IN BRIEF
You can request a change to your iClassPro account name if your business name or branding has been updated. Because this affects how staff and customers access your account, the process requires coordination and must be completed by iClassPro’s Customer Success team.
Overview
An iClassPro account name is a unique identifier used in login URLs and app access. It determines how customers and staff reach your business portals. Because it is tied to your account’s URLs, no two accounts can share the same name. Changing it impacts all related links and integrations, so it is important to plan carefully.
When changing your account name:
- Your login URLs will change for staff and customers.
- Any bookmarks or embedded links must be updated.
- Apps and integrated services will need to reconnect using the new name.
Only the Customer Success team can make this change. They will take appropriate steps to verify that the account owner or a verified administrator is authorizing the change before proceeding.
Accessing the Feature
To begin the process:
- Go to SETTINGS > SETUP > GENERAL SETTINGS > COMMUNICATION TEMPLATES to review any URLs used in templates that may need updating later.
- Contact the iClassPro Customer Success Team to request an account name change.
Only the account owner or verified administrator can authorize this change.
Step-by-Step Instructions
Understanding the Role of Your Account Name
- Each iClassPro account has a unique name that forms part of your login URL.
- Customers and staff use this account name to access portals and apps.
- Because each name must be unique, common business names may need slight customization (e.g., adding a ZIP code or founding year).
Tips for Choosing an Account Name
- Keep it short and simple. Easy-to-remember names reduce login issues.
- Ensure uniqueness. Add identifiable elements like ZIP codes or area codes if needed.
- Avoid complex spelling. This minimizes errors when staff or customers enter it manually.
Once you have selected a new name, contact the Customer Success team to confirm availability. They will verify your identity before scheduling the change.
Before You Request a Change
- Only the account owner or verified administrator can authorize this change.
- Changes can be scheduled in advance during business hours.
- Be prepared to notify your staff, customers, and third-party partners.
Get Ready to Make the Changes
When your account name changes, all affected links and access points must be updated immediately. Forwarding from the old name is not available.
You should prepare updates for:
- Staff and customer bookmarks
- Website links
- Email templates and automations
- App configurations (Customer Portal, Staff Portal, Kiosk)
- Social media links
- Google integrations and ad links
- Partner and referral links
Reaching Out for Support
After the change:
- Support staff will reference your new account name in all communication.
- Remind your team to provide the new name when contacting support for faster assistance.
Areas Impacted by an Account Name Change
- Staff & Customer Bookmarks: Must be recreated with the new URLs.
- Website Links: Update any embedded Customer, Staff, or Office Portal links.
- Email Templates: Replace any hard-coded links; variable-based links will update automatically.
- Customer Portal Mobile App: Users will be logged out and must re-enter your new account name.
- Staff Portal Mobile App: Staff will need to clear and re-enter the organization name on their devices.
- Kiosk App: Update account names on all iOS devices used for check-in.
- Social Media: Update “Sign Up” buttons and shared links to avoid broken redirects.
- Google & Digital Ads: Adjust tracking URLs in Analytics, Tag Manager, and ad campaigns.
- Business Partnerships: Notify any partners who display your links on their sites.
Troubleshooting & FAQs
-
Can I change my iClassPro account name myself?
- No. Only the Customer Success team can perform account name changes to ensure proper verification and prevent login issues.
-
Will my customers automatically be redirected to my new account name?
- No. Redirects are not available. You must update all links, apps, and communications to reflect the new name.
-
What happens to stored URLs in email templates?
- Hard-coded links must be manually replaced. If email variables were used, they will automatically update.
-
Will changing my account name affect Google Analytics or advertising?
- Yes. Destination URLs will change, which may affect existing campaigns or tracking goals. Update all affected links.
-
What’s the best time to make the change?
- Schedule the change during a low-traffic period (avoid billing or registration dates) to minimize disruption.