What Do I Need to Know About Using Multi-Location Toggle Accounts?

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?

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.

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.