Do you want to increase your knowledge and discover more about the applications offered by iClassPro? If so, search our Knowledgebase to find all the answers you need!
Knowledgebase
General Questions
Browser Help & Requirements
Getting Started
Account Setup (SETTINGS>SETUP)
Administrator
Accessing Portals/Kiosks
- What Hardware Do I Need to Use iClassPro’s Apps and Portals?
- How Do I Configure the Check-In Kiosk?
- How Do I Download and Log into the Staff Portal App?
- How Do I Download/Use the iClassPro Kiosk App?
- How Do I Enable "Guided Access" Mode for the iClassPro Kiosk App?
- How Do QR Codes Work with the Check-In Kiosk? See all 8 articles
Appointments
- How Do I Cancel or Reschedule an Appointment in the Mobile App?
- What is the Appointments Feature?
- How Do I Configure the Appointments Feature for the Office Portal?
- How Do I Create/Edit Appointments and Appointment Timeslots?
- How Do I Use the Appointments Quick Edit Tool?
- How Do I Create an Appointment Booking in the Office Portal? See all 10 articles
Autopilot
- How Do I Configure the “Upcoming Anniversary Charge Notification” Workflow?
- How Do I Configure the Automated Billing - Class Tuition Charges (Session) Workflow?
- How Do I Configure the Automated Billing - Class Tuition Charges (Monthly) Workflow?
- How Do I Configure the Automated Billing – Capture Payments Workflow?
- How Do I Configure the Automated Billing – Apply Credits Workflow?
- How Do I Configure the Automated Billing - Anniversary Charges Workflow? See all 29 articles
Billing Settings
- How Do I Apply and Track Anniversary Charges?
- How Do Anniversary Charges Work in the Customer Portal?
- How Do I Apply Special Discounts to Programs/Families?
- Which Settings Can Override or Limit Discount Schedules?
- How Do I Use Promotion (Promo) Codes?
- How Do I Configure the “Automated Billing (Weekly)” Workflow? See all 17 articles
Camp
Charges and Payments
- How Can I Reconcile WorldPay Transactions (Payrix) to iClassPro?
- How Do I Configure the “Automated Billing (Weekly)” Workflow?
- How Do I Configure the “Automated Billing With Anniversary Charges (Monthly)” Workflow?
- How Do I Configure the “Automated Billing (Monthly)” Workflow?
- What Do I Need to Know Before Setting Up Automated Billing Workflows?
- How Can I Reconcile With QuickBooks Online Using iClassPro Reports? See all 44 articles
Class
Communications
Customer Portal/Mobile App
- How Do I Configure Class Filter Settings? (Other Settings)
- How Do I Add Students in the Customer Portal?
- How Do I Create a New Customer Portal Account?
- How Can I Link Customers Directly to a Specific Location in the Customer Portal?
- How Do I Submit a Trial Request from the Customer Portal?
- How Do I Submit a Makeup Request from the Customer Portal? (No Tokens) See all 37 articles
Ledger
- What Do I Need to Know About Charges?
- What Do I Need to Know about Payments?
- Which Reports are Available for Reporting Income?
- How Does the Program Deposit Split Report (FIN-4) Reflect Applied Payments/Credits?
- How Does the Bank Deposit Report (FIN-2) Reflect Payment Information?
- How Do I Enter a Payment Before/After the Payment Date?
Makeup Tokens
- How Do Makeup Tokens Work in the Mobile App?
- How Do I Mass Create Makeup Tokens for Families/Students/Classes?
- How Do I Set Up/Configure Makeup Tokens?
- How Do I Create Makeup Tokens in the Office Portal?
- How Do I Apply/Redeem Makeup Tokens from the Office Portal?
- How Do I Edit/Delete/Reset Existing Makeup Tokens From the Office Portal? See all 8 articles
Pages & Page Filters
Party Booking Management
- How Do I Create a Party Booking in the Mobile/Branded App?
- What is Party Booking Management?
- How Do I Activate the Party Booking Management System and Give Staff Members Access?
- How Do I Navigate the Party Booking Management System?
- Where Do I Configure Party Booking Management Settings?
- How Do I Create Party Time Slots? See all 18 articles
Point of Sale (POS)
- How Do I Process a Point of Sale Return?
- How Do I Add/Update Products and Variations (Point of Sale)?
- How Do I Add/Update Categories/Subcategories (Point of Sale)?
- What is the Point of Sale Feature?
- How Do I Review Point of Sale Purchases?
- How Do I Make a Point of Sale Purchase? (Customer Portal) See all 10 articles
Policies
- What Do I Need to Know About Family, Student, and Transactions Policies?
- How Do I Create/Edit a Family, Student, or Transactions Policy?
- What is the Photo Waiver?
- How Can I View Policy Information in the Office Portal?
- How Are Policies Handled in the Customer Portal?
- How Are Policies Reflected in the Staff Portal?
Punch Passes
Report
- What is the Staff With Duplicate Emails Report (STA-16)?
- What is the Staff Without Email Report (STA-15)?
- What is the PAYMENTS>“eCheck Returns” View?
- How Do The Enrollment Status Filters Work With Other Report Filters?
- What is the Gymnastics Australia Club Import Report (STU-19)?
- What is the Family Punch Pass Report (FAM-15)? See all 106 articles
Skill Tracking
Staff
- How Do I Use the Staff Portal's "My Schedule" Feature?
- How Does a Staff Member Revoke Access for a Secondary User?
- How Do I Mark a Staff Member as Absent/Assign a Substitute Instructor?
- What is the Substitute Instructor Feature?
- How Do I View/Update Student Details in the Staff Portal?
- How Do I Record Attendance in the Staff Portal? See all 17 articles
Time Clock
- How Do I Use Time Clock With Express Payroll Services?
- What is the Time Clock?
- What Staff Permissions are Needed to Use the Time Clock?
- How Do I Configure Time Clock Settings for Staff Members?
- How Do Staff Members Clock In/Out of the Time Clock?
- How Does an Employee Submit a Time Adjustment Request from the Time Clock? See all 13 articles
Data Warehouse
- How is Quarterly Performance Calculated? (Pro Insights)
- How is the Conversion Rate Calculated? (Pro Insights)
- How is Average Family Spend Calculated? (Pro Insights)
- How is Family Tenure Calculated? (Pro Insights)
- How is Net Family Gain Calculated? (Pro Insights)
- What are Waitlisted Only Students? (Pro Insights) See all 13 articles
Enterprise Portal
iClassPro Payment Services
- How Can I Reconcile Payment Platform Payouts With Financial Reports?
- What Do Refusal Responses Mean?
- What Do I Need to Know About Next Day Funding?
- How Do I Set Up Two-Factor Authentication (2FA)? (Merchant Portal)
- What is the Transaction Disputes View?
- What is the Gateway Transactions View? See all 28 articles