Reports: Fee Summary Report
Additional location selections have been added to the Fee Summary report. This enhancement provides multi-location businesses with additional options to align the report to their reporting needs.
The location drop-down list now includes the following:
Staff Portal: Staff Members Can Add and Manage Resources
Now you can allow staff members, you have identified, to be able to manage resources for classes directly in their Staff Portal. Select a staff member and go to the Portal Settings (tab) and set Allow staff person to manage resources to Yes.
Refer to Resources in Jackrabbit - Family, Student, Class, and Staff for more details.
Post Tuition Fees: Advanced Detection
Duplicate detection for Post Tuition Fees has been enhanced to detect both duplicate tuition fees and tuition fees set to post for a student who dropped a class in the same billing cycle. This is designed to save you time and effort when you go to post your tuition fees.
Refer to Advanced Detection in Post Tuition Fees for more details.
Students Menu: All Students (New Menu Item)
You can see all your student data easier than ever before! View enrollments, absences, skills, and so much more! Sort, filter, and perform mass actions in the grid. Refer to Work with All Students - View, Search, and Mass Actions for more details.
With this new enhancement, there is no longer a need for Students (menu) > Search or Students (menu) > List All Students, so they have been removed from the menu to simplify the list.
Families Menu: Families > Search Removed
All your family data is in one place in the Families (menu) > All Families. There is no longer a need for Families (menu) > Search, so we have removed it from the menu to simplify the list.
Web Registration Forms: Collapse/Expand Added to Policies & Agreements
Less scrolling during online registration for classes and events! The Required Policies and Agreements sections in both the Web Registration and Online Events Registration forms have been updated to a collapse/expand format. The user just clicks + to expand the policy to review.
This takes up less space on the form and means less time scrolling through the Policy Agreements
Parent Portal: Added Settings for Absences & Makeups
New controls have been added to the Parent Portal Absence & Makeup Settings to allow you to select the following:
Refer to Parent Portal Absence & Makeup Settings for more information.
Online Web Registration Form: Class Instructions Updated
Now you can enhance Class Instructions information in your Online Web Registration Form with the use of color fonts, rich text formatting, and styling (HTML supported).
Refer to Online Web Registration Settings - General Settings for more details.
Payment (row menu list and button) updated
For Class Edition Only: To help provide clarity when you want to post a credit to an account, the row menu selection, in the All Families page, Accept Payment has been updated to Accept Payment/Post Credit.
For Class and Care Editions: On a Family record, the Payment button has been updated to Payment/Credit. When selected, a Payment Transaction Entry page opens in a separate window so you can post a credit to the account.
Time Clock Menu Updated
Your process payroll workflow just got a little easier. The 1st step for processing payroll, Incomplete Time Entries, has been moved and is now located at the top of the menu. Staff Portal > Time Clock > Incomplete Time Entries.
See the updated Time Clock menu
User login status more intuitive
A new button was added for you to set a User to a revoked status. This button is for staff members who no longer need access to Jackrabbit. Go to Tools> Manage Users and Permissions. Click on the User ID to see the User Details and the Revoke User ID button.
Allow parents to schedule absences & makeups in Parent Portal
Save those admin hours with the option to allow parents to submit absences and schedule makeups right from the Parent Portal. Go to Tools> Edit Email Templates, select 136 or 137 to send informative emails to your families so that they know how to do this!
NEW Mass drop classes
Jackrabbit users can now drop all classes for a student or family at one time from the student and family records.
Class Skills Worksheet: Display additional information
Class Skills Worksheets now have the option to display roll notes, allergies, and special needs.
Revenue Reconciliation Report: Add search criteria
Location and Payment Method search criteria options added to Revenue Reconciliation Reports.
Credits: Search and mass apply
With a new option under the Transactions menu, Find Unapplied Credits, you can now search and apply outstanding credits to multiple family accounts at one time.
Absences: Add multiple for student or family
Quickly submit absences for a period of time from the student or family record.
Staff Portal: Display Virtual Classes and Resources
Virtual Classes and Class Resources are now viewable in the Staff Portal.
Note: All Resources that were previously shared to the Parent Portal will automatically be shown in the Staff Portal. New Resources added from this point forward should be shared to the Staff Portal as needed.
Classes Search: Resources criteria added
The Classes Search now includes search criteria for Resources to help quickly find classes that have resources added.
Skills: Display options for Staff Portal
Select which skills show in the Staff Portal based on whether they are class-assigned skills or student-assigned skills.
NEW Gender Customization
You now have the ability to edit your drop-down lists for gender to include more inclusive options in addition to male and female.
Sent Emails report: Add Contact Us correspondence
The Sent Emails report will now show correspondence sent by your customers to your organization through the Parent Portal's Contact Us form. This report is not retroactive and will only show correspondence from the parent portal going forward.
Classes Search: Virtual Class fields added
The Classes Search now has the option to search for classes that do or do not have a Virtual Class link added.
Post Late Fees/Misc Fees: Duplicate detection optional
When using Post Late Fees/Misc Fees, you can now decide when you want to use duplicate detection.
Mobile Inventor: Reload Punch Cards
Parents can now reload and purchase punch cards from the Mobile Inventor app for your organization. Purchases of punch cards will be recorded on the family's account in your Jackrabbit application.
NEW Virtual Class Links
Take your classes online with the new option on the class record to add video links to the class record. Parents will able to access the video in the Parent Portal if they have an active student enrolled in the class or scheduled for a makeup.
NEW Email Templates
To help you communicate with families during unexpected closures, there are new email templates available for use.
SpotTV: NEW Integration
Jackrabbit now partners with SpotTV for video streaming integration through the Parent Portal.
Email Student Schedules: Contact and Student name added
Contact and student names now show at the top of the page when sending student schedules to a family from the Family page.
Edit All Classes: Duration Search Criteria Added
In Edit All Classes, you can now search for classes by Class Duration.
Staff Portal: Enter future absences
Staff who use the Staff Portal to take attendance can now enter future absences for students.
Post Late Fees/Misc Fees: add tax option
A checkbox for Tax was added to Post Late Fees/Misc Fees in the Transactions Detail section.
Paid Fees Report: Multi-select Session option added
The Paid Fees Report now allows you to select more than one session at time when running the report.
Web Registration Form : T-shirt size added
The T-shirt size drop-down is now available on the Web Registration form. The field defaults to optional, however, you can change the field to be hidden or required on your form. To do so, go to Tools > Online Web Registration > Field Options/Labels.
Student Detail Report: Print button added
A print button was added to the Student Detail Report for easy printing.
New Sent Emails Report
The Sent Emails Report allows you to search for emails that have been sent by users in your database. You can preview the email sent and check on the status per recipient.
QuickBooks Online Authentication
In order to keep up with the the authentication supported by QuickBooks Online, we have updated our integration to the newer authentication system. You will need to reconnect your QuickBooks online account to Jackrabbit.
New Student Detail Report
There's a new Student Detail Report, which is a great tool to find information about students in one place. The report results includes important student information such as:
New Notes Tab
A new Notes tab is available on Family, Student, Class, and Staff records for keeping internal notes. Each note shows:
Notes are NOT viewable in the Parent Portal.
Billing Portal: Automatic Login for Billing Contact
Billing contacts can automatically login to the Billing Portal when clicking the link from the My Account page in Jackrabbit.
Billing contacts will also see a new option under the Tools menu, Pay My Bill/Update Account, for quick access to the Billing Portal.
Discounting & Prorating: New Class Setting
Each class record has a new check box that allows you to exclude the class from multi-class discounts or the total hours count when checked. The new setting is only available when using the new Post Tuition Fees.
Email Student Schedules: Display First Class
When using Email Student Schedules, the first class will display for each student enrolled. The date shown is the first class the student can attend based on when the student enrolls and when the class meets. See Display First Class in Email Student Schedules
Parent Portal: Display First Class
The Parent Portal displays the first class for each student enrolled. The date shown is the first class the student can attend based on when the student enrolls and when the class meets. See Display First Class in Parent Portal
New Revenue Reconciliation Reports
With the new Revenue Reconciliation Reports, you now have the option to track revenue by Class Location. When tracking revenue by Class Location, you can report how much revenue is generated at each location, regardless of the family's location. This is most helpful when you have multiple locations. See Revenue Reconciliation Reports
New Tuition Not Posted Report
There's a new Tuition Not Posted Report which searches by date range for any class enrollment that doesn't have a corresponding tuition fee posted, as identified by the student and class assigned to the tuition fee. See Tuition Not Posted Report
Process Class Registrations Report: Several Improvements
The Process Class Registrations Report has been improved with the following:
Dashboard: Added Class Registrations Settings
You can now control which records show on your dashboard to help you keep your dashboard clean. See Class Registrations Dashboard settings
New ePayments Wizard
For those who haven't set up their database to accept ePayments, there's a new wizard to make it easier by walking you through the process. See ePayments Wizard
Email Listing: Added Email
Email Listing now has the ability to email from the search result list. See Email Listing
Aged Accounts Details: Added search option
Aged Accounts Details has a new search criteria called Do you want to show all families or only those with unpaid fees? This gives you the option to pick either Show all families or Only show families with unpaid fees. Showing all families includes families with credit balances and zero balances, even when there are no unpaid fees. This change will help when reconciling to the Family Balance Summary report.
New Process Registrations Report
There's a new Process Registrations report which allows office staff to review pertinent information for online registrations, class enrollments from the Parent Portal, and waitlist additions! There are two ways to get to the report: Dashboard and Reports menu See how to find the report
Add Classes: Billing Method & Billing Cycle Required
When adding classes, Billing Method and Billing Cycle are now required. These fields are very important when posting discounted and prorated tuition. Therefore ensuring classes are set-up correctly will help when it's time to post tuition. Haven't started discounting and prorating tuition yet? Click here for more information
Student Photos - Added in Parent Portal
Parent Portal now shows student photos and allows the parent to upload their own photo! Additional benefits are: the photo also shows in the Clock and adding photos in Jackrabbit Care was improved to be more user friendly. See Parent Portal Edit Photo
New Tax ID
A new Tax ID field has been added! This allows you to enter your tax ID number so it can appear on receipts, statements and parent portal transaction lists. You also have the ability to name the field yourself. To see this, go to Edit Settings>Tools>Org Defaults. See Tax Id Fields
Discounting & Prorating Tuition - New Settings
Tuition Fee Settings has two new settings so you can choose how to calculate tuition from web registration, quick registration, enroll button/links, and parent portal:
Families Search - Added Email
Families Search can now send emails! To do so, select the individual families or use the Email All checkbox at the top of the column. Then click the Email button. See Families Search Email
Aged Accounts Details: Several Improvements
Aged Accounts Details has been improved with the following:
Class Skills/Levels Report: Several Improvements to the Worksheet Display
Class Skill/Levels Report Worksheet display has new options!
Transaction Search - Added Mass Edit
Search Transactions can now edit multiple transactions at once! To do so, run the transaction search and individually select the transactions you want to edit or use the Edit All checkbox at the top of the column. You'll then see a blue message box with an edit icon on the right. Click this edit icon to change the transactions. See Transactions Mass Edit
Online Web Registration - Added Show/Hide Class Information
Online Web Registration Settings now have the ability to hide class information on the registration form, including instructor nickname, openings and start/end dates. To do so, go to Tools>Online Web Registration>Settings and look for the new Show/Hide Class Information on the Registration form section. See Show/Hide Class Information
Express Payroll Improvements
Several improvements have been made for Express Payroll clients:
Staff ID will be automatically populated when a staff person is created
Export to Payroll has 2 new options:
Post Tuition Fees - Added Category 1,2,3 as a Class Filters when post by Class Fee
Post Tuition Fees, when posting by class fee, now has Category 1,2,3 as a class filters. This allows you to target your families easier and ensure you are posting fees to the right people. See PTF Cat 1,2,3
Staff Portal - Added Email Reply Option
When a staff person is allowed to send emails from the staff portal, there's a new option to have the email replies be sent to the staff person's email, instead of the organization email. This setting is found either in Staff Portal>Settings>Edit All Staff Portal Settings or in each person's Staff Record>Portal Settings tab. See Setting
If you haven't started using the staff portal, use the Staff Portal Guided Set Up to get it up and running.
