You can easily make the following changes in the Customer and Instructor Portal.
Instructor Portal: Change the default page
Customer Portal:
Change the default page
Add payment messages to the Home page and/or the Payment window
Hide the Enroll button, Payment section, and/or Future Invoices
To make any of these changes, head to the My Company page and click on Portals on the left menu.
Instructor Portal
Set your default page for your Instructors to one of the following options:
Classes - Classes page (same view as Admin Class view)
Content - View and add Content for Classes
Activities - Activities page
Check-In/Out - Check-In and Check-Out Activity
None
The default page will be the first page the instructors will see when they log into the Instructor Portal (app.enrollsy.com/instructors).
Customer Portal
Default Page
Set your default page for your Customers to one of the following options:
Payments (Home) - Payments page
Transaction History - Account Balance
Activities - Activities page
Account - Contact information
Content - Class Content
None
The default page will be the first page the instructors will see when they log into the Customer Portal (link is on the My Company page under Links.
Payments (Home) Page Message
If you want to add a message about payments, such as:
We charge a convenience fee of 2% for all credit card payments. You can pay by ACH (bank account) to avoid this fee. This is a FREE option. You only need your bank routing number and account number.
"Make a Payment" Message
You can create another customized message after the Customer chooses "Pay Balance," such as:
Account Balances in green mean you have a CREDIT and red means you have a BALANCE. You can pay the balance due or another amount of your choice.
Hide Sections
You also can hide the following in the Customer Portal by selecting the box beside the option:
Hide the Enroll button - Enable this option to hide this button if you don't want customers to enroll when they want to.
Hide Payments section - Enable this option to hide the payments section if you don't want customers to NOT be able to make payments through the customer portal.
Hide Future Invoices - Enable this option if you don't want the customer's future invoices to be viewable in the customer portal.