1. iClassPro Support
  2. Knowledgebase
  3. Customer Portal/Mobile App

What Options are Available from the Customer Portal's "My Account" Screen?

IN BRIEF
The "My Account" screen in the Customer Portal displays family account details, including student enrollment information, payment methods, outstanding balances, credits, and guardian contact details. From this screen, guardians can review account history, manage students, update payment information, and adjust login/security settings.

Overview

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The My Account screen is the central hub in the Customer Portal where families can manage all account-related information. It includes:

  • Student enrollment details and options to request or manage makeups, absences, and passes
  • Payment options, including stored payment methods, credits, and outstanding balances
  • A full ledger history of charges, payments, and refunds
  • Guardian contact information, email/SMS preferences, and secondary guardian account access
  • Login and security settings for account management

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Accessing the Feature

  1. Log in to the Customer Portal.
  2. Select My Account from the navigation menu, or click on the appropriate Dashboard tile.

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Relevant Areas

Your Student(s)

This section lists all students in the family account. Options include:

  • Enrollments
    • View Current Enrollments
    • Show/Hide Waitlist Enrollments
    • Cancel Waitlist (if enabled)
    • Drop Enrollments (if enabled)
    • Transfer Enrollments (if enabled)
  • Past Enrollments
    • Show/Hide Past Enrollments
  • Evaluations
    • View evaluated skills
  • Attendance (if enabled)
  • Makeups
    • If Makeup Tokens are enabled:
      • Current Location Tokens – tokens available at the current Location
      • Tokens Available in Other Locations – tokens available elsewhere
      • Pending Makeup Tokens – applied but not yet used
      • Expired Makeup Tokens – unused tokens that have expired
      • Spent Makeup Tokens – already redeemed tokens
    • If Makeup Tokens are disabled:
      • Request a Makeup
      • View Past Makeups
      • NOTE: these options are only displayed if “Allow Visitors to Request a Makeup Enrollment” is enabled under SETTINGS > CUSTOMER PORTAL > OTHER SETTINGS > CLASS REGISTRATION.
  • Future Absences (if enabled)
    • Create Future Absence by Date
    • Create Future Absence by Enrollment
    • View details of scheduled future absences
  • QR Codes (if enabled) – displays student and family specific QR codes
  • Passes (if enabled) – shows punch pass details, including:
    • Name of pass
    • Punches used/remaining
    • Purchase date
    • Active/Expired status
    • Expiration date
    • Amount paid
  • Student Management
    • Edit Student
    • Add Student

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Payments

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This section displays family balance and stored payment methods.

  • Outstanding balance (with option to Make Payment)
  • Credit (if enabled) (with option to Apply Credit)
  • Amount and date of last payment
  • Stored payment methods (up to three per guardian):
    • Payment type (Credit Card or Bank Account)
    • Last four digits of account number
    • Expiration month/year (for cards)
    • Default method indicator
    • Recurring payment status indicator
    • View/Edit details
    • Delete payment method (if allowed)
    • Add a new payment method

When editing a payment method:

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  • Select Credit Card or Bank Account (if eChecks are enabled)
  • Use the Set Default? toggle (if allowed)
  • Enable/disable This payment method is authorized for recurring billing (if allowed)

Important Notes

  • Secondary guardians can save payment methods if they have login access but may only make payments if the primary guardian grants permission.
  • “Delete” and “Recurring billing” options will only display if Require Saved Payment Method Authorized for Recurring Billing is disabled under SETTINGS > CUSTOMER PORTAL > OTHER SETTINGS > FINANCIAL.
  • If no payment gateway is configured, customers cannot submit or store payment information. Instead, a message will display.
  • Whenever the Opt-In/Opt-Out status changes for recurring billing, the family is sent an email to notify them that the status has been updated. When a guardian changes this status in the Customer Portal/Mobile App, the system uses either the "Opt-In Confirmation for Recurring Payment" or "Opt-Out Confirmation for Recurring Payment" communication template, respectively.

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Transaction History

Options available:

  • All – complete ledger history
  • Charges – only charges
  • Payments – only payments
  • Refunds – only refunds
  • Generate Statement for This Location (if enabled) – statement of outstanding charges for the selected Location
  • Generate Ledger for This Location (if enabled) – full ledger of charges/payments for the selected Location

Note: If Show Full Ledger History, Not Just the Last 30 Day History is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>FINANCIAL, customers can select a date range. If not, only the last 30 days will be displayed.

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Account Information

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This section displays guardian/responsible party information, including:

  • Mailing Addresses
    • Add, edit, or delete addresses
    • NOTE: If the account was created via the Mobile App, addresses are optional per Apple/Google restrictions. Guardians may add them manually.
  • Email Addresses
    • Add, edit, or delete emails
    • Opt in/out of Email Blasts
      • NOTE: “Unsubscribed” will display in red italics for addresses opted out.
  • Phone Numbers
    • Add, edit, or delete numbers
    • Opt in/out of SMS/Text messages
      • Note: “Unsubscribed” will display in red italics for numbers opted out.
    • NOTE: If the account was created via the Mobile App, phone numbers are optional per Apple/Google restrictions. Guardians may add them manually.

Primary Guardian Management of Secondary Accounts

  • Send Invite Email
  • Re-Send Invite Email
  • Revoke Access
  • Reset Password

For more information about these options, see "How Can a Primary Guardian Grant a Secondary User to Access Their Family Account?"

Once a secondary guardian accepts an invitation

  • The account shows their name, access status (Can Log In, Invite Sent, Invite Revoked), and options to reset password, resend invite, or revoke.

Other Notes

  • Primary guardians cannot edit secondary guardian information once login access is accepted.
  • Family data (phones, emails, addresses) can, and should, be linked to specific guardians.
  • Unassigned values appear in an Unassigned column with options to reassign.

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Login/Security

  • Change Password

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Troubleshooting & FAQs

  • Why can I not save a payment method?
    • If no payment gateway is configured, the system does not allow storing payment details.
  • Why do “Delete” or “Recurring Billing” options not show?
    • These options appear only if recurring billing authorization is not required under system settings.
  • Why do I not see addresses on my profile?
    • Accounts created via the Mobile App are not required to include addresses due to Apple/Google requirements.
      • If needed, click “Add Mailing Address” to enter this information.
  • Why do I not see phone numbers on my profile?
    • Accounts created via the Mobile App are not required to include phone numbers due to Apple/Google requirements. However, they are required for accounts created via the web-based Customer Portal.
      • If needed, click “Add Phone” to enter this information.

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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).