IN THIS ARTICLE:
Learn about QuickTools and how they can help you accomplish tasks in iClassPro quickly and easily.
- What are QuickTools?
- QuickTools available from all pages
- QuickTools available from the FAMILIES page
- QuickTools available from the STUDENTS page
- QuickTools available from the CLASSES page
- QuickTools available from the APPOINTMENTS page
- QuickTools available from the CAMPS page
- QuickTools available from the ENROLLMENTS page
- QuickTools available from the PARTIES page
- QuickTools available from the STAFF page
What are QuickTools?
QuickTools are options that allow you to perform various tasks within iClassPro. QuickTools are accessed by icons that appear in the toolbar at the bottom of the iClassPro Office Portal window.
Which specific QuickTools are available will vary depending on your individual Staff permissions and which page you are accessing.
Click the titles below to view documentation that will explain the QuickTool in further detail.
QuickTools available from all pages
These QuickTools are always available for staff with the appropriate permissions.
- Background Tasks - Displays results of specific activities performed by the staff member (such as generating reports, running tuition charges/payments, or sending Email Blasts).
- Scheduled Emails - allows you to view and manage Email Blasts that are scheduled to be sent at a later date/time.
- Message Center Inbox - Used to access communications sent through the iClassPro Internal Messaging Center
-
Online Activity - Displays a list of notifications of activity from the Customer Portal.
- NOTE: Launching this icon from the WELCOME page will expand the embedded Online Activity window. Launching from any other page will launch a separate Online Activity window.
QuickTools available from the FAMILIES page
These icons generally appear after selecting one or more results from the Family results list. Which options are displayed may vary based on individual staff permissions.
- Assign/Remove Keywords
- Create a Miscellaneous/Group Charge
-
Email Blast
- For information about sending Email Blasts to families with future class enrollments, see https://support.iclasspro.com/hc/en-us/articles/218569618-How-Do-I-Email-Future-Class-Enrollments-
- SMS/Text Messaging
- Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
- MailChimp
- Merge Families
- Create Makeup Tokens
- Reports
QuickTools available from the STUDENTS page
These icons generally appear after selecting one or more results from the Student results list. Which options are displayed may vary based on individual staff permissions.
- Assign/Remove Keywords
- Create a Miscellaneous/Group Charge
-
Email Blast
- For information about sending Email Blasts to students with future class enrollments, see https://support.iclasspro.com/hc/en-us/articles/218569618-How-Do-I-Email-Future-Class-Enrollments-
- SMS/Text Messaging
- Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
- MailChimp
- Merge Families
- Create Makeup Tokens
- Reports
QuickTools available from the CLASSES page
These icons generally appear after selecting one or more results from the Class results list. Which options are displayed may vary based on individual staff permissions.
- Assign/Remove Keywords
- Assign/Remove Sessions/Rolling Sessions
- SMS/Text Messaging
- Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
- Email Blast
- Quick Edit
- Mass Class Copy Tool
- Generate Roll Sheets
- Cancel Classes
- Create Makeup Tokens
- Reports
QuickTools available from the APPOINTMENTS page
These icons generally appear after selecting one or more results from the appointments results list. Which options are displayed may vary based on individual staff permissions.
- Assign/Remove Keywords
- Email Blast
- SMS/Text Messaging
- Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
- Quick Edit for Appointments
- Cancel Selected Appointments
- Remind Selected Appointments
QuickTools available from the CAMPS page
These icons generally appear after selecting one or more results from the Camps results list. Which options are displayed may vary based on individual staff permissions.
- Email Blast
- Quick Edit
- Reports
QuickTools available from the ENROLLMENTS page
These icons generally appear after selecting one or more results from the Enrollments results list. Which options are displayed may vary based on individual staff permissions.
Default Options
-
Email Blast
- For information about sending Email Blasts to students with future class enrollments, see https://support.iclasspro.com/hc/en-us/articles/218569618-How-Do-I-Email-Future-Class-Enrollments-
- SMS/Text Messaging
- Push Notifications – Allows you to send Push notifications to customers with the mobile/branded app installed on their device.
Waitlist-only Options
These options only appear if “Waitlist” is selected from the Enrollment Status filter.
- Delete selected waitlist enrollments
QuickTools available from the PARTIES page
These icons generally appear after selecting one or more results from the Parties results list. Which options are displayed may vary based on individual staff permissions.
QuickTools available from the STAFF page
These icons generally appear after selecting one or more results from the Staff results list. Which options are displayed may vary based on individual staff permissions.