2014 iclasspro user conference- best practices: websites & parent portals (5/6)
DESCRIPTION
(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/YYkhK3TRANSCRIPT
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SITE TIPS & PARENT PORTAL MODES
BEST PRACTICES FOR
WEBSITES & PARENT PORTALS
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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.”
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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.
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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?
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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
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Web
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by
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tive
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SIT
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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.)
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NEED
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www.facebook.com/KeyCreativeGroup
http://bit.ly/ThQ2eg
Go to www.KeyCreative.com
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KEY COMPONENTS
Visual CuesContentAudienceNavigationBranding
Necessary components to build a website and parent portal to truly benefit your business.
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Create a brand experience across virtual and physical environments.
BRANDING
1. Logo & Merch 2. Website Theme 3. Portal Registration
BRANDING- KEY OPPORTUNITIES
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LOCATION SETTINGS
(SETTINGS>SETUP>LOCATIONS)
• Header Image & Link• Location Name• Location Address• Contact Information
BRANDING IN THE PARENT PORTAL
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BRANDING IN THE PARENT PORTAL
PARENT PORTAL SETTINGS
(SETTINGS>SETUP>PARENT PORTAL)
• Your Logo• Navigation Colors• Announcement Text
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EASY-TO-USE NAVIGATION BARS
Finding a simple and organized way to get from A to B from your website.
NAVIGATION
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WHO ARE YOU TRYING TO REACH?
Determines how you phrase and emphasize information.
AUDIENCE
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WHAT ARE YOU TRYING TO SAY?
Publishing the right information in the right
places, consistently.
CONTENT
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HOW WILL YOU SAY IT?
Using images, links, buttons, and headers to capture attention.
VISUAL CUES
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REQUESTS, CHARGES, & PAYMENTS
BASIC PORTAL SETUPS
(COVERED IN THE NEW GETTING STARTED GUIDE!)
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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.
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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.
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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).
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SETTINGS > PARENT PORTAL
1. Logo & Announcements: • Add Your Logo to the Nav Bar • Change the Color Scheme • Add Home Screen Text/Images!
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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.
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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.
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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)
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SETTINGS > PARENT PORTAL 4. Class Filters:
Choose which filters customers can use online to search for classes:
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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!
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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
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QUESTIONS?CONTACT OUR SUPPORT
OFFICES!
877.554.6776ICLASSPRO.COM