IN BRIEF
Configuring your iClassPro account involves reviewing and setting options under the SETTINGS menu. These settings include business details, subscription billing, location setup, and configurations for features such as Skill Tracking, Point of Sale, Makeup Tokens, and Check-In Kiosk. The sections below outline where to find additional assistance for each area. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Business Information
  • Billing Information
  • Locations
  • Uploaded Files
  • Transactions
  • Setup
  • Skills
  • Parties
  • Staff Portal
  • Customer Portal
  • Policies
  • Makeup Tokens
  • Check-In Kiosk
  • Integrations
• Troubleshooting & FAQs

Overview

Before utilizing iClassPro fully, several configuration steps must be completed within the SETTINGS menu. These include:

• Entering business and location details
• Updating subscription billing information
• Configuring feature-specific settings for:
  • Skill Tracking
  • Point of Sale
  • Makeup Tokens
  • Check-In Kiosk

These initial configuration steps ensure the System functions according to your business needs.

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Accessing the Feature

1. From the User Menu, choose SETTINGS.
2. Review available configuration sections based on your needs (e.g., Business Information, Billing Information, Locations, Uploaded Files, Transactions, POS, Punch Passes, Setup, Skills, Parties, Staff Portal, Customer Portal, Policies, Makeup Tokens, Check-In Kiosk).

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Step-by-Step Instructions

Review the following articles for in-depth assistance with setting up each section:

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Business Information

• How Do I Configure My "Business Information" Settings?

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Billing Information

• How Do I Update My Billing Information?

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Locations

• How Do I Set Up/Configure Locations?
• What Do I Need to Know About Using Multi-Location Toggle Accounts?

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Uploaded Files

• Managing Your Files

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Transactions

• Where Do I Configure Payment/Receipt Options?

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Setup

• Account Setup (SETTINGS>SETUP)

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Skills

• Setting Up and Configuring Skill Tracking

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Parties

• Using iClassPro's Party Booking Management system

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Staff Portal

• What is the Staff Portal Mobile Interface?
• How Do I Download/Use the Staff Portal App?

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Customer Portal

• Configuring and Navigating the Customer Portal

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Policies

• Understanding and Configuring Family & Student Policies

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Makeup Tokens

• Setting Up and Configuring Makeup Tokens

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Check-In Kiosk

• How Do I Configure the Check-In Kiosk?

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Integrations

• How Can I Integrate iClassPro with QuickBooks Online?

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Troubleshooting & FAQs

• Do I need to configure every section before using iClassPro?
  • Only settings relevant to your business operations must be configured initially; others can be updated later as needed.
• Where should I update billing for my monthly subscription?
  • Review and update these details under Settings > Billing Information.
• Why can I not access certain SETTINGS sections?
  • Access may be limited based on your user permissions or subscription level. Contact an administrator if you need additional access.

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