Troubleshooting

Family & Child Information Yes. You may use an Account Alert which applies to the family as a whole. To note something about a particular person you may wish to use the Comments field on their Person Information screen. To create an alert cl...

Yes. Use the Email Accounts feature to include a file attachment such as a .pdf.

Yes. Use the Classroom Graduation Tool to quickly change the Primary Classroom to which children are assigned. You may move a group of children from one class to another and/or make individual changes.

Yes. There are a couple of options: You may make a one time change (override) using the Batch Schedule Overrrides tool. This is great for teacher in-service days, or other school out days that affect many children. For example school age child...

[Family & Child Information] Yes, you can set the target date you’d like by changing the Nearing Due Date in the Regions & Schools Configuration area of Procare. Getting There From the Procare Home screen go to Configuration > System > Locat...

Yes, you can set the target date you’d like by changing the Nearing Due Date in the Regions & Schools Configuration area of Procare. Getting There From the Procare Home screen go to Configuration > System > Locations & Users > R...

Yes. Use the Copy Email Addresses feature.

Yes, if you are using Tuition Express. Parents can sign up to receive email notifications (at TuitionExpress.com) when recurring payments are processed. In addition, families that use Tuition Express to pay at a check-in computer, or online at MyPro...

Yes. You can use the Data Viewer (located under Reports > Data Viewer ) to create your own email export file in .csv or .xls format. This could be useful to import addresses to the contacts list of your email program. See video clip below. Hin...

Yes. You can text individual people or send a group text (known as a “bulk” texting) to many people at once. See: Sending Text Messages

No. Since text messages sent through Procare are sent by email (rather that from your phone), it is necessary to know the phone carrier (sometimes called the phone network or phone provider), like AT&T, Verizon, etc. Go to the Person Informatio...

Use the Batch Change Enrollment feature to change the enrollment status of many children at once – for example from “Summer Break” back to “Enrolled”.

Add a new classroom : Begin by Creating a Work Area and then choose the new Work Area as a Classroom on the Classroom Setup screen. Delete a classroom : If the classroom has ever been used, you’ll get a message saying it is “in use and c...

Double-click the person’s name (not Account Key) on most any screen to make changes to their Person Information . For example, to edit the name, address, phone, email, etc. for a parent, just dbl-click their name at the main screen of Family Data o...

Use the Letter Merge / Word Processor to compose a letter, insert fields (like name, address, balance due, etc.). See the Letter Merge Article for complete instructions.

It’s easy. Just use the built in Email Customer Statements feature.

If both parents, shown as the primary and secondary payers on the account, have the same address then both names will appear on the *Customer Statement *as well as Address Labels. To be sure the address is identical on both payers use the Copy ...

What should I check before I make a family “hidden”? Although you may Hide a Family for any reason, it’s usually because they no longer have children enrolled and their ledger balance is zero. In other words, you want to deactivate them, so they d...

See the videos (below) for examples of how to create customized waiting lists using Data Viewer. Other waiting list options: You can let parents pre-register online using MyProcare or manually assign the children an Enrollment Status ...

Beginning in version 10.2.4801 use the new Copy Accounts utility. If you are on an older version, add the account as a “new” account, but the people (parents, children, etc.) should be added as “existing” people.

From the main screen of Family Data click Reports > Standard Reports . From the list of report categories open the Family Data section. Choose a sub-section, like Rollcall Sheets or Sign In/Out Sheets . Choose a particular report forma...

From the main screen of Family Data & Accounting go to Reports > Standard Reports > Family Data > Address Labels . Choose an Account (parent) or Child label for one of the Avery label formats listed. See also: Select, Sort & Filter Repor...

Use the child tracking category Allergies to track children’s allergies and print the list using the downloadable Data Viewer report Allergy List by Classroom to print them out, or export them to another file type.

Option 1 Use the standard enrollment reports located under Reports > Standard Reports > Family Data > Child Enrollment . There are several reports from which to choose. The first page of each report displays totals like “Waiting List (4)”. Be su...

You can print a standard School Directory report. Or, create your own roster with contact information using Data Viewer.

Go to their Person Information screen and click the Text Message button (lower left). Then click Delete .

In configuration, set the first event to be due immediately (zero days after enrollment or hire). The second event is due every 12 months thereafter. {Image} On the child (or employee) immunization screen: Enter the date they actually ...

Withdraw or unenroll a child Click on the Child’s Enrollment Status icon . Select a Date and a Status like “Withdrawn” then click Save . Next Steps If all the children are withdrawn from the account, and you have coll...

Procare uses a list of 200 plus cell companies, but you may come across a company not on the list. Some cell phone service providers don’t have their own cell towers/networks. For example, Consumer Cellular currently uses the AT&T network. As a res...

Yes. On the Child Information & Relationships screen click the tiny down arrow on the Add button and choose to Import From another child in the family who has already been set up.

Yes. Set the Expiration Date to be due every 12 months as follows: Create an Immunization or Requirement named something like “Expiration Date”. Set the 1st event to be due 30 days after enrollment. Set the 2nd event to be due every 12 mo...

The order left to right is determined by the child’s Enrollment Status and then age. Typically, children with a status of “Enrolled” always appear to the left of those with any other status. When two children have the same status, the youngest app...

Watch the Recorded Webinar on how to use the optional Activity Manager for Summer Camps . See the short video (below) on using Tracking for Summer Camps . Review Summer Camp Posts on the Procare Blog .

When you update to version 10.2.4801, the First Day of Week setting is automatically set to Sunday. This issue affects certain rollcall and sign-in sheets. To change your first day to Monday: Log into Procare as a System Supervisor . ...

Understanding the BCC setting Email Options allows you to set a BCC (blind carbon copy) limit. When you send the same email to multiple people, it’s more efficient for your provider to create the message once and send it to many addresses, rathe...