Resource

How to Use and Create a Class with Class Builder.

Create a class for Clients

  1. Go to More  and Advance Builder.

  2. Click on Class Builder.

  3. Click on Add Class.

  4. Fill out the information about your class.
  5. Select Update to create your class and save your work. 

  6. Go to your Application Builder and select Profile Builder.



  7. Select the Client Profile you'd like to add your class available and click the Pencil Icon. 
    Screen Shot 2023-10-05 at 3.42.31 PM
  8. Create a Field. IMPORTANT: For Field Type select Preset Section
    Screen Shot 2023-10-05 at 3.44.07 PM
  9. Click Update and it will appear in the profile of clients of that type.
    Screen Shot 2023-10-05 at 3.50.03 PM
  10. Check your work by viewing a profile.
    1. Classes should now be added.