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Online Ideas Workspace

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Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove Pin from Corporate Dashboard

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.
Guest 3 months ago in Online Ideas Workspace / Other 0

Update Staff Only language

I previously requested that the Staff Only feature on Daily Activities be updated to say - "Staff Only - Requires Admin approval before sent to Parents." Now it says, "Staff Only - Requires Admin Approval for Parents" which is not very clear. Also...
Guest about 4 years ago in Online Ideas Workspace / OL - Daily Activities 0

Add CC option to Newsletters

Customer would like an option to CC Specific Staff each time a newsletter is sent.Overall they are asking for a field where they can default who receives a copy of a newsletter each time a newsletter is sent
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Newsletters 0

Make parent numbers sync from Person Info

The parent phone numbers do not sync from DT to PE unless you add to the text message box and add the carrier. Almost every account I implement on PE I have to tell them to go do this and frankly they get really mad that they have to re-enter the ...
Guest about 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak 12 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

State of California Attendance Reporting

Buena Terra Elementary School in California is required to submit the following report to the California Department of Education to report on After School enrollment and attendance counts. Attached is a sample of the report. They are required to f...
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Reports 0

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information

Ability to turn off Parent messaging, for the parents.

I have had requests from numerous clients asking if there is a way to turn off the ability for parents to message the school. Clients still want to message families but it would be great if they could turn off the parent's ability to reply in sett...
Guest about 4 years ago in Online Ideas Workspace / OL - Parent Messaging 0

Including training resources & webinars in Spanish.

Currently in the U.S, 13% of the population speaks Spanish at home, and Procare does not offer any resources for these communities. We work with diverse communities and it is important for our platform to offer inclusive options. To start we can o...
Brittney Karst about 4 years ago in Online Ideas Workspace / Other 6 Different Product