MANAGING UNITS

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The Units tab on the Edit Organization page allows you to specify settings for each unit in your organization.

To make changes to a unit  ProClass Training Videos

  1. Do one of the following:

    • If you are logged into the unit you want to change, in the administration menu, click Manage Unit.

    • If you are not logged into the unit you want to change, in the administration menu, click Manage Organization, and then click the Edit button next the unit you want to change.

  2. Click in any of the Primary Phone or Secondary Phone box to change a phone number for the unit.

  3. Click in the Default Payment Terms box to change the default payment terms for invoices generated for accounts. If left blank, the system default payment term is Net 30.

  4. Select the Show CC Options on Invoice? check-box to display active credit card types as optional payment methods on invoices.

  5. Select the Check for scheduling conflicts? check-box to have the system notify you or the customer during online registration when a scheduling conflict occurs during the registration process.

                       A scheduling conflict is when one student is being registered for a program that overlaps with another program the student is registered
                       for or is being registered for.

                        When this occurs, a notification appears informing the ProClass user or online registration customer that the conflict exists. It will allow
                        you to continue with registration or go back and change your program selection.

  6. Click in the Name box to edit name of the unit.

  7. Use the Address Line One, Address Line Two, City, State, and Postal Code boxes, to change the address of the unit.

  8. Click the Save button to save the changes.

  9. Use the Online Registration Settings tab to establish settings for your online registration site such as search filter and result options.

  10. Use the Online Registration Text tab to establish custom text for various pages on your online registration site.

  11. Use the Terms of Use tab to type text that you want online registrants to agree to before completing online registration for programs or events.

  12. Use the Users tab to add users to the unit.