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Reporting for Lead Profile Fields

Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Reports 1

Allow Subsidy Line Items to be edited

After receiving the subsidy payment, centers that do not wish to 'Write Off' inaccurate Subsidy Line Items need to edit the original line item. They currently cannot edit these line items in either the Family or Subsidy Ledger.
Zachary Keith 6 months ago in Online Ideas Workspace / OL - Subsidy 3

Ability to Refund Families After 90 Days

Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 8 months ago in Online Ideas Workspace / OL - School Settings 0

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 6 months ago in Online Ideas Workspace / Other 0

Limit/Restrict Staff Access to Classrooms

Many centers would like to be able to limit what their staff can see and do in the app for other classrooms. They want their staff to only engage with certain students or rooms. BAM 15186000 is one example, coming from Brightwheel, and she says th...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Permissions 0

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 4 months ago in Online Ideas Workspace / OL - Leads / Tuition Express/Payments 2

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 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Guardian and Client Verbiage on Registration Forms, Rather Than Parent/Child

Adult daycare facility would like the registration form to have more edits when it comes to the name of Parent/Child to read something like Guardian/Client or something like that. BAM 86068955 requested this.
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Enrollment 0

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0