Top icon toolbar
Top icon toolbar
Admin/Office Portal
Embedded Files
Overview
Overview
The Admin/Office Portal is iClassPro’s main interface and where you and your office staff will perform most of your day-to-day work.
Toolbar at the top of the screen
Toolbar at the top of the screen
Once logged into the Admin/Office Portal, you are presented with the Dashboard and a toolbar at the top of the screen that leads to other areas of the Admin/Office Portal.
DASHBOARD – this is a customization view of charts and graphs that help you visualize your business.
Available to employees with assigned permission
https://support.iclasspro.com/hc/en-us/articles/360007506954-Getting-Started-with-Dashboard
https://support.iclasspro.com/hc/en-us/articles/360008633153-Available-Dashboard-Widgets
FAMILIES – displays a list of current families in your system. Defaults to showing all families, but can be filtered to show only Active/Inactive.
STUDENTS – displays a list of current students in your system. Defaults to showing all students, but can be filtered to show only Active/Inactive
NOTE: You can delete students from this view but you must create new students from the FAMILIES page.
CLASSES – displays a list of your classes. Defaults to showing only Active classes, but can be filtered to show all or just Inactive classes.
CAMPS – displays a list of your camps. Defaults to showing only current/future Active camps, but can be filtered to show past, all or Inactive camps.
SKILLS – displays the Skills Activity Log. This shows statistics related to Skill evaluations and allows you to print certificates/email parents.
PARTIES – not being used at this time by HFSS.
CALENDAR – displays a visual representation of your class/camp/party schedule with views that can be filtered. You can also create enrollments, take attendance and evaluate skills from this view.
STAFF - displays a list of current staff members in your system. Defaults to showing active staff only, but can be filtered to show all or only Inactive.
TIME CLOCK – not being used at this time by HFSS.
REPORTS – displays a list of available reports and allows you to generate them in a variety of formats.
Available to employees with assigned permission
TRANSACTIONS – displays a list of tasks used to generate tuition charges, drop enrollments, create late charges or anniversary fees, mass apply credits/run payments and mass create credits.
Available to employees with assigned permission
PROFILE PICTURE – clicking on the Profile Picture displays additional navigation options depending on staff permissions. These may include:
Log Out (available to all employees)
Settings (only available to employees with assigned permission)
Support (available to all employees)
Customer Portal (available to all employees)
Staff Portal
News and Announcements (only available to employees with assigned permission)
Audit Log (only available to employees with assigned permission)
Check-In Kiosk
Toolbar at the bottom of the screen
Toolbar at the bottom of the screen
In addition to the toolbar at the top of the screen, there is a footer at the bottom of the screen.
Three icons will be shown at all times:
Three icons will be shown at all times:
From left to right, these icons are:
Background Tasks – displays results of specific activities performed by the staff member (such as generating reports, running tuition charges/payments or sending Email Blasts).
Inbox – used to access communications sent through the iClassPro Internal Messaging Center
Online Activity – displays a list of notifications of activity from the Customer Portal
Additional options related to the page you are working on:
From left to right, these icons are:
Assign Keyword to selected
Create charge for selected
Send email to selected
Send SMS message to selected
Send voice broadcast to selected
Update Mail Chimp (not used by HFSS)
Merge Families
Create makeup token for active students in selected families
Generate reports for selected families
Report abuse