What Options are Available from the "My Account" Screen?

IN THIS ARTICLE:
Learn about the Customer Portal's "My Account" screen and what options are available to visitors from this section when they are logged in.

What is the "My Account" screen?

The “My Account” screen in the Customer Portal shows account details, including student data/enrollment information, payment information, outstanding charges, and other account data. From here, visitors can review or add/edit information as needed.

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Your Student(s)

This area lists students within the family with links to view:

  • Enrollments
    • View Current Enrollments
      • Drop Enrollments (if enabled)
      • Transfer Enrollments (if enabled)
    • Past Enrollments
      • Show/Hide Past Enrollments
  • Evaluations
    • Evaluated Skills
  • Attendance
    • Current Enrollments
    • Show/Hide Past Enrollments
  • Makeups – the behavior of this option varies based on whether Makeup enrollments are allowed, either by using Makeup Tokens or allowing customers to request Makeup type enrollments. (NOTE: If neither option is enabled, the “Makeups” option will be hidden on the “Your Students” screen.)
    • When Makeup Tokens are Enabled
      • Current Location Tokens – tokens available for redemption at the currently selected Location
      • Tokens Available in Other Locations – tokens available for redemption at other Locations
      • Pending Makeup Tokens – tokens applied to makeup enrollments that have not yet occurred
      • Expired Makeup Tokens – makeup tokens that have expired without being applied
      • Spent Makeup Tokens – makeup tokens applied to past makeup enrollments
    • When Makeup Tokens are Disabled (requires that SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION>Allow Visitors to Request a Makeup Enrollment is enabled)
      • Request a Makeup – will guide customers through requesting a MAKEUP type enrollment.
      • Past Makeups – shows past enrollments designated as MAKEUP type enrollments.
  • Future Absences (if enabled)
    • Create Future Absence By Date – create a future absence request by entering date/time details for the absence. The most flexible option, this allows parents to create an absence that will span multiple days or just a few hours.
    • Create Future Absence By Enrollment – create a future absence request by choosing an enrollment. An absence request will be submitted only for the selected class/classes on the specified date.
    • Details of currently scheduled future absences
  • QR Codes (if enabled) – Displays QR codes related to the selected student.
  • Passes (if enabled) – Displays details of punch passes. (NOTE: punch passes cannot be redeemed via the Customer Portal; only via the Check-In Kiosk or Office Portal.)
    • Name of Punch Pass
    • Number of punches used/remaining
    • Date Purchased
    • Active status
    • Expiration Date
    • Amount Paid
  • Edit Student
  • Add Student

Payments

  • Outstanding – shows any outstanding balance (with option to Make Payment)
  • Credit – shows any credit available (with option to Apply Credit)
  • Amount and date of last payment
  • Saved payment information details (if entered)
    • Method
    • Issuer
    • Last 4
  • Edit/Add Payment Info

Transaction History

  • All – shows complete ledger history (includes all charges/payments/refunds)
  • Charges – shows only charges
  • Payments – shows only payments
  • Refunds – shows only refunds
  • Generate Statement

Account Information

  • Mailing Address – displays mailing address associated with the account. Clicking on the address will launch an edit screen where you can edit/delete the address.
    • Add Mailing Address
  • Email Addresses – displays email addresses associated with the account, with the Login (primary) email noted. Clicking on an address will launch an edit screen where you can edit/delete the email or opt in/out of Email Blasts.
    • Add Email
  • Phone Numbers – displays phone numbers associated with the account. Clicking on a phone number will launch an edit screen where you can edit/delete the number or opt in/out of SMS/Text messages.
    • Add Phone
  • Responsible Parties – displays guardians/responsible parties associated with the account, with relationships noted. Clicking on a name will launch an edit screen where you can edit/delete responsible parties.
    • Add Responsible Party

Login/Security

  • Change Password

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.