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
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
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:
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