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Online Ideas Workspace

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Update delivery status for newsletters to align with lead communications

We would like to request an enhancement to the way newsletter delivery status is displayed in Procare. Currently, when a newsletter is enqueued for background sending, the front end immediately shows it as "Sent." However, this is misleading, as t...
Brian Bistline about 15 hours ago in Online Ideas Workspace / OL - Newsletters 0

Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...
Brian Bistline 15 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Update Password Reset Email Wording

The password reset email currently instructs users to "reach out to the team" if they did not initiate the reset request. However, there is no meaningful action customer-facing teams can take in these cases beyond informing the client that anyone ...
Tessa Robinson 29 days ago in Online Ideas Workspace / OL - Notifications / Other 0 Future consideration

Customize the Dashboard

Customer would like to change the order of the Action Items on the Dashboard and add Tasks to each staff member's Action Items on the Dashboard. BAM 90274094 requested this.
Kelly Kohlhagen 2 days ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Online KinderSystems Integration Error Surfacing in the UI

In Support, we have received over 150 calls since 2024 regarding KinderSystems sync errors, where the customer cannot tell what is causing the transmission or matching error. They are presented with a generic "Error" with no way to validate what t...
Shannon Nowak about 2 months ago in Online Ideas Workspace / Other 0 Future consideration

Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline about 1 month ago in Online Ideas Workspace / OL - Reports 0 Planned

Have Custom Fields Selections sync to Emergency Cards in Quick Reports tab Under Student Section

Customers are able to customize what information their Emergency Cards pull, with the option to save the preferences to the Quick Reports tab in the student section. Online Help Center articles are worded in a way that makes customers think any pr...
Benita Levario 12 days ago in Online Ideas Workspace / OL - Reports 0

Disable/Remove Office Chat

BAM 91527845 does not want parents to use Office Chat
Kelly Kohlhagen 15 days ago in Online Ideas Workspace / OL - Parent Messaging 0

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Programs - Bulk Unenrollment

customer would love the ability to unenroll students from programs to save time when reassigning and utilizing the program feature functionality.
Mary Lynn 6 days ago in Online Ideas Workspace / OL - Programs 1 Future consideration