IN BRIEF
Multi-location toggle accounts allow a single iClassPro account to manage multiple locations. While this setup provides flexibility, it also requires additional attention when entering data, running reports, and performing billing-related tasks to ensure information is applied to the correct location.
- Overview
- Accessing the Feature
- Step-by-Step Instructions
- Troubleshooting & FAQs
- Related Articles
Overview
A multi-location toggle account is a single iClassPro account that contains more than one location. Users move between locations using the location drop-down menu located at the top-left corner of the page.
Because data entry and reporting are often tied to the currently selected location, extra care is required when performing certain tasks to avoid recording information under the wrong location.
Accessing the Feature
- Log in to your iClassPro account.
- Locate the location drop-down menu at the top-left of the page.
- Select the location you want to view or manage.
The selected location determines which data is displayed and which location actions are applied to.
Step-by-Step Instructions
Verifying the Active Location
Before performing any actions, confirm the correct location is selected in the location drop-down menu at the top-left of the page.
Tasks That Require Location Verification
Always double-check the active location when performing the following actions:
- Entering charges, payments, or credits from:
- Families
- Students
- Classes
- Camps
- Creating enrollments from:
- Families
- Students
- Classes
- Camps
- Pulling reports:
- Some reports only pull data for the location currently selected.
- If a location-specific filter is not displayed, the report may be limited to the toggled location.
- Performing bulk billing tasks from the TRANSACTIONS menu, including:
- Class tuition charges
- Camp tuition charges
- Anniversary charges
- Late fees
- Applying credits and/or collecting payments
Failing to verify the selected location may result in data being associated with the wrong location.
Troubleshooting & FAQs
-
Why does my report not include data from all locations?
- Many reports only pull data for the location currently selected in the location drop-down menu unless a location-specific filter is available.
-
Can staff members be limited to specific locations?
- Yes. Location access can be restricted on the Permission tab of each staff member’s profile.
-
Why does a new location not appear for some staff members?
- When a new location is added, staff profiles must be updated to grant permission to view that location.
-
Can the default location on login be changed for staff?
- Yes. The default login location can be adjusted on the Permission tab of each staff member’s profile.