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Online Ideas Workspace

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Increased Password Security

Procare Online could benefit from having greater security during onboarding. Currently, when implementations creates accounts, we need to set customers up with a password and there is no requirement for customers to change it. It would be ideal of...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / Other 0 Future consideration

Notification When Parents Upload a Document

Currently users are not notified when parents upload documents to student profiles. This is a big pain point with many of my customers and I have received a lot of feedback that they would like to be notified when parents upload documents. Having ...
Jane Ault almost 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 2 Future consideration

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Customize Daily Activities

Some centers would like to customize the daily activites to work better for their center (both the image and what it says). BAM 41665830 is a dog training program
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Daily Activities 0 Future consideration

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern 11 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

Customizable Invite

We need to make the parent invite email customizable. We have several centers that do not work with children and when they are inviting people to use the software it looks poorly on them as the email caters to children and not adults.
Courtney Masters almost 4 years ago in Online Ideas Workspace / OL - My School / Other 4 Future consideration

Staff Scheduling - shift presets

Client would like to be able to create "shift names" and then be able to find those again as presets or templates. If Procare does not recall the shift names, then when other admin enter shifts and do not use the same naming conventions, things co...
Kami Lee 11 months ago in Online Ideas Workspace / OL - Staff Management 1 Future consideration

Report for Daily Activities

Many customers want to generate reports for daily activities. This is needed for when they have to share information with individuals outside of their staff, such as licensing or court orders. This is also useful for customers switching from OL to...
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Reports 1 Future consideration

Surcharging on Registration Form with TE

We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2 Future consideration

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration