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Online Ideas Workspace

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Ability to have Volunteers or Visitors Sign in and Out

There have been many scenarios over time where a center needs to have someone enter their facility and track the sign in and out. The current workarounds we provide is creating a child called volunteer and have the people listed as parents, or cre...
Sirah Brautigam about 8 hours ago in Online Ideas Workspace / Other 1

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 2 days ago in Online Ideas Workspace / OL - Leads 0

Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 7 days ago in Online Ideas Workspace / OL - Documents 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 11 days ago in Online Ideas Workspace / Other 0

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 3 days ago in Online Ideas Workspace / OL - Permissions 0

Add option to select sleeping/napping positions for nap activity

Customer is looking for a way to choose between sleeping positions for students when they are napping during the 15 minute check in. The customer stated she has used this on previous platforms/competetor platforms in the past and is looking for Pr...
Kelsey Boyd 3 days ago in Online Ideas Workspace / OL - Daily Activities 0

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 24 days ago in Online Ideas Workspace / OL - Reports 2

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 24 days ago in Online Ideas Workspace / OL - Subsidy 2

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 24 days ago in Online Ideas Workspace / OL - Subsidy 2

Recurring Attendance Plan Improvement for Late Pick Up Fees

I often have requests from customers who are using recurring Tuition plans but also want to be able to invoice parents for late pickup fees based on attendance. If you assign an attendance plan to a student who only has a tuition plan and the stud...
Debbie Scarlett Foster 23 days ago in Online Ideas Workspace / OL - Billing & Accounting 0