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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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Custom Headcount Report per Child Annually

Requesting a custom report that would enable them to pull headcount per child on a yearly basis. Currently use Monthly Attendance-Actual report, adding columns to this report for student IDs would help their reporting. Need to add an ID field to a...
Mike Mercer about 2 months ago in SCW 0 Future consideration

Registration Automation

The center does not want to have to approve each registrant and wants families to receive an automatic email when they register. BAM 68095523 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Enrollment 1 Future consideration

When a Third Party Contract Expires, Have SCW Automatically Uncheck the Subsidy Sponsor Box On PRA

Currently if a Third Party Contract expires, the Sponsor box on the child's PRA stays checked. When this happens it's causing a billing issue regarding discounts. The discount will calculate correctly on the Combined Ledger, but the discount is no...
Kevin Vergel-De-Dios 4 months ago in SCW 0 Future consideration

Additional Chargeback report

Customer would like to see a variation of the existing Chargeback Summary report that makes it easier for them to find chargebacks that are occurring. They would love to see a report that shows all outstanding chargebacks, and when the chargeback ...
Jesse Hartman 2 months ago in TE Transactions / Operational Efficiency 0 Future consideration

SCW - Additional information displayed on Regsitration Tile

It would be beneficial to clients to be able to see the current ratio as well as the room the children requested within the line on the registration tile. As it is right now, the client would need to constantly pull a report or check the semester ...
Courtney Masters almost 2 years ago in SCW 0 Future consideration

Batch Late Payment Fee

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.
Guest over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 6 Future consideration

Link Siblings on Registration Forms

When a parent selects the 'Add a Child' option on a registration form, they are given the ability to submit information for all their children at once. The registrations then appear separate within the Leads section (one registration per child). H...
Meagan Haas 2 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1 Future consideration

Filter by tracking in the Weekly FTE Report by Classroom Report

Customer would like to be able to filter by tracking items in the FTE Report. Weekly FTE Report by Classroom, found in Family Data & Accounting > Reports > Standard Reports Family Data > Classroom Schedule. For example, they have trac...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 Future consideration

Once the Corporate FTE report exists, add the ability to filter by Tracking items.

Customer was pleased to hear there would soon be a Corporate version of the FTE Report.Once it exists, they would like it to include the ability to filter by tracking items. For example, they have tracking items for subsidy and private payers and ...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 Future consideration

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 7 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration