With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Centers are often reimbursed based on Attendance. While they invoice private pay families a set, weekly amount. State and County subsidies often take into consideration: The Student's AttendanceThe number of Weekdays in a monthThe number of Holida...
Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
Emergency Slider for Carer Records at Engagement Schools
The Emergency slider on parent records for Engagement schools is not able to be turned on or off, and that designation is not synced from Desktop. It would be helpful to either enable the sync for this status from Information in Relationships in D...
The Ability to add Staff members in a bulk upload.
I've had several centers with over 20 staff members. Giving them the option to add their staff members to a spreadsheet and bulk upload them to their account, would be nice and helpful too for multiple locations.
Attach Files to Email Templates in Leads Automation
It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.
Customer would like to be able to upload or access corporate-branded newsletters. This would include their color scheme and fonts. LeafSpring School - 12969000
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