1. iClassPro Support
  2. Knowledgebase
  3. Accessing Portals/Kiosks

What is the Office Portal?

IN BRIEF
The Office Portal (sometimes referred to as the Admin Portal) is iClassPro’s primary interface where staff manage daily operations, including enrollments, scheduling, billing, reporting, and communication. It provides access to all major system features through a centralized toolbar and footer navigation. 

Overview

The Office Portal serves as the central workspace for administrators and staff. From this interface, users can:

  • Manage families and students
  • Schedule and manage classes, camps, and appointments
  • Track staff activity and time
  • Run reports and process financial transactions
  • Monitor system activity and communications

The top toolbar provides access to all major system areas, while the footer contains quick-access tools for background processes and notifications.

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Accessing the Feature

To access the Office Portal:

  1. Navigate to: https://app.iclasspro.com/a/[account_name]
  2. Replace [account_name] with your iClassPro account name.
  3. Log in using your staff credentials.

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Step-by-Step Instructions

Navigation Toolbar

Once logged in, the Office Portal opens to the Dashboard and displays a toolbar at the top of the screen. This toolbar provides access to all major areas of the system.

Below is an overview of each toolbar option:
op_nav_toolbar_01.png

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Welcome Page/Dashboard (Logo)

Selecting the iClassPro Logo will navigate to a shared area where the Welcome Page and Dashboard may be accessed with the appropriate permissions. The Welcome Page is a faster-loading fixed layout that contains widgets with vital enrollment numbers, iClassPro news and resources, and access to an expandable online activity widget. Meanwhile, the Dashboard is a customizable layout that can hold a larger variety of widgets to help staff focus on the business metrics that will improve their performance.

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Families

Displays a list of current families in your system. Defaults to showing all families, but can be filtered to show only Active/Inactive.

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Students

Displays a list of current students in your system. Defaults to showing all students, but can be filtered to show only Active/Inactive. (NOTE: You can delete students from this view but you must create new students from the FAMILIES page.)

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Classes

Displays a list of your classes. Defaults to showing only Active classes, but can be filtered to show all or just Inactive classes.

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Appointments

Displays a list of your appointments. Defaults to a date range of the current date through 30 days in the future, but can be filtered as needed. (Requires an Elite or Premium subscription plan)

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Camps

Displays a list of your camps. Defaults to showing only current/future Active camps, but can be filtered to show past, all or Inactive camps.

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Enrollments

The ENROLLMENTS page provides a centralized view of class and camp enrollments within a specific date range. From this page, you can filter enrollments for communication tasks (Email Blasts, SMS/Text messaging, and Push notifications), perform enrollment-specific actions, and record simple class attendance when Attendance Check-In Mode is enabled.

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Skills

Displays the Skills Activity Log. This shows statistics related to Skill evaluations and allows you to print certificates/email parents.

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Parties

Displays party booking information. (Requires an Elite or Premium subscription plan)

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Calendar

Displays a visual representation of your class/camp/party schedule with views that can be filtered. You can also create enrollments, take attendance and evaluate skills from this view.

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Staff

Displays a list of current staff members in your system. Defaults to showing active staff only, but can be filtered to show all or only Inactive.

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Time Clock

Displays options related to the time clock feature. Depending on their permissions, staff can access the Punch Pad, launch the Time Clock Kiosk, make time clock adjustments or run reports/lock pay periods.

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Reports

Displays a list of available reports and allows you to generate them in a variety of formats.

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Transactions

Displays a list of tasks used to generate tuition charges, drop enrollments, create late charges or anniversary fees, mass apply credits/run payments and mass create credits.

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Autopilot

Autopilot is an automated workflow feature in iClassPro that performs predefined tasks based on specific triggers or schedules. These workflows help automate communications and routine actions, reducing manual work for staff and ensuring consistent follow-up with families.

NOTE: The Autopilot page also links back to SETTINGS>QUICKBOOKS to configure integration with Intuit QuickBooks.

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Profile Picture/User Menu

Clicking on the Profile Picture displays additional navigation options depending on staff permissions. These may include:

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Footer Options

In addition to the toolbar at the top of the screen, there is a footer at the bottom of the screen that will occasionally display additional options related to the page you are working on. Three of these icons will be shown at all times.

op_footer_toolbar_01.png

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Background Tasks

Displays results of specific activities performed by the staff member (such as generating reports, running tuition charges/payments or sending Email Blasts).

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Scheduled Emails

Lists every pending Email Blast, showing its subject, scheduled send date/time, and the staff member who scheduled it.

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Messenger Center

iClassPro's two-way texting interface. Allows staff members to view, manage, and respond to SMS conversations with families and staff in one centralized location.

NOTE: The Messenger Center icon is only visible to staff members who have the appropriate Tasks permissions. If you do not see the icon, verify that the SMS Logs permission is enabled for your staff profile.

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Online Activity

Displays a list of notifications of activity from the Customer Portal

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Troubleshooting & FAQs

  • I cannot access the Office Portal. What should I check?
    • Verify that the URL includes your correct account name and that your login credentials are valid.
  • Why do I not see certain toolbar options?
    • Toolbar visibility depends on staff permissions and enabled features.
  • Why is the Staff Portal redirecting me back to the Office Portal?
    • The Staff Portal must be enabled under SETTINGS > STAFF PORTAL to function properly.
  • Why are some features like Parties or Point of Sale missing?
    • These features may require an add-on or specific subscription plan, or must be enabled in settings.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).