Ideas Workspace / Other 3 Already exists

Ability to have Volunteers or Visitors Sign in and Out

There have been many scenarios over time where a center needs to have someone enter their facility and track the sign in and out. The current workarounds we provide is creating a child called volunteer and have the people listed as parents, or cre...
Sirah Brautigam 12 months ago in Online Ideas Workspace / OL - Staff Check In & Timecard / Other 1 Future consideration

Increased Password Security

Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / Other 0 Future consideration

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Customizable Invite

We need to make the parent invite email customizable. We have several centers that do not work with children and when they are inviting people to use the software it looks poorly on them as the email caters to children and not adults.
Courtney Masters about 4 years ago in Online Ideas Workspace / OL - My School / Other 4 Future consideration

Add ability to remove payments from Payment Reconcile Tool View

There are times that customer post payments without using the Payment Reconcile toolWhen they are directed by support or development to use the tool, they are left viewing all unposted payments They would like a way to remove payments they have ma...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0

Centers would like to be able to search for keywords in messages

For example, if the director was talking about a subject with a parent a week before than they want to be able to search that subject to see who it was with or find around what time that conversation happened.
Jose Arias 2 months ago in Online Ideas Workspace / OL - Parent Messaging 0

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration