Resource

How to Use and Create a Class with Class Builder.

Create a class for Clients

  1. Go to Builder.
  2. Click Add Class
  3. Fill out the information about your class.
  4. Select Update to create your class and save your work. 
  5. Go to your Application Builder and select Profile Builder.
  6. Select the Client Profile you'd like to add your class available and click the Pencil Icon. 
  7. Create a Field. IMPORTANT: For Field Type select Preset Section
  8. Click Update and it will appear in the profile of clients of that type.
  9. Check your work by viewing a profile.
    1. Classes should now be added. 

Follow the steps in images below.

Step 1. 

Screen Shot 2023-10-05 at 3.21.12 PM

Step 2.

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Step 5. 

Screen Shot 2023-10-05 at 3.40.00 PM

Step 6. 

Screen Shot 2023-10-05 at 3.42.31 PM

Step 7. 

Screen Shot 2023-10-05 at 3.44.07 PM

Step 9. 

Screen Shot 2023-10-05 at 3.50.03 PM