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Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman about 1 month ago in Online Ideas Workspace / OL - Notifications 0

Failed payment for Procare email to provide steps on how to update payment method

Customer is upset because he has to call into support as the email for his failed monthly Procare payment did not provide the steps for him to update payment method. Add steps for updating the Online payments into the failed payment email sent to ...
Kelsey Boyd 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Customer wants parents to be able to view the child's schedule on the parent account. They don't need it to be editable, but want parents to see the days in which they signed up for through their reg form.

BAM 61282554 - Customer wants parents to be able to view the child's schedule on the parent account. They don't need it to be editable, but want parents to see the days in which they signed up for through their reg form.
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Student Data 0

Customer would like the ability to remove the time stamp on the daily activites

BAM 18613230 - Customer would like the ability to remove the time stamp on the daily activities
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Daily Activities 0

Customer would like staff to be able to transfer rooms when using the QR code without having to go to the kiosk to do so

BAM 96329000 - Customer would like staff to be able to transfer rooms when using the QR code without having to go to the kiosk to do so
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Staff Check In & Timecard 0

Customer would like the option to add more than 2 options in the drop down filed in the registration form

BAM 49679449 - Customer would like the option to add more than 2 options in the drop down filed in the registration form
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Leads 0

Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)

BAM 38837426 - Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Staff Management 0

Customer would like to turn on auto reply message when parents message school after hours

BAM 52626242 - Customer would like to turn on auto reply message when parents message the school after hours
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Parent Messaging 0