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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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Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Notifications 0

Add TE BAR Report to batch job for Greenville

Client would need TE BAR to populate daily and be sent to SFTP file folder of their choice
Tammy Schroeder 28 days ago in SCW 1 Planned

TE POS on ACH Only Centers opens HPP

Currently, when a user selects TE POS on a TEID configured for ACH only, the system throws a 1005 error but still proceeds to open a blank HPP (Hosted Payment Page). This behavior can cause confusion for users and create unnecessary troubleshootin...
Shannon Nowak 28 days ago in Procare Desktop / External 0

Observation dates added to Portfolios

A longstanding complaint is that student portfolios do not actually include the dates for individual Observations. The date range for portfolios is not sufficient in the customer's opinion to provide the information they want to show parents. Cust...
Jesse Hartman 29 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Procare Online Ratio Monitoring Sync

Allowing staff check-ins made through Procare Check-In to sync with Procare Online (also known as Procare Engagement)
Guest 29 days ago in Desktop User Suggestions 0

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 12 months ago in Online Ideas Workspace / Other 0

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson over 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection / OL - Student Data 0 Future consideration

Added features to Procare Engage Staff clock-in to allow staff to select specific funding sources for their shift to be costed to.

We would love to be able to use the Procare Engage staff clock-in through the Engage app, but we can not because the staff can only choose their classroom when clocking in through Procare Engage. In Procare Check-in we are able to set up grant and...
Guest 9 months ago in Online Ideas Workspace 0

Add the Deposit Report # to the POS Expected Deposit Dates report & to the Bank Account Activity report.

We need ro reconcile transactions hitting our bank account agains Procare/TE Deposit Reports. When a trabsaction hitting our bank account is the result of adding/subtracting multiple Deposit Reports, then we have a very hard time to reconcile. Hav...
Guest 2 months ago in Desktop User Suggestions 0