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Customer Portal Linking - How to Embed Customer Portal Pages


Integrated Customer Portal URLs With Dynamic Pages: 


To locate the desired URL from the customer portal to filter classes by class filers, camp types, events, parties, and more. You will need to access your customer portal via your Office Portal (Admin account) Once logged in go to the account profile image in the top right corner. 


Select the Customer Portal to go to the default portal page. You can find your desired portal pages to integrate within the website pages. 

You can access your customer portal by going to https://app.iclasspro.com/portal/accountnamehere. 


Classes
:

From the Booking Page > Go to Find a  Class - from here you can use the Class filters (Found in the office portal >  Settings> Customer Portal > Other Settings > Class Filters
(see:
How Do I Configure Class Registration and Filter Settings? (Other Settings) as needed.) 


Example: if you would like to direct embedding to results by Age, Gender, Program (Class Type) Days, Level, Instructor, and Opening if enabled see filter settings Knowledgebase article > copy the URL from the web browser. Example:
https://app.iclasspro.com/portal/accountnamehere/classes?levels=117 


Links from the other Customer Portals will work as well such as News & Announcements, Pro Shop & Punch Passes, Create New Account, Login, Parties, Appointments, and Camp Types. 


We will start the initial collection setup using the new site buttons and redirect linking done during the editing phase of the new site personalized stages.  Customer Portals pages can be added or edited at any time after launch using the steps below: 


Once you are ready to embed the dynamic contact into the website, you must log in to your Website Editor account: LOGIN URL HERE.  


From the editor menu on the left, go to the Content folder icon > Click on the Collections > Go to the Customer Portal  (and/or Location Name) tab to open the integration grid area.


Item: URL: website page slug results. 

 Important Update August 26th 2024: Customer Portal URL Change Completed. We recently made changes to the iClassPro Customer Portal URL as part of our ongoing commitment to enhancing the user experience. This morning, we completed the update to the Customer Portal URL.

New URL: https://portal.iclasspro.com/[account_name]To ensure a seamless experience for your customers, traffic from the existing URL will automatically be redirected to the new URL.

Release Notes: https://bit.ly/Customer-Portal-Migration

  1. To add a new Dynamic Page option to embed to your website click the + icon after the last row. 
  2. Enter the Item, URL, and Name. (Do not change the collections grids headers names or settings) 
  3. You can easily edit the information in the fields under the headers as needed to update these settings on demand once republished, 
  4. Copy and paste the portal. URL in the URL field. Do not edit.
  5. Enter the Name field of the Business Name as the other previously added rows in this area. You copy and paste as needed.
  6. Click the Save > Blue Checkmark in the top menu bar 
  1. Refresh webpage 
  2. Now go to the button, image or link you want to add the embedded Customer Portal URL page to using the Page navigation functionality from the main top menu bar > Go to the button/linking content > right click > Select Dynamic Page 
  3. Select the Item from the grid to add an integrated embedded customer portal page here 
  4. Click the X in the top right corner to save the page embedding links.

When the edits are completed click Republish in the top right corner of the top menu bar. These changes to your site will be updated as soon as the information is saved. 



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