Procare Solutions Internal Ideas Portal
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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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Convert lesson plans from competitors

A tool or additional server (they we can charge for) to convert lesson plans from Tadpole, Brightwheel or any other PE into Procare. Preschool 2 me can pull over lesson plans from Tadpoles via a word doc. This would be a win for converting centers...
Shawna DeVore almost 5 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Move Auto Bill to Front End Config

Currently we need to submit a ticket each time someone wants to turn their auto bill on and off. This takes an unnecesary amount of time to request and then have someone else complete when it could (ideally) be setup like the autopay that we have ...
Guest almost 5 years ago in SCW 0 Future consideration

Update Coupon Logic when Third Party Contract Expires

When a child with a third party contract has a coupon applied and that contract expires, the parent no longer has the discount applied on their ledger. It applies correctly on the combined ledger, but not on the parent ledger(s).
Kaly Nasiff over 1 year ago in SCW 0 Future consideration

Add AM and Implementation to Customer Support report

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 1

Add company and root ID filters to W2 and TT reports

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0

Client would like revision to Weekly Attendance report V3

Client would like revision made to the SCW Weekly Attendance Version 3 report to include a line for AM and a separate line for PM - they would also like a line added for a health check.
Tammy Schroeder over 1 year ago in SCW 0 Future consideration

Change payment wording under Actions

on the Financial tab > Actions there are two options for making payment 1. Make Payment 2. Online credit card. ISSUE: #2= Also allows you to take ACH payments but it doesn't mention that in the description. That should be updated. ISSUE -its co...
Guest over 3 years ago in SCW 0 Future consideration

Explain staff permissions

Parent Contact has a question mark to explain what it is/ means. Please add one to every section of Permissions. They are confusing for centers. Thank you!
Kami Lee over 3 years ago in Online Ideas Workspace / OL - Permissions 0 Will Not Implement

Different order of the family financials tab (currently oldest to newest, would like it switched to newest to oldest)

Currently, financial transactions on the family ledger are ordered oldest to newest and some family accounts have so many transactions that it creates extra time for staff to scroll through them all.
Mike Mercer over 3 years ago in SCW 0 Will Not Implement

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0 Planned