Admin Portal Management
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      Inviting Your Existing Customers to the Parent Portal

      Guide your current customers to log in

      If your customers have registered or are newly registering through the Parent Portal using the online registration form, they are already set up with access and do not need to be invited separately. This process is specifically for customers you have manually added or that Class Manager has imported on your behalf.

      How to Invite Existing Customers to the Parent Portal

      If you already have your customer database set up in Class Manager, inviting them to use the Parent Portal is a quick and simple process. This allows them to manage their account, view invoices, enrol in classes, and more.

      Inviting All Customers at Once

      1. Click < to the right of Customers.
      2. In the expanded menu click View All.
      3. Click the Invite all to Portal.

      This will send an email invitation to all customers in your database with the subject line "Portal Invitation." The invitation email will include instructions for logging in and setting up their password.

      📝 You can customize the email templates, including the Portal Invitation, to better suit your communication style. Learn how to edit this and other templates ➡️ Editing Email Templates

      Inviting Individual Customers

      You can also invite customers individually from their profile page.

      1. Click < to the right of Customers.
      2. In the expanded menu click View All.
      3. Select the customer you would like to invite from the customer list.
      4. Click Invite to portal.

      The customer will receive an email with a link to activate their account.

      📝 If you do not see the 'Invite to portal' button, it is likely that the customer has been invited already. You can see the history under the 'Messages' tab on the customer profile.

      What Happens Next?

      Once customers receive their invitation, they just need to follow a few simple steps:

      1. Open the email and click Join Our Portal.
      2. They will be directed to a page where they can create a password. This password needs to be entered twice for confirmation.
      3. After setting the password, they will be automatically redirected to the login screen.
      4. From there, they can log in for the first time and access their dashboard.

      💡 Tips for a Smooth Transition

      • Encourage your customers to save their login details and bookmark the portal login page for easy access in the future. Most devices will prompt users to save their passwords, but remind them that they can always refer back to the invitation email if they forget the link.
      • It's also a good idea to provide easy access to the parent portal on your website and social media pages. Posting the portal login link ensures that your customers can easily navigate to the login screen when needed.

      Where to Find Your Portal Links

      You can locate your unique portal links on your Class Manager dashboard. Under My Portal, you'll see the following options:

      • Copy Login Link: This is for existing customers who have already been added to your system. Use this link to share the direct login page.
      • Copy Register Link: This link is for brand-new customers who haven't been added to the system yet. It allows them to sign themselves up, input their information, and create student profiles.
      • Copy Class Enrolment Link: This allows potential customers to view your available classes before they register for the portal. They can select a class they're interested in and then proceed with registering.

      By providing these links, you make it simple for both new and existing customers to access your services and manage their accounts.

      With these steps, inviting your customers to the parent portal is seamless, helping them stay engaged and informed about their accounts. 🙌