How Do I Set Up the Customer Portal? – iClassPro Support

IN BRIEF
The Customer Portal Settings control how your Customer Portal appears to families and students when they log in. Administrators can enable or disable the portal, customize the landing page, manage branding, and configure options for class and camp visibility.

Overview
Accessing the Feature
Step-By-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

The Customer Portal allows families to view schedules, enroll in classes or camps, and make payments online. Options configured under SETTINGS>CUSTOMER PORTAL>SETTINGS determine how the Portal looks and functions, including its visual design, available options, and account creation behavior.

Accessing the Feature

From the main navigation menu, go to SETTINGS>CUSTOMER PORTAL>SETTINGS.
Configure settings as needed to match your organization’s policies and branding preferences.

Step-By-Step Instructions

Settings

Enable Customer Portal – This option will enable/disable the Customer Portal for your account.
- When enabled, all features of the Customer Portal will be available, including the checkout reservation system.
- When disabled, customers will see a message that your Customer Portal is currently unavailable.

News & Announcements Slideshow

The News & Announcements Slideshow allows you to control the order in which News & Announcement items appear in the slideshow that is displayed on the Customer Portal landing page.

NOTE: In order for news items to be included in the slideshow, "View in Customer Portal" must be enabled for the item within your news articles.

Welcome Text

Text entered here will appear as a popup message for all visitors upon accessing the Dashboard. You can also use it to present important information.

General Settings

Main Links

Allows you to customize the images and descriptions associated with the cards shown below the "How may we assist you?" text on the main Customer Portal navigation page. Use the four-headed arrow icon to the right of each card to drag it up or down and reorder them as desired.

- Booking - The description and image can be customized; the name can be customized after re-saving your settings. The recommended image size is 600px W x 300px H.
- My Account - The description and image can be customized; the name can be customized after re-saving your settings. The recommended image size is 600px W x 300px H.
- News – The image can be customized; the description is taken from the News item displayed. The recommended image size is 600px W x 300px H.
  - Use latest news article image as thumbnail - when enabled, the system will use the image are taken from the latest News item instead of the uploaded News image.
    - See our News and Announcements Feature document for more information.
- ProShop – takes the customer to the online Point of Sale screen. Title, Image and Description can all be customized. (Title defaults to ProShop.)
  - See our Point of Sale Feature document for more information.

Additional Links

- - - Hide the “Welcome Information” button.
    - Hide “Find the Right Class” button.
    - Disable "Need help finding the right class/camp?" - If enabled, this option bypasses the “Need help finding the right class/camp?” screen when browsing or creating new enrollments.
    - External URL to Find the Right Class - eEntering a URL here will direct the user to an external website if either of the two previous settings are active.
      - Note: this URL will also be used if a customer responds "Yes, Please" on the “Need help finding the right class?” screen.

Options

- Require Email Validation for New Account creation – enable this option to require parents to validate their email address during the account creation process.
- Hide Images on Class List – enabling this option hides branding images assigned to Class Levels and Programs when viewing the Class List.
- Hide Images on Camp List – enabling this option hides images assigned to specific camps when viewing the Camp List.
- Customize "Find a Class" Image - enabling this option allows uploading a custom image to be displayed n the Customer Portal Booking Page under "Find A Class".
  - Recommended image size is 1:1 ratio with 500px W x 500px H
- Customize "Book a Party" Image - enabling this option allows uploading a custom image to be displayed on the Customer Portal Booking Page under "Book a Party".
  - Recommended image size is 1:1 ratio with 500px W x 500px H
- (*) Cart Reservation Timeout (Minutes) - This is a number between 5-120 minutes that represents the amount of time that items will be reserved in the cart relative to the time that the most recent item was added. The timer will be reset to this amount of time each time a new item is added to the cart, and when the timer reaches 0, all items will be removed from the cart automatically.
- (*) Cart Reservation Timeout Limit (Minutes) - This is a number between 5-120 minutes that represents the maximum amount of time that a cart can be used from the time that the first item was added. The timer will not reset past this amount of time even as new items are added to the cart.