List All/Active Classes - Improved Tuesday & Thursday Filters
Filtering classes by Tuesday and Thursday is now easier! Simply use Tu to search for Tuesday classes and Th for Thursday classes. Blog with more information
Paid Fees : Added Fee Date Search Criteria
Paid Fees now has Fee Date From/Through as a search criteria! This will helps schools using accrual accounting, to make adjustements for:
Class Skills/Levels Report - New Progress Report Option
Class Skills/Levels Report has a new progress report option! This report includes:
To see the progress report in your database, go to the Class Skills/Level Report and in the Display Settings Section, select I would like a skills progress report. See Skills Progress Report Setting
Student Attendance Report - Added Setting
Student Attendance Report has a new display setting option to Ignore class start and end dates. This is helpful to those who run perpetual classes, meaning their classes don't have end dates and the same classes are used indefinitely. This allows more attendance history to be displayed. See New Setting, Blog with more information
Email Families: Search Criteria Change
Email Families now has the Enrollment Status search criteria grouped together and moved to the top. Also, if you select search criteria which doesn't work together, Jackrabbit recognizes this and will notify you with an on-screen alert. See Email Families Changes
NEW Fee Summary Report
A new Fee Summary Report was created to help you easily see what has been paid and what is still owed. Highlights about the new report:
New Makeup Expiration Date
New makeup expiration date option is now available to you! Go to Tools>Edit Settings and in the Student Settings section, you'll see the following options:
*No expiration date - they can makeup the missed class at any time
*Based on a time limit - # days, weeks, months
*Until the last day of the session
Family ePayment Listing: Add email from grid
Family ePayment Listing now gives you the ability to send an email from the results page, to make contacting families easier.
Parent Portal - Fixed Fee Messaging for Enrollments
Families with fixed fees will now see messaging in the parent portal when enrolling. This lets them know they have a fixed fee and no fees will be posted at the time of enrollment. It also tells parents the fixed fee amount is subject to change due to the new enrollment and will be reviewed by your organization. See Messaging Example
Your organization will receive an email letting you know a family/student with an active fixed fee has enrolled into more classes. This is your notification to review the fixed fee for possible changes.
Attendance Improvements in Staff & Parent Portal
Staff Portal has been improved to make it a cleaner and easier experience.
*Replaced icons with words See Example
*Added Attendance button to shows the student's attendance history. This makes it easier to identify any attendance issues. See Example
Parent Portal now has the option to show attendance issues. If you'd like parents to see this information, go to Tools>Parent Portal>Setting to turn it on. See Example
Skills Email - Added Notes, Date & Direct Links
The skills email sent to parents now includes the skill note, along with the date the note was updated. We've also added a direct link to the Parent Portal and links to view the skill or watch the skill video. See Skill Email Example
New Family Discount Rule
Tuition Discount Rule can now be at the family level. This makes tuition discount rules even more powerful by over-riding the rules associated with the student's classes and forcing Jackrabbit to use the family assigned rule insted. See Family Rule Example
New Custom Billing Cycle
New Custom Billing Cycles are now available in Tuition Billing Settings! You can now easily create a custom billing cycle starting from the date of your choice and running anywhere between 1 to 52 weeks. To add a custom billing cycle, click Tools>Edit Settings>Tuition Settings. Then click on Manage Tuition Billing Settings.
Visit our Help Center for more information
See Tuition Billing Settings Example
Post Tuition Fees - Billing Cycle Format Change
Post Tuition Fees' Billing Cycle start date is now a drop-down list. See Billing Cycle Start Date Example
Student Attendance Report - New Summary Option
Student Attendance Report now has a summary option, which will show one row per student. See Student Attendance Report
Staff Portal - New Skill Started Icon
Staff Portal has a new icon to represent the Skill Started status. See Skill Started Icon
Parent Portal - Added Add/Update Credit Card Address
The Parent Portal now allows parents to add and update their credit card billing address.
Skills Email - More Visually Appealing
The Skills email sent to parents is now more visually appealing and mobile responsive. See Skill Email Example
Discounting & Prorating - Added to Parent Portal, Quick Registration, Class & Student Enroll Buttons
Automatic discounting & prorating has been added to several places!
*Parent Portal - Parents will see an accurate tuition amount in their cart to see the exactly amount of tuition. Parents can also click on the transaction after it's posted to see the calculation details. See Parent Portal Cart
*Quick Registration - Jackrabbit calculates the discounted and prorated tuition in the Post Enrollment Fees page so your front desk doesn't have to! See Quick Registration Post Enrollment Fees
*Class Detail's Enroll button - Similar to Quick Registration, the Post Enrollment Fees page calculates the discounted and prorated tuition.
*Student Detail's Enroll button - Similar to Quick Registration, the Post Enrollment Fees page calculates the discounted and prorated tuition.
Staff Portal - New Attendance Options
Staff Portal has additional attendance options! These are Late, Left Early, and Observing. This allows staff to correctly represent the student's presence in a class. To try it in the staff portal, click the Present button's down arrow See New Options in Staff Portal
The Student Attendance Report was also updated with new columns for % Late, Left Early, and Observing. This will allow you to quickly and easily identify problems. See Student Attendance Report New Columns
Student Attendance Report: Misc Improvements
Student Attendance Report has a few improvements:
*New Absence/Attendance button on the student page. This button opens the Student Attendance ReportSee Absence/Attendance button example in a student page
*Button also added to the class page
*Instructor list now separates active and inactive instructors. Active instructors sort to the top
Parent Portal: Fees for Waitlisted Classes Not Shown
Parent Portal will no longer show the class tuition fee when a student is waitlisted into a class.
Student Attendance Report: Added Class Status
Student Attendance Report now has Class Status as a search criteria See Class Status
Class Rolls: Added Parent Last Name
Class Rolls will now show the parent last name. Also, if you track attendance, the Absences/Makeups section will no longer show.
Parent Portal - Added Staff Nickname
There's a new Parent Portal Setting for Show Instructor Nickname. When set to Yes, a new field appears in the Staff page called Public Nickname. When a nickname is entered, the Parent Portal shows the nickname instead of the instructor's first and last name. See Parent Portal Setting, See Staff Page, See Parent Portal
Calendars - Font changed for dark backgrounds
The calendars (weekly calendar, day view, room view) now use a bold white font when the class's background color is dark. This makes it easier to read. See Calendar Example
Family Address Listing: Added Email Option
You can now email directly from the Family Address Listing report. Simply check the families to include and click the Email button at the top left of the page.
New Term Legacy Skills
A new term has been added to Jackrabbit for Legacy Skills. This is to differentiate between the skills shown at the top of the student's Skills tab and the skills shown at the bottom of the page. See Students Skills Tab. The Skills label on the Class Rolls search criteria page was also updated to Legacy Skills. See Class Rolls Search Criteria
Staff Portal: Added Grade Level
Staff Portal now shows students' grade level inside the More button. The layout of the information was also updated to make it easier to read. More button with Grade Level & New Layout
New Discounting & Prorating Wizard
A wizard for discounting and prorating tuition is now available to guide you through the set-up! We also updated the tuition settings page to a simplified look. To see the wizard and the new settings page, go to Tools>Edit Settings and click on Tuition Settings. See Wizard , See Tuition Settings
Email Listing Report: Added Column Search Filters
Email Listing now has a search filter in each column to find what you need faster. See Email Listing
Family Balance Summary & Contact Listing: Added Email Option
You can now email directly from the Family Balance Summary and Contact listing reports. Simply check the families to include and click the Email button at the top left of the page. See Email Option Example
New Student Attendance Report
New Student Attendance Report is now available! This report gives visibility to the following for each student:
*Number of classes for the date rangeTo see the new report, click on the Report option in the top menu and then click New Reports. Find the report, See search criteria, See report
*Number of absences
*Number of attendances
*Percentage of attendance
*Ability to email directly from the report
Weekly View/Schedule: Name Change to Weekly Calendar
The Weekly View, Weekly Schedule and Monthly Schedule names have changed to Weekly Calendar or Monthly Calendar. See Name Changes
Edit Settings>Drop-down Lists: Renamed Hide & Private
Edit Setting's Drop-down List pages were changed to improve the Hide and Private names, so they are more meaningful to you. The new names are Hide from customers and Hide from users. See New Names
Staff Portal: Change to Class Name for Private Classes
Staff Portal's Manage Classes list now shows the student name, instead of the class name, when the class max size is 1 and enrollment is also 1.
Parent Portal: Cart Improvements
Parent Portal's Cart is updated to improve the parent experience when enrolling
*If you don't post tuition fees in the parent portal, parents will not see the cart. Instead they'll see a confirmation of enrollment.See example
*If you do post tuition fees in the parent portal, parents will see the cart. The language and workflow was made more intuitive to guide them to the next step
Who's Scheduled to Be Here: Multiple Changes
Who's Schedule to Be Here report has improved with the following:
*Category1 is multi-selectSee New Options
*Instructor added as a search criteria
*Show Student/Barcode ID added as a display setting
*Columns added for Category1 and Student/Barcode ID
Reports Menu: Added Report Categories, Removed Individual Reports
The Report menu no longer shows a long list of individual reports. Instead, it shows report categories, for example Families/Students, Classes/Enrollment, etc. See Report Menu
If you don't know the category the report you're looking for belongs to, click on Find Reports in the Report menu and use the Keyword Search field.
You can save any report as a Favorite for quick access. Saving a report as a favorite
Time Report: Added Salaried Search Criteria
Time Report has a new search option for Salaried. This includes a drop-down option for Yes, No and No Value. No Value makes it easy to find staff who's Salaried field is blank because it hasn't been set. See Time Report's Salaried Search Criteria
Problem Accounts: Added Search Criteria to Several Pages
Several pages have a new search criteria for Include Problem Accounts, with a Yes/No drop-down list. Each page is listed below with it's default setting value:
*Email/Text Families - default is Yes
*Email Listing Report - default is Yes
*Lead File's Mass Archive - default is No
*Lead File's Email Leads - default is Yes
*See Lead File's Mass Archive Example
Parent Portal: New Events Calendar Icon
Parent Portal's Find Events page has a new View Calendar icon so parents can see events in the old calendar format. Once a parent selects an event in the calendar, it takes them back to the portal, where they click Add to Cart.
See Find Event's View Calenard Icon
See Event Calendar
Parent Portal: Added Class Start Date Options
The Parent Portal's Find Classes page has a new class Start Date sort and filter option. See Start Date Sort & Filter
The Parent Portal Settings page in your database has a new setting for Show Class Start Date. Your database is set to Yes so there's no change for parents. If you change this to No, then all start dates in the parent portal will be hidden. This also hides the new Start Date sort and filter mentioned above. See Show Class Start Date Setting
Calendars: Added Class Count
The class calendars now have class count above the calendar to show how many classes exist. This appears in the Weekly View, Room View and Day View. Where are the calendars? Go to your Dashboard and look for the Calendar button towards the top center of your screen.
Where's the Calendar?
See Weekly View Class Count
Family Search: Added Total Cards on File column
In Family Search, when Show ePayment Fields is set to Yes, a new Total Cards on File column will display in the report results. This gives you more visibility to how many credit cards each family has saved on file. See Total Cards on File column
Parent Portal: Added More Event Filters
Parent Portal's Find Events has new filters for Event Type and Days of the Week. See Parent Portal Event Filters
Parent Portal: Added Session and Class Start Date
Parent Portal's Find Classes page now has the Session and Class Start Date displayed in the class list. See Find Classes
Parent Portal: Added Print Transactions
Parent Portal can now print transactions from the Transaction History page. We are working on adding the ability to print from more pages and these will be announced when they are completed. See Parent Portal Print Transactions
New Mobile Responsive Parent Portal is Live
We are excited to tell you the new mobile responsive Parent Portal is live! The new portal has a modern look and adjusts to a mobile-friendly view when using a smartphone or tablet. This makes it easier for your customers to register, make payments and view schedules online.
1.Use email template #108.2 to tell parents the new Parent Portal is now live. Replace the yellow highlighted text with the following link to the parent portal: https://app.jackrabbitclass.com/jr3.0/ParentPortal/Login?orgID=xxxxxx. Make sure to replace the XXXXXX with your Org ID (found under Tools > My Account). See template 108.2
2. Verify your Parent Portal Settings for Communication are correct
3. Watch this video so you can see the new portal in action New Parent Portal Video
*Website links to the parent portal don't need changed. The old URL automatically redirects to the new URL.
*Mobile Inventor has been updated to work with the new version so there's nothing for you to change.
*Printing from the parent portal is being developed and will be announced when it's finished
*The old parent portal version is no longer accessible.
New Parent Portal Coming 4/10/2018
We are excited to tell you the Parent Portal is being updated on April 10th! We wanted to share the news with you so you can notify your families in advance.
The new portal has a modern look and adjusts to a mobile-friendly view when using a smartphone or tablet. This makes it easier for your customers to register, make payments and view schedules online.
We have created two new email templates and a new portal video to send to your families. This is the recommended procedure:
*Use email template #108.1 to tell parents the new Parent Portal is coming April 10th.There's nothing more either you or your families need to do. When the new portal goes live on April 10th, families will log in as they always have and they'll have a nice new portal experience!
