IN BRIEF
Depending on your settings, families who do not yet have a Customer Portal account can create one directly from the Portal. This process collects guardian information, contact details, and account preferences. Once the account is created, families must complete setup by accepting required policies before adding students.

• Overview
• Starting the Account Creation Process
• Step-by-Step Instructions
• Completing Account Setup
• Troubleshooting & FAQs
• Related Articles

Overview

The account creation process allows guardians to establish a new family account in the Customer Portal. Depending on Portal settings, email validation may be required before continuing. Once guardian information and contact details are entered, families complete setup by reviewing and accepting policies.

NOTE: Visitors will only be allowed to create an account via the Customer Portal if "Allow visitors to create new accounts online” is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>GENERAL SETTINGS>”General Options.”

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Starting the Account Creation Process

1. From the Customer Portal Dashboard, select Create Account.
2. If email validation is required, enter the email address you wish to use to log into your account.
   • NOTE: The primary guardian’s email address must be unique and cannot already exist as the primary contact email address for any other family.

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Step-by-Step Instructions

NOTE: the option to “Require email validation for new account creation” can be managed under “Additional Links” in the “General Settings” area in SETTINGS>CUSTOMER PORTAL>SETTINGS.

To create a new Customer Portal account:

1. If prompted, enter a login email address (must be unique).
2. Acknowledge that you are age 18 or older and permitted to act as a guardian under iClassPro’s privacy policy and terms of use.
3. Select Submit to continue.
4. If email validation is enabled:
   • Check your email for the validation code.
   • Enter the code in the Customer Portal to proceed.
5. Enter the primary guardian’s name and select Next.
6. Choose the guardian’s relationship to the students (e.g., parent, grandparent).
7. Provide contact information:
   • Email address (auto-filled if validated earlier)
   • Email type (home, work, etc.)
   • Subscription preference for non-essential communications:
     • Yes – Receive emergency and informational emails.
     • No – Only receive confirmations, receipts, and statements.
8. Enter a phone number and select a phone type.
   • Additional phone numbers can be added by choosing Add Another Phone Number.
   • NOTE: Per Apple/Google app requirements, the phone number field is not required when creating an account using the Mobile/Branded App. However, it is required if the account is created via the web-based Customer Portal.
9. Choose whether to opt in to text messages for the phone number provided.
10. Select Next.
11. Create a password and confirm it, then select Next.
12. Enter your physical mailing address.
    • NOTE: When creating an account in the Mobile/Branded App, the physical address is not required due to Apple/Google requirements. However, guardians can edit their profile later to add this information.
13. From the How did you hear about us? menu, select a referral source.
14. Select Next.
15. If custom fields have been set up by the organization:
    • Complete all required fields (designated by an asterisk).
    • Select Next.
16. Depending on email validation requirements:
    • If email validation was not required, you must acknowledge you are 18 or older and permitted to act as a guardian.
    • If email validation was required, a final review screen will be displayed showing all entered information.
17. Confirm that all information is correct, then select Create Account.

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Completing Account Setup

After the family record has been created, guardians must:

1. Review all required family policies presented.
2. Select I accept for each policy.
3. Once all policies are accepted, select Next to finalize setup.

The account is now ready to use, and students can be added.

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Troubleshooting & FAQs

• Why is my email address not accepted when creating an account?
  • The email may already be in use as the primary guardian email on another account. Each family must have a unique primary email address.
• I never received a validation email. What should I do?
  • Check your spam/junk folder. If the email is still missing, contact your organization to confirm that your email address was entered correctly.
• Do I have to provide a phone number?
  • When creating an account in the Mobile/Branded App, the phone number field is not required due to Apple/Google requirements. However, it is required if the account is created via the web-based Customer Portal.
• Do I have to provide a physical address?
  • When creating an account in the Mobile/Branded App, the physical address is not required due to Apple/Google requirements. However, guardians can edit their profile later to add this information.

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Related Articles

• What is the Customer Portal?
• How Do I Access (Log In) and Navigate the Customer Portal?
• How Do I Add Students in the Customer Portal?
• What Options Are Available from the "My Account" Screen?

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