Using the Parent Portal Checkout

 

The Checkout Process

STEP 1: After adding all desired class and camp enrollments to your shopping cart, you may click Proceed to Checkout from a button on the page or the shopping cart shortcut at the top of the page.

Note: If you have just completed a camp enrollment, you will be automatically redirected to the Shopping Cart Overview page.

STEP 2: After adding all desired class and camp enrollments to your shopping cart, you will then be taken to the shopping cart overview, which will also add any registration fee which may be due for the family or student. It also details any savings the customer is getting from discounts.

This checkout example uses the class enrollment and camp enrollment created in the previous articles.

  1. 1. Review the information about the enrollments in your cart.
    Note: Notice that this portal has been set up to automatically charge an Anniversary/Registration Fee, as this family has not yet paid one within the selected Anniversary Timeframe under Settings > Setup > General Settings > Configure Anniversary Charges.
  2. (optional) If the portal is set up to enable the use of promo codes and you have one, enter the Promo Code.
  3. (optional) Click Apply. This re-calculates the fees for the enrollments above.
  4. If the information on the page is correct, click Continue.Shopping_cart_overview2.png

OPTIONAL STEP: Depending on your settings, if you require stored payment information to be submitted during checkout, your customers could be asked to update saved payment information on file. Adding this payment information is NOT the same as paying for an enrollment. And customers that do not complete the steps that follow would NOT be enrolled.

Note: Although this is separate from paying for the enrollments in the shopping cart, it is required before you can proceed with your enrollment checkout.

To have the option to store and process Credit Cards or eChecks and for processing  immediate online payments, you must have a gateway account integrated with iClassPro.

To manually process NACHA files, or Bank Drafts, using ACH you must have enabled this feature under Settings > Transactions. Online payments cannot be made with payment this method.

  1. Select the form of Payment.
  2. Enter valid Payment Information.
  3. Click Submit Payment Information.

If customers are unsure about doing business with you or about what this payment information is going to be used for, they may stop the checkout process here without completing their enrollments.

For this reason, we recommend that you inform the customer what this payment information is used for (including types of charges, approximate amounts and drafting frequency) under the Rules and Policies, in the Billing Waiver section.

We also recommend that matching policies be posted on your website in such a way that they can easily be found, such as with a Google or a site search tool.

To avoid confusion after the stored payment step, we added friendly prompts at the top of the screen beginning with this step.

STEP 3: The next screen the customer sees is the payment preview screen for the enrollments in the shopping cart. To keep customers from navigating away, we added the green reminder at the top of the screen.

STEP 4: Next, the customer is given the final checkout price and the option to process the payment by clicking Process Payment.

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Printable Confirmation

If the customer's information is submitted and processed without error, they will be directed to a confirmation page similar to the one shown here. This page can be printed for the customer's records.

 

Parent Portal Automated Emails

At this point, using the settings under Settings > Setup > General Settings > Email Templates, iClassPro will automatically send the customer emails for any enrollments included in the checkout, as well as a transaction email.

Example Class Enrollment Info Email:

Class_Enrollment_Info_Email.png

Parent Portal Camp Enrollment Email

Camp_Enrollment_Info_Email.png

The emails that your customer receives may differ from what you see here, depending on the steps you have taken to customize any branding or other information included in the templates.

For more information about customizing these templates, click here!

Transaction Receipt Email

Transaction_Receipt_Email.png

Note: If you have enabled staff notifications for enrollments, the email address of your location will receive similar enrollment emails. All of this information will also be reported in your Online Activity.

For more information about how to process online activity, click here.

 

Need More Assistance?

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