iClassPro Support

Parent Portal Registration Modes

iClassPro has two basic online registration settings, called Request Mode and Auto-Approve Mode. The mode you choose will depend largely on the amount of control you want place on your staff members. Request Mode will give staff members complete control over registration, charges, and payments through Online Activity and the family ledger. Auto-Approve Mode allows for the highest level of automation for the online registration process. For more information and instructions, continue reading.

Request Mode

The parent portal can be set up in request mode or auto-approve mode. In general, the Request Mode allows your staff to have final approval on all enrollments. This requires enrollments to be approved through online activity before a staff member can charge and collect payment for the enrollment. Saved autopay information can be required for the family to submit the request, but no payment will be taken automatically.

Classes- 

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SETTINGS>PARENT PORTAL>CLASS REGISTRATIONS

1. Choose circled options based on the needs of your business. For a more in-depth review of these settings, click here.

2. Leave Auto-Approve Requests unchecked for request mode.

3. Remember to Save these changes at the bottom of the parent portal settings page.

 

Camps- 

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 CAMPS PAGE>EDIT CAMP

Camp Registration, charge, and payment options are located on individual camps.

1. In the Details tab, under Payment Settings for the Amount Due at Sign-Up, choose No Payment
Required.

2. In the Parent Portal Tab, leave Auto-Approve Requests unchecked for request mode.

CLASSES

portal_request_mode.png

CAMPS

camp_request_mode.png

Auto-Approve Mode

In Auto-Approve mode, the parent portal automatically approves enrollments for customers who meet the age, grade and gender requirements when an opening is available. If approved, a charge and an immediate payment can be required to complete enrollment. Review the request mode instructions (above), then follow these additional steps:

Classes- 

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SETTINGS>PARENT PORTAL>CLASS REGISTRATIONS

1. Check Auto-Approve
Requests to approve the class
enrollments for eligible students.

2. Check this box if you wish to receive an Email Notification.

3. Choose whether or not to Auto-Charge Tuition and Anniversary Fee charges.

4. Check this box to require an immediate Payment for the class tuition charges.

5. If charging tuition, select an Auto-Charge Charge Category and an Auto-Approve Tax Rate (if one applies).

6. If charging anniversary fees, select an Anniversary Fee Charge Category, Anniversary Fee Tax Rate (if one applies) and an Anniversary Fee Program to assign the charges to.

7. Save the changes.

Camps- 

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 CAMPS PAGE>EDIT CAMP

Camp Registration, charge, and payment options are located on individual camps.

1. In the Details tab, under Payment Settings for the Amount Due at Sign-Up, choose Deposit or Pay in Full.

2. In the Parent Portal Tab, check Auto-Approve Requests.

3. Under SETTINGS>PARENT PORTAL>CAMP REGISTRATION, Review the general options, then choose an Auto-Approve Charge Category and Auto-Approve Tax Rate (if one applies).

4. Save the changes.

CLASSES

portal_autoapprove_mode_classes.png

CAMPS

camp_approve_mode.png

 

 

LEARN HOW TO NAVIGATE THE PARENT PORTAL >>

 

*For a one-page summary of these instructions, Visit our Getting Started Guide, or download the PDF below!

 

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