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Online Ideas Workspace

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CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Upload Corporate branded newsletter formatting/colors

Customer would like to be able to upload or access corporate-branded newsletters. This would include their color scheme and fonts. LeafSpring School - 12969000
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Newsletters 0

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Documents 0

Transportation Contacts

I spoke with a center who is trying to comply with their state in regards to transportation drivers and a way to track that. Ideally, they are looking for a place on top of carpools to list any van or bus drivers to track when the kiddos are getti...
Taylor Swaney 3 months ago in Online Ideas Workspace / OL - Student Data 0

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 3 months ago in Online Ideas Workspace / OL - Permissions 0

Add option to select sleeping/napping positions for nap activity

Customer is looking for a way to choose between sleeping positions for students when they are napping during the 15 minute check in. The customer stated she has used this on previous platforms/competetor platforms in the past and is looking for Pr...
Kelsey Boyd 3 months ago in Online Ideas Workspace / OL - Daily Activities 0

Sending voice messages to families

Customer, Jamie Chiero is looking for a way to send voice messages to families through Procare Online/Engage. This could be beneficial for families who are not able to read messages throughout the day, but could open a voice message instead.
Kelsey Boyd 3 months ago in Online Ideas Workspace / OL - Parent Messaging 0

Naming of the Registration Feature in Procare Online

The title "Registration" for the new Registration feature, particularly when it comes to re-registration and interest forms, has confused some customers. Several customers have asked about using the registration forms for current students, and whe...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Leads 0