IN BRIEF
The Business Information section under the Settings menu stores core details about your organization, such as your business name, contact information, location preferences, and formatting defaults. These settings are used throughout the System to control how information is displayed on statements, receipts, reports, and address forms.
Overview
The Business Information settings define how iClassPro identifies and formats information related to your business. While some fields are customer-facing, others are used only internally by iClassPro for billing, reporting, or account-related communication.
Correctly configuring these settings helps ensure:
- Accurate business details appear on statements and reports.
- Address forms display the correct country- and region-specific options.
- Financial data uses the correct currency and date formats.
- Time-based records reflect your local time zone.
Accessing the Feature
- From the main navigation menu, go to Settings.
- Select Business Information.
Step-by-Step Instructions
The following fields are available under Settings > Business Information. Each setting plays a specific role in how information is used throughout the System.
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Business name
- The primary name of your business.
- Used on statements when "Business"-type statements are selected under Settings > Setup > Family Settings > Statements, rather than "Location"-type statements.
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Business address
- The main physical or mailing address associated with your business.
- Used anywhere a business address is required for display or reporting.
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Contact phone number(s)
- Phone numbers associated with your business.
- May be used for general reference or display, depending on context.
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Billing or account email address(es)
- Email addresses used for account-related communication.
- These addresses may be referenced by iClassPro when contacting you regarding billing or account matters.
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Legal name of corporation, partnership, or other entity
- Not customer-facing.
- Used internally by iClassPro on receipts for fees charged to you by iClassPro.
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Primary contact
- Not customer-facing.
- The email address entered here is used by iClassPro for direct communication with you regarding your account.
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Country
- Determines which Provinces, Counties, or States are available on all address forms in both the Office Portal and Customer Portal.
- Controls whether certain country-specific reports are available, such as the Gymnastics Australia Club Import Report.
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Default province, county, or state
- Automatically pre-selected on address forms in the Office Portal and Customer Portal.
- Based on the Country selected above.
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Time zone
- Sets the time zone used for your business location.
- Affects timestamps for recorded charges, payments, enrollments, and bookings.
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Preferred date format
- Determines how dates are displayed throughout the System.
- Important Note: Selecting an incorrect date format can cause imported student birthdates to display incorrectly, with the month and day reversed.
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Currency symbol
- Displayed on all financial reports, ledger screens, and within the Point of Sale, Enrollment Wizard, and Customer Portal/Mobile App shopping cart.
Troubleshooting & FAQs
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Why is the wrong state or province showing on address forms?
- Verify that the correct Country is selected under Settings > Business Information. The available Provinces, Counties, or States are determined by this setting.
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My timestamps look incorrect on charges or enrollments. What should I check?
- Confirm that the Time zone setting matches your business location. This setting controls how timestamps are recorded across the System.
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Student birthdates imported incorrectly. What caused this?
- This is commonly caused by an incorrect Preferred date format selection. Update the format to match your local date standard, then notify your onboarding representative to ask for the data to be re-imported if needed.