IN BRIEF
Before creating new camps in iClassPro, administrators must configure basic income-tracking settings. These include creating Programs and Charge Categories, which ensure that all camp-related income is properly recorded in reports and financial ledgers.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Create a Program
  • Create a Charge Category
• Troubleshooting & FAQs
• Related Articles

Overview

Every camp in iClassPro must be linked to a Program and a Charge Category to correctly track revenue and enrollment data.

• Programs are used to group income and enrollments for reporting and tracking purposes.
  • NOTE: Camps will also inherit any Skill Trees and Promo Codes that are linked to the Program.
• Charge Categories identify specific types of income (for example, “Camps,” “Events,” or “Private Lessons”) to help classify transactions on reports.

If you already have existing Programs or Charge Categories you wish to use for your new camp, you may skip those setup steps.

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Accessing the Feature

1. In the Office Portal, navigate to SETTINGS>SETUP>GENERAL SETTINGS.
2. Expand either the Programs or Charge Categories area, depending on which setup step you are completing.

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Step-by-Step Instructions

Create a Program

Each camp must be assigned to a Program. Programs determine how income is grouped and tracked across reports. Camps will also inherit any Skill Trees and Promo Codes that are linked to the Program.

If you already have an appropriate Program in place (for example, “Summer Camps” or “Holiday Programs”), you may skip this step.

1. Navigate to SETTINGS>SETUP>GENERAL SETTINGS>PROGRAMS.
2. Select Add New Program.
3. Complete all required fields:
   1. Name – the label used to identify the Program.
   2. Discount Schedule (optional) - if the Program will also be used for classes, you can choose to associate it with a Discount Schedule. (NOTE: Camps do not use Discount Schedules.)
   3. Blackout Schedule (optional) - if the Program will also be used for classes and/or appointments, you can choose to associate it with a Blackout Schedule. (NOTE: Camps do not use Blackout Schedules.)
   4. Keywords (optional) - assign a Keyword to the Program for filtering and reporting purposes.
   5. Promo Codes (optional) - associate one or more specific Promo Codes to the Program. All events (classes/camps/appointments) associated with the Program will automatically honor the selected Promo Code(s).
   6. Tax Rate (optional) – specify any default tax rate that applies to charges within this Program.
4. Select Save to create the Program.

For more information, see our "How Do I Create/Configure Programs?" document.

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Create a Charge Category

Each charge associated with a camp created through the Customer Portal will use the same Charge Category.

If you already have an existing Charge Category that aligns with your intended tracking, you may skip this step.

1. Navigate to SETTINGS>SETUP>GENERAL SETTINGS>CHARGE CATEGORIES.
2. Select Add New Charge Category.
3. Complete all required fields:
   1. Name – enter a clear and descriptive name (for example, “Camps” or “Camp Fees”).
   2. Expiration Date (optional) - select an expiration date for the Charge Category. After this date has passed, the Charge Category will not be available for creating any new charges, but will be retained for historical reporting/filtering purposes.
4. Select Save to create the Charge Category.

For more information, see our "How Do I Create/Edit Charge Categories?" document.

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Troubleshooting & FAQs

• Why does my camp not appear under the correct income category in reports?
  • Verify that both the Program and Charge Category are assigned correctly during camp creation. Camps inherit their tracking information from these settings.
  • Ensure that the Program and/or Charge Category was not changed after enrollments/charges were created. Changing the Program/Charge Category on a camp only affects charges created moving forward; it does not retroactively update existing charges.
• Can I edit or rename Programs or Charge Categories later?
  • Yes, but changes will affect all associated camps and may alter historical reporting. It is best to create new entries rather than repurposing existing ones if reporting separation is needed.
    • NOTE: Updating the name of the Program/Charge Category does not update Line Item or Charge Titles/names, which may cause discrepancies between what is reflected in the charge title and the actual Program/Charge Category names.

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Related Articles

• How Do I Create/Configure Programs?
• How Do I Create/Edit Charge Categories?
• How Do I Configure Camp Types and Pricing Schedules? (Camp Setup)
• How Do I Create a New Camp? (Camp Setup)

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