*Watch this video so you can see the new portal in action New Parent Portal Video
*Verify your Parent Portal Settings for Communication are correct
*Use email template #108.2 on April 10th to remind parents the new Parent Portal is live. The new portal video is included in this template
Student Enroll Update
The Student Enroll page is updated with the following:
*The filters above the grid are changed to column searches. Each of these columns has a drop-down list of options to help you pick the right option.See Student Enroll
*Location added as a new column
*Date was split into two columns
*Time was split into two columns
*Row numbers added
NEW Twilio Texting Service
Jackrabbit now offers Twilio as another option for sending text messages! Twilio's benefits:
*Send more texts daily by purchasing multiple texting numbers.Click Here for Twilio Setup Information
*Purchase numbers with your area code in the United States and Canada.
*Cheaper than Plivo for US and Canada ($1/mo for each phone number and $0.0075 per text message). Price varies for other countries. Twilio Pricing Information
NEW EMV Chip Card Terminals
Jackrabbit now supports EMV chip credit card terminals (swipers)! If you're interested Click here for more information
Updated Help Center
Jackrabbit's help center has a new look! Saved help center bookmarks need to be updated to open the new help center.
Here are a few highlights:
*Intuitive, easy to use search
*Easy to navigate
*Clean, modern design
*Fully mobile responsive
*See New Help Center
New User Roles
To communicate more effectively with you and other people at your company using Jackrabbit, we've added User Roles. When logging in, users are asked to pick the role(s) which best fit them. Roles has also been added to Manage Users & Permissions and Add/Edit Users. This doesn't change user permissions. See Login with User Roles Question
Online Web Registration Settings: Page Updates
Several changes made to the Online Web Registration Settings page:
*Reorder several fieldsSee Online Web Registration Settings
*Changed field Google Analytics Profile/Property ID to Google Tracking ID
*Changed the confirmation options to be easier to understand and use
NEW QuickBooks Online Integration
Jackrabbit now integrates quickly and easily with QuickBooks Online! To see it in action, watch this video
Who's Scheduled to be Here Report: New Options
The Who's Scheduled to be Here report has new options:
*Added display criteria for Show Skill/Level StartedSee new options, See report
*Added option to Sort By display criteria for Instructor, Class Start Time, Student
*Added column for Age to the report
*Added future enrolled students to the report
New Favorite Reports
You can now set your most frequently used reports as your Favorites! Favorite reports are easy to find by hovering over the Reports menu and clicking the new Favorite Reports option.
How do you set reports as a Favorite?
*Go to the Reports menu and click All ReportsFavorite reports are per user, meaning your favorites won't be set as anyone else's favorites. Favorite reports are different than the favorite search criteria you can save after you've opened a report.
*Hover over the report name you want as a favorite
*Click the gray heart to turn it red
*Reports with red hearts are favorites
*To un-favorite a report, click on the red heart to turn it gray
Future Transfer: Update to allow transferring into a class with a future drop date
Future transfers now allows transferring a student into full classes which have a future drop.
When searching for classes to transfer into, check the Show Full Classes checkbox in the Filter Classes section at the top of the page. After selecting the class, the first date the opening is available is shown.
See Search Class, See Transfer Student
New Class/Event Revenue Summary Report
There's a new report called Class/Event Revenue Summary! This report shows per class/event the number of enrolled students, the average revenue per student and the revenue total. This report is available in both a detail and summary format. Things to be aware of:
*A transaction needs to have a class/event selected in order to be included in the reportFind New Reports, Search Criteria, Report
*All fees are included, not only tuition fees
*Fixed Fees don't have a class/event selected, therefore these appear grouped together at the end of the report as "No Class/Event"
*When Enrollments (as of) is a date range, the enrollment number is the highest number of enrollments during the date range
*Find this report from the Reports menu by clicking on New Reports or Find Reports (Transactions/Financials>Recommended and Who Has Paid tabs)
Submit a Support Ticket Update
The Submit a Support Ticket page was updated to make it easier for you to tell us what you need help with!
*First pick either Jackrabbit feature or My account Submit a Support Ticket
*Then tell us more details (page is different depending on what you selected above) Jackrabbit Feature, My Account
Absences-Makeups Report: Various changes
The following changes were made to the Absences-Makeups Report:
*Category1 changed to multi-selectNote: This report is only available to clients tracking absences, clients tracking attendance don't have this report.
*Drop Date added to the report
*Makeup Room added to the report
*View Search Criteria
*View New Columns in the report
Enter Absences: Moved Absence Date
When entering absences inside the Jackrabbit application, the Absence Date was moved from each row in the student list to above the student list.
It will also give a warning when an absence date is possibly incorrect. For example, when the absence date isn't a day the class meets or the date is before the class start date.
Show/Hide Columns: Added to more pages
The ability to show and hide columns was added to the pages listed below. View Show/Hide Columns Example
*Students>Add Skills to Classes
*Classes>Sign In/Out Sheets
*Events>Sign In/Out Sheets
*List Active Staff
*List All Staff
*Manage Users & Permissions
*Search User Activity
Internet Explorer running on Windows Vista & earlier no longer supported
We've stopped supporting Internet Explorer (any version) running on Windows Vista or earlier. This means you will not be able to log in to Jackrabbit if you're using one of these.
If you aren't able to change or don't want to change your current device or Internet Explorer version, you can use Chrome or Firefox to access Jackrabbit. Below are the links:
Staff Portal Skills: Added Check All
In the Staff Portal, when a staff person clicks on the skill column header, a modal opens with a list of students. Checkboxes were added above the student list to act as check-all students. This will make it a lot faster to mark all students when needed. View Staff Portal Skills Check All Students
Staff Portal Settings: Added Setting to Update Skill/Level Date Attained
Skills/Levels has a new setting called "Update Skill/Level date attained when all Subskills are attained". When set to yes, the system automatically sets a Skill/Level with a date attained when the last Subskill becomes attained. This is defaulted to No for all databases. To change to Yes, go to the Students menu and click Skills/Levels. View New Skills/Levels Setting
Staff Portal's My Schedule: Added Events and Filters
The Staff Portal's My Schedule tab now shows Events! There are two tabs, one for Classes and one for Events. The Classes tab has a new Session filter and the Events tab has a filter for event timing. View Class Example, View Event Example
Class Summary Tab: Auto-update Enrollment Numbers
The Class Summary tab enrollment numbers section will automatically refresh/update when any of the following are done:
*Edit Max Size & save changes
*Edit Future Drop Date & save changes
*Waitlist>Add and Delete Student
Transfer Student; Added Future Transfers
Transfer Student now allows you to schedule future transfers! There are new fields to enter the current class's Drop Date and the new class's Enroll Date. When the drop date arrives, the system will automatically drop the student from the current class and enroll the student in the new class. A few format improvements were also made to make it easier to use. View Transfer Student
Statements: Added Text Formatting
Statement's header and footer now have text formatting options. These are located in Edit Settings>Statements, Statements Email and Statements Print. Simply click the pencil icon to open the text formatter. View Header Text Formatter Example
Staff Portal: Updated Date & Time Entry
Staff Portal's date and time pickers were updated to allow manual entry, along with adding a calendar icon and time filed formatting as time savers. View Staff Portal Date & Time
Password Requirements Update
The next time you change your password or add a new person with a password, the requirements have changed. Passwords need to be 9 digits long, with at least 1 upper case letter, 1 lower case letter and 1 number. View Password Requirements
Weekly Calendar for Makeups: Changes Made
When scheduling makeups, the Weekly Calendar has been changed to hide classes not at the Family Location. If you'd like to see classes at all locations, click the Change Criteria button to select Locations.
Statements: Paid/Unpaid is Smarter
Statements Print and Email were made smarter when you're running statements for paid and unpaid transactions with a transaction date range. It now looks at the timing of payments in relation to the transaction date range entered, to determine which transactions are paid and unpaid.
Staff Portal My Time Card: Added Expand/Collapse
An Expand All button was added to quickly open all date's detailed information. This makes it easier and faster to see and enter time. View Expand All
Families Search: Added "(no value)" ePayment Schedule Option
Families Search - ePayment Schedule's drop-down list has a new option for "(no value)". This gives you a way to find families who don't have anything entered in their ePayment Schedule field. View ePayment Schedule's New Option
Staff Portal Settings: Added setting Include Skill/Level Notes
A new setting was added to the Staff Portal Settings page, called Include Skill/Level Notes. This is defaulted to "Yes" for all databases so it works as it always has. Change this setting to "No" if you don't want to include the skill/level notes in the Skill Activity Email. View New Setting
Staff Portal: Added buttons for easier navigation
The Staff Portal now has buttons to go between the Attendance and Skill/Level pages faster. A button was also for Email. View Staff Portal Buttons example
Transactions Search Page Update
Transactions Search was updated to make it easier to read by adding more space between fields, moving page notes into tool tips and removing colons. View Transactions Search
Email Student Schedules: Sort by Student Start Date, Day, Time
Email Student Schedules has a new setting to allow you to choose how the classes sort in the schedule. The setting is called Sort by, with these options:
*Class Day of the weekThe emailed schedule will sort the list of classes according to the setting. View Email Student Schedules
*Class Start Date
*Session in alphabetical order
*Session Start Date
*Student Start Date
New Column Display (Custom Reports) Feature
Search pages & Reports with "Favorites" and "Show/Hide Columns" now let you save your column display preferences with more flexibility. Here's an example to better describe the feature.
Step 1: Go to a page with Favorites and Show/Hide Columns (eg. Class Schedule) and select a Favorite. View step 1
Step 2: After the Favorite is loaded, click the Show/Hide Columns button
Step 3: Make necessary column changes and click the Apply & Save button
Step 4: Decide and select where to apply the changes, either to the default column layout, the favorite or both. This is the new feature View steps 2-4
Add/Edit Credit Card: Smarter for Cards Accepted
When adding or editing a credit card, Jackrabbit is now smarter to check what types of credit cards your database accepts and won't allow a card type which isn't accepted to be saved. To see and change the card types your database accepts, go to Tools>Credit Cards/Bank Account Settings. View Tools>Credit Card/Bank Account Settings
Report Subheadings Added to Several Revenue Reports
Several revenue reports have a new display setting for Subheading. This let's you enter text you want to see printed under the report title. Reports with subheadings: Deposit Slip, Paid Fees, Revenue Snapshot, Revenue Summary. View report subheading example
Instructor Schedules: Added Include Classes for
Instructor Schedules has a new setting called Include Classes for. This setting gives you control over which classes are shown in the report, based on the level of instructors: Only Primary Instructors classes or All Instructors classes. View Include Classes for
Edit Settings: Added Preferred Recital module name
Edit Settings has a new option called Preferred Recital module name. This allows you to rename the Recital module to something which better suits your needs, ie exhibition, show, etc. View Preferred Recital module name
Email Leads: Added Favorites
Email Leads now has Favorites, which allows you to save settings and use them again in the future. View Email Leads Favorites
Skills/Levels: New Skill/Level Category replaces Category1
A new setting on each Skill/Level has been added, called Skill/Level Category. This replaces Category1. To ensure you don't see any changes, we've copied Category1s assigned to your skills into the new Edit Drop-down List for Skill/Level Category and throughout your existing skills/levels. View Edit Drop-down Lists View student skill tab
Close Pay Period: 0 Time Entries Allowed
Pay periods without time entries can now be closed the same way as pay periods with time entries. View example
Aged Accounts Details: Added Show Fees with a Future Date option
Aged Accounts Details has a new checkbox filter named Show Fees with a Future Date. Unchecking this option will hide fees which aren't due yet, making it easier to see fees which are due today or past due. We also changed the existing filter named Apply Family by Location Grouping to a simpler name of Show Family Balance and Totals. View Aged Accounts Details New Option
Skills/Levels: Moved Auto Set Start Date Setting
The Skills/Levels setting for Auto Set Student Start Date was moved from Staff Portal Settings to the Students>Skills/Levels page View New Place for Skills/Levels Auto Set Start Date Setting
Class Lists: Added Makeups & Adjusted Openings
Adjusted Openings and Makeup columns were added to class list grids to give you more information for making enrollment decisions, in these places: transfer class, student enroll, class search and global class search. Also, the column for Master Class was renamed to Per Day in the transfer class search. View Transfer Class List Example
Preferred Costume Module Name: Added Uniform
You can now choose to change your database's costume module name to Uniform. To do this, go to Tools>Edit Settings and scroll down to the Costume/Apparel Module Settings section. View Preferred Costume Module Name
Enrollment Detail Report: Added Email Option
You can now email directly from the Enrollment Detail report. Simply check the families to include and click the Email button at the top left of the page.
Reports: Added Email Option
You can now email directly from more places! These reports have a new Email column for each family and an Email button at the top of the page. Simply check the families to include, click the Email button and then type/send the email.
*Absences-MakeupsView Email Option Example
*Who's Scheduled to be Here
Weekly Calendar: Added Date Sensitive Enrollment Counts
The Weekly View Calendar, along with daily view and room view, are improved to show accurate enrollment counts on every day. There's also a new option for Show Full Classes. When this is unchecked, all full classes are hidden to help find open classes for new enrollment.
To see the Weekly View Calendar, click on the Weekly View button under the Executive Dashboard page title. or go to Classes>Daily/Weekly Schedule. View Weekly View Example
Class Skills/Levels Report: Added Display Settings & Improved Spacing
The Class Skills/Levels Report has new Display Settings for: Include Makeups, Include Skills Without a Date Started and Show Location. The report was changed to remove excess white space, in order to save paper when it's printed. View New Display Settings, View Report Example
Skills/Levels Search: Multiple Enhancements
Several enhancements were made to the Skills/Levels Search:
*Added the following search criteria:
-Has No Date Attained checkbox*Added Date Tested to the search results
-Date Skill/Level Tested date range, with option for And Has No Date Attained
-Option for And Has Not Date Attained to both the Date Skill/Level Due and Date Skill/Level Started
Approve/Unapprove Time Email: Added Send Additional Emails To
Approve/Unapprove Time's email icon, has a new option for Send Additional Emails To. This is also available from the Staff Time Card tab, when clicking the email icon. View Approve/Unapprove Time Email
TutuTix offers Jackrabbit clients special promotion to try software
TutuTix provides full support for reserved seating or general admission, unlimited discount and access codes, and free printed tickets, all at no cost to the studio. To see more information,
The Recitals Listing also has a button to take you to the TutuTix promo website. Recitals Listing Button, TutuTix Website Example
Process Credit Cards/Bank Accounts Page Update
Process Credit Cards/Bank Accounts has been updated to make it easier to read by adding more space between fields, moving page notes into tool tips and removing colons. Also, the summary preview and the detail preview pages were combined into one page to eliminate a step. View New Combined Preview
Aged Fees Report: Changed Name & Added Links
Several changes were made to the Aged Fees report:
*Aged Fees renamed to Aged Accounts Details (Aged Fees)View New Report Names, View Aged Accounts Summary Links
*Aged Accounts renamed to Aged Accounts Summary
*The amounts shown in the days oustanding columns are now links
*The links open up a list of the outstanding fees
Process Credit Cards/Bank Accts: Added Search Criteria
Process Credit Cards/Bank Accounts has new search criteria to give you more control when searching for outstanding fees. View New Search Criteria
Drop History Report: Added Family
Drop History Report has a new column for Family. View Drop History Family Column
Receipts: Fee Receipt Update
The fee receipt was updated to the look the same as a non-ecommerce payment receipt. Also, if your database's "Show Itemized Receipts" setting is set to yes, the receipt will show all linked transactions, including refunds. View Fee Receipt Example
User Permissions: Added Staff Skills Tab
Added a user permission to control access to the Staff Skills tab.
Web Reg Settings: Added Confirmation Redirect URL
Web Registration Settings has a new option for Confirmation Redirect URL. This allows you to enter a URL which redirects the parent to your website after completing the web registration form. When entered, the parent will no longer see the Jackrabbit confirmation page. This allows you to add and track more Google Analytics on your website. View Web Reg Redirect to Website Option
Web Reg Form & Confirmation: Follow Date Formats
Web Registration Form and the email confirmations will now follow the date format setting for dd/mm/yy
Store Item Tax Report: Added Date Paid From/Through
Store Item Tax Report now has search criteria for Date Paid with From and Through dates. View Item Tax Date Paid
Statements Email & Print: Updated Account Summary for Refunds
Statements' Account Summary section has been updated to give more information, including refunds. View Statement with Refund Example
Drop Student: Added Completed Class Checkbox
Drop Student now has a Completed Class checkbox. This makes it faster to mark when a student completed the class before the class end date. View Drop Student
Emails: Upload Music Files
Upload music files can now be uploaded into emails in these formats: mp3, aac and wav.
Calendar Class Details Hover: New Format
The calendar's class details hover has a new look which makes it easier to read and understand. The change was made on all class calendar views: weekly, daily and room. View Calendar's Class Detail Hover
Aged Accts Reports: Added Email Option
You can now email directly from the Aged Accounts Report! The report has a new Email column for each family and an Email button at the top of the page. Simply check which families to include, click the Email button and then type/send the email. View Aged Accts Report Email Option
Email/Text Families: Added Waitlist Only Option
Email/Text Families Enrollment Status list has a new option for Waitlist Only. This enables you to send only to the waitlist families, without also sending to currently enrolled/previously enrolled families. View Waitlist Only Enrollment Option
Quick Registration: Misc Changes
Quick Registration had miscellaneous changes made:
*Changed Source and Home Phone to be optional fields
*Added ePmt Schedule, Special Needs, Immunization Notes and Skill Notes
*Changed the field labels to use the same labels as the web registration form. These are set up under the Tools menu>Online Web Registration>Field Options/Labels
Dashboard's Enrollment Cat1 Chart: Added Cat1 Name
The Dashboard's Enrollment Category 1 Chart now shows the category1 name next to each piece of the pie chart. View Enrollment Cat1 Pie Chart
Add Credit Card / Edit Credit Card: Default Zip Code to Billing Contact Zip Code
The 'Add Credit Card' and 'Edit Credit Card' modals have been updated to default the Zip Code to the Billing Contact Zip Code . We also moved the Zip Code to be near other required information. View example
Email Enrollment Confirmations: Added an option to hide 'First Class' dates
You can now control if the 'First Class' date appears on email confirmations that are sent when a student is enrolled in the class. This setting has been defaulted to show the 'First Class' date. You can hide the 'First Class' date in Tools > Online Web Reg > Settings, and Tools > Customer Portal Settings > Settings. View new settings
Search Wait List: Added a 'Future Drop' column
We added the column 'Future Drops' when searching Wait Lists to allow you to determine which classes might have availability soon. View Search Wait List
Student Summary Page Update
Student Summary has been updated to make it easier to read by adding more space between fields, moving page notes into tool tips and removing colons. The 'Active' field was renamed to 'Status' and moved higher on the page. View Student Summary
Favorites added to several places
Favorites were added to these areas:
Favorites added to several places
Favorites were added to these areas:
NEW Process Credit Cards/Bank Accounts - Ignore pre-payments
You are now able to ignore pre-payments (such as costume deposits) when processing credit cards for specific transactions. Details:
NEW Scheduled Date & Time Emails
The Email Preview page now lets you schedule an email to be sent later! Details:
*Emails which have the Email Preview page: Email Families, Email Class, Email Event Enrollment, Email Staff
*Email Preview has new buttons for Send Now and Send Later View Preview
*After the Send Later date and time is saved, you'll see confirmation in the Preview View Send Later Confirmation
*Dashboard has a new Scheduled Emails alert View Dashboard Alert
*New User Permission for Emails - Scheduled. Any user with the Email/Text Families permission was defaulted to have the new scheduled permission. View User Permission
*New Scheduled Emails report, with icons to let you edit the email content, preview the list of recipients, change the scheduled date/time and delete the email. View Scheduled Emails Report
*Scheduled Emails report is found in the Reports menu from either Find Report or All Reports, within the Email/Text/Marketing category Where is the Report found?
NEW Canadian Children's Tax Credit Receipt
Clients located in Canada have a new Children's Tax Credit Receipt! This receipt shows the art or fitness credit amount for parent's tax returns. Details:
*Receipt is found in the Reports menu, in either All Reports or Find Report, located specifically in the Families/Students or Transactions/Financial categories. Where is the Receipt Found?
*Receipt is controlled by the Email Statements user permission. Any user without the Email Statements user permission will not be able to see the receipt until the permission is checked.
*Receipt search criteria lets you pick the credit type (art or fitness) . It also lets you pick what is displayed as the eligible program name, either Category1 or Class.
View Receipt Search Criteria
*Preview lists the recipients and allows the receipt to be emailed or printed. View Receipt Preview
*Clients located in other countries do not have this receipt.
Email/Text Staff: Added Class Session
Email/Text Staff now has Class Session as search criteria to make it easier to find the staff you're trying to email. View Email/Text Staff's Class Session
NEW Tuition Billing Method
What is Tuition Billing Method? Tuition Billing Method was added so you can tell Jackrabbit how you post tuition fees, either By Class Tuition Fees (using Post Tuition Fees) or By Total Hours (using Post Tuition Fees by Total Hours) or both.
Where was Tuition Billing Method Added?
*User Permission 'Post Tuition Fees' was updated to include the ability to edit the Tuition Billing Method. View User PermissionWhat does this mean for your Jackrabbit database?
*Edit Settings has a new Tuition Settings page. Tuition Settings page has the Tuition Billing Method setting to select how you post tuition fees. All databases are set to have both By Class Tuition Fees and By Total Hours checked. If you only use one, un-check the one you don't use. View New Tuition Settings
*Class Summary tab has a new Tuition Billing Method setting. Every class is set to blank until you change it. This class setting is useful if you use both By Class Tuition Fee and By Total Hours to calculate tuition because each class can be set appropriately.View Class Tuition Billing Method
*Edit All Classes, including an option to Clear Value
*List All/Active Classes
*Class Advanced Search, including a drop-down option for No Value
*Weekly View>Create New Class
*If you don't change anything in the Tuition Settings page or set the Tuition Billing Method in any class , the only difference you'll notice in Jackrabbit are the new Tuiton Billing Method fields in the places listed above.Click this link for more information in the Help Center New Tuition Billing Method
*If you set a class's Tuition Billing Method to either By Class Tuition Fee or By Total Hours, tuition for that class will only be posted when the matching tuition calculation is performed (Post Tuition Fees or Post Tuition Fees by Total Hours)
*If you set the Edit Settings>Tuition Setting to only one billing method ( either By Class Tuition Fee or By Total Hours), all classes in the database will be updated with a matching Tuition Billing Method.
NEW Email Non-Credit Card/Bank Account Receipts
You now have the ability to email receipts for all payment methods! When entering a single payment, click on the Receipt checkbox and save the payment. You'll then see a new window to either Print or Email the receipt. View Receipt Example.
We've also added the receipt settings on the Tools>Credit Card/Bank Account page to a new section in Edit Settings. This enables you to see and edit the receipt settings in both places. View Edit Settings' Receipt Section
Skill Email Changes
New email settings were added for skills, including: logo, class location, header and footer. To set these, go to the Staff Portal menu>Settings. The format of the email sent to parents was updated to add the selected information and make it easier to read when multiple skills are updated on the same day. View New Skill Email Settings, View Updated Email Example
New Look for the Help Icon Pop-up
The help ? icon has a new look! Help ?'s are seen throughout Jackrabbit to provide helpful information right where you need it. View Help Example
Quick Reg Location Change for Multi-LOC Databases
If your database has multiple locations, the Quick Registration form will now default the Location to blank and you'll need to select the correct location. Prior to today, it was defaulting to the first alphabetical location which could cause reporting problems if it wasn't selected appropriately.
User's Permission List: Added Search Filters to Grid
Search filters were added to several columns of the user's permission list. This makes it a lot easier to find what you're looking for. View User Permission
Post Late/Misc Fees: Added Post Fee Per Option
Post Late/Misc Fees has a new Post Fee Per option called Student That Meets Criteria. This makes it possible to post a fee only to the student who matches the search criteria without posting the fee to all active sudents in the same family. View Post Late/Misc Fees New Option
Transaction Listing: Improved Totals
The totals at the end of the Transaction Listing are improved to give more detailed information for debits, credits and net total. This will make it easier to compare this report to other financial reports. View Trans Listing Totals
Recitals: New Check In/Out Sheet
New recital report added called Recital Check In/Out Sheet. This sheet lists the recital students with a checkbox for Check In and Check Out, to help keep track of students arriving and leaving a recital.
View Recital Check In/Out Search Criteria
View Recital Check In/Out Sheet
Families Advanced Search: Added More Dates
Families Advanced Search has new search criteria for: Date Created, Date Imported and Last Updated.
