IN THIS ARTICLE:
Learn how to navigate multi-location accounts, and what precautions may need to be taken when performing specific tasks.

• What is a multi-location toggle account?
• Precautions when using multi-locations
• Other important notes

What is a multi-location toggle account?

Simply put: a multi-location toggle account is a single account with multiple locations within it. To navigate between locations, you use the drop-down menu at the top left-hand side of the page to choose the location you wish to view.

When using a multi-location toggle account with iClassPro, there are some extra precautions to take to ensure accurate records inside of  your account.

Precautions when using multi-locations

Always check your location whenever:

• Entering charges, payments, or credits accessed from the Families, Students, Classes, or Camps pages.
• Creating enrollments from the Families, Students, Classes or Camps pages.
• Pulling reports (unless a location-specific filter is displayed, some reports only pull information for the location toggled at the top of the page).
• Using the TRANSACTIONS menu perform any bulk billing tasks, such as Class Tuition Charges, Camp Tuition Charges, Anniversary Charges, and applying credit/collecting payments.

Other important notes

• Location access can be restricted for staff members on the Permission tab of the staff profile.
• The default location which shows on login can be adjusted on the Permission tab of each staff member's profile.
• When you first add your new location, it will be necessary to edit staff members who need access to the new location to give them permissions to view it.