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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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Ability to share an electronic form with enrolling families to capture information to be automatically filled to the family profile

I can drive enrollment and work to fill the school coming out of the coronavirus pandemic
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to set specified admin users to receive email notifications of completed submissions by parents

I can ensure my team is quick to review and accept submissions
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to set more granular permission controls for billing

I can specify that my Education Coach is able to accept a payment if she happens to be responsible for closing on a given night without giving her full access to view balances and manage plans
Jack Pearson about 4 years ago in Primrose Private Ideas / Staff Permissions 0

Ability to set a default reply-to address for newsletter emails which, if enabled, would direct all non-lead CRM email replies to the defined address

I can set up a shared inbox where all assigned team members can correspond with leads
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to select and delete multiple activities, messages, or newsletter drafts at once and delete

More easily clean up pending approvals that are not going to be approved.
Jack Pearson about 4 years ago in Primrose Private Ideas / Activities 0

Ability to schedule a tour directly on the school calendar from the Primrose website

I will be more likely to submit my information and visit for a tour
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to run allergy cards with first name only

Allow for printing and posting immeidately rather then copying over to a template
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0

Ability to review kiosk form submissions in a clear report

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Jack Pearson about 4 years ago in Primrose Private Ideas / Kiosk Mode 0

Ability to review and save submitted form details and documents to family portfolios or request updates to correct certain details before resubmitting.

Ensure efficenicy and accuracy throughout process
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Ability to receive notifications of expiring documents & report on them

I can follow up with families to obtain current documentation
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0