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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Materials List

Customer would like to see a way for staff to signal to parents that they are in need of, or running short on particular items such as diapers, formula, etc.
Jesse Hartman about 1 month ago in Online Ideas Workspace / OL - Parent Messaging 0

Allow MyProcare users to resume an incomplete Re-Registration session

Retain the data from a Re-Registration session if the user either voluntarily leaves the session or is disconnect. When they return to Re-Registration they can resume the session where they left off.
Justin Cook about 1 year ago in Procare Desktop / Internal Facing 0 Future consideration

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman about 1 month ago in TE Transactions / Operational Efficiency 1 Already exists

Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman about 1 month ago in TE Transactions / Operational Efficiency 0

Custom report for select descriptions

-Customer Funded Queue- Customer is requesting a report be built with: Identical report parameters as the 'Selective Charge/Credit Summary' (FA_SelectiveAnnualStatement01) The report would ideally reference an enhancement that is documented in a s...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 0 In Review

Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman about 1 month ago in Procare Desktop / Internal Facing 1 In Review

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen 12 months ago in Online Ideas Workspace / OL - Permissions 1

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2

Link Siblings on Registration Forms

When a parent selects the 'Add a Child' option on a registration form, they are given the ability to submit information for all their children at once. The registrations then appear separate within the Leads section (one registration per child). H...
Meagan Haas about 1 month ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1

Filter by tracking in the Weekly FTE Report by Classroom Report

Customer would like to be able to filter by tracking items in the FTE Report. Weekly FTE Report by Classroom, found in Family Data & Accounting > Reports > Standard Reports Family Data > Classroom Schedule. For example, they have trac...
Beth Carlin about 1 month ago in Procare Desktop / Internal Facing 0 Future consideration