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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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Activity Summary Screen - Print to PDF

Customer would like to Print/Send the Activity Summary screen. Suggestion: Add a Print to PDF option at the top right. Print what is currently showing on the Activity Summary screen, respecting the filter. Customer mentioned it provides a wonderfu...
Beth Carlin 8 months ago in Online Ideas Workspace / OL - Daily Activities 0 In Review

Parent Access to Portfolios

Customer would like Portfolios to be available to parents within the app or Parent Portal. They understand they can email, download, or print the portfolios, but they would like parents to access student portfolios on their own at any point in tim...
Beth Carlin 8 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

In the payment option the amount owed shouldn't populate automatically. It should show 0 until amount entered

Example: Payment made was $120 but Amount owed $240. When entered the payment by credit card option the amount automatically showed the $240 which needed to be changed to $120.00. This step is sometime missed by other administrators.
Guest 8 months ago in Desktop User Suggestions 0

Allow the Employee Earning/Withholding Summary to print a specific pay period and not go according to the paydate posted

Last year I was able to print out my payroll for Employee Earning/Withholding summary according to the payroll date range, NOT the date posted
Guest 8 months ago in Desktop User Suggestions 0

Documents move with a child

We are beginning to use the document files to store all student files electronically. However we have noticed that if we add this child to another program, their documents don't import with the rest of their data
Guest 8 months ago in Desktop User Suggestions 0

Allow the classroom and intended enrollment date to be saved in MyProcare(Waitlist). Also, allow filtering on these key fields

The Waitlist would be of much greater value if we were able to save Classroom and Intended Enrollment date in MyProcare (Waitlist). These fields can be updated but the system does not allow it to be saved. Often potential customers register early ...
Guest 8 months ago in Desktop User Suggestions 0

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 8 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

Agency credit card payments in Procare Desktop

BAM 42725640 has a substantial portion of their business come through as agency payments from government agencies like Space Force. Those agencies want to pay via credit card, but there's not currently a way to do that in Procare Desktop + Tuition...
Benjamin Matson over 1 year ago in TE Transactions / Increase Revenue 0

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow ACH payment on Registration forms

BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Sirah Brautigam 8 months ago in Online Ideas Workspace / OL - Enrollment / Tuition Express/Payments 0 Future consideration