* For more information about the Checkout Reservation Timer and how it functions in the Customer Portal and Office Portal, see the “What is the Checkout Reservation Timer?” document.

Important Note: Customized names for the navigation tiles will only be reflected in the web-based Customer Portal. Due to the limited display area for text on the navigation bar, the Mobile/Branded App will always use the default names.

Branding

Location(s)

- Global Account Settings – the selected colors/logo/background image/default splash image will be used for all Locations unless Specific Location settings designate otherwise.
- Specific Location – overrides the Global Account Settings so the selected colors/logo/background image/default splash image will be used for the selected Location. Other Locations will either use their own specific settings or the Global Account Settings.
  - Enable Location-Specific Branding - allows per-Location branding for the selected Location. If left disabled, the Location will use the Global Account Settings.
    - Reset This Location to Global Settings - removes any branding customization for the selected Location and resets to the Global Account Settings instead.

If the system detects that the "Enable Location-Specific Branding" option is active, it will display the message "Location-specific branding is enabled for one or more Locations, indicated by an asterisk (*)."

The "Locations" drop-down menu will display an asterisk (*) next to any Locations where this setting is enabled.

Colors

- Primary Brand Color - Colors larger sections of the design (including the online payment form).
- Secondary Brand Color - Accents design and strengthens multi-colored branding. The lightness/darkness of this color also helps to determine the color that is automatically selected for text that is displayed (including the online payment form).
- Mobile Brand Color - Colors the mobile app design.
  - NOTE: If no Mobile Brand Color is specified (or if there is a connection issue that temporarily prevents the user's device from connecting to the server to retrieve it), the Mobile App will default to a blue color theme.

Logos

Logo - This logo appears on the Customer Portal and the Secure Payment Form (SPF).
- Recommended logo image size: 800px W x 600px H.
Logo on white background - This logo appears on non-template emails and the Customer Portal app login page.
- Recommended logo image size: 800px W x 600px H.
- NOTE: A "non-template email" is an email the system sends that is hardcoded (i.e., the template cannot be edited). This would include communications such as the password reset email or an account verification email.

Background & Splash Images

Background Image – The Background Image is displayed in the background during regular Customer Portal navigation. It is the primary image shown on the main Login screen apart from the Logo at the top. Recommended background image size is 1500px W x 1000px H.
- Remove transparency from background image - A busy background design or a background color that is too close to your text color will make your Portal difficult and frustrating to use. To help prevent this, our system automatically limits the background image transparency, which dims the colors in order to compensate.
  - If you are completely certain that you want your image to appear in its original form, you can enable the "Remove transparency from background image" setting to allow this. However, please be aware that this may cause issues with the readability of the text.
Default Splash Image – The Default Splash Image is displayed when there are no News articles or Announcements to display in the slideshow. Recommended splash image size is 2098 px W x 700px H, or a ratio of 3:1.
- Splash Title - this is the text displayed over the default splash image.
- NOTE: because the system will automatically resize/crop this image to fit the device on which it is being viewed, these images are not intended to replace text. For the Splash image, it is highly recommended to use the "Splash Title" field for any text the user needs to see. If the News image is being used and it contains text, the text needs to be centered to help prevent any issues with cropping/resizing.

Troubleshooting & FAQs

Why do custom navigation names not appear in the Mobile App?
- The Mobile/Branded App uses default navigation names due to limited display space. Custom names only apply to the web-based Customer Portal.
Why can’t I see my News and Announcements in the slideshow?
- Ensure “View in Customer Portal” is enabled for each News item in your articles.
- Ensure that the post is not scheduled to be published in the future, and/or that there is not an expiration date in the past.
Why does my background image appear dimmed?
- Transparency is automatically applied to improve text readability. Enable “Remove transparency from background image” only if you are certain your text remains visible.