IN BRIEF
The CLASSES page is the primary location for managing classes and class-related workflows in iClassPro. From this page, administrators can create and manage classes, handle enrollments and waitlists, record attendance and skill evaluations, and access several class-level tools and actions.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Understanding the Information Displayed on the CLASSES Page
  • Using Filters on the CLASSES Page
  • Performing Class-Level Actions
  • Managing Enrollments from the CLASSES Page
  • Enrollment-Level Actions
    • ACTIVE, TRIAL, MAKEUP, and SINGLE DAY Enrollments
    • WAIT Enrollments Only
  • Additional Class Tools
  • QuickTools on the CLASSES Page
• Troubleshooting & FAQs
• Related Articles

Overview

The CLASSES page provides a centralized view of all classes in the System and allows administrators to perform a wide range of class-related tasks. These tasks include creating and editing classes, managing enrollments and waitlists, recording attendance and evaluations, and accessing class-specific tools such as notes, calendars, and QuickTools.

From this page, administrators can:

• Create Classes
• Use Quick Edit to Update Class Details
• Cancel/Uncancel Classes
• Record or Edit Attendance
• Record or Edit Skill Evaluations
• Create enrollments
• Send Email Blasts

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Accessing the Feature

From the main navigation bar at the top of the screen, select CLASSES.

The System displays a list of all classes based on the current filter and sort settings.

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Step-by-Step Instructions

Understanding the Information Displayed on the CLASSES Page

For each class, the following information is displayed:

• Class Name – the name of the class.
• Occupancy – current enrollment compared to capacity.
• Instructors – the instructor or instructors attached to the class.
  • Note: This field always lists the current (permanent) instructor attached to the class. Substitute instructors are only shown if they are scheduled to replace a permanent instructor on the Enrollment Date.
• Zone – the zone or area attached to the class.
• Schedule – the days and times when the class meets.

Columns marked with an asterisk (*) can be selected to sort the list. By default, classes are sorted alphabetically by Class Name.

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Using Filters on the CLASSES Page

Filters allow administrators to narrow the list of classes displayed.

• Filters can be used to display specific classes based on defined criteria.
• A complete list of available filters is documented separately.

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Performing Class-Level Actions

To the left of each class is an Actions icon. Selecting this icon displays options related to the selected class.

Available class-level actions include:

• Edit Class – edit class details.
• Enrollments – view and manage enrollments in the class.

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Managing Enrollments from the CLASSES Page

Selecting Enrollments opens enrollment management options for the selected class.

Available enrollment actions include:

• Enrollment Wizard – launches the Student Enrollment Wizard to enroll a student into the selected class.
• Group Enroll – enroll multiple students into the selected class.
• Group Transfer – transfer multiple students from the selected class into another class.
• Drop All – assign a drop date to all students enrolled in the class.
  • Can be limited to Current, Future, or All students.
  • Note: Makeup enrollments are not included when performing this task.
• View/Edit/Contact Class Enrollments – displays all enrollments in the class, categorized by enrollment type.
  • Defaults to All Enrollments.
  • Individual tabs are available for each enrollment type to display only that type.

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Enrollment-Level Actions

Each enrollment listed within a class also includes its own Actions icon. The available options depend on the enrollment type.

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ACTIVE, TRIAL, MAKEUP, and SINGLE DAY Enrollments

Available actions include:

• Edit Student – opens the Student Details window.
• Edit Family – opens the Family Details window.
• Edit Enrollment – edit details of the selected enrollment.
• Drop Enrollment – assign a drop date and drop reason to the enrollment.
• Transfer Enrollment – transfer the enrollment into a different class.
• Delete Enrollment – permanently delete the enrollment.
  • Note: Deleting an enrollment removes all enrollment history from student and family records, except for associated ledger charges.
• Email Family – launches the Student Email Blast window.

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WAIT Enrollments Only

WAIT enrollments include additional actions specific to waitlist management:

• Approve – launches the New Enrollment Wizard with the waitlisted class preselected.
  • Upon completion, the System automatically adds a drop date to the WAIT enrollment and creates a new ACTIVE enrollment.
  • If Send Enrollment Email is enabled, the System sends a notification using the Waitlist Approved email template located under Settings > Setup > General Settings > Communication Templates > iClassPro.
• Deny – deletes the WAIT enrollment completely.
• Notify Class Opening – sends an email to the family notifying them that an opening is available.
  • Uses the Class Opening Available email template under Settings > Setup > General Settings > Communication Templates > iClassPro.
• Edit Student – opens the Student Details window.
• Edit Family – opens the Family Details window.
• Edit Enrollment – edit details of the WAIT enrollment.
• Drop Enrollment – access the drop workflow.
  • Assigning a drop date keeps the record but removes the student from the waitlist after the drop date passes.
  • Drop fields may include:
    • Drop date
    • Drop reason (if required)
    • Optional drop notes
    • Enable or disable drop email notification
• Email Family – launches the Student Email Blast window.

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Additional Class Tools

Additional tools are available from the class Actions menu:

• Calendar – opens the Calendar page filtered to show only the selected class.
• Class Notes – create or update notes for the class.
• Class Attendance – view, record, or edit attendance for the class over a selected date range.
  • Note: Attendance date ranges are limited to three months at a time.
• Class Evaluations – view, record, or edit skill evaluations for the class.

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QuickTools on the CLASSES Page

These icons generally appear after selecting one or more results from the Class results list. Which options are displayed may vary based on individual staff permissions.

• Assign/Remove Keywords
• Assign/Remove Sessions/Rolling Sessions
• SMS/Text Messaging
• Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
• Email Blast
• Quick Edit
• Mass Class Copy Tool
• Generate Roll Sheets
• Cancel Classes
• Create Makeup Tokens
• Reports
  • Student Evaluation Report
  • Student Evaluation Forms
  • Class Evaluation Forms
  • Class Roll Sheets

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Troubleshooting & FAQs

• Why do I not see substitute instructors listed for a class?
  • The Instructors field only displays permanent instructors unless a substitute instructor is scheduled to replace them on the Enrollment Date.
• Why are makeup enrollments not included when using Drop All?
  • Makeup enrollments are excluded from the Drop All action by design.

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Related Articles

• Which Filters Are Available for the CLASSES Page?
• How Do I Create or Edit a Class?
• How Do I Use the Classes Quick Edit Tool?
• How Do I Cancel a Class/Classes/Remove a Class Cancellation?
• How Do I Record Attendance in the Office Portal?
• How Do I Evaluate Skills in the Office Portal?
• What Are QuickTools?

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