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Policy and Waiver Details Documented

A customer edited the policy and waiver details, some families registered, and then the admin edited the policy and waiver details again, but now they have no record of what the previous families agreed to. This customer would like the policy and ...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Leads 0

Registration Form Checkbox Design

In a checkbox form field where the checkbox is required and there is a lot of text, the checkbox can be hidden because you have to scroll down within the text box. This happens also on the policy and waiver tab. The form doesn't tell you where you...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Leads 0

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Staff Pay periods and Filters

Problem: I spoke with Melisa at Primrose School of Apple Valley. She demonstrated under 'Staff Management' > 'Timecard' > 'Monthly' when using 'Biweekly' filter, it defaults to a start date of 'almost a month ago' (e.g. on 10/21, defaults to...
Tessa Robinson 6 months ago in Online Ideas Workspace / OL - Staff Check In & Timecard 2

Message approval notification

Client would like to see notifications when there is a message to approve and also notify the staff when their messages are approved.
Guest over 3 years ago in Online Ideas Workspace 1

Batch Late Payment Fee

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.
Guest over 3 years ago in Online Ideas Workspace 5

Leverage the Billing Address Field from the TE HPP Instead of using the PArent input address field

The TE Hosted Payments Page has address fields that can be exposed for ACH set-up. Instead is using the parent-filled address, the customer should enter in their own billing address via the HPP. The HPP includes controls to ensure that accepted ch...
Stephen Anastasi 2 months ago in Online Ideas Workspace / Tuition Express/Payments 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 4 months ago in Online Ideas Workspace / OL - Permissions 0

Printable Deposit Report

Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Guest over 3 years ago in Online Ideas Workspace 0 Already exists

Display Weekends on Weekly SISO Sheet

When pulling a blank weekly attendance report, under the 'student sign in' section of procare online, it states a full week. For example 10/7-10/13. However, when it exports it only shows Monday-Friday. We would like it to also display Saturday an...
Meagan Haas 6 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0