Online Web Registration Settings Screen Update
Online Web Registration Settings has been updated to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. View Online Weg Registration Settings
Email Drafts: New Auto-Save
Email drafts are now saved automatically every 30 seconds! This means if you're writing an email and need to stop, when you come back to the same email screen, you will be asked if you want to recover the draft. Information saved: subject line, type and message. Email drafts are saved for 24 hours and then they are deleted. View Email - Recover Draft
Partial Refunds: Added "Are Fees Still Due" Option
When doing a partial refund of a payment, you now have the option to mark fees as still due. For both full and partial refunds, you'll also be able to select which specific fees are still due. View Partial Refund Example
Contact Details Screen Update
Contact details screen has been updated to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Note: the Reset Portal Password and Manage PINs Care editions only) buttons were moved from the top of the contact page to down below. View Contact Details
Edit All Classes: Added Class Meets
Class Meets was added to Edit All Classes as search criteria. This is especially helpful if you bill based on the number times a classes meets in the billing period, as it provides a quicker way to update class tuition amounts. For example, there are 5 Fridays in December. Use Edit All Classes and select Friday for Class Meets. All Friday classes are found and their tuition amounts updated in one place instead of going into each class individually. View Edit All Classes Search Criteria
New Email File Attachments & Image Inserts
Emails now have the ability to attach a file and insert an image! There are new buttons on the page for each one. Important Notes:
-Files and images need to be saved onto your computerView New Attach & Insert Buttons
-Files and images need to be uploaded from your computer to Jackrabbit before they can be attached/inserted into emails
-Attached files appear as links in the email body and inserted images display the image in the email body
-After files are uploaded, they can be deleted by hovering over the file to see a red x icon
-2 new user permissions added: Upload a file and delete a file. User who have the Email Families permission were given these permissions automatically
Email Bounce Report: Added Loc & Phone
Email Bounce Report has new columns for location and home/work/cell phone numbers. View New Columns
Family Summary Screen Update
Family Summary has been updated to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Several fields were moved to a order: status, account#, family id, current balance and problem account. Home phone was renamed to Home or Primary Phone. View Family Summary
Skills: Added Import
Skills/Levels can now be imported! There's a new button in the skills/levels screen for Import Skills/Levels. This will open up instructions and a spreadsheet to enter your skill information, which can then be imported into Jackrabbit. View Skills/Levels Import
Note: Imported data can be deleted by going to Tools>Delete Imported Data.
Family/Student Fixed Fees/Disc: Added Expiration Date
Family fixed fees and discounts and student fixed fees now have an expiration date! After an expiration date has passed, the fixed fee/discount will be ignored when posting tuition fees. Family and student advanced searches have a new option in the Has Fixed Fee drop-down list for Expired. This makes it easy for you to find expired family/students. View Expiration Date
There's also a new option under the Tools menu for Clear Fixed Fees & Discounts. This enables you to quickly clear this information by yourself instead of contacting our Support Team. This was added onto the existing user permission for clearing family/student user definable fields, therefore, only users who already have that permission will automatically see this in the Tools menu. View Clear Fixed Fees & Discounts
Edit Settings: New Apply Payment Setting
Edit Settings has a new setting for Apply Payment To, with 3 options. This setting will be used during Process Credit Cards/Bank Accts and in a single payment when the payment isn't fully applied. All databases have been set to Oldest fees first, so you won't experience any changes without changing this setting yourself. The apply options are:
-Newest fees firstProcess Credit Cards/Bank Accts has a new section for How to Apply Payments. This defaults to the Apply Payments To setting selection but it can be changed if necessary. View Process Credit Cards New Option
-Oldest fees first (within 12 months)
-Oldest fees first
-View New Apply Payment Setting
Payment & Re-Apply Payment: Added Apply Buttons
There are two new options to apply payments to fees in the payment and re-apply payment screens: Apply to newest fees first and Apply to oldes fees first (within the last 12 months). The following was also changed: the receipt checkbox was moved above the family name and the payment field is highlighted yellow. View Payment Apply Buttons
Store Profit Report: Added Current Qty On Hand
The Store's Profit report now shows the Current Qty on Hand. View Store Profit Report
Costumes: Added Picture Upload
Costume pictures can now be added! The ability to upload a picture was added to Add Costume and Edit Costume. Click on the Upload button and then select the picture from your computer's saved files.
View Costume Picture Upload
Quick Reg & Portal Confirmation Emails: Added First Class
Quick Registration and Customer Portal enrollment confirmation emails sent to parents, instructors and your organization, now show the First Class date the student should attend class. We've also deleted the Class Start Date and added the Class End Date.
View Parent Confrimation Email The confirmation emails sent to instructors were also updated.
New Option to Calculate Class Duration
There's a new Tools>Edit Settings option for Calculate Class Duration. This will calculate the class duration using the class's start and end times. Important notes:
*All databases were updated to have Calculate Class Duration set to Yes. You can decide to turn it off by changing it to No.View Calculate Class Duration Setting
*Pages which use the setting: Class Summary tab, Edit All Classes, Weekly View Calendar
*No retroactive changes made to existing durations. If you have classes with incorrect durations, these haven't been changed.
*If you need a class to have an incorrect duration for posting tuition fees by total hours, you can overide the calculated class duration OR you can turn this setting off.
Web Reg Settings: Added More Options
The Web Registration Settings screen has been updated in several ways:
*Column order changedIf you've asked Jackrabbit in the past to hide the "How did you hear about us" question on your registration form, you can now do so!
*Organization and spacing improved
*Updated existing settings to consistently have options for hidden/optional/required
*Added the missing fields to the page so now all web reg form fields have options for hidden/optional/required
Enrollment Snapshot1: Added Class Days
Enrollment Snapshot 1 report now has the option to search by Class Days. A Days column was also added to the report. View Enrollment Snapshot1
Who's Scheduled To Be Here Report
New options to:
Staff Portal: Makeups can be marked present/absent
In the Staff Portal only, the Staff will be able to mark a makeup student as present or absent.
In Jackrabbit, this information is shown in the 'Makeup' tab of the makeup Class, the 'Absence' tab of the enrolled Class, and, and the 'Absence' tab of the Student.
View Staff Portal
View Makeup Attendance in Jackrabbit
New Family Balance Summary Report
There's a new Family Balance Summary report which is a list of families with basic information and their balance! There are always two balance columns: Balance and Balance As Of (date). The Balance column is not date dependent and is the balance shown throughout Jackrabbit . The Balance As Of (date) column is date sensitive and can be ran two different ways:
-If the As Of Date search criteria isn't entered, it will use today's date. Important to know: This column will not include future dated feesView How to Find This Report
-If the As Of Date search criteria is entered, this column will reflect the balance as of that date.
Global Class Search: Added Waitlist & Show/Hide Columns
The Search Classes option, located at the top of every screen, now has a column with the class's waitlist count. We also added the Show/Hide Columns feature which allows you to hide columns you aren't interested in. The hidden columns will continue to be hidden until you unhide them. View Added Waitlist & Show/Hide Columns
Enrollment Detail Screen Update
The Enrollment Detail Report has been changed to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Fields were moved to a different order to make data entry easier. View Enrollment Detail Report
Costume Measurement Worksheet: Added Session
The Costume Measurement Worksheet now has Session as a search criteria. View Costume Measurement Worksheet Search Criteria
Staff Portal Class Filter: Added Category 2
Staff Portal's Class Filter now has Category 2 give staff more options when looking for specific classes. View Staff Portal's Class Filters
NEW Student Skills Added to the Staff Portal
Staff Portal now has Student Skills! What does this mean?
*Staff can see and update student skill progress quickly during class using a mobile deviceFor instructions to set up and use skills, use the following links to the Help Center:
*Staff can also see/update skill notes, watch skill videos and send parents an email when a student skill is updated (optional)
*New Tested skill status added in the portal and main Jackrabbit database
*Note: Skills must be assigned to the class inside your main Jackrabbit database before skills are seen in the staff portal
*View Skills in the Staff Portal
Event Date/Time Screen Update
The Event Date/Time Summary tab has been changed to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Fields were moved to a different order to make data entry easier. View Event Date/Time Summary tab
Class Web Registration Form - Now Mobile Aware
The Class Web Registration form is now mobile aware! What does this mean?:
*The form recognizes when a parent is using a mobile device and sizes accordinglyView Web Reg Mobile Aware Form Screenshot
*The form has been re-organized to be easier to read and complete the information
*There's nothing for you to do! The new form is activated for all databases with no action needed by you
Sessions: Added Dates
When creating Sessions from Tools>Edit Drop-down Lists, you can now enter the Start, End and Registration Dates! These dates aren't required. Other pages were also updated for the enhancement:
*Class Summary tab: When a session is selected, the class dates default to the session dates. If class dates already existed, you'll be asked which dates you want to useView Session Dates
*Copy Classes: When a session is selected, the new class dates default to the session dates
*Add Class pop-up: Session, end date and registration dates were added. When a session is selected, the new class dates default to the session dates
Email/Text Families & Email Student Schedules: New Look & Include Waitlist Option
Email/Text Families & Email Student Schedules have a new look to group related search criteria together with new headers to make it easier to use. Email/Text Families has a new option to allow waitlisted students to be included in the recipient list. View Email/Text Families New Look & Option
New Staff Portal Log Report
A new report was created called Staff Portal Log, which is located in the Staff Portal menu>Settings. This report will show staff portal login activity along with the following: when staff try to login using incorrect IDs, when password reset emails are sent, and when staff update their password. View New Staff Portal Login Report
Web Registration Settings: Registration Fee Changes
Several changes were made to the Web Registration Settings page for registration fees:
*Added option to post registration fees Per Student Per ClassView Web Reg Settings
*Added 3rd Student Registration Fee
*Added Maximum Fee per Family/Acct so that Jackrabbit won't post a registration fee over this amount.
Edit Settings Screen Update
The Edit Settings screen has been changed to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Other changes:
*Fields reorganized to place related fields togetherView Edit Settings
*Help icons added to provide more information at your fingertips
*Minor label changes
Event Type Summary Screen Update
The Event Type Summary tab has been changed to make it easier to read, with adding more space between fields, moving page notes to tools tips and removing colons. Outlines were also added to group related fields together for Transaction Details and Display on Calendar. Important note: Internal Description was moved to the Description tab. View Event Type Summary tab
Staff Portal Password Reset Email: AddedPortal LInk
If your database allows Remote Access to the Staff Portal, the email sent to staff to create/reset their portal password will now have a link to the staff portal. This makes it easier for staff to immediately login after creating/resetting their password. View Staff Portal Password Reset Email
Makeup Class Dates: Change Made
A couple changes were made when scheduling makeup classes for absent students.. First, the class needs to be selected before selecting the makeup date. Second, the makeup date is now smarter to only allow you to select a date the class meets. For example, if the makeup class meets on a Thursday, it won't allow you to select a Saturday date. View Makeup Date
Web Registration Confirmation Email: Added First Class
Web Registration confirmation emails sent to parents, instructors and your organization, now show the First Class date the student should attend class. We've also deleted the Class Start Date and added the Class End Date. View Email Confirmation Example
The confirmation emails sent to instructors when a Jackrabbit user enrolls a student was also updated. We're still working on updating the Quick Registration and Portal enrollment confirmation emails.
New Closed Dates for Staff Portal Attendance
There is a new Edit Settings option for Closed Dates! This enhancement helps clients who are using Staff Portal Attendance. On a closed date, the staff portal won't allow attendance to be taken and the Incomplete Portal Attendance report won't include closed date classes.
There's a new user permission for Closed Dates. This was set according to users Edit Settings permission:
*UserIDs with Edit Settings checked, now have Closed Dates checked
*UserIDs without Edit Settings checked, won't have Closed Dates checked
View Closed Dates Page, View Staff Portal with Closed Date
Closed Dates will be used in a future enhancement for tuition discounting and prorating.
