Creating a new account from the parent portal adds an entirely new family to the staff side of iClassPro.
That's why we recommend that existing customers who haven't logged in before use the Forgot Password option below the sign in area to retrieve a password the first time they login.
The customer is directed to the Forgot Password form.
Forgot Password Form
In the forgot password form, the customer will then enter the primary email address they have on file with the business and click Reset Password.
If a family record is found with that email address on file, a notification appears and an email is sent out with a temporary password.
The customer must then open their email and copy the password. Be careful not to copy any spaces before or after the new password!
Then the customer can return to the login page and sign in.
After signing into the portal and agreeing to policies, the customer can change his/her password at any time by clicking "Change Password" under the Family portion of the Parent Portal navigation bar.
About the Rules/Policies Waiver
Before creating new students, enrolling online or any other activity, an account must first agree to the most recent version of your Rules/Policies as you have set up under Settings>Policies by signing an electronic agreement.
The agreement is split into three parts:
- Rules, Terms & Conditions - This is a good place to describe your services, guaruntees, general operations policies, etc.
- Waiver of Liability - This section is intended to cover your policies on your limited liability in case of injury, necessary medical treatment, etc.
- Billing Authorization - This is where you describe what kinds of goods or services customers may be billed for (preferably with estimated amounts including any minimum or maximum billing amounts), your billing frequency, common billing dates, any information about the drafting of stored card or banking information, refund policies, etc.
Because customers must agree to every section of your policies, optional agreements should be signed in-facility on or before the first day of class. You may, however, choose to inform the customer that additional policies may be presented at the facility in this agreement. Many customers choose to use custom keywords and/or make notes on families indicating when optional agreements have been signed.
Signing the Rules/Policies Waiver
To electronically sign the agreement, the customer must check each box labeled "I acknowledge and agree to the Rules Terms & Conditions."
Then, the customer must click the button that appears at the bottom of the page "I acknowledge and agree to all policies."
After the customer clicks the button at the bottom of the page, iClassPro saves a copy of this agreement on file for the family with an electronic signature that includes the family name, the IP address over which the agreement took place and a date/time stamp.
Because the customer had to physically take action (click buttons) to agree to this set of policies and adequate information is collected about the event, their signature is legally binding.
Next, the customer should click on the word Family in the navigation bar on the left to confirm or add to their basic contact information.
Update Family Info
Because the importing options for iClassPro are standardized to a certain number of fields, all of the information stored in your previous system will not be present.
Only primary email addresses, phone numbers and mailing addresses are carried over.
Fill in any missing or outdated information.
Responsible Parties - Parents, guardians, or other responsible parties that should be associated with the students on the account.
Email Addresses - One or more email addresses to be used to contact this family account. (The first email address is required and will be used as the family's primary email address for contact as well as the login email address for this account.)
Telephone Numbers - Phone numbers to be used to contact the responsible parties in this family account. (The first phone number is required and will be used as the primary phone number on this account.)
Mailing Addresses - At least one address is required. If you have added multiple mailing addresses to the family profiles, the first will be used as the primary address on this account.
When finished, click Update Family.
Note: If you have not yet changed your password from the temporary password emailed to you, this is a great time to click on "Change Password" in your account navigation and do so.
Next, the customer should click on Students in the navigation bar on the left to confirm, add or edit student information.
Update/Add Students to Enroll
From the Students page, the customer should Review and, if necessary, Add or Update information about the children they wish to enroll at your business. (NOTE: If you have any required Student Policies in place, the customer will be prompted to agree to these policies before continuing with updating and/or creating new student profiles.)
Optional: Check existing enrollments
After reviewing your students, you may check on any enrollments already on file for the student by click on the Enrollments section of the navigation bar on the left.