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Online Ideas Workspace

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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

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

Oklahoma requiring use of Kidkare

Oklahoma is going to begin requiring the use of Kidkare by Minute menu for tracking meal plans in June (single centers), and by october (multi sites). An integration between OL and this service would be helpful for service providers.
Jesse Hartman about 1 month ago in Online Ideas Workspace / OL - Meal Plans 0

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen 10 months ago in Online Ideas Workspace / OL - Permissions 1

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern 7 months ago in Online Ideas Workspace / OL - Documents 0

Ability to Delete Document from Student Profile

Currently users cannot delete documents uploaded to a student profile, and there have been many requests from Support that this is a huge pain point, mostly due to accidental uploads being ascribed to the wrong student.
Kate Yzquierdo almost 4 years ago in Online Ideas Workspace 10 Planned

Staff Scheduling - shift presets

Client would like to be able to create "shift names" and then be able to find those again as presets or templates. If Procare does not recall the shift names, then when other admin enter shifts and do not use the same naming conventions, things co...
Kami Lee 7 months ago in Online Ideas Workspace / OL - Staff Management 1

Report for Daily Activities

Many customers want to generate reports for daily activities. This is needed for when they have to share information with individuals outside of their staff, such as licensing or court orders. This is also useful for customers switching from OL to...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Reports 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