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Online Ideas Workspace

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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

In Center App-Change the name 'Parent Kiosk' to 'Check-In Kiosk' since it's used for children AND staff

Center's get confused about how to have staff check in/out because it says Parent Kiosk.
Guest over 3 years ago in Online Ideas Workspace 0

Bulk Document Approvals

To approve all the documents at one time and not have to approve all of them individually and look at them.
Lauryn Swaney over 3 years ago in Online Ideas Workspace / Other 0

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

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Leads bulk upload

Client (BAM 49807467) has 100 leads to add in manually. They had already done an application process so they have 100 families waitlisted. A bulk upload options would be so helpful!
Kami Lee 7 months ago in Online Ideas Workspace / OL - Leads 2

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

Profile Field Mapping

The new mapping of Lead Profile Fields to Active Student Profile Fields does not create the profile as a Student Profile Field, which has some downstream issues. Lead profile fields that are mapped to student profiles are not reportable with the C...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Student Data 0

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

Allow Centers to save Payment Methods for Families

Centers often want to be able to save a Card or ACH to the family's account for recurring payments.
Zachary Keith 9 months ago in Online Ideas Workspace / Tuition Express/Payments 0