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Online Ideas Workspace

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Add Tags to Leads

Add ability to add Tags to the Leads to help them track and manage their students.
Guest about 4 years ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Add a parent/contact profile pic from the portal

The only way to currently add a profile pic for a parent or contact is through the app. Children pics can be added through the portal. Adding through the portal for parents would give centers more flexibility in this
Guest about 4 years ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Display Family ID outside of Reports

Customer has found the Family ID column of billing reports to be helpful in reconciling. The Family ID is only visible within a report, and is not displayed elsewhere in Procare Online.
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Allow Admins to Merge and Delete Duplicate Records

Customers are limited to deactivating duplicate records, which can quickly make a mess of their Family Data. Customer has suggested allowing Admins to merge and delete any duplicate records.
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Student Data 1 Future consideration

Ability to add additional authorized pickups as carpool

It would be nice to be able to add other people's additional authorized pick-ups are carpool so they can use the same code for multiple kiddos. Nannies and other childcare providers often pickup kids from multiple families for regular carpool or p...
Guest about 4 years ago in Online Ideas Workspace / OL - Student Data 1 Future consideration

Ability to delete staff messages

Currently there is no option to delete Staff messages. Please allow Admin ability to delete staff messages.
Guest over 4 years ago in Online Ideas Workspace / OL - Staff Messaging 0 Future consideration

Audit of timecards

Centers would like to know who is adjusting timecards/Audit trail.
Shawna DeVore almost 4 years ago in Online Ideas Workspace / OL - Staff Check In & Timecard 0 Future consideration

EDocs - alerted or notified when a family adds a document.

EDoc's - schools would like to be notified when parents upload a document via EDoc's so that they can act and proactively to take care of any items that are pending their review from parents as well as licensing requirements.
Michelle Lackey almost 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

Alert Admin Users when parent changes their Payment Account

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.
Beth Carlin about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Display Upcoming Birthdays in Dashboard

Customer ties Tuition to the Student's Age. They wish to have a display on the dashboard to track when they need to update recurring plans.
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration