IN BRIEF:
The Customer Portal is the public-facing interface where families create and manage accounts, enroll students, submit requests, and make online payments. Its appearance and behavior are controlled by various System settings that also apply to the Mobile App and Custom Branded Apps.
- Overview
- Accessing the Feature
- Step-by-Step Instructions
- What Other Settings Impact the Customer Portal?
- How Will My Customers Access/Use the Customer Portal?
- Troubleshooting & FAQs
- Related Articles
Overview
The Customer Portal serves as the main interface between your business and its customers. It allows families to:
- Set up and manage accounts
- Create class, camp, or event enrollments
- Submit requests (such as absences, transfers, and drops)
- Purchase items like gift certificates or punch passes
- Make payments securely online
Important Note: Unless otherwise stated, changes made to Customer Portal settings also affect the Mobile App and Custom Branded Apps.
Accessing the Feature
The Customer Portal’s settings and configuration options are divided into three main areas:
- Settings
- Staff
- Other Settings
These areas control how the Customer Portal looks and operates for your customers.
Step-by-Step Instructions
Settings
The following articles guide you through configuring core Customer Portal settings:
- How Do I Set Up the Customer Portal?
- What is the News and Announcements Feature?
- What is the Checkout Reservation Timer?
- What are the Customer Portal Registration Modes?
- How Do I Disable the Customer Portal?
More About Settings
- Adjust registration rules and requirements
- Configure announcements and alerts
- Manage reservation/checkout timing
- Set up optional restrictions for new or returning families
Staff
- How Do I Enable/Configure the Customer Portal Staff Page?
More About Staff Settings
- Display staff biographies
- Show staff availability
- Configure visibility options to fit your branding and privacy preferences
Other Settings
- How Do I Configure General Settings? (Other Settings)
- What is Website Integration? (Other Settings)
- How Do I Configure the Marketing and Branding Settings? (Other Settings)
- How Do I Configure Class Registration and Filter Settings? (Other Settings)
- How Do I Configure Camp Registration Settings? (Other Settings)
- How Do I Configure Financial Settings? (Other Settings)
- How Do I Set Up Gift Certificates?
- How Do I Configure Point of Sale Settings for Customer Portal? (Other Settings)
- How Do I Configure Punch Passes Settings? (Other Settings)
- How Do I Configure Tagline/Lead Settings? (Other Settings)
More About Other Settings
- Customize branding, color schemes, and layout
- Set up registration requirements and class filtering options
- Configure financial behavior such as storing payment methods
- Enable optional features such as punch passes or gift certificates
- Integrate the Portal with your website for seamless access
What Other Settings Impact the Customer Portal?
Additional System settings may also affect how the Customer Portal behaves. See https://support.iclasspro.com/hc/en-us/articles/360053389913-What-Other-Settings-Impact-the-Customer-Portal- to learn about these.
How Will My Customers Access/Use the Customer Portal?
Customer Portal on the Web
- How Do I Access/Log In to the Customer Portal?
- What Options are Available from the "My Account" Screen?
- How Do I Create a Class Enrollment in the Customer Portal?
- How Do I Create or Modify a Camp/Event Enrollment in the Customer Portal?
- How Do I Book a Party in the Customer Portal?
- How Do I Submit a Future Absence Request Through the Customer Portal?
- How Do I Submit a Transfer Request Through the Customer Portal?
- How Do I Submit a Drop Request Through the Customer Portal?
- How Do I Purchase a Gift Certificate in the Customer Portal?
Additional Notes for Web Use
- Families can view schedules, enrollments, and billing details
- Primary Guardians manage family information and payment methods
- System behavior may vary depending on your registration settings
Mobile App
- How Do I Download and Use the iClassPro App?
More About Mobile App Access
- Families can perform all major tasks available on the web version
- App branding will match your business settings if using a Custom Branded App
- Feature availability depends on Customer Portal settings
NOTE: If you have a Custom Branded App, your customers will need to search for your name in the app store for their iOS/Android device instead of the “iClassPro App.”
Troubleshooting & FAQs
Why do customers sometimes see a “Whoa!” error when searching for classes?
To prevent server overload, the customer may see the following error message in the event that the system detects an unusually high number of requests in a single minute:
"Whoa! There are a lot of people searching for classes right now, hang tight while we get the most up-to-date availability. This page will refresh itself in 30 seconds. Thank you for your patience."
The system will continue to monitor the number of requests being submitted and will remove this message once this number has reduced enough to allow the server to operate efficiently.
Related Articles
- How Do I Access (Log In) and Navigate the Customer Portal?
- What Options Are Available from the Customer Portal’s "My Account" Screen?
- How Do I Add Students in the Customer Portal?
- How Can a Primary Guardian Grant a Secondary User to Access Their Family Account?
- How Do Makeup Tokens Work in the Customer Portal?
- How Do Punch Passes Work in the Customer Portal?