Procare Solutions Internal Ideas Portal
Currently, this functionality requires that each invitation be emailed 1 family at a time. If only inviting a limited number of people to register, this is not terribly inconvenient, however when it is necessary to invite larger groups (i.e. new Procare user engaging with full family base), this could require navigating through dozens if not hundreds of family accounts 1 at a time to send the invitations. The ability to send invites as a batch process would provide a significant time savings as well as encourage more widespread use of this new feature and ultimately, increase participation with Tuition Express batch processing. Additionally, the parent link is currently only active for 24 hours. This needs to be extended to 72 hours by default or make it adjustable by the user.
Finally, we need to remove the visible ACH and CC selection from the invitation screen. We work intentionally to ensure centers include CCs as one of their payment options and spend considerable effort to overcome objections to CC utilization. Putting this selection in front of every batch invitation will undoubtedly lead to more and more centers moving their batch pmts to exclusively ACH. We need to replace that selection feature with a Tech download (ex. TE02) with the ability to set that preference behind the scenes only after appropriate discussion and strategic positioning of different pmt methods is covered.
| Product Area | Payments |
| Are customers at risk of leaving Procare without this item? | No |
| Are customers going to competitors for this item? | No |
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How does this impact the customer's business?
Currently, this functionality requires that each invitation be emailed 1 family at a time. If only inviting a limited number of people to register, this is not terribly inconvenient, however when it is necessary to invite larger groups (i.e. new Procare user engaging with full family base), this could require navigating through dozens if not hundreds of family accounts 1 at a time to send the invitations. The ability to send invites as a batch process would provide a significant time savings as well as encourage more widespread use of this new feature and ultimately, increase participation with Tuition Express batch processing. 2nd - lengthening the availability of the parent link is necessary as parent do not engage immediately in providing account info for batch processing. The center needs to be able to allow for more time for parents to actually address the emailed invitation. 3rd - we need to remove the visible ACH and CC selection from the invitation screen. We work intentionally to ensure centers include CCs as one of their payment options and spend considerable effort to overcome objections to CC utilization. Putting this selection in front of every batch invitation will undoubtedly lead to more and more centers moving their batch pmts to exclusively ACH. We need to replace that selection feature with a Tech download (ex. TE02) with the ability to set that preference behind the scenes only after appropriate discussion and strategic positioning of different pmt methods is covered. |
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| Requesting Customer | Internal |
For parents and centers, this link has to last longer than 24 hours. Although this a great start, it is still cumbersome and time consuming for centers.
Also, the centers should be notified of who signed up, or somehow get an easy list of who has not signed up.
With the vast amount of centers we are converting from other payment processor; this is the main issue centers are delayed in converting fully to TE for processing. This affects revenue and processing dollars.
We have large enterprise clients from Kiddie Academy, Kids 'R' Kids, and other franchise models that have not converted to TE and when they have do not convert fully because they have 100+ families processing with other online services where center does not have to manually send links 1 at a time.