Staff's Portal Settings: Added Attendance Option
Staff's Portal Settings page has a new option called "Allow this staff person to enter attendance". When set to No, staff can see the list of students in the staff portal, but can't mark students present or absent. This is helpful for schools which don't allow teachers to enter attendance but still need to see student information. The Edit All Staff Portal Setting page and Staff Portal Guided Setup both have this new setting, which makes updating multiple staff at the same time quick and easy. View Staff's Portal Settings new Attendance setting,
Class Summary Screen Update
Jackrabbit has started to "clean up" our screens to make them easier for you to read and use. The Class Summary tab is the first screen! You'll notice the following changes on each page as they're completed:
1. More space between fieldsView New Class Summary tab
2. Field name colons deleted
3. Short page notes moved to a tool tips, which display when hovering over the field
4. Long page notes moved to new help ? icons
5. Some fields may be moved to a different place on the screen for easier data entry
Post Tuition by Total Hours: Added Trial & Waitlist Options
Post Tuition by Total Hours now has options to include/exclude both Trial enrollments and Waitlist enrollments from the tuition calculation. View new Trial & Waitlist options
Staff Portal Settings: Added Email Setting
The Staff Portal now has the option for staff to send emails! Each staff person's portal settings tab has a new setting called Allow this staff person to send emails. When set to Yes, the staff person will see an Email button in the staff portal's Manage Classes tab. From here, staff can enter the email subject, message and select which student's contacts should receive the email. All of the selected students' contacts with a unique email address will receive the email. Staff will also see a new email icon on the attendance page. View email setting & staff portal button/icon, View email pop-up
Post Annual Fees: Added Taxable Option
Post Annual Fees has a new option to add tax when posting the fees. The option is called "Taxable?" and is automatically checked if your database's Edit Setting's option for 'Tax Registration Fees' is set to Yes. View Post Annual Fee's Taxable Option
Dashboard & Aged Accounts Report Changes
The Dashboard Aged Accounts section has a new look! View Dashboard Aged Accounts
The Aged Accounts Report was also changed to a similar format. Several columns were added: billing email, days outstanding, total and unapplied credit. The balance date column was removed. View Aged Accounts Report
Post Annual Fees: Added Maximum Fee
When posting annual fees per student, there's a new option to enter a Maximum Fee per Family/Acct. If the total of the student annual fees is over this amount, the maximum fee will be posted instead. View Post Annual Fees
Staff Portal Guided Setup: Added Email to All Staff
When using either the Staff Portal Guided Setup or Edit All Portal Logins, a new section was added to the Send Email step. The new section lists all active staff with checkbox to select which staff should receive the email containing their login information. View Send Email step with option to select all staff
Staff Portal My Time Card tab: Added Department Filter
There's a new Time Filter for Department in the My Time Card tab of the staff portal. This makes it easier for staff to find specific department time entries. View Department Time Filter
Edit Settings: New Notifications page
Edit Settings has a new option for Notifications. This new page makes it easier to find/view/edit all notification email and reply to email information. The user permission for Email Families & Email Student Schedules controls whether this page is shown to each userID. View Notifications page
Web Registration Form: New Portal Account Password
The web registration form has a new Portal Account Password field for parents to create their portal password while registering with your school. If your customer portal is active, the parents' confirmation email will contain a link to your customer portal. View Web Reg Portal Account Password
Statements: New Settings & Options
There are a few new statement setting for Show Account Summary, Include Link to Customer Portal and Customer Portal Text. Go to the Tools menu>Edit Settings>Statements/Ecomm Receipts page to view/edit these settings. View New Settings
Statements Print & Email have two new Format Options: Show Account Summary and Show Statement Description. The account summary and statement description were always shown before. Now you can hide each of them. View Format Options, View Statement Examples
New Update Grade Levels
There is a new option in the Tools menu for Update Grade Levels. When selected, you can either increase or decrease all student grade levels by one. This new feature is controlled by the UserID permission for Clear Student User-defined fields; therefore, if you don't see it in the Tools menu, you'll need this UserID permission checked for your UserID (Tools menu>Manage Users & Permissions). View Update Grade Levels
Transactions Menu: Added Post Fees to a Family
There's a new option in the Transaction menu for Post Fees to a Family. This opens the Make Sale/Post Fees page, where a family/account can be selected. Also, the Store menu option for Make Sale/Post Fees was ranamed to Make Sale. View Menu Changes
Customer Portal: Added Current/Future Events
The Customer Portal's Event Registration tab has a new section for listing current and future events per family. The My Students tab also has a new bottom section tab for Event Enrollment. View Events in the Portal
New Options to Find Reports
There is an easy new way to find the report you're looking for! Go to the Reports menu and click on either Find Report or All Reports. View Reports Menu
*Find Report opens a Keyword Search to find all reports matching the typed in key word View Find Report,
*All Reports opens an alphabetical listing of each report. Hovering over the report name will show a description of the report View All Reports,
*Selecting either of the above also shows report categories listed underneath them. Selecting a category will show the related reports with tabs along the top to further categorize the reports. For example, clicking on Transactions/Financials on the left shows 5 tabs to the right for Recommended, Who Has Paid, Who Owes Me Money, Transaction Research, For the Accountant and All View Categorized Reports & Tabs
QuickBooks Report/Export: Changed Name and Placement
The QuickBooks Report and Export have been separated and renamed:
*The report stayed under the Reports menu and was renamed to the Revenue SnapshotThe Revenue Snaphot is a great way to see a total of how much money was collected by payment method and category 1 at the same time View Revenue Snapshot Report,
View Reports Menu
*The export is moved to the Tools menu and is named QuickBooks Export. This is also where the accounts can be assigned/edited
View Tools Menu
View QuickBooks Export
Email Student Schedules: Added Options
Email Student Schedules has more options!
*New search criteria for Enrolled From/Through DateThese new options give you more control for who receives the email and what schedules are included in the email. View Email Student Schedules
*New section which allows you to select which schedules to include in the email, based on Session, Category1, Category2, Category 3 and Future Enrollments
*New display option for Show Location
Transaction Grids: Moved Amt Column
The Amt column in the Family Transaction tab and Advanced Transaction Search is now placed between the Tax and Unpaid Amt columns and is highlighted blue. View Transaction Columns
Transfer Student: Added Note & Future Drop Date
When a student is transferred to another class, a note field was added to save important informaton. Also, when a student has a future drop date in the original class, the future drop date is now added to the new class. View Transfer Note
Tuition Defaults: Moved to PTF/PTFH
The Tuition Defaults page has been moved from Tools>Edit Settings to Transactions>Post Tuition Fees and Post Tuition Fees by Total Hours. View Post Tuition Fees
View Unapplied Credits & Unpaid Fees: Added Green Highlight
In a Family's Transaction tab, when unapplied credits and unpaid fees exist and they're dated within the last 12 months, the View Unapplied Credits & Unpaid Fees button is highlighted green. This was done to alert you when recent transactions and payments can be linked. Linking fees and payments is highly recommended for accurately categorized revenue reports. View Button Highlight
Transactions of Deleted/Archived Families: Added Name
For families that are deleted or archived (moved to the lead file), the family name will now be kept on their transactions from today forward. Transactions for families deleted or archived prior to this morning could not be updated. View Deleted Family Transaction
Statements-Email: Added Location Email Address
Statements-Email option for "Email Replies Sent To" now includes location email addresses. We also added formatting to the page to make it easier to read. View Statements-Email
Staff Portal: My Schedule Tab Mobile Aware
Staff Portal's My Schedule tab is now mobile aware! This means staff schedules are easier to see on smart phones and tablets.
Transaction Type Drop-down List Editor: New Credit/Debit Setting
The transaction type drop-down list editor has a new setting for Credit and Debit. This means the credit/debit wording no longer needs to be included in the transaction type name. We've updated all of your existing transaction types to use the new setting. View Transaction Type Credit/Debit Setting
New Credit Card/Bank Account Settings page
There's a new option under the Tools menu for Credit Card/Bank Account Settings. This new page has all the ePayment settings in one central location to make it easier for you to manage. The settings are still in their original pages and can be edited from either page. There's also a new user permission. If you have the Edit User Permissions permission checked, the new permission was defaulted checked and you should see the new option under the Tools menu. All other users do not have the new permission checked. View Tools Menu, View New ePayment Settings Page, View New Permission
Quick Registration: Added Adjusted Openings Column
The Quick Registration class search page has a new column for Adjusted Openings. This column calculates Adjusted Openings as Openings plus Future Drops less Future Enrolls less Waitlist less Makeups. When the total is 0 or less, the column is highlighted red. View Adjusted Openings Column
Lead File: New Rapid Entry of Leads
The Lead FIle's Add Lead option now has an Email field and a button to Save & Add Another Lead. These will enable you to add multiple leads quickly . View Add LeadE
Staff Portal Attendance
The mobile responsive Staff Portal with Attendance feature is now available in your database!
*Time Clock menu renamed Staff PortalFor more detailed information, Staff Portal Help Center
*Staff Portal menu moved to between Reports & Tools
*Time Clock feature works as it always has and is now mobile aware for easier tablet and smart phone use
*Staff can enter attendance in the staff portal instead of using paper Class Rolls
*New Dashboard alert for Incomplete Staff Portal Attendance (yesterday). If you don't want to see this, it can be turned off (go to Staff Portal menu>Settings>Portal Settings and uncheck the Staff Portal Attendance Feature checkbox)
Event Registration Form: Added Fee Information
The Event Registration Form now shows the fee information (fee per family or per student and the amount) . This information was also added to the email confirmation sent to the parent. View Event Registration Form
Families Adv Search: Added Cards on File Column
When the Show ePayment Fields display setting set to Yes, a new column for "Cards on File" will display in the search results. View Cards on File Column
Email & Print Statements: Added Fully & Partially Paid Fees Option
The Email and Print Statements search criteria for "Paid/Unpaid Transactions Only" has a couple changes: Paid Only is now Fully Paid Fees and Payments, Unpaid Only is now Unpaid Fees and a new option was added for Fully and Partially Paid Fees. View New Search Criteria, View New Statement
Family & Student: Added Email Schedules
Family and Student pages now have an Email Schedules button to make it easier to send the emails. View Email Schedules button
Revenue Summary: Added Class/Event Location
Revenue Summary has a new search criteria for Class/Event Location. The original Location search crtiteria was renamed to Family Location to clearly describe what it searches. For clients with multiple locations, having both search criteria allows you to see revenue based on these differing location types. View Revenue Summary
Staff Adv Search: Added Skills & Certifications
Staff Advanced Search now has a search criteria for Staff Certifications. Display Settings were also added for Staff Skills and Staff Ceritifications and a Birth Date column was added to the search results. View Search Criteria, View Search Results
Time Report: Criteria Name Changes
A few of the Time Report search criteria names' changed:
Pay Period changed to Time Entries Dated in Pay PeriodView Time Report Changes
Dated From changed to Time Entries Dated From
Pay Date changed to Closed Time Entries with Date Paid
Pay Date From changed to Date Paid From
Email Staff: Added Favorites
Email Staff now has Favorites! Favorites save search criteria to make emailing faster in the future. View Favorites
Show/Hide Columns Added to More Places
The Show/Hide Columns feature was added to these places:
Student menu: Skills Search
Classes menu: Openings, Class Schedule, List Archived Classes, Wait List Search
Events menu: List Event Types, Online Event Registration
Clock menu: Here Now Report, Time Clock Login Report, Staff Time Audit Report
Store menu: Store Reports (all types)
Costumes: Student Costume Listing, Costume Listing, List Orders, Print Orders, Vendor Size Charts
Transaction Adv Search: Top 250 Customers
Transaction Advanced Search has a Special Search which finds customers who've paid the highest amount of money within the date range selected. This used to list the Top 100 Customers but it's changed to the Top 250 Customers. View Top 250 Customers Special Search
Families & Students: Added Events tab
Families and Students have a new tab for Events. The Event tab shows event Enrollment and Past Enrollment. Before today, this information was only seen in the Family Classes tab by clicking on the View Event Enrollment button. This button was deleted and replaced with the Event tab. View Family Event Tab
Recitals: New Export Program to Word
The Recital Editor has a new button called "Export Program to Word". This makes it easier to get the recital information into the right format to edit and print. View Export Program to Word button
Show/Hide Columns Added to More Places
The ability to Show/Hide Columns in grids has been added to these places: Aged Accounts, Aged Fees, Birthday Report, Costume Sizes, Customer Portal Log, Email Bounce Report, Email Listing, Enrollment Snapshot1, Family ePmt Listing, Family Transactions, Online Registration, Payment Method Summary, Source Report, Transaction Summary, Text Activity Report and Text Undeliverable Report.
Paid Fees Summary: Added Sub-type
Paid Fees Summary now has a search criteria for Transaction Sub-type. View Paid Fees Summary Sub-type
Tuition Defaults for PTf by Total Hours: Added setting Fees Based on Total Hours per
Tuition Defaults for Post Tuition Fees by Total Hours now has a setting for "Fees based on Total Hours per" family/student. Settings saved in Tuition Defaults are defaulted into the Post Tuition and Post Tuition Fees by Total Hours pages for quicker posting of tuition fees. Tuition Defaults are located under the Tools menu>Edit Settings. View Tuition Defaults PTFbyT otal Hours
Portal: Updated Policies Agreements Checkboxes
The Parent Portal's policy agreeements now have a checkbox for each policy, which requires the parent to check each one before saving. The copy of the policy agreements was updated to show a checkmark for each policy. View Portal Checkboxes
Process Credit Cards/Bank Accts: Added ePayment (no value) option
Process Credit Cards/Bank Accounts now has a '(no value)' option in the ePayment drop-down list. This will help search for families that don't have an ePayment value set. View ePayment (no value) option
Post Tuition Fees & PTFby Total Hours: Added ePayment (no value) option
Post Tuition Fees and Post Tuition Fees by Total Hours now have a '(no value)' option in the ePayment drop-down list. This will help search for families that don't have an ePayment value set. View ePayment (no value) option
Quick Registration: Updated Registration Details Save
Quick Registration is updated to now save the registration details when the confirmation email isn't sent. This means, every time a Quick Registration is saved, the registration details can be seen in the Family Misc tab's View Registration button. View Family View Registrations
Lead File: Saving Attendance/Absence Information
Prior to this morning, when a family was moved to the Lead File, the Student's attendance/absence information was deleted and couldn't be restored. This has changed so the attendance/absence information is saved. This means when the family is restored, the attendance/absence information will also be restored.
