Procare Solutions Internal Ideas Portal
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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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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 10 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Add approval requirement for updating Parent and Contact info in Connect Portal

Currently parents and contacts can go in and change information without needing admin approval.
Guest almost 6 years ago in SCW 2 Future consideration

Online - Manage Calendar Parent Notifications

Because calendar entries are entered manually, parents with notifications enabled receive an alert for each event. The school enters calendar events for the entire schools year so this is a lot of notifications. Customer would like a way to tempor...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Calendar / OL - Notifications 0 Future consideration

Online Corporate Calendar Entry

Customer currently uses the Corporate school account to create all communication templates, which schools can then pull into their own accounts. This helps avoid duplicating work across accounts. Customer would like a way to do something similar w...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Calendar 0 Future consideration

Online Corporate Report

Customer would like an Online Corporate report created with the below criteriaThe idea would be to run the report for all locations under that Procare Onlnie Corporate Account. Corporate Reports > Data Viewer > Employee Data > Employee Ti...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0

Apply a credit to all family's accounts at the same time

There should be a way to apply a credit to all family's accounts at the same time, similar to the way we can use the late payment calculator. For example, if I want to apply a 15% credit to all our family's accounts for July only, there should be ...
Guest 3 months ago in Desktop User Suggestions 0

Return the maximum withdrawal setting in Tuition express

We have specific amount established per family and need this feature to ensure that we are able to continue to offer the best service to our families
Guest 3 months ago in Desktop User Suggestions 0

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

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 about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Add additional activities o the Activity Dashboard

Customer woudd like additional activities to be added to the activity dashboard.The end goal would be to ensure that their staff are reminded to send x amount of x activity types per day.
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Daily Activities 0 Future consideration