Customer Portal

• Transitioning to the Customer Portal
• Setting Up the Customer Portal
• Checkout Reservation Timer
• Customer Portal - Other Settings
• Customer Portal Registration Modes
• Customer Portal - Splash Page/Dashboard/Login
See all 14 articles

Punch Passes

• Punch Passes Overview
• Punch Pass Permissions
• Punch Pass Setup
• Purchasing Punch Passes
• Redeeming a Punch Pass From the Office Portal
• Redeeming a Punch Pass From the Check-In Kiosk
See all 7 articles

Point of Sale (POS)

• Making a Purchase (POS)
• Reporting/Reviewing Purchases (POS)
• Setup/Maintaining Inventory (POS)
• Staff Permissions (POS)

Accessing Portals/Kiosks

• iClassPro Staff Portal App
• iClassPro Kiosk App
• Using Guided Access with iClassPro Kiosk
• Using QR Codes with the Check-In Kiosk
• Check-In Kiosk
• Downloading and Using the iClassPro App
See all 10 articles

Makeup Tokens

• Mass Create Makeup Tokens for Families/Students/Classes
• Setting Up and Configuring Makeup Tokens
• Staff - Creating Makeup Tokens
• Staff - Applying Makeup Tokens from the Office Portal
• Staff - Editing/Deleting Existing Makeup Tokens
• Staff - Reports for Viewing Makeup Token Information
See all 7 articles

Not A Customer Yet?

• Are There Per User Fees?
• How Does the Free Trial Work?
• Is There a Long Term Contract?

Getting Started

• ★ Logging into iClassPro
• ★ Configuring Basic Elements
• ★ Creating a New Staff Member
• ★ Creating a New Family
• ★ Creating a New Student
• ★ Creating a New Class
See all 19 articles

Browser Help & Requirements

• Updating your Web Browser
• Trouble Accessing iClassPro?
• Requirements for Using iClassPro
• Clearing the Browser History
• How to Disable and Clear AutoFill Info in your Browser

Class

• Single Day Enrollments
• Transferring an Enrollment from the Calendar View
• Cancelling Classes
• About Monthly, Session and Rolling Session (Bill Dates)
• Easy Roll Sheet Printing from Classes Page
• Using Blackout Schedules
See all 15 articles

Camp

• Using the Camp Alias Feature
• Camps for Events and Private Lessons
• Camp Pricing Schedules
• Using Camp Types
• Create a New Camp
• Duplicate a Camp
See all 7 articles

Billing Settings

• Class Billing Tab - Billing Schedules & Tuition, Discounts, Proration
• Key Elements of a Charge - Programs, Charge Categories and Tax Rates
• Billing Operations Checklist
• Anniversary Charges
• Billing Hourly in iClassPro
• How to Set Up Discounts
See all 10 articles

Skill Tracking

• Determine Your Rating System
• Creating Your Skill Bank
• Creating Your Skill Tree
• Linking Skill Trees to Programs, Classes, and Camps
• Evaluating Students from the Admin Portal
• Evaluating Skills thru the Staff Portal
See all 10 articles

Charges and Payments

• Gift Certificates - Selling a Gift Certificate in the Office Portal
• Gift Certificates - Adjusting Credits in the Office Portal
• Manually Creating Class Tuition Charges
• Processing eCheck Payments
• Issuing Partial Refunds in iClassPro
• Applying Credits and Payments in Customer Ledgers
See all 26 articles

Communications

• Custom Email Templates
• Family and Staff Communication Logs
• New Email Blast Opt-In Design
• Email Blast Delivery Status Definitions
• Email Blasts
• Sending Emails to All Addresses on File
See all 17 articles

Administrator

• Troubleshooting Potential USB Card Swiper Issues
• Configuring your "Business Information" Settings
• Troubleshooting Receipt Printers
• Available Dashboard Widgets
• Attendance Settings & Overview
• Recent History Views
See all 11 articles

Page Filters

• Camps Page Filters
• Classes Page Filters
• Creating and Using Preset ("Smart") Filters
• Families Page Filters
• Parties Page Filters
• Skills Page Filters
See all 8 articles

Policies

• Policies in the Admin/Office Portal
• Policies in the Parent Portal
• Creating and Editing Policies
• Intro to Family/Student Policies
• Policies in the Staff Portal
• Special Student Policy - Photo Waiver

Staff

• Resetting a Family's Parent Portal Password
• Using the Staff Portal's "My Account" feature
• How to Delete a Family or Student
• Staff Portal Mobile Interface
• Recording Attendance Using the Front Desk Computer Interface
• How to Merge Family Accounts
See all 11 articles

Time Clock

• About Time Clock
• Staff Permissions for Time Clock
• Staff Set Up and Punch Types
• Clocking In and Out
• Submitting Time Adjustment Requests as an Employee
• Reviewing Time Clock Entries
See all 12 articles

Legacy Parent Portal

• Gift Certificates - Purchasing a Gift Certificate in the Parent Portal
• Gift Certificates - Setup
• Submitting Future Absence Requests in the Parent Portal
• Making a One-Time Payment Through the Parent Portal
• Adding/Updating Recurring Billing Information (Parent Portal)
• How to Submit a Transfer Request Through the Parent Portal
See all 23 articles

Report

• Preset Filters for Reports
• Period Summary Report (FIN-18)
• Notes Report (CLA-19)
• Point of Sale: Inventory on Hand (FIN-20)
• Point of Sale: Sales (FIN-19)
• Available Reports
See all 82 articles

iPartyPro

• What is iPartyPro?
• iPartyPro Activation and Staff Access
• iPartyPro Settings and Navigation
• Overview of Party Setup
• Create Party Time Slots
• Create Party Stations
See all 17 articles

Ledger

• Charge Basics
• Payment Basics
• Reporting Income
• Understanding the Program Deposit Split Report
• Understanding the Bank Deposit Report
• Entering Payments Before or After the Payment Date
See all 7 articles

iClassPro Payment Services

• Guidance for Chargebacks Caused by COVID-19
• Result Codes for Declined Transactions
• Merchant Portal / How to Switch Between Accounts
• Merchant Portal / How to Manage Users and Notification Preferences
• Merchant Portal / Generating a Statement
• Merchant Portal / Viewing Chargeback Details
See all 25 articles