Payment Method Summary: Added Show Refunds
Payment Method Summary now has the option to Show Refunds. View Payment Method Summary
Quick Registration: Use Web Reg's Field Labels
Quick Registration now uses the Web Reg field labels if they are entered (to see yours, go to Tools>Online Registration, click Field Labels/Hidden/Required in the left navigation) View Web Reg Field Labels
Customer Portal: Added View Of Sent Emails & Registrations
Customer Portal now shows the last 5 communications sent by email (including registrations) in the News tab when a parent first logs in. Parents can see more history in the My Acount tab, by clicking either the View Emails or View Texts buttons. View Portal News tab , View Portal My Account tab
Email Families: Added Registration Search Criteria
Email Families now has search criteria for: Registration Month, Registration Date From and Registration Date Through. These search criteria can help you send emails to families to celebrate their registration anniversary date. View Email Families Registration Search Criteria
Absence Tracking: Added setting Eligible for Makeup when Absent
For clients tracking absences, there is new setting to help make entering absences easier. The new setting is located under the Tools menu, Edit Settings option, then Org Defaults in the left navigation. The setting is called "Eligible for Makeup when Absent" and has the following options:
Select with Each Absence: The Eligible checkbox is un-checked (how it's always been)This setting was defaulted to 'Select with Each Absence' for all clients tracking absences, therefore you won't notice any difference. If your school always allows or never allows makeups, change your setting appropriately. View Eligible for Makeup setting
Always Allow Makeups: The Eligible checkbox is checked
Never Allow Makeups: The Eligible checkbox is hidden
Aged Fees Report: Added Select a Family search criteria
Aged Fees Report now has the ability to search for a specific Family/Account View New Criteria
List All/Active Classes & Who's Scheduled to Be Here: Time Sorting Change
List All Classes, List Active Classes and Who's Scheduled to Be Here report can now be sorted in proper time order by clicking on the Start Time or End Time column header.
Transaction Grids: Added Credits to Orig & Pre-Tax Amt columns
The Family Transaction tab, View Transaction History and Advanced Transaction Search now have Credit amounts showing in the Orig Amt and Pre-Tax Amt columns. This means the column totals will be a sum of all debit and credit transactions. View Transaction Grid Credit Example
Search User Activity: Added Links for More Info
Search User Activity now displays Family, Student and Class IDs as links. Click the link to see more detailed information. View Search User Activity Links
Event Questions: Added Optional, Required, Hidden
Event Questions can now be Optional, Required or Hidden when enrolling families/students into the event. All event enrollments from Web Registration, Customer Portal and inside Jackrabbit will follow this setting for individual event questions. View Event Questions New Setting
Students/Staff Pictures: Buttons Added
Students and Staff now have buttons to Upload Pictures (instead of a link) and Delete Pictures (new capability). View Student/Staff Picture Buttons
Aged Accounts: Added Balance As Of Date column
When the Aged Accounts "Balance As Of Date" is set to a prior date, the report will now calculate the balance for the past date and display a new column called "Balance As Of Date". The original "Balance" column was renamed "Current Balance" to help clarify what it represents. View Aged Accounts with Balance As Of Date column
New Merge Family Feature
You can now merge families without having to contact the Support Team! There is a new user permission called "Merge Families/Accounts" which was defaulted 'off' for all users. Once a user has the permission, the new option will appear in the Families menu. It is very important to select the correct families when merging families.
View Family Menu with permission, View Merge Family Feature
Staff: Added Instructor Setting
A new setting was added to the Staff summary tab, called "Instructor" with a yes/no drop-down list. This setting was added to signify staff who teach classes from those who don't. All staff was defaulted to Instructor=Yes (please change non-instructors to No). These are the places where changes were made to follow the new setting:
*Approve Time won't show Actual vs Scheduled Hours when the staff person isn't an instructorView Instructor Setting
*Non-instructors aren't found when searching for Instructors=yes
*Calendar Day View doesn't include non-instructors
*Staff Advanced Search criteria "Staff/Instructor Type" was changed to "Instructor" and an Instructor column was added to the search results
*List Active & List All Staff have a new Instructor column in the results
*Staff Scheduled Time Report & Staff Schedules had the "staff" wording replaced with "Instructor"
*Email Staff: Added "Send Message To" with options: All Staff, Instructors Only, Non-Instructors Only
Paid Fees Summary: Added Family & Trans Type Search Criteria
The Paid Fees Summary report now allows you to search for Family and Transaction Type. The report title will also change from Summary to Detail when Show Detail is set to Yes. View New Criteria
Time Clock: Added Multiple Dept Managers
Departments can now have multiple Department Managers. This change was made to both Edit Department and Add Department. View Dept Managers Multi-Select
New Time Clock Here Now Report
There is a new Here Now report for clients using the Jackrabbit Time Clock. This report will show which staff are currently clocked into the Time Clock.
This report is located under the Clock menu. There is a new user permission which was defaulted 'on' for all users who had the Approve/Unapprove Time permission and defaulted 'off' for all other users.
View Here Now Report, View Clock Menu with Here Now Report
Statements Print: Added Return Address
Statements Print has a new Print/Format Option for Return Address. This allows you to select either the Family Location Address or the Main Organization Address to appear on the printed statement. View Return Address Setting
Post Tuition Fees/PTFby Hours: Negative Tuition Fees Changes
Post Tuition Fees and Post Tuition Fees by Total Hours will now display an alert at the top of the page when negative tuition fees have been calculated. Each negative tuition fee will be shown in red text to help draw your attention to it. View Negative Tuition Fees
Time Clock: Added Hour Type Filter
The Time Clock's My Time Card tab now has a way to filter time entries by Hour Type. Staff can select a specific Hour Type from the drop-down list and only the matching time entries will show. View Hour Type Filter
Merge Family Change
Merge Family was enhanced to delete the From family for you! Note: This means any From family information you want to copy into the To family MUST be done BEFORE the merge.
Family Transactions: New Chronological Order
The Family Transaction tab and View Transaction History now display transactions in chronological order, with the most recent at the top. View New Transaction Sort
New Export and Print User Permissions
User permissions were added for both Export and Print Grid information. All users have these permissions set to "yes". If you don't want a user to be able to export or print, go to Tools>Manage Users & Permissions to un-check them. View Export & Print Permissions
Times: Added Formatting
All places Times can be entered have been updated to not allow an incorrect time format (ie, too many numbers, missing colon, etc). Note when entering 1 o'clock times: you must either enter a "0" before the 1 or enter the ":" after the 1.
If you have incorrectly formatted times in your database, you'll be alerted when you're in the time field to correct it. View New Time Format
Web Registration Confirmation: Added Fee Section
Web Registration confirmation emails now list all fees posted in a separate section labeled Fees (prior the fees were listed separately throughout the email). View Web Reg Confirmation Fee Section
Events Sign In/Out Sheets: Added Display Settings
Event Sign In/Out Sheets have new display settings for: Show columns for Staff Sign In/Out, Separate Sign In/Out Sheets for Each Event and Sort in Event Start Time Order. View New Display Settings
ePayment Receipts: Added Itemized Fees Setting
ePayment receipts were recently enhanced to include itemized transactions. You can now choose to send a summary receipt instead. There is a new setting which controls this, located under Tools>Edit Settings>Statements/Ecomm Receipts View New Setting, View Summary Receipt Example
ePayment Status Icons
In the Family Transaction tab, Family View Transaction History and Transactions Advanced Search, the ePmt column's status has been changed from a word (eg Success) to an icon. View ePmt icons
Events: Added Min/Max Age & Cut Off Date
Events now have the Minimum Age, Maximum Age and Cut Off Date fields (which is similar to Classes) View Event Min/Max Age
Portal: Partial Payment Change
A few changes were made to the Portal's fees & payments setting called "Portal Users Can". First, the options were renamed to be more descriptive of what each option allows. Second, when parents are allowed to make a partial payment, the parent can select which fees the partial payment is applied to. In the past, partial payments could only be applied to the oldest fee first. Third, when a parent is entering a payment, they no longer need to enter the Payment Amount. Instead the Payment Amount will be calculated as the parent clicks on the fees to pay. View Portal Users Can Setting, View Partial Payment Example
Australian ACH/eCheck Bank Drafts
Autstralian databases now have fields for Bank State Branch # and eCheck Authorization Type. View Australian ACH
Absences-Makeups Report: Added Show/Hide Columns
The Absences-Makeups report now has the Show/Hide Columns feature. View Show/Hide Columns
Approved/Declined eCommerce Receipts: Added Itemized Fees
Approved and Declined eCommerce Receipts were upgraded to display an itemized list of fees the payment was applied/linked to. The format of the emailed receipt was also improved to be easier to read. View Approved eCommerce Receipt, View Declined eCommerce Receipt
Student Info Sheets: Added Classes
Jackrabbit Student Information Sheets now have display settings for Show Classes (current, future & waitlist) and Show Roll Notes.
View JR Student Info Sheet display settings, View JR Student Info Sheet Example
For Care clients, the new display options are Show Schedules, Show Class Start Date and Show Roll Notes. View Care Student Info Sheet display settingsView Care Student Info Sheet Example
Student's Size Notes: Added to Reports
Student's Size Notes were added to the Costume SIze Entry and Student Costume Listing reports. View Size Notes in Costume Reports
Calendars>Add New Class: Added Description
When adding a new class from the Calendars, a Description can now be added at the same time. View Calend>Add Class
Send Enrollment Email to Instructors: Changed Default to Yes
A change was made to the "Send Enrollment Email to Instructors" setting. If you hadn't previously set it to No or Yes manually, it was updated Yes. This means instructors will get an email when a student is enrolled into their class. To verify your setting (and change it if necessary), go to Tools>Edit Settings and scroll down to the Class Enrollment Settings section.
Quick Registration: Added Family & Student User Defined Fields
Quick Registration now follows the Web Registration settings for Family and Student User Definable Fields to be hidden, optional or required. To update these settings, go to Tools>Online Web Registration. View Quick Registration Family UDF example
Class Sign In/Out Sheets: Multiple Changes
Several changes were made to the Class Sign In/Out Sheets, inlcuding a new search criteria for Class Meets days which allows you to search for specific days of the week and three new display settings:
1. Show Columns for Staff Sign Out/In columns: This provides extra columns for staff to sign students out and back inView New Class Sign In/Out Sheets Criteria
2. Separate Sign In/Out Sheet for Each Class: Prints each class on a separate page, with a page header for each with the class name
3. Sort In Class Start Time Order: Sorts the results by class start time
Email Families: Added Send Message To option for Contacts & Instructors
Email Famiies has a new option to Send Message To "Contacts & Instructors". This allows you to target these two types of recipients at the same time easily. View Send Message To options
ECommerce Single Payment: Added Declined Reason Code Help
When a single eCommerce payment is declined, the Post ePayment page will show a ? icon next to the Reason Code. Click on the ? to see a list of the decline codes with their description. The Payment Processor name was also added to this page, along with other format changes to make it easier to read.
Declined Single eCommerce Payment Example
Approved Single eCommerce Payment Example
Family Source Drop-down List: Added Private and Hide Features
Family Source drop-down list editor now has both the Private and Hide features. Private hides the value from online pages and Hide hides the value from inside Jackrabbit pages. Go to Tools>Edit Settings>Drop-down Lists to use this new feature. View Family Source Drop-down List Editor
EPayment Listing: Added Membership Type
Several improvements were made to the ePayment Listing report: added Membership Type search criteria, added ePayment Schedule drop-down option 'no value', changed ePayment Method default value to blank, added new option 'no value, yet has credit card or bank account on file' and made it a required field. This report is intended to identify families which will be processed using "Process Credit Cards/Bank Account" and also identify families who are missing necessary ePayment information .View ePayment Listing Report
Text Replies: Smartphone Opens Text Message
Text reply emails, when opened from your smartphone's native email app, will display the Reply From number as a link. Clicking on the link opens a new text message to quickly reply directly to the person. Note: The text will be sent from the cell phone number and not the Plivo text number.
e-Payment Schedule Drop-down Editor: Added Private & Hide
e-Payment Schedule Drop-down List Editor now has the "Private" and "Hide" options. "Private" means the value will not appear in the e-Payment Schedule drop-down list in Online Registration or Parent Portal. "Hide" means the value will be hidden from e-Payment Schedule drop-down lists within Jackrabbit. View e-Payment Schedule Private and Hide
Grid List: Clicked Row Change
When in a grid list, a clicked row used to highlight in yellow and could cause confusion if the row was already highlighted yellow for another reason. The clicked row will now be outlined in blue. View Clicked Row Blue Outline
Quick Registration: Bank Acct Info Update
Quick Registration will now allow Bank Account information to be entered when the Online Web Registration Setting for "eCheck/Bank Draft Required" is set to Optional.
