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Online Ideas Workspace

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Profile Field Mapping - Custom Students and Family Report

The new mapping of Lead Profile Fields to Active Student Profile Fields does not push the new profile field to the Custom Students and Family Report so customers cannot pull reports on that profile field for their students.
Kelly Kohlhagen 29 days ago in Online Ideas Workspace / OL - Reports 0

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2

Revert Custom Field Listing

Client has chatted in regards to the order of their custom fields has changed, and would like to change it back. Up until yesterday, custom fields would show as Oldest to Newest, the newest being the last to be listed. This morning, they are now s...
Lauryn Swaney 5 months ago in Online Ideas Workspace / OL - School Settings 0

Hide Pendo Advertisement of TE to Customers Outside of US

For customers outside of the US, they will need to use Stripe as their payment processor. A better customer experience would be to remove the pendo that advertises TE in the top right corner sinc ethey cannot use TE.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 3 months ago in Online Ideas Workspace / OL - Documents 0

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 4 months ago in Online Ideas Workspace / OL - Staff Management 1

Allowing international emails

Customer BAM 69358262 emailed in regarding several of her families having international emails (customer included 240366442@qq.com as an example). I confirmed with a supervisor that this isn't going to be allowed in OL as it currently doesn't reco...
Red Lake 4 months ago in Online Ideas Workspace / OL - Parent Messaging 0

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen 7 months ago in Online Ideas Workspace / OL - Permissions 1

Transportation Contacts

I spoke with a center who is trying to comply with their state in regards to transportation drivers and a way to track that. Ideally, they are looking for a place on top of carpools to list any van or bus drivers to track when the kiddos are getti...
Taylor Swaney 23 days ago in Online Ideas Workspace / OL - Student Data 0

Notification for when a parent uploads a document

Some schools ask families to upload documents throughout the year (i.e. for immunization records). It would be helpful to provide a notification for these.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Documents 0