(Part 5 of 6) In this portion of the User Conference presentation, we covered recommended practices for building websites and navigating the parent portal settings and capabilities, including request and auto-approve modes. For more information about integrating the Parent Portal on your website, visit http://bit.ly/YYkhK3

1. BEST PRACTICES FOR
WEBSITES & PARENT PORTALS
SITE TIPS & PARENT PORTAL MODES

2. WHY HAVE A WEBSITE & ONLINE REG?
IS THIS REALLY HELPING YOUR
BUSINESS?
BAD REASONS:
“My competitor has one.”
“For pictures and a map to my facility.”
“Because my ________ built one for me.”

3. WHEN YOU BUILD A SITE FOR THE WRONG REASONS:
You end up with
something like this.
(This was made by one of
our staff members in ~3
hours on Google Sites for
a college project.
Why? “To present basic
information.” >>>)
No Branding.
Few Visual Cues.
No Contact Us.
No Social
Integrations.

4. WHY HAVE A WEBSITE & ONLINE REG?
BETTER REASONS:
“To get better search rankings.”
“To provide information about classes and registration.”
“To better connect with our customers.”
NOW, THERE’S A SOLID BENEFIT…

5. WHY HAVE A WEBSITE & ONLINE REG?
THE BEST REASONS
1. An integrated, eye-catching user experience.
2. Encourage self-help and registration.
3. Build customer loyalty and trust.
THIS IS WHAT YOU’RE LOOKING FOR!

6. THESE WEBSITES WERE BUILT
FOR THE RIGHT REASONS.
Website by Key Creative

7. THESE WEBSITES WERE BUILT
FOR THE RIGHT REASONS.
Website by Key Creative

8. THESE WEBSITES WERE BUILT
FOR THE RIGHT REASONS.
Website by Key Creative

9. Unlike the first site we showed you,
the last three sites had great branding,
direction, & organization.
In short, they were inviting!
(And yes, they were all also by our friends at Key Creative.)

10. NEED A BETTER SITE?
GET ONE OF THESE GREAT SITES BY KEY CREATIVE!
www.facebook.com/KeyCreativeGroup
http://bit.ly/ThQ2eg
Go to www.KeyCreative.com

11. KEY COMPONENTS
Necessary components to build a website and parent
portal to truly benefit your business.
Branding Navigation Audience Content Visual Cues

12. BRANDING
Create a brand experience across virtual and physical environments.
1. Logo & Merch 2. Website Theme 3. Portal Registration
BRANDING- KEY OPPORTUNITIES

13. LOCATION SETTINGS
(SETTINGS>SETUP>LOCATIONS)
• Header Image & Link
• Location Name
• Location Address
• Contact Information
BRANDING IN THE PARENT PORTAL

14. BRANDING IN THE PARENT PORTAL
PARENT PORTAL
SETTINGS
(SETTINGS>SETUP>PARENT PORTAL)
• Your Logo
• Navigation Colors
• Announcement Text

15. EASY-TO-USE NAVIGATION BARS
Finding a
simple and
organized
way to get
from A to B
from your
website.
NAVIGATION

16. AUDIENCE
Determines how you phrase and emphasize information.
WHO ARE YOU TRYING TO REACH?

17. CONTENT
Publishing the right
information in the right
places, consistently.
WHAT ARE YOU TRYING TO SAY?

18. VISUAL CUES
Using images, links, buttons, and headers to capture attention.
HOW WILL YOU SAY IT?

19. BASIC PORTAL SETUPS
(COVERED IN THE NEW GETTING STARTED GUIDE!)
REQUESTS, CHARGES, & PAYMENTS

20. SETTING UP THE PARENT PORTAL FOR REQUESTS
PROS-
• Gives staff maximum control.
• Allows you to operate without online
transactions as you get familiar with
iClassPro.
• With a gateway, you can still require
Autopay information to be saved up
front to collect payment.
CONS-
• Cannot create charges or collect
payments automatically.
• More work for staff members.
• Greater potential risk of staff
members accidentally overbooking.

21. SETTING UP THE PARENT PORTAL TO AUTOAPPROVE
PROS-
• Can create charges & payments
automatically during checkout.
• Can automatically charge an
anniversary fee if it’s due.
• Minimal chance of accidentally
overbooking while processing both
online and in-person enrollments.
CONS-
• Registration is first come, first serve.
(No priority registration.)
• Eligibility for enrollment determined
solely by age, gender, maximum class
capacity/openings, and grade settings.

22. USING CUSTOM LOCATION HEADERS
SETTINGS > LOCATION > EDIT >
PARENT PORTAL HEADER
• Create a seamless experience!
• Shows at the top of the parent portal.
• Recommended size: 920px wide and
between 100-300px tall.
• When clicked, redirects customers to your
web address (in location settings).

23. SETTINGS > PARENT PORTAL
1. Logo & Announcements:
• Add Your Logo to the Nav Bar
• Change the Color Scheme
• Add Home Screen Text/Images!

24. SETTINGS > PARENT PORTAL
2. General Settings
Choose to show:
• Default Location
• Default Session/Rolling Session
• Classes and/or Camps
• Class Tuition Amounts
& whether or not your require
customers to login to see it.

25. SETTINGS > PARENT PORTAL
3. Class Registration (Part 1)
Choose whether to:
• Count requests pending approval against openings
• Allow customers to request wait list spots
• Allow customers to request enrollments for student
that don’t meet class requirements.
• Edit start/drop dates on requests.
• Send email notifications to location email.

26. SETTINGS > PARENT PORTAL
3. Class Registration (Part 2)
Choose whether to:
• AutoApprove Requests
FOR REQUEST MODE- leave unchecked.
FOR AUTOAPPROVE MODE- check and then
choose whether or not to:
Charge Anniversary Fees
• (select a program charge category & tax rate)
Charge the Tuition Amount
• (select a charge category & tax rate)
Require Payment
• (must have a gateway set up)

27. SETTINGS > PARENT PORTAL
4. Class Filters:
Choose which filters customers can use online to search for classes:

28. SETTINGS > PARENT PORTAL
5. Camp Registration
Choose whether to:
• Count requests against openings
• Allow customers to request wait list spots
• Allow customers to request enrollments
for students that don’t meet camp req’s.
• Charge anniversary fee (requires auto-approve)
• Allow customers to modify camp enrollments
• Require payment for the tuition difference?
• Set a charge category & tax rate for camp tuition
• Send email notifications to location email address

29. Settings > Parent Portal
6. Financial
Choose whether to:
• Show accepted credit cards
• Require autopay info
• Allow customers to delete autopay
• Show a full ledger history online
• Allow customers to generate a
statement online
• Show available credit on the family
ledger
• Allow partial payments for charges
• Allow promo codes to be used on
checkout

30. QUESTIONS?
CONTACT OUR SUPPORT OFFICES!
877.554.6776
ICLASSPRO.COM