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Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson 12 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Transfer more data into Online

Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
Chasity Dorsey 9 months ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3 Future consideration

Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 7 months ago in Online Ideas Workspace / OL - Documents 2

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 23 days ago in Online Ideas Workspace / OL - Notifications 0

Emergency Slider for Carer Records at Engagement Schools

The Emergency slider on parent records for Engagement schools is not able to be turned on or off, and that designation is not synced from Desktop. It would be helpful to either enable the sync for this status from Information in Relationships in D...
Shannon Nowak 10 months ago in Online Ideas Workspace / OL - Student Data 0

Schedule when Calendar events are sent out

Currently, the Calendar sends out emails to families immediately when an event is created (if you select whom the event is for). If a center wants to log an entire year's events, then parents will get large quantity of emails. If centers could sch...
Kami Lee 6 months ago in Online Ideas Workspace / OL - Calendar 3

Add additional activities o the Activity Dashboard

Customer woudd like additional activities to be added to the activity dashboard.The end goal would be to ensure that their staff are reminded to send x amount of x activity types per day.
Beth Carlin 24 days ago in Online Ideas Workspace / OL - Daily Activities 0

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Subsidy 4

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Subsidy 4

Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 6 months ago in Online Ideas Workspace / OL - Leads 2 Future consideration