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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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Saved email template for customer statement (in desktop)

Our facility does weekly billing for tuition. After posting to the family ledgers, I send a customer statement to the parents to notify/remind them of the balance that will be charged at the end of the week. In the pop-up box, there is an option f...
Guest about 1 year ago in Desktop User Suggestions 0

Lock Staff Profile photos

Client asked for a way to lock the staff photos to prevent them from changing it. She will set a photo to their standards but then the staff will go and put the one they want.
Guest about 4 years ago in Online Ideas Workspace / OL - Staff Management 0 Future consideration

Adjusted Payment Post Dates

Kiddie Academy uses ledger lock to close their books every Friday. When Payments are made by families over Saturday and Sunday, they are posted to a 'closed' week which causes them to have to reopen their ledger for that time period. Ideally they ...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 In Review

Time Card Approval w/ Initials

Customer reported a need to have more information on an existing Standard Report inside of Desktop. Report: Employee Data > Time Card > Employee Time Card Approval In the right hand side of the report are three columns under a 'Time Card App...
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 2 Needs More Information

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 about 3 years ago in SCW 0 Future consideration

Update Indiana Milestones

My client stated that the milestones seem to cut off and are incomplete. He said he looked at the milestones for Indiana at https://www.doe.in.gov/sites/default/files/earlylearning/foundations-2015-august-12.pdf He said it follows along perfectly ...
Guest about 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Notification sent to school when a payment is made

The Preparatory School-Dripping Springs - 35665535 Customer would like the option of an explicit notification to be sent to the school when a parent's payment is successfully processed through TE OR when a parent signs up to use TE.
Jesse Hartman about 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

more batch uploads and importing of information

Right now I'm trying to add a 10% discount to many families billing box which the system will not allow me to do as a batch - I can only add a dollar amount. So now I need to either go in to each families billing box and adjust the line or come up...
Guest about 1 year ago in Desktop User Suggestions 0

Profile pictures

Please make desktop and online photos transfer to the app. As well as the primary and secondary pickup phone numbers. This would be super helpful when using the app to identify parents faces and grabbing the app for emergencies.
Guest about 1 year ago in Desktop User Suggestions 0

Custom Data View - Billing Box Activity

Customer maintains a fee assistance program and the fees are tied to unique IDs that are created and maintained in a third party platform. The unique ID that they are using from their vendor has been applied to child records within Desktop in the ...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement