IN THIS ARTICLE:
Learn about the Customer Portal, where to find information about configuring and customizing it, and how your customers will access/navigate it.
- What is the Customer Portal?
- How Do I Configure/Manage the Customer Portal?
- What Other Settings Impact the Customer Portal?
- How Will My Customers Access/Use the Customer Portal?
- Measures to Prevent Server Overload
What is the Customer Portal?
Simply put, the Customer Portal is the public face of your business.It is where your customers will be able to set up and manage their accounts, create enrollments, and make payments.
NOTE: Unless noted otherwise, changes to the Customer Portal settings also affect the behavior and look of the Mobile/Branded App.
How Do I Configure/Manage the Customer Portal?
There are many settings that control how your Customer Portal looks/operates. These are divided into three sections:
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?
Staff
- How Do I Enable/Configure the Customer Portal Staff Page?
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)
What Other Settings Impact the Customer Portal?
See https://support.iclasspro.com/hc/en-us/articles/360053389913-What-Other-Settings-Impact-the-Customer-Portal- to learn about other iClassPro settings that may affect the Customer Portal.
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?
Mobile App
- How Do I Download and Use the iClassPro App?
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.”
Measures to Prevent Server Overload
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.