2014 iclasspro user conference- basic components & review (2/6)

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GETTING STARTED & QUICK REFERENCE BASIC COMPONENTS & REVIEW

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(Part 2/6) This section of the presentation from our user conference covers basic information about the main components of iClassPro. For more detailed descriptions and discussion, download our Getting Started Guide, Quick Reference Guide, or visit our support page. www.iClassPro.com/Downloads www.Support.iClassPro.com

TRANSCRIPT

Page 1: 2014 iClassPro User Conference- Basic Components & Review (2/6)

GETTING STARTED &

QUICK REFERENCEBASIC COMPONENTS &

REVIEW

Page 2: 2014 iClassPro User Conference- Basic Components & Review (2/6)

BASIC COMPONENTS OF ICLASSPROFAMILY- An account used to track responsible parties for registered students including:

• Guardian Names• Contact Info• Policy/Waiver Agreements• Student/Sibling Info• Enrollment History• Charges & Payments• AutoPay Info• Notes

Page 3: 2014 iClassPro User Conference- Basic Components & Review (2/6)

BASIC COMPONENTS OF

ICLASSPROSTUDENT- A member of a family account that can be enrolled into a class or camp and tracks:

• Enrollments• Student Anniversary Dates• Skill Trees• Medical Info• Roll Sheet Comments • Flag Alerts• Keywords• Notes

Page 4: 2014 iClassPro User Conference- Basic Components & Review (2/6)

BASIC COMPONENTS OF ICLASSPRO

CLASS- A tool for long-term recurring enrollment. Features include:

• Recurring Weekly Schedules• Session or Rolling Session Dates• Multiple Billing Schedules with

Matching Tuition Prices• Hourly or Flat Rate Billing• Blackout Schedules/Dates• Proration & Discounts• Mobile Attendance• Associated Promo Codes

Page 5: 2014 iClassPro User Conference- Basic Components & Review (2/6)

CAMP- A short-term or one time enrollment where the schedule can be set for specific dates. Features include:

• Custom Schedule with Blocks• Allows Registration for Specific

Blocks on the Schedule.• Camp Questions for Collecting

Additional Information & Charges

• Ability to Require a Deposit• Custom Camp Types for Online

Registration Links• Associated Promo Codes

BASIC COMPONENTS OF ICLASSPRO

Page 6: 2014 iClassPro User Conference- Basic Components & Review (2/6)

BASIC COMPONENTS OF ICLASSPROENROLLMENT- An association between a student and a class or camp. Includes features:

• Determines Active/Inactive Status• Custom Start and Drop Dates• Ability to Override Billing Schedule• Ability to Set a Custom Tuition• Record of Applied Promo Code• Tracks Class Attendance• Unique ID to Track Charges in

Association with Charge Categories• Enrollment Notes

Page 7: 2014 iClassPro User Conference- Basic Components & Review (2/6)

BASIC COMPONENTS OF ICLASSPRO

FAMILY LEDGERA record of all charges, payments, and refunds issued on a family account.

CHARGE- A bill (or negative) entry on an account for product or services consumed. Includes a Program (area of income), Charge Category (charge label), Charge Date, and Due Date.

PAYMENT- A payment or credit (or positive) entry made on an account for products or services consumed. Associated/applied to outstanding charges to balance the family ledger.

Page 8: 2014 iClassPro User Conference- Basic Components & Review (2/6)

QUESTIONS?GET COPIES OF OUR GETTING STARTED GUIDE AND QUICK

REFERENCE GUIDE AT WWW.ICLASSPRO.COM/

DOWNLOADS877.554.6776

ICLASSPRO.COM