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Online Ideas Workspace

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Set Invoice Due Date Reminder

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...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow ACH payment on Registration forms

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...
Sirah Brautigam 4 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 0

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...
Sirah Brautigam 4 months ago in Online Ideas Workspace / OL - Dashboard 0

Add Security Deposit Feature

Customers need a robust Security Deposit feature, like in Procare Desktop. The current solution is to Charge the Family Ledger, Receive a payment, Create a Ledger Account, and Receive a payment. When ready to apply the payment to the family ledger...
Zachary Keith over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

Ability to view newsletters through the App

Clients want parents to be able to view newsletters through the app.
Guest over 3 years ago in Online Ideas Workspace 0 Planned

more options on student schedule and a report on schedules.

I have had many clients ask about a schedule for their students but the way it is now most do not find helpful. Need to be able to add specific times to the schedule. Also, wants a report that would show all students schedules.
Guest almost 4 years ago in Online Ideas Workspace / OL - Student Data 9

Online Corporate Portal Enhancement - Sign-In/Sign-Out

Customer is requesting to view the Procare Online Dashboard for all schools at once. Specifically they are interested in viewing how many students and staff are signed into all and given schools without having to switch between schools. A Child's ...
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Lesson Plan Admin Approval

BAM 32891320 wants to be able to restrict non admin staff from sharing lesson plans with parents without admin approval.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Card Types Separated on Reports

BAM 27721275 really wants to be able to see debit and credit card separated on reports. They are all showing as card on reports and she says that if they were to surcharge on cc, she'd want a report to show exactly how much her center incurred in ...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Move question fields in Registration

The ability to move questions in the registration process, so if you add your own, they can follow the field you would like them too.
Guest 4 months ago in Online Ideas Workspace / OL - Leads 3 Planned