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OL - Leads

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Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 2 days ago in Online Ideas Workspace / OL - Leads 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 7 days ago in Online Ideas Workspace / OL - Leads 0

Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern 26 days ago in Online Ideas Workspace / OL - Leads 0

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Leads 1 Planned

Naming of the Registration Feature in Procare Online

The title "Registration" for the new Registration feature, particularly when it comes to re-registration and interest forms, has confused some customers. Several customers have asked about using the registration forms for current students, and whe...
Kelly Kohlhagen 27 days ago in Online Ideas Workspace / OL - Leads 0

Leads bulk upload

Client (BAM 49807467) has 100 leads to add in manually. They had already done an application process so they have 100 families waitlisted. A bulk upload options would be so helpful!
Kami Lee 3 months ago in Online Ideas Workspace / OL - Leads 1

Alter wording for Registration added fields

Clients are thinking that "added fields" to the Leads Registration is going to carry over to the active student profile based on the current wording that the "data will be saved to the profile." The current wording seems misleading. It will be wit...
Kami Lee 3 months ago in Online Ideas Workspace / OL - Leads 0