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Policy and Waiver Details Documented

A customer edited the policy and waiver details, some families registered, and then the admin edited the policy and waiver details again, but now they have no record of what the previous families agreed to. This customer would like the policy and ...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Enrollment 0 Future consideration

Registration Form Checkbox Design

In a checkbox form field where the checkbox is required and there is a lot of text, the checkbox can be hidden because you have to scroll down within the text box. This happens also on the policy and waiver tab. The form doesn't tell you where you...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Enrollment 0 Future consideration

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Include a traditional semi-monthly (custom option like in reports) option for billing

This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...
Kelli Boreson 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Remove $0 charges from recurring attendance plans

This center has many possible charges in their recurring attendance plans, and it's overwhelming for them and parents to see all of the charges when many of them are $0. They'd like $0 charges to be hidden from the invoice and from reporting.
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Planned

Leverage the Billing Address Field from the TE HPP Instead of using the PArent input address field

The TE Hosted Payments Page has address fields that can be exposed for ACH set-up. Instead is using the parent-filled address, the customer should enter in their own billing address via the HPP. The HPP includes controls to ensure that accepted ch...
Stephen Anastasi 5 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Notification for Student Aging Out of Classroom

Center would like a notification (maybe on the Dashboard) when student is getting close to aging out of a room. BAM 26746767 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Attach Newsletters or Send Newsletters Through Calendar Events

Center would like to attach the newsletter to messages and/or through calendar events BAM 95084239 requested.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Newsletters 0

Notifications for Parents Editing Family Records

Send notifications to admin when parents edit family records (when the toggle is on in school settings). BAM 31451827 is requesting this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Notifications 0 Future consideration

Activity Reminders

On the Activity Dashboard, customers would like to have an INITIAL reminder for Naps, Bottles, etc. rather than just have reminders that are based on the first activity of the day. If the staff person forgets the first one, then currently no other...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Daily Activities 0 In Review