Settings & Configuration
Configure the flow and options for your parent portal
Last updated
Configure the flow and options for your parent portal
Last updated
Parent
To configure your Parent Portal and registration experience, navigate to the Parents - New! Module.
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.
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.
There are currently four configurable notifications:
Parent: Registration Welcome
Parent: Registration Complete
Staff: Registration Complete
Staff: Participant Enrollment
Simply select the email asset you want to set to send. These must be created in advance.
Dashboard Content is where you can personalize the landing page of the Parent Portal.
Any instructions, important organization information, or anything that needs to be communicated can be entered her.
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.
Under Membership settings, you can configure relevant membership sign-up.
Purchasing memberships is not required. If it is not apart of your organization's flow, you can disable it here.
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.
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.
Any instructions, important organization information, or anything that needs to be communicated can be entered her.
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.
Select or unselect this option to require Parents to enroll their Participants in programming after they've completed the registration form.
Select a default enrollment level for Parents.
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.
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.
Any instructions, important organization information, or anything that needs to be communicated can be entered her.
Under General settings, you'll find excess configurable options.
Control how many emergency contacts are required for Parents to enter when registering or updating their information.
