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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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Showing 1693

Add date range to Batch and Report

A date range for this report instead of just a post date would allow the client to use this report when reconcililng.
Mike Mercer almost 2 years ago in SCW 0 Future consideration

Separating credit cards & debit cards in BAM for center payments.

Center wants to enable TE45 but are aware that many families will use the debit card option due to the lack of a fee. Parents will put their credit card numbers in the debit card field to avoid the extra charge. This is one of many centers that ha...
Marissa Ryan over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Ability for parents to pull attendance information for previous year

Currently, there is no way for parents to access attendance information for the previous year. Admin/staff have to go to the child record, click on the More tab-Attendance and pull attendance information individually by child. We then have to char...
Guest over 5 years ago in SCW 0 Will Not Implement

Clean Up "Change Payment Processor Settings" under External Gateway Options

Remove outdated options from the Change Payment Processor Settings screen in External Gateway and default to TE as the option if possible
Melissa Winterborne almost 2 years ago in SCW 0 Future consideration

Split Family Ledger Allocation

Add way to identify fees that are not fully split between sponsors on the combined ledger
Kristina Gass over 5 years ago in SCW 0 Future consideration

Connect > Email Search Options

Add ability to search by family name and child name for email search results
Kristina Gass over 5 years ago in SCW 0 Future consideration

Add prompt for required document checklist uploads

Document checklist uploads were recently added - It appears that this feature does not currently have an option to prompt parent if they are missing a required document type. Are we able to add in a pop-up notification, similar to the re-confirmat...
Kristina Gass over 5 years ago in SCW 0 Will Not Implement

Multiple Discount descriptions on a child

We offer multiple discounts to families & Promo rates to families. We are not able assign different discount types or additional promo discounts. This will allow us to report discounts being used accurately. We were able to have multiple disco...
Guest over 5 years ago in SCW 1 Will Not Implement

Alert Admin Users when parent changes their Payment Account

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.
Beth Carlin over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Split family-When a child is added to a program for a day in the Parent Managed Calendar by on site staff or Customer Service, have a pop up that asks or reminds us to assign the payment to a parent.

**Not sure the Area of Request is set for the right spot but this would be for when we are working on our computer in DCW. When we do not know that a family is split and we add a day in the Parent Managed calendar, we have to go into the Financia...
Guest over 5 years ago in SCW 0 Future consideration