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Procare Solutions Internal Ideas Portal
Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Zachary Merritt
Created on Jul 20, 2022

Tracking center adoption and usage for new Recurring Payment digital form on PC Desktop

By seeing this report, we can correlate the schedule with when centers are enabling this feature and when we send out any marketing communications around it. Also, we'd like to be able to see how this helps other goals such as credit card VS ACH payment collection ratios.

Summary of Request/Idea In preparation of the upcoming Desktop release that will include the ability to allow parents to provide their own payment details for recurring billing in the Procare Desktop software, we want to have a report that can show us the amount of clients utilizing the feature after it's launched, similar to the report we have already for the Procare Messaging feature.
Acceptance Criteria (Requirements) of Request

Need to know how many centers are enabling and using the digital payment collection form on Desktop on a daily basis to help marketing recognize trends and any correlation with marketing communications being sent.

  • This will be a PowerBI Report

Department of Request Marketing
Priority of Request 2 - Lower Priority
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    John Margheret
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    Jul 22, 2022

    Need to have a conversation with Shannon regarding how we can get this tracked all the way to Principal