Settings & Configuration

Configure the flow and options for your parent portal

Parent

To configure your Parent Portal and registration experience, navigate to the Parents - New! Module.

Parents - New! Module

Home

The Home Page Content is where you can enter any instructions, important organization information, or anything that needs to be communicated.

This populates on the landing page of your online registration, before a Parent enters their phone number for registration or log-in. Anything added here should be acceptable to be front-facing to the public.

Home Page settings

Notifications

Set up a selection of automatic notifications that are sent to the Parent as they navigate through online registration and enrollment. You can also set up internal staff notifications.

Notification settings

There are currently four configurable notifications:

1. Parent: Registration Welcome

2. Parent: Registration Complete

3. Staff: Registration Complete

4. Staff: Participant Enrollment

Simply select the email asset you want to set to send. These must be created in advance.

Dashboard

Dashboard Content is where you can personalize the landing page of the Parent Portal.

Dashboard settings

Welcome Message

Any instructions, important organization information, or anything that needs to be communicated can be entered her.

Alert Message

Need a message to stand out? Enable the alert message and craft any instrcutions, important organization information, or anything that needs to be clearly communicated here.

Membership

Under Membership settings, you can configure relevant membership sign-up.

Membership settings

Skip membership page?

Purchasing memberships is not required. If it is not apart of your organization's flow, you can disable it here.

Default membership level

Select one of your memberships to be the default membership here. Only levels with the type of 'General' and are set to be shown online are selectable.

Selecting a default membership level

If membership is skipped, this level will be automatically applied to every participant registered through the Parent Portal. If membership is enabled, the level selected here will be shown as the default.

Helpful content to show on the membership selection page

Any instructions, important organization information, or anything that needs to be communicated can be entered her.

Enrollment

Under Enrollment settings , you can manage various settings related to your organization's schedule - like whether or not program enrollment is even available for Parents to access. It is important to have a thorough understanding of enrollment to ensure a seamless experience for Parents.

Note that programming must be made available online for online enrollment to take place.

Enrollment settings

Is enrollment required?

Select or unselect this option to require Parents to enroll their Participants in programming after they've completed the registration form.

Default Enrollment

Select a default enrollment level for Parents.

Selecting a default enrollment level

Skip enrollment page?

If enrollment is irrelevant to your programming (most common for center-based organizations), you can skip it entirely. Note that enrollment will only be skipped when a default is set.

Show hisotric online enrollments?

If an online program has already passed, it will automatically be hidden from online registration. If you'd like to display and allow for enrollment of historical programs, you can enable it here.

Content to show on the enrollment selection page

Any instructions, important organization information, or anything that needs to be communicated can be entered her.

General

Under General settings, you'll find excess configurable options.

Minimum Emergency Contact Count

General settings

Control how many emergency contacts are required for Parents to enter when registering or updating their information.