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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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Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 9 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Have Payment Allocations Stay Allocated to the Original Fee Regardless if a Credit or a Refund Is Given Afterwards

SCW customers continue to have issues reconciling and accurately seeing where payments were allocated to when running Settlement/Allocation reports or any other Allocation reports. The issue happens when a payment is made on a fee, but then either...
Kevin Vergel-De-Dios 4 months ago in SCW 0 Future consideration

Print Monthly Sign In-Out Sheets

The ability to print monthly sign-out sheets for students on the student sign in section of procare online.
Davina Metts 11 months ago in Online Ideas Workspace / OL - Reports / OL - Sign In & Attendance 0 Future consideration

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.
Guest about 1 year ago in TE Transactions / Increase TE Adoption 0

Desktop Report: Employee Turnover Percentage

This report would scrape data from the employee work history. The database could perhaps scrape data from the classroom configurations to see the average number of employees or even simply pull from employee statuses. The number of separations div...
Beth Carlin 27 days ago in Procare Desktop / Internal Facing 0

Desktop Report: Enrollment Over Time

(with command prompt to pull week over week, month over month, quarter over quarter, year over year, etc.). This report would be an elaboration on Enrolled Status Summary but with the statuses on the y axis and the time increments on the x axis to...
Beth Carlin 27 days ago in Procare Desktop / Internal Facing 0

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 27 days ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 12 months ago in Online Ideas Workspace / OL - Leads 4 Planned

MyProcare - ability for corp accts to turn on/off payments for individual centers

Montessori Kids Universe has all locations on one IKN, but found out that turning on/off payments for MyProcare is all or nothing. Some of their schools want it and some don't, but they're not able to do this because of the settings. It would also...
Shelby Hansen about 1 year ago in Procare Desktop / External 0 In Review

Field Trip Sign up/Registration

Parents should be able to give consent for a child to attend specific trips through the app or My Procare. Just like the re registration click on the child you would like to register and be able to pay for the trip.
Guest 4 months ago in Desktop User Suggestions 0