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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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Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne over 1 year ago in SCW 1 Already exists

Connect Portal - Make Payment tile show if family has credit on their account (or somewhere on main page without having to click in anywhere)

Families will know they have an available credit immediately upon entering the Portal - either by showing on the make payment tile or somewhere else on the home page. Client does understand that you can click on the statement tile to see if there ...
Guest over 4 years ago in SCW 0 Will not implement

Automated Standard Report generation and distribution

The Gardner Schools - 72930752 Customer would love to see a feature where they can configure specific Standard Reports to run on a recurring basis, and have those reports emailed to a list of email recipients that they can set beforehand. Example:...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 2 In Review

Full refunds through the gateway portal

Parents will be able to see their full refund, rather then putting together amounts that will add up to the total refund.
Guest over 4 years ago in SCW 0 Will not implement

Make Payment Information Deactivate with withdrawal

When a termination date is entered, it automatically changes the payment on the auto tab to deactive.
Guest over 4 years ago in SCW 1

Improve Enrollment Status Sync through Tadpoles Extra

Kiddie Academy Tadpoles extra does not allow for future enrollment dates to be saved ahead of time if the student is already attending. If a currently enrolled student has a future break recorded on their enrollment status it will cause the studen...
Owen Carlson over 1 year ago in Procare Desktop / Enterprise Support 0

Difficulty identifying families with same name when entering payments in payment journal

Right now, if families have the same last name, there is no identifying information available on the payments journal screen except their current balance which does not always make it possible to identify the proper family who is paying.
Guest almost 5 years ago in SCW 0 Will not implement

Ability to send emails through Communication using staff email addresses

It would allow for more clear communication and keep parents from deleting emails/thinking emails are spam.
Guest about 3 years ago in SCW 0 Already exists

When approving a waitlist or registration - have system take you to the account

Currently have to remember name you just approved from the waitlist or registration to navigate to the account to finish processing.
Guest almost 5 years ago in SCW 1 Will not implement

Payment Note Character Limit

Currently in the family ledger when an admin goes to make a payment and enter in notes it will not limit the characters they are typing. However, when they save it will only save a specific number of characters. The client would like this to be li...
Guest almost 5 years ago in SCW 0