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

How Do I Access/Log In to the Customer Portal?

IN THIS ARTICLE:
Learn how to access the Customer Portal and navigate the Landing page and Dashboard.

These instructions only apply to the web-based Customer Portal. See "How Do I Log Into and Navigate the Mobile/Branded App?" for instructions on logging into the Mobile/Branded App.

How do I access the Customer Portal?

You can access the Customer Portal by going to https://app.iclasspro.com/portal/[Your Account Name] in your web browser.

NOTE: Replace [Your Account Name] with your actual iClassPro account name.

Landing Page and Dashboard

Upon entering the Customer Portal URL, customers are led to the Landing page. This page will cycle through “News and Announcement” items.  Associated images will be shown in the background and clicking on “Learn More” will launch the news item in a pop-up window so customers can read the article.

When they are ready, customers will click “Click to Begin” to continue to the main Customer Portal Dashboard.

customer_portal_01.png

If enabled, a “Welcome Information” screen will appear.  Once this screen is dismissed, customers will be presented with several options:

customer_portal_02.png

  • BOOKING – find and register for Classes, Events (Camps) and, Parties.
  • MY ACCOUNT – manage account/contact information/saved payment details, add/update student information, and make payments.
  • NEWS – view News/Announcements.
  • PROSHOP (if enabled) – browse and purchase products from your online store.
  • CREATE ACCOUNT – clicking this option will launch the “Account Creation” screen.
  • LOG IN – clicking this option will launch the Login screen.
  • WELCOME INFO (optional) – clicking this option will launch/relaunch the “Welcome Information” screen.
  • FIND THE RIGHT CLASS (optional) – Clicking this option will launch a wizard walking the family through selecting student age/gender which will bring up a preliminary list of classes for which they are qualified to enroll. Additional options from the resulting page will allow the parent to filter the list further using the filters specified under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS FILTERS.

Toolbar Shortcuts

These shortcuts are available throughout the Customer Portal by clicking on the appropriate icon in the toolbar at the top of the screen.

customer_portal_03.png

  1. MENU – The menu button allows the family to jump to one of these areas:
    • Register/Log In
    • Display current organization/Switch organizations
    • Home
    • Booking
    • My Account
    • News
    • ProShop (if enabled)
    • eGift Cards (if enabled)
    •  More
      • Register/Login
    • Mobile App Links (if enabled)
    • Visit Website
  2. BOOKING
  3. MY ACCOUNT
  4. NEWS
  5. PROSHOP (if enabled)
  6. MORE
    • Customer Portal Staff Page (If enabled)
      • The actual name reflected here will be based on the "Page Title" defined under SETTINGS>CUSTOMER PORTAL>STAFF>CONTENT.
    • eGift Cards (if enabled) 
    • Register/Log In
  7. LOCATION DETAILS (if account has multiple locations enabled) – Allows parents to switch Locations on multi-location accounts and displays contact information related to the currently selected Location. (Note that the address and phone number of the current location is also displayed to the left of this shortcut.)
  8. MY ACCOUNT – If the user is not logged in, they will be prompted to do so. If they are logged in, clicking this option will take them to the “My Account” page.
  9. CART – Takes the family to the Checkout page to complete the enrollment process and make a payment.

Clicking on the Logo at the top of the screen will return the user to the Home Screen.

Registering/Logging In

If customers choose "Register” or “Log In" from any menu option, they are asked to confirm whether they are a current customer.

  • If not, they are led through the process of creating an account.
  • If so, they are asked to enter the email address/password associated with their current account.

CustomerPortalInterface04.png

Registering for an Account

Customers without a current account can choose the option to “Create Account” to create a new family account.