Email/Text Families: Added "Inlcude Text Opt-In Status" search criteria
Email/Text Families now has a search criteria for "Include Text Opt-In Status". This criteria allows you to search for contacts/students/staff dependent on whether they have opt in for texting or not. For example, if contacts and students have been opting-in for texting and now you want to email only contacts/students who haven't opt-in, set the "Include Text Opt-In Status" criteria to "Not Opt-In".
If you do NOT have Text Messages set-up in Jackrabbit, this new setting is not available. View Email/Text Families "Include Text Opt-In Status"
Email Families Preview: Added Export button
The Email Families Preview page now has an Export button. This enables you to search for specific families /students and export them into Excel. This is helpful for emailing from outside of Jackrabbit. The exported file can be used to copy the email addresses into another email service and a file attachment can be added. Email Families Preview's Export button
Event Registration: Added Email check (similar to Web Reg)
After a parent submits an event registration, the system will check to see if the family exists. If they exist, the parent will be alerted to visit the portal to enroll in the event. This now works the same as Web Registration for classes.
Post Enrollment Fees: Format Changes
After enrolling a student into a class, the Post Enrollment Fees page opens. This page has been updated so the Tuition Fees section and the Other Fees section are similar and are closer in format to the Make Sale/Post Fees page. Changes include: moving fields into the same order, adding the Student and Class fields, and adding the Tax checkbox. View Post Enrollment Fees
Text Messages Now Available!
Jackrabbit now has the ability to send Text Messages to Contacts, Students and Staff! An account with a third party text message provider called Plivo needs to be activated before texting can be set up in Jackrabbit. For a direct link to setup a Plivo account, go to the Tools>Edit Settings>Text Messages page.
Important Note: Users which had the "Edit Settings, Logo, Announcements" user permission were given two new texting permissions: texting set-up and sending text messages. All other users were NOT given the texting permissions and need to have their permissions updated to see/use texting.
For detailed information on pricing and setup/usage, Click Here for Jackrabbit Help Center. or Click Here for Care Help Center.
Enrollment Details: Added Drop Reason
If your database is set up to allow Future Enrollments, a Future Drop Reason can now be entered when enrolling a student with a Future Drop Date. View Enrollment Details
SAP/ACH/Forte: Added eCommerce Receipts
For organizations using Studio Auto Pay, ACH Direct and Forte Payments, you can now control the eCommerce receipts emailed to your clients for approved, declined, voided and refunded payments. These settings must be activated to start sending the emails. To do this, go to Tools>Edit Settings> Statements/eComm Receipts. For more information, CLICK HERE
Process Credit Cards/Bank Accts: Added Favorites
Process Credit Cards/Bank Accounts now has the Favorites feature! This means search criteria which you use frequently can be saved as a 'Favorite', to then use again in the future. The Favorites feature is located on a lot of Jackrabbit pages and is a big time saver! View Favorite buttons
Lead File: Added Enrollment and Skills
For families being archived to the Lead File today and in the future, the students' prior class enrollment and skills information will be viewable in the Lead File. If a family is restored from the Lead File, the students' prior enrollment and skills information is also restored.
View Lead File Enrollment & Skills
Note: Historical Enrollment Reporting has not been updated to include families moved to the Lead File.
Portal & Portal Log: Added Family & Student UDFs
There are new Portal settings which allow family and student user definable fields (UDF) to be displayed in the portal.. These new settings also give you the ability to allow parents to update the UDF answers. These settings have been defaulted off for all databases. Go to Tools>Customer Portal>Settings to change them appropriately.
View New Portal Settings View UDFs in Portal
The Customer Portal Log report was updated with a new Filter Option for User Defined Field Changes and the report results will include these changes. View Customer Portal Log Changes
Edit Settings: Split Tax Tuition and Registration Fees into 2 Settings
The Tools>Edit Settings' "Tax Tuition and Registration Fees" has been split into two separate settings called "Tax Tuition Fees" and "Tax Registration Fees". These can now be set differently if your state requires one to be taxed but not the other. Web registration, quick registration and enrolling within Jackrabbit have all been updated to use both settings. View Tax Tuition and Tax Registration Fee Settings
SAP/ACH Direct/Forte eCommerce: Added Multiple Cards on File and Refund/Void on Card
Studio AutoPay/ACH Direct/Forte Payments eCommerce providers now have the following features: Ability to store multiple cards on file per family and process refunds and voids directly to the credit card! Please note that there are additional User Permissions required to access these features. Visit the Help Center > Post a Refund Help for more information.
Web API for Website Class Listing Tables
We now offer a JSON API for your website class listings tables. The API provides your web programmer with raw class data in JSON format so that he can create a custom UI for your class listings on your website. If your web programmer would like a copy of the JSON API documentation, email OnlineReg@JackrabbitTech.com
User Permissions: Added View Item Cost in List Items
A new user permission was created called "View Item Cost in List Items". When this is un-checked, users with access to List Items will no longer see an Item's cost. View Permission View Item Cost in List Items
ECommerce Refunds: Added Refund by Different Payment Method
When refunding an eCommerce payment, there's now a button to "Refund by Different Payment Method". This button is helpful when a credit card is no longer active and the refund has to be made using a different payment method (check, cash, etc). View eCommerce Refund by Different Payment Method button
Enroll from Wait List: Added Post Fees
When enrolling a student from a class wait list, the Enrollment Details and Post Enrollment Fees pop-ups will now appear. This makes it faster and easier to enter this information. View Enroll from Wait List New Options
Student Advanced Search: Added Primary Contact Email
Student Advanced Search results now has a column for Primary Contact Email. The Enrollment Detail Report's column for Contact Email was renamed to Primary Contact Email to be consistent. View Student Adv Search New Primary Contact Email
Costume Module: Added Show/Hide Columns Feature
Several Costume Module pages now have the Show/Hide Columns feature: Costume Size Entry, Student Costume Listing and Costume Listing
Class Enroll tab: Ability to Export
The Class Enroll tab now has the ability to export the enrollment grid information. View Class Enroll tab Export button
Edit All Classes: Add Show/Hide Columns & Cutoff Date
The Show/Hide Columns feature was added to make using/viewing the Edit All Classes information easier. The class age Cutoff Date was also added in the yellow global change section and on each row. View Edit All Classes
General grid speed improvement
A change went in this morning that will speed up the loading and rendering of our grids (tables) across the board, especially on tabs such as Family-Summary tab, Family-Enrollment tab, Student-Classes tab.
Post Tuition Fees: Added 6th Multi-Student Discount
A 6th Multi-Student Discount field was added to Post Tuition Fees and Tuition Defaults. View PTF 6th Multi-Student Discount
Tuition Defaults allow you to save your tuition discounts to be used each time Post Tuition Fees is ran. To setup Tuition Defaults, go to Tools>Edit Settings>Tuition Defaults.
User Permissions: New Transaction Advanced Search
Transaction Advanced Search used to be controlled by the Transaction Reports and Payment Method Summary user permission, however, there's now a separate permission for Transactions Advanced Search. Users with the Transaction Reports and Payment Method Summary permission now also have the Transaction Advanced Search permission.
View New User Permission
To view/edit user permissions, go to Tools>Manage Users and Permissions.
Email Families: Added (no value) ePmt Method Option
Email Families has a new ePayment Method option for "(no value)". This means you can proactively email families/accounts missing the ePayment Method to get their payment information before tuition is due, thereby helping you collect revenue faster. View Email Families ePayment Options
Portal Fees & Payments Tab: Changes
The Portal's Fees and Payments tab layout has been improved to help your families find information easier. The Balance field was moved and color changed to be more apparent. The Make a Payment button color was changed to stand out more on the page. The Print link was changed to a Print button and the Search by Date ability was moved from a link to the Transaction Filters section at the top of the page. View Portal Fees and Payment tab changes
Cat1,2,3: New Hide Option
Category1,2 and 3 can now be hidden from drop-down lists. To do this, go to Tools>Edit Drop-down Lists>Category 1,2,3. Click the Hide checkbox for any category you no longer wish to display in drop-down lists. View Category 1 Hide Checkbox
Stmts/eComm Receipts: Added Statement Header Setting
Edit Settings>Statements/eCommerce Receipts has a new setting for Statement Header. When text is saved as the Statement Header, the text will appear in both Print and Email Statements. View Statement Header Setting
Future Enrollments Grid Added
Future enrollments were moved from the View Future Enrollments button into it's own Future Enrollments grid in the following places: Family Enrollment tab, Student Classes tab and Class Enroll List tab. The Customer Portal was also improved to show future enrollments in the My Classes tab and My Students pages. View My Classes example, View My Students example
Online Web Reg Confirmation: Added Show Instructor Setting, Parent Confirmation Emails Updated
A new setting called' Show Instructor' was added to the Online Web Registration Confirmation settings. When Show Instructor is set to 'yes', the first instructor assigned to the class will be included in the confirmation email sent to the parent from web registration and quick registration. The new setting is set to 'no' for all databases; therefore, if you want Instructor included in the email, you'll need to change it to 'yes' (go to tools>online web registration>settings)
Other improvements made to the parent email confirmations.
*Online Web Registrations will include the contact employer informationView Show Instructor Setting, View Online Web Registration Confirmation Example
*Quick Registrations will include class time, room and date/time of registration
*Overall format updated to be easier to read
New Faster Database Servers
This past weekend we migrated to a new database servers that are faster. The end result for you, your staff and customers is a more zippy and more responsive database system.
Students Adv Search: Cell and Transportation Added to Results
Student Advanced Search changed the search criteria for Emergency Form Completed to Emergency Contact Form Completed and Enrollment Form Completed to Enrollment Form Received. The search results now shows columns for Cell Phone and Transportation. Note: If there are columns which you don't want to see, use the Show/Hide Column button to hide them. View Students Advanced Search
Online Web Registration: Added Tax on Registration Fees
Tax will now be automatically added to registration fees from online web registrations when both the Edit Settings "Tax Tuition and Registration Fees" and Online Web Registration "Post Registration Fee(s)" are set to Yes. View Settings for posting Tax on Registration Fees automatically
Email Statements: Added e-Payment Method (no value) option
Email Statements has a new option to find families with a blank e-Payment Method. This enables you to easily send statements to families which can't have a payment processed via Process Credit Cards/Bank Accts. To do this, set the e-Payment Method search criteria to "(no value)". View Email Statements e-Payment Method
Tax Label Updated Throughout JR
If you have a Tax Label entered (located under tools>edit settings), your Jackrabbit has been updated to use this label instead of the word "tax". View Tax Label Example
Student Adv Search: Added Start Date From/Through
Student Advanced Search now has search criteria for Start Date From and Through. This provides a way to identify students who started during a specific date range and is helpful for determining anniversary awards, etc. View Start Date From and Through
Email Student Schedules: New Options
Email Student Schedules now has a Membership Type search criteria and the following show/hide display options: Student Start Date, Student Drop Date, Class Start Date, Class End Date, Instructor and Room.
NEW Email Student Schedules
The ability to email student schedules is now available under the Students menu! The "Email Families and Email Student Schedules" user permission must be checked in order to view this new feature. There are search criteria to help you find the appropriate families/students, including the ability to select a single family or student. There is also a preview page to view the recipients and their schedules. Note: If a family/student is listed twice in the search results, they will only receive one email. View Students Menu, View Student Schedule Example
Class Session: New Hide Option
Class Session can now be hidden from drop-down lists. To do this, go to Tools>Edit Settings>Edit Drop-Down Lists>Class Session. Click in the Hide checkbox for any session you no longer wish to display in drop-down lists. View Class Session Hide Checkbox
Student Summary tab: Moved Duration Column
The Student Summary tab now displays the Duration column after the Time column. This lists the columns in the same order as the Family Enrollment tab. View Student Summary Duration
User Activty Log: Added Permission Information
When a user clicks on something they don't have the permission to do, an entry to the User Activity Log will now show the missing permission name.. View User Activity Log - No Permission
Enter Absences: New