Customizable Class Management

To add an Adult Student

1. On the Contacts menu, click All Contacts.

2. Click GO to display the Search Results grid, and then click Add new student... at the bottom of the grid.

3. Select an account type in the Account Type box.

4. Type the student's Last Name, First Name in the Account Name box.

5. Select a contact type in the Account Contact Type box to indicate the relationship of the new contact to the account.
   For an adult student, this might be "General".

6. If applicable, use the Status, Title and Salutatuion boxes to include more information about the student.
   Salutation would be the customer's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

7. Type the full name of the student in the First Name, M.I., and Last Name boxes.

8. Click the Save button at the top of the page.

9. Use the tabs at the bottom of the Edit Student page to include additional information about the student.

10. Click the Registrations tab, and then click the Register Student for Classes... link to register the student for a class.

To add a child student if the child's family account does not yet exist

1. On the Contacts menu, click All Contacts.

2. Click Go to display the Search Results grid, and then click Add new contact... at the bottom of the page.

3. Select Family in the Account Type box, or choose the approved account type in your organization for a family account.

4. Type the parent's Last Name, First Name in the Account Name box.
   NOTE: The account in ProClass should be named after the parent, or the primary person responsible for payment.

5. Select Parent in theAccount Contact Type box, or the appropriate contact type for the primary contact on the account.
   The Account Contact Type indicates the relationship of the contact to the account.

6. If applicable, use the Title, andSalutation boxes to include more information about the primary contact.
   Salutation would be the contact's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

7. Type the full name of the parent or primary contact in the First Name, M.I., and Last Name boxes.

8. Click the Save button at the top of the page.

9. Use the tabs at the bottom of the Edit Contact page to include additional information about the parent (primary contact).

10. To then add the child, click the Accounts tab, and then click the Edit button next to the account name.

11. In the Edit Account page, click theContacts tab, and then click Assign new contact....

12. Click Go to display the Search Results grid, and then clickAdd new contact.... at the bottom of the page.

13. Type the full name of the child in the First Name, M.I., and Last Name boxes.

14. Click the Save and Return button at the top of the page.

15. In the Assign Account Contact page, select Child as the Account Contact Type , and then click the Save and Return button.

16. Repeat steps 12 - 15 for each additional child you would like to add to the account.

 

To add a child student if the child's family account is already in they system

1. On the Accounts menu, click Accounts.

2. Use the Search Filters to search for the family's account.

3. Once you have located the family's account, click the Select button.

4. In the Edit Account page, click the Contacts tab, and then click Assign new contact....

5. Click Go to display the Search Results grid, and then clickAdd new contact.... at the bottom of the page.

6. Type the full name of the child in the First Name, M.I., and Last Name boxes.

7. Click the Save and Return button at the top of the page.

8. In the Assign Account Contact page, select Child as the Account Contact Type , and then click the Save and Return button.

9. Repeat steps 5-8 for each additional child you would like to add to the account.