  1. If your Customer Portal settings are configured to require email validation, the first page of account creation will prompt the customer to enter a login email. The email address supplied cannot be associated with the primary guardian of any existing family account.
    • NOTE: If email validation is NOT required, customers will begin at Step 5.
  2. Users will be required to acknowledge that they are 18 or older and permitted to act as a guardian according to iClassPro's privacy policy and terms of use.
  3. After entering these details and accepting the age requirement, click "Submit" to continue.
  4. If your Customer Portal settings are configured to require email validation, the customer will need to check their email for the validation code and enter it into the appropriate field in order to continue.
  5. Enter the primary guardian's name, then click "Next."
  6. Select the relationship of the guardian to the students who will be associated with the account and the screen will automatically advance to the "Where can we reach you?" screen.
  7. If the customer has already validated their email address, the email address provided will automatically be populated in the "Email" field. Otherwise, enter the email address associated with your guardian account. 
    • NOTE: The email address supplied cannot be associated with the primary guardian of any existing family account.
  8. Select an email type to associate the email address with a specific type of communication (such as  father, mother, grandparent, work, home, etc.).
  9. Choose whether or not the email address provided should be subscribed to receive emails that are NOT directly related to enrollment confirmations, receipts, or statements.
    • Yes, please send me emergency and informational emails in regards to my student's classes or events.
    • No, I do not wish to receive emails related to my student's classes or events, nor would I like to receive emergency or informational emails. I only want to receive enrollment confirmations, receipts, and statements.
  10. Next, enter a phone number and choose a phone type.
  11. Choose whether the phone number should be opted in to receive text messages.
    • Cick "Add Another Phone Number" if more than one phone number should be associated with the guardian's account.
  12. After all of the contact information has been entered, click "Next."
  13. Create a password for the login by entering and verifying the password. Click "Next" to continue.
  14. Enter your physical mail address in the next step.
  15. Select a referral source from the "How did you hear about us?" drop-down menu.
  16. After all of the contact information has been entered, click "Next."
  17. If any custom fields have been created that are visible to customers, they will be presented here. Required custom fields will be indicated with an asterisk.
    • After filling in all required fields, choose "Next.”
  18. The next step will differ based on whether users were required to validate their email address.
    • If they were NOT required to validate their email address, they will be prompted to acknowledge that they are 18 or older and permitted to act as a guardian according to iClassPro's privacy policy and terms of use.
    • If they WERE required to validate their email address, the family will be presented with a final review of the information they have provided so far.  If all information is correct, click "Create Account” to continue.
  19. After the family record has been created, the new family will be required to read and agree to all required family policies to continue.
    • Guardians must click “I accept” for each policy. After all policies have been accepted, click "Next" to proceed.

After the policies have been accepted, the new family will be prompted to either create a student account or return to the home screen (dashboard).

If the customer clicks "Yes, Create a Student:", they will be taken to the "New Student Details" form.

  1. Fill in any required student details, including the student name, date of birth, gender (if required) and any required custom fields.
  2. If the student has any allergies or special health conditions, choose "Yes" in the "Allergies / Special Health Conditions:" field to enter the details.
  3. After all of the required information has been entered, click "Save" at the bottom of the page.
  4. This will bring up a confirmation window that the new student was created successfully.  Click "Close" to dismiss this window.
  5. The family will be required to read and agree to all required student policies to continue.
    • Depending on their response, guardians must click “I accept” or "I reject" for each policy. After all policies have been accepted, click "Next" to proceed.
      • Note that rejecting policies that have been designated as "Required" may prevent the student from creating enrollments.

The family will be taken to the "My Account" Page of the Customer Portal.

Logging Into an Existing Account

Existing customers are asked to enter the email address/password associated with their current account to log in. If the customer has forgotten their password, they can click the “Forgot Password” link to have a verification code emailed to them to reset it.

Upon login, customers will be prompted to read/agree to any Family Policies or any Student Policies that are configured to show on the Web.  Once all required policies have been agreed to, they will be taken back to the main login page.

NOTE: If the "Suspend Family" option has been enabled for the family, they will not be allowed to log in.  Instead, the following message will be displayed:

suspended_family_alert.png

Additional Dashboard Options

After successfully logging in, the customer will be taken back to the Dashboard.  If there are any outstanding charges, a notification will be displayed to the customer. There are two options regarding payment of outstanding charges:

  • Click on the notification to be taken to the PAYMENTS screen and make a payment with credit card/eCheck.
  • Go to MY ACCOUNT>PAYMENTS if you wish to apply existing credit to the outstanding charge.

When logged in, the MENU will display an additional option to switch family accounts if the guardian has been granted login access to more than one family account.

When logged in, both the MENU and MORE options will display additional options for:

  • Family Policies
  • Student Policies
  • Live (if iClasssPro Live is enabled in on the Customer Portal)

At the bottom of the DASHBOARD, a “Coming Up!” section will show up to 15 upcoming events (within the next 30 days), as well as any events that have been cancelled (either directly or due to the expected meeting date being included in a Blackout Schedule).

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).