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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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Online Corporate Calendar Entry

Customer currently uses the Corporate school account to create all communication templates, which schools can then pull into their own accounts. This helps avoid duplicating work across accounts. Customer would like a way to do something similar w...
Beth Carlin 15 days ago in Online Ideas Workspace / OL - Calendar 0

Online Corporate Report

Customer would like an Online Corporate report created with the below criteriaThe idea would be to run the report for all locations under that Procare Onlnie Corporate Account. Corporate Reports > Data Viewer > Employee Data > Employee Ti...
Beth Carlin 15 days ago in Online Ideas Workspace / OL - Reports 0

Parent Refunds

We used to have the ability to refund a parent payment through te.com, but now the center's refund options are limited to POS transactions with a negative amount, which requires the card to be present or the card information entered manually. Sinc...
Shannon Nowak 8 months ago in TE Transactions / Center Daily Tasks 0

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Apply a credit to all family's accounts at the same time

There should be a way to apply a credit to all family's accounts at the same time, similar to the way we can use the late payment calculator. For example, if I want to apply a 15% credit to all our family's accounts for July only, there should be ...
Guest 16 days ago in Desktop User Suggestions 0

Return the maximum withdrawal setting in Tuition express

We have specific amount established per family and need this feature to ensure that we are able to continue to offer the best service to our families
Guest 17 days ago in Desktop User Suggestions 0

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 17 days ago in Online Ideas Workspace / OL - Notifications 0

Refunds Overview

OL sites inquire why they can only refund payments made in the OL software going back 90 days. These types of questions usually arise when trying to refund a registration payment. When a fee cannot be refunded, we advise the client to write them a...
Johnny Colvin 7 months ago in TE Transactions / Operational Efficiency 0

Enrollment Count Reports

I have had a few centers now who were desperately needing a count of their enrolled students on a certain date for licensing or funding, and it is currently not something we offer. In the desktop, even if it is not specific, we offer an enrollment...
Taylor Swaney 3 months ago in Online Ideas Workspace / OL - Reports 0

Cadence - Add Parent Fields to the Get '/agingreport/araging' API

Cadence is hiring a third party collections agency vendor who will have access to calling this API and needs the below parent contact fields to be included: Address Cell Phone Number Home Number Email Address
Kevin Vergel-De-Dios about 1 month ago in SCW 0 Future consideration