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...
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.
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...
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....
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...
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...
BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Red dot for visual cue on Pending Approval for activities
BAM - 32333447 - Customer would like to have a visual cue for pending approval list so you can easily see when there is a new one. " It would be great if when there was a Pending Approval on the Dashboard, a red dot could appear in the menu on the...
Ability to integrate with Homebase to allow for scheduling capabilities for employees. Sales team has heard this from both current customers and prospects. https://www.joinhomebase.com/
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