2014 iclasspro user conference- best practices: websites & parent portals (5/6)
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SITE TIPS & PARENT PORTAL MODES
BEST PRACTICES FOR
WEBSITES & PARENT PORTALS
IS THIS REALLY HELPING YOUR BUSINESS?
WHY HAVE A WEBSITE & ONLINE REG?
BAD REASONS:“My competitor has one.”
“For pictures and a map to my facility.”“Because my ________ built one for me.”
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.
NOW, THERE’S A SOLID BENEFIT…
BETTER REASONS:“To get better search rankings.”
“To provide information about classes and registration.”“To better connect with our customers.”
WHY HAVE A WEBSITE & ONLINE REG?
THIS IS WHAT YOU’RE LOOKING FOR!
WHY HAVE A WEBSITE & ONLINE REG?
1. An integrated, eye-catching user experience.2. Encourage self-help and registration.
3. Build customer loyalty and trust.
THE BEST REASONS
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Web
site
by
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Crea
tive
Web
site
by
Key
Crea
tive
TH
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Web
site
by
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tive
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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.)
NEED
A B
ET
TER
SIT
E?
GET
ON
E O
F TH
ESE
GRE
AT S
ITES
BY
KEY
CREA
TIVE
!
www.facebook.com/KeyCreativeGroup
http://bit.ly/ThQ2eg
Go to www.KeyCreative.com
KEY COMPONENTS
Visual CuesContentAudienceNavigationBranding
Necessary components to build a website and parent portal to truly benefit your business.
Create a brand experience across virtual and physical environments.
BRANDING
1. Logo & Merch 2. Website Theme 3. Portal Registration
BRANDING- KEY OPPORTUNITIES
LOCATION SETTINGS
(SETTINGS>SETUP>LOCATIONS)
• Header Image & Link• Location Name• Location Address• Contact Information
BRANDING IN THE PARENT PORTAL
BRANDING IN THE PARENT PORTAL
PARENT PORTAL SETTINGS
(SETTINGS>SETUP>PARENT PORTAL)
• Your Logo• Navigation Colors• Announcement Text
EASY-TO-USE NAVIGATION BARS
Finding a simple and organized way to get from A to B from your website.
NAVIGATION
WHO ARE YOU TRYING TO REACH?
Determines how you phrase and emphasize information.
AUDIENCE
WHAT ARE YOU TRYING TO SAY?
Publishing the right information in the right
places, consistently.
CONTENT
HOW WILL YOU SAY IT?
Using images, links, buttons, and headers to capture attention.
VISUAL CUES
REQUESTS, CHARGES, & PAYMENTS
BASIC PORTAL SETUPS
(COVERED IN THE NEW GETTING STARTED GUIDE!)
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.
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.
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).
SETTINGS > PARENT PORTAL
1. Logo & Announcements: • Add Your Logo to the Nav Bar • Change the Color Scheme • Add Home Screen Text/Images!
SETTINGS > PARENT PORTAL
2. General SettingsChoose 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.
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.
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)
SETTINGS > PARENT PORTAL 4. Class Filters:
Choose which filters customers can use online to search for classes:
SETTINGS > PARENT PORTAL 5. Camp RegistrationChoose 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
Summer Camp!
Settings > Parent Portal
6. FinancialChoose 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
QUESTIONS?CONTACT OUR SUPPORT
OFFICES!
877.554.6776ICLASSPRO.COM
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