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Bulk Download Data

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...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Student Data 3

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Subsidy 4

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Subsidy 4

Add Mobile Parents Mobile Payments Guide to Engagement/OL Add as a Preset Newsletter

Add 'Mobile Payments Parent Guide' as a preset newsletter in both Family Engagement and Procare Online to help families easily navigate the payment process. This step-by-step guide will help increase Tuition Express adoption rates while providing ...
Zachary Keith 3 months ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 2

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 8 months ago in Online Ideas Workspace / OL - Staff Data 1

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...
Shannon Nowak 7 months ago in Online Ideas Workspace / OL - Student Data 0

Allow Partial Refunds (TE) in Procare Online

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.
Emily Stafford 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 7 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Guardian and Client Verbiage on Registration Forms, Rather Than Parent/Child

Adult daycare facility would like the registration form to have more edits when it comes to the name of Parent/Child to read something like Guardian/Client or something like that. BAM 86068955 requested this.
Kelly Kohlhagen 19 days ago in Online Ideas Workspace / OL - Enrollment 0

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 19 days ago in Online Ideas Workspace / OL - Billing & Accounting 0