A customer was looking for a way to list her staff by last name rather than first, much like she can with her students. This is not an option at this time but would help the Engage platforms feel more seamless as staff default to being listed by l...
Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Procare Early Learning PEL Learning Beyond Paper LBP Ease of Use
Customers need the curriculum to be as easy and intuitive to use as possible. Most staff access Procare via the app, but they can't view the teacher lesson plan (the attachment) via the app. If they do want to view the teacher lesson plan, they ne...
Ability to Create and Save Custom Report Templates
Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
At this time in the Desktop to Engage platform if an Enrolled student's status is changed to another status, for example Inactive or Graduated, a parent can no longer view the historical information available for the child like Billing and Photos....
Customer would like to Print/Send the Activity Summary screen. Suggestion: Add a Print to PDF option at the top right. Print what is currently showing on the Activity Summary screen, respecting the filter. Customer mentioned it provides a wonderfu...
Customer would like Portfolios to be available to parents within the app or Parent Portal. They understand they can email, download, or print the portfolios, but they would like parents to access student portfolios on their own at any point in tim...
When centers go to manually add a parent, Procare automatically selects to invite the parents. Clients have noted that admins act quickly and don't read the fine print. It's also a little different than when you do a bulk upload because you have t...
I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
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