How Do I Use the Classes Quick Edit Tool?

IN THIS ARTICLE:
Learn about the iClassPro Quick Edit tool and how it can be used to quickly make changes to a group of classes.

Quick Edit Overview

Using Quick Edit, the following details of a class can be changed:

  • General
    • Override Dynamic Class Name
      • No/Yes
    • Active/Inactive Status
      • Active/Inactive
    • Class Program
      • Choose from available Programs
    • Allow Proration
      • No/Yes
    • Allow Discounts
      • No/Yes
    • Online Settings
      • Show Online
        • No/Yes
      • Hide Enrollments
        •  No/Yes
      • Allow Registration
        • No/Yes
    • Default Billing Schedule/Tuition Pair
      • Billing Schedule
        • Choose from available Billing Schedules
      • Tuition
        • Choose from available Tuitions
    • Level
      • Choose from available Levels
    • Room
      • Choose from available Levels
    • Requirements
      • Minimum Age (Year/Month)
      • Maximum Age (Year/Month)
      • Maximum Number of Students
      • Gender Limitations
        • Co-Ed/Female/Male
  • Dates
    • Use selected class dates
      • Class Dates
      • Registration Dates
      • Priority Dates
  • Description
  • Instructors
    • Add/Remove/Replace Instructors
  • Skill Tree
    • Assign a Skill Tree to Selected Classes (overrides any skill tree inherited from the Class Program)

How to Mass Edit Classes with the Quick Edit Tool

  1. Filter the class list using any applicable filters and search tools on the left side of the page to find classes.
  2. If necessary, adjust your page view to include more results (top & bottom right of list).
  3. Select any classes you would like to edit en masse.
  4. Click the Quick Edit tool (icon at the bottom of the screen that looks like a pencil with three lines next to it)

The Quick Edit tool is separated into four tabs within the Quick Edit window. Changes in all four tabs will take effect when saving. Please be sure to only edit those fields that you want changed for ALL of the classes you selected.

General Tab

Class settings in the General tab include many of the settings you would see on the Details and Billing tabs for classes.

Any changes here will affect ALL selected classes. If you do not intend to make a change, leave the menu set to the default "-DO NOT CHANGE-" text or leave text fields blank.

See the "Quick Edit Overview" section above for full list of settings that can be updated on the General tab.

Dates Tab

This tab only deals with the Class Registration Dates on classes set to "This Class Bills Monthly."

Select "Use the dates below" from the "Class Dates" menu to specify your registration dates. (See https://support.iclasspro.com/hc/en-us/articles/218569718-Creating-a-New-Class for more information.)

Description Tab

This tab only deals with the description on selected classes. The description entered here will replace any description(s) already placed on the class(es). This description can include pictures, text formatting and hyperlinks to more information on your website.

Note: In the Customer Portal, clicking on the "More Details" link under any class will display this description text.

Instructors Tab

This tab edits only instructor information for the classes. To edit instructors follow the instructions below:

  1. Choose how you are editing the instructors on the class. Options include:
    • Add selected staff members to classes without removing other instructors
    • Remove selected staff members from classes without removing other instructors
    • Remove all current instructors from classes and then set selected staff members as instructors
  2. Select the instructor(s) you are editing.

Skill Tree Tab

This tab only deals with the Skill Tree assigned to selected classes. The Skill Tree chosen here will override any Skill Tree the class would inherit from its Program.

Note: Saving changes in the Quick Edit Tool starts a background task while the updates are made to the Classes.

Need More Assistance?

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