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Customer Access Settings – General Settings
Customer Access Settings – General Settings
Updated over a week ago

Akada gives your current customers the ability to access a parent account. Potential customers even have the ability to create a brand new account from your website.

The Customer Access settings pages are where you will control the layout of parent accounts, what actions the parents can take, and what information will be required of new customers who are creating an account.

The Customer Access Settings are broken down into three pages: General Settings, Create Account Settings, and Existing Account Settings. We'll talk about the General Settings tab here.

To Access the Customer Access Settings:

  • Select the Akada main menu.

  • Select Settings.

  • Select Customer Access Settings.

  • You should now be on the General Settings.

Your School’s Customer Access Link Options:

Here you will find all of the links needed for your parents to be able to log in, activate, or create a new account.

  • General Login Screen – This will be used for parents to log in to their accounts. Think of it like online banking. You will want to attach this to your studio website, so they have a link that allows them to log into their parent account. The general login screen also has a link for your existing parents to activate their accounts and a link for new customers to be able to create an account from scratch.

  • New Account Login – The new account login link is used for new or potential studio customers to create a new account by entering all of their contact, student, and billing information. We recommend adding the link to your studio's website so that your customers can easily access it.

  • Existing Account, First Time Login – This link would be used for your existing customers who have not activated their parent account. This link is also on the general login screen, but some studios prefer to add it to their website as a separate button.

  • Link to Display Your School’s Class List – This link allows your customers or potential customers to view the available class list without having to log in or create a parent account. Again, this is contained on the general login screen, but this link allows you to add it to your website in its own location.

New Account and Activate Account Link Text:

On the general parent login screen, you will find links the parents will use to either create a new account or activate an existing account. This section allows you to control how those two links are worded. Click in the field and enter the text as you would like it to appear on the general login screen. Then click the Save button.

Account Activation & Password Reset Emails:

The most efficient way of getting all your parents to activate their online parent account is to send them all an activation email. This tool allows you to send the activation email to Active, Inactive, Prospect, or all accounts simultaneously. They will each receive a link specific to them. Then they will then click to create and verify a password. Once they hit submit, their account is then activated.

You may also send an Account Activation Email to an individual account from their Account Info page. This is useful when someone signs up after you’ve sent out the mass email.

The Password Reset button sends a reset email to all of your customers. To send an individual password reset, you'll do that from the customer's account info page.

  1. Click the button for the status you'd like to email.

  2. Click the button to the email type you want to send.

  3. Click the Send Emails button.

  4. Enter your message.

  5. Click the send emails button.

Deactivate Accounts that Have Not Signed In:

If you want to deactivate the accounts that have not signed into their parent account, this button allows you to do that. Some studios rely on the activation of the parent account for the policy agreement signature, and this tool allows you to deactivate anyone who has not signed the agreement.

Class List Display:

The class list display allows you to control how the parents see the class list when registering for classes or viewing from the available classes link.

  • When a Class is Fully Enrolled – Use the drop-down menu to choose between Do Not Display Full Classes, Display Full Classes but Do Not Allow Registration, or Display Full Classes and Allow Registration.

  • Class List Size Default – Use the drop-down menu to choose the number of rows of classes displayed on a page. Individual parents can choose other options, but this setting will be the default for all parents.

  • Class List Filter Default – This option allows you to choose the types of classes that are displayed for parents by default. You may choose to display classes by number or by sections of the alphabet. Individual parents can choose other options, but this setting will be the default for all parents.

  • Class List Sort Default – Use this option to choose how the classes are sorted for your parents. Again, individual parents can choose other options, but this setting will be the default for all parents.

Class Conflicts – Checking this box will allow a parent to request a class even if it conflicts with another class they have already selected. They will be warned and given the option to proceed anyway. This can be useful when running summer camps that occur at the same time/days but on different weeks.

Studio Messages:

Studio messages appear at the top of the parent login screen. They are great for upcoming events, reminders, or instructions. However, remember that they require the parent to log in, so do not use them for urgent announcements.

Text Displaying on the Registration Page:

This text is displayed at the top of the class selection screen when your parents select classes. It is a great way to give reminders or instructions for class selection.

Registration Confirmation:

The registration confirmation is the last thing the parents will see after clicking the submit button for their registration. It is your chance to let them know that their registration was submitted successfully and set a time frame for when they can expect a response.

Additionally, you can choose to send a registration confirmation to the parent, the studio, or both. Click the appropriate button and enter the email subject line and message you want to include.

Site Theme:

The site theme lets you choose from a number of color themes for the parent portal. You can view the available options here.

Contact Us Page:

The Akada parent portal includes an option for a "Contact Us" page. In this section, you can turn that option on or off and choose the contact info you want to include.

Staff Page Settings:

In the parent portal, you can include profiles of your staff members. This section allows you which pieces of info to include. The information is pulled from the staff screens.

Student Defaults:

This section lets you control the customer's ability to upload documentation and photos.

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