The Create Account Setting page, under Customer Access Settings, allows you to control what information will be required from potential customers who are creating an account through the parent portal. For each field, you determine whether it is required, optional, or hidden.
Key:
Green – Indicates the data field is required. The parent cannot proceed to the registration screen until the data is entered.
Yellow – Indicates data field is optional. The Parent can fill this data in but does not have to.
Red – The parent will not see this field on their screen.
To Set Create Account Settings:
Choose the Main menu in the top left corner of the screen.
Select Settings.
Select Customer Access Settings.
You should now be on the general setting page.
Click on Create Account Settings.
Use the links below each data field to change requirements.
Credit Card Information:*
Checking the box to “Allow customer to submit a credit card with registration” allows your customers to enter their CC information when creating their accounts.
Checking the box to “Require a valid credit card with registration” would require any new customer to enter a credit card number before they are allowed to proceed to the class registration page.
Checking the “Default to allow recurring billing” would automatically set new cards into recurring billing, forcing the new customer to change the selection to not be on recurring billing.**
*This section will not appear on the screen if you are not set up to process credit cards in Akada. If you feel like you are set up and do not see it, double-check the settings on your credit card setup screen.
**While some studios prefer this selection, we do not recommend it as some customers may miss the option and have their credit card charged without their knowledge.
Student Information:
Tip: We recommend making the students' cell phone and email fields optional because most, especially younger students, will not have that.
Registration:
If your studio does not allow online registration, you can turn that function off by unchecking the box. This hides that option in the parent login screens.