IN THIS ARTICLE:
Learn about the Online Activity window, what types of Customer Portal activity trigger entries, and how to review and process activity items.
- What is the Online Activity window?
- How to use the Online Activity Window
- Using the Mass Approve, Email, and Dismiss Buttons
- Email Button
To view and interact with the Online Activity window, staff members must have the "Dashboard" Page permission assigned, as well as any other permissions relevant to handle specific tasks (such as full permissions to the "Enrollments" task to approve/deny enrollments, etc.)
What is the Online Activity window?
The Online Activity window is a list of notifications of activity from the Customer Portal.
There are notification types for the following Customer Portal events:
- Absence - Future absence requests
- Appointment - Appointment bookings (auto-approved or requested)
- Appointment Reschedule Request
- Autopay - Saved payment information updates
- Payments - Online payments
- Gift Card - Gift card/Gift certificate purchases
- New Accounts - New family accounts created
- Enrollments - New enrollments and enrollment requests.
- NOTE: This also includes enrollments created via Punch Pass redemption if this option is enabled in your Customer Portal settings.
- Drop - Enrollment Drop requests
- Transfers - Enrollment Transfer requests and auto-approvals
- Parties - New party bookings
- Policies - Policy acceptances/rejections
- Students - New student accounts added to families
- Online Orders - New online Point of Sale purchases.
- NOTE: it is imperative that staff regularly check the Online Activity for “Online Order”-type notifications so purchased items can be pulled from available stock. This will help prevent situations where items could get sold in-house before the customer can pick them up.
- Opt Out - Family has opted out of recurring billing.
- NOTE: the option to opt-out of recurring billing is only offered if "Require saved payment method authorized for recurring billing" is disabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>FINANCIAL.
- Deletion Request - In accordance with Apple guidelines, the iOS version of the Mobile/Branded App must offer a way for customers to request the deletion of their account. If a customer submits this request, an alert will be displayed in the Online Activity. However, it must be noted that this is simply a notification and we do not automatically delete any accounts. A staff member would need to complete this request if you wish to do so.
- NOTE: It is important to note that deleting family/student accounts will also delete enrollment and/or ledger history, If you wish to abide by the family's request and remove their online access to the Customer Portal, we highly recommend suspending the family's account instead, along with a note that it was suspended due to an account deletion request and the relevant date.
To view the Online Activity window, go to the home page, click Online Activity icon at the bottom of every page in iClassPro.
When you receive new requests the Portal icon will display a red area with the number of notifications.
When you have processed all the activity, the icon will not show a notification area -- as seen below.
If you have one of the Online Activity-related List Widgets installed on your Dashboard, clicking on the widget will also launch the Online Activity window.
How to use the Online Activity Window
Below is an example of the window with the sorting options at the top The default filters are all Types of notifications with the 10 notifications per page sorted from oldest (at the top) to newest (at the end). Results can be filtered by type, pending or approved status, or whether or not there are notes with the enrollment.
Change the Type of activities, activities with Notes, activities by Status, or filter by Location for an easy way to process enrollment requests, review payments or new accounts, and more.
- You can use the "No Location" option to limit results to Location-independent items, such as entries related to Family and Student policies, or changes to family/student accounts not related to enrollments.
- To quickly view only online activity which requires approval, change the STATUS drop down to "Pending."
- Entries related to future absences may show multiple times if the absence will reflect enrollments at multiple locations.
- When approving Transfer requests, the system will check to see if a future drop date already exists on the enrollment that is being transferred. If a future drop date exists, the drop date on the new transferred enrollment will be auto-populated to match.
- If the class being transferred into has an end date set (either by Class End Date or Session End Date) that is BEFORE the drop date being carried over, the drop date will be adjusted to match the class end date instead.
- A field will also be displayed to allow you to specify a “Drop Date For Previous Class.”
- This field will auto-populate with the day before the transfer date, unless any drop date exists on the original enrollment that is prior to the transfer date. In this case, the “Drop Date For Previous Class” will auto-populate with that existing drop date.
- Modifying the “Drop Date For Previous Class” field will automatically update the drop date that is associated with the original class enrollment.
- iClassPro does not allow multiple transfers from a single enrollment. If a transfer already exists from the selected enrollment, an error message will be displayed.
- iClassPro will not allow you to edit the enrollment type if the transfer request is for a Makeup enrollment.
If there is more than one page of requests, the number of requests which display per page as well as the page number can be changed by typing in the white box in the upper right hand corner, then pressing TAB on your keyboard to submit the change.
Using the Mass Approve, Email, and Dismiss Buttons
The Approve, E-mail, and Dismiss buttons all work by using the checkboxes on the left side of the screen next to each notification. You can complete these three tasks (approve, e-mail, and dismiss) for multiple accounts at once by checking off multiple requests (or use the check all box)-- saving your staff time and effort! For more about each feature, read about them below.
Approve Button: For actions that require approval (filter these out by using the "Pending" Status), use the Approve button for all checked boxes to approve multiple requests at once!
NOTE: We recommend viewing all the requests on a page before approving them this way. While you are in the individual request views, you can deny any requests you do not wish to approve. There is not a mass Deny button.
Dismiss Button: Actions that do not require approval will have an (x) Action for dismissal. You can also mass dismiss these actions (such as new account creations, payments, and autopay updates) by checking the boxes next to those activities and clicking the Dismiss button at the bottom of the window!
NOTE: Items without an (x) Action icon MUST be approved or denied. To prevent human error, they cannot be dismissed. If you have an item with an (x) Action icon selected and click Dismiss, you will receive an error message.
E-mail families from the Online Activity window! This feature makes it easier to communicate with new customers who have just set up an account as well as existing customers who have made changes.
This email screen can be used to communicate with multiple families or with one family at a time. Just check the box next to the family(ies) which you wish to e-mail, click the E-mail button, and enter the subject and body of your email into the window.
This email feature operates the same way as email blasts on other pages of iClassPro. You will see the number of selected families at the top of the window. When you are done entering the body of the email, click send.
NOTE: To customize the emails for each recipient, use the Email Variables help box to insert the correct variables in the email body. Because this action launches an Email Blast window, the system will abide by the family's choice to opt-in/opt-out of Email Blasts to determine if they receive the email or not.