Akada gives your studio control over what existing accounts can and can not do within their parent account. The Existing Account Settings screen allows you to control what information customers have access to and what they can do with it. Ultimately, the parent portal allows your customers to view and update contact and credit card information, view charges and make online payments, view current class enrollments, and request future classes. However, Akada allows the studio to limit or completely take away any of those features.
Key:
Green – Data fields in green mean that your customer has the ability to see and edit that piece of information.
Yellow – Indicates that your customer can see that piece of data but can not edit it. Account Name is an excellent example of a field you may not want your customers to be able to edit.
Red – Customer can not see that these fields exist.
In the example screenshot given above, the parent would be able to see but not edit their name. They can edit their address, phone, email, and source (how they heard about you). They could not see their billing frequency (payment plan). We do recommend not allowing parents to be able to edit their Account Name.
To change Data Fields status:
From the Akada home screen, click on the main menu in the top left corner of the screen.
Select Admin.
Select Settings.
Select Customer Access Settings.
You are now on the general settings screen.
At the top of the screen, click on Existing Account Settings.
Click either the view/cannot view or can edit/cannot edit buttons.
Credit Card Information:*
This is where your customers can save and update their credit card information. Additionally, here is where the studio can require a credit card to be saved on file for registration. Lastly, you can determine whether or not the parent can change their own billing frequency status.
*If you are not set up to process credit cards in Akada, this section will not appear on the screen. If you feel like you are set up and do not see it, double-check the settings on your credit card setup screen.
Additional Options: These additional options above allow you to limit certain functions within the parent portal without completely taking them away. Want to let your parent see their current classes but not register online? Easy, deselect the box for online registration.
Transactions and Online Payments:
Based on customer feedback, we have added a few more options for online payments through the parent portal. As always, parents have the ability to choose specific charges to pay through the online system. However, if your studio would like payments to go towards the oldest payments first automatically, you can now do that.
In the example above online payments would go to the oldest charges first, and the parent would be able to pay less than their total balance. You may also force them to pay the entire balance due by clicking that button.