Centers need a receipt of all payments, including the registration payments, sent to parents. When the registration fee on the registration form is paid, there is no notification currently, and there is no way to get a receipt to Leads.
After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.
Ability to have Volunteers or Visitors Sign in and Out
There have been many scenarios over time where a center needs to have someone enter their facility and track the sign in and out. The current workarounds we provide is creating a child called volunteer and have the people listed as parents, or cre...
Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...
Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
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...
We need to make the parent invite email customizable. We have several centers that do not work with children and when they are inviting people to use the software it looks poorly on them as the email caters to children and not adults.
Centers would like to be able to search for keywords in messages
For example, if the director was talking about a subject with a parent a week before than they want to be able to search that subject to see who it was with or find around what time that conversation happened.