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Milestones included in Learning activity

In the Learning activity, client would like the dropdown menu with milestones to be included, because they want to send photos with the milestone they were working on. Right now the only place milestones can be added to an activity is in the Obser...
Shelby Hansen over 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Activity Summary Screen - Print to PDF

Customer would like to Print/Send the Activity Summary screen. Suggestion: Add a Print to PDF option at the top right. Print what is currently showing on the Activity Summary screen, respecting the filter. Customer mentioned it provides a wonderfu...
Beth Carlin 9 months ago in Online Ideas Workspace / OL - Daily Activities 0 In Review

Parent Access to Portfolios

Customer would like Portfolios to be available to parents within the app or Parent Portal. They understand they can email, download, or print the portfolios, but they would like parents to access student portfolios on their own at any point in tim...
Beth Carlin 9 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 9 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow ACH payment on Registration forms

BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Sirah Brautigam 9 months ago in Online Ideas Workspace / OL - Enrollment / Tuition Express/Payments 0 Future consideration

Red dot for visual cue on Pending Approval for activities

BAM - 32333447 - Customer would like to have a visual cue for pending approval list so you can easily see when there is a new one. " It would be great if when there was a Pending Approval on the Dashboard, a red dot could appear in the menu on the...
Sirah Brautigam 9 months ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Online Corporate Portal Enhancement - Sign-In/Sign-Out

Customer is requesting to view the Procare Online Dashboard for all schools at once. Specifically they are interested in viewing how many students and staff are signed into all and given schools without having to switch between schools. A Child's ...
Beth Carlin 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0 Future consideration

Lesson Plan Admin Approval

BAM 32891320 wants to be able to restrict non admin staff from sharing lesson plans with parents without admin approval.
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Card Types Separated on Reports

BAM 27721275 really wants to be able to see debit and credit card separated on reports. They are all showing as card on reports and she says that if they were to surcharge on cc, she'd want a report to show exactly how much her center incurred in ...
Kelly Kohlhagen 9 months ago in Online Ideas Workspace / OL - Reports 2 Needs More Information