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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen almost 4 years ago in Online Ideas Workspace 0

Charges Allocation Report

York is looking for a report that pulls information by where the charges are allocated as opposed to where revenue is
Karen Alexander 12 months ago in SCW 0

Case Management Module

Case Management Module for centers that provide additional resources/services to families. ability to track housing, resources sent, care plans, etc. Abillity to fill out full family information for resources, and not just basic info
Shanon Janczak 12 months ago in Procare Desktop / External 0 Will Not Implement

Make a notation of possible convenience charge for using credit card.

Although I notify our clients that there will be a 3% convenience fee for using a credit card, I have had many complain that this is not indicated on the link they are given for set up. I understand that a specific amount may vary from place to pl...
Guest 12 months ago in Desktop User Suggestions 0

Employee Onboarding Digitization

Like the MyProcare feature that offers the ability to digitize registration of children, I think a great ProCare feature would be the digitalization of employee onboarding.
Guest 12 months ago in Desktop User Suggestions 0

Confidentiality in the engagement side and Meals

All teachers have availability to all classrooms in the engagement side. We feel like this could cause a confidentiality issue. Teachers have also accidently made changes in other classrooms. I have call Procare help desk and I was told there is n...
Guest 12 months ago in Desktop User Suggestions 0

SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins 12 months ago in Data Platform / Defect/Bug 0 Planned

Include Billing Periods when Cloning a School

When an active billing period of a school is being cloned (weekly, MU or monthly),that billing period will be carried over/cloned to the newly created school.
Guest almost 3 years ago in SCW 0

Client requested a report payments made by family (with child column) amount and date of payment

Due to their families having multiple children in multiple centers they want to easily determine what is paid for each child by month
Tammy Schroeder almost 2 years ago in SCW 0

Client requested update the GL Detail report with Child Name Column added

Client states it is hard to figure out the net billed with just the family name because a lot of families have multiple children so I've been having to go 1 by 1 in the system. This won't be feasible to do every month, especially when we bring on ...
Tammy Schroeder almost 2 years ago in SCW 0