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Online Ideas Workspace

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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...
Colin Von Seggern 25 days ago in Online Ideas Workspace / OL - Leads 0

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.
Esmeralda Serrano 4 months ago in Online Ideas Workspace / OL - Staff Data 1

Upload Corporate branded newsletter formatting/colors

Customer would like to be able to upload or access corporate-branded newsletters. This would include their color scheme and fonts. LeafSpring School - 12969000
Beth Carlin 9 days ago in Online Ideas Workspace / OL - Newsletters 0

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 9 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Print Monthly Sign In-Out Sheets

The ability to print monthly sign-out sheets for students on the student sign in section of procare online.
Davina Metts 4 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Newsletters in App

Customer would like for parents to be able to view newsletters in the app. Parents get too many emails and they want their parents to use our app as the main hub for all things. They would like for parents to get a push notification when the newsl...
Chelsea Wilson 3 months ago in Online Ideas Workspace / OL - Newsletters 0

Daily CACFP report broken down by free/reduced/paid

The state of IL requires a CACFP report to be separated by type and shows daily info.
Courtney Iversen 4 months ago in Online Ideas Workspace / OL - Reports 0

change wording on button indicating parent has not been added to student profile

Currently, if there is no parent in the student profile, the main Students screen displays a button that says "INVITE PARENT" next to the student name. This is confusing to the user. I suggest the button say "ADD PARENT" to be more clear.
Debbie Scarlett Foster 3 months ago in Online Ideas Workspace / OL - Student Data 0

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads 1 Planned