Understanding the Customer Portal in Class Manager

A seamless hub for managing class enrolments, payments, and communication

The customer portal in Class Manager is a powerful feature designed to provide both parents and school administrators with a seamless way to manage various aspects of their relationships with the school. It enhances communication, streamlines administrative processes, and allows parents to have greater control over their interactions with the school. Let's explore what both customers (parents) and school admins can do through the portal.

What School Admins Can Do Through the Portal

1. Enable and Customise Portal Features
   Admins have full control over the customer portal's features. They can decide which options are available to parents, from class registrations to product sales.

2. Manage Class Enrolments
   Through the portal, admins can review and manage all incoming enrolments, ensuring classes are properly filled and parents receive confirmation promptly.

3. Send Invoices and Track Payments
   Admins can send invoices directly to parents through the portal and track when payments are made. They can also manage AutoPay setups and payment issues from within Class Manager’s admin view.

4. Send Notifications and Updates
   With the noticeboard feature, admins can post updates, announcements, and reminders for parents, keeping them informed of school events or important deadlines.

5. Share Files
   Admins can upload and share files with parents, such as class schedules, important notices, or student progress reports. They can also manage the files shared by parents, ensuring all necessary documents are received and properly stored.

What Customers Can Do Through the Portal

1. View and Enrol in Classes
   Customers can easily browse and enrol their children in available classes through the portal. They can view class descriptions, schedules, and availability, ensuring they select the right classes for their child.

2. Manage Payments and Invoices
   One of the key functionalities for parents is the ability to handle payments directly through the portal. They can:

   • View outstanding invoices.
   • Make secure payments via credit card or other methods.
   • Set up AutoPay for automatic payments, ensuring they never miss a deadline.

3.  Purchase Products from the Portal Shop

   Schools can enable the Portal Shop, allowing parents to purchase additional products such as uniforms, costumes, or other school merchandise. These purchases are automatically processed, creating orders and invoices, making it a hassle-free experience.

4. Receive Important Notifications
   Through the noticeboard, parents can stay updated with essential school announcements, upcoming events, and other news, ensuring they never miss important information.

5. Update Personal Information
   Customers can manage and update their contact information directly through the portal. Whether it's an address change or updating emergency contact details, this makes sure the school always has accurate information.

6. Access Shared Files
   Parents can access shared files such as medical forms or other necessary documents directly through the portal. This feature ensures that all relevant information is easily accessible and securely stored.

The customer portal in Class Manager is a powerful tool that enhances communication, simplifies payment processes, and provides easy access to essential information and documents for both parents and school admins. By leveraging these features, schools can improve operational efficiency and provide a better experience for their customers.