Pinned ideas

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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Showing 1664

2 VOTE

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...

Shannon Nowak 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

12 VOTE

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 almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

3 VOTE

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.

Kelly Kohlhagen 12 months ago in Online Ideas Workspace / OL - Documents 0

13 VOTE

more options on student schedule and a report on schedules.

I have had many clients ask about a schedule for their students but the way it is now most do not find helpful. Need to be able to add specific times to the schedule. Also, wants a report that would show all students schedules.

Guest about 4 years ago in Online Ideas Workspace / OL - Student Data 9 Future consideration

1 VOTE

Reprint Reconciliation Summary

When customers reconcile their bank accounts, the "Reconciliation Summary" report is a great report to print and keep on file, but they only have one chance to print it. If they miss that chance due to a technical or printer issue, they could miss...

Shannon Nowak 4 months ago in Desktop User Suggestions 0

1 VOTE

Add Saturday and Sunday to Meal Plan

Can you please add Saturday and Sunday to the meal plans on procare. This is for auditting purposes the CACFP needs us to submit our menus for the entire week and we are open and serve food on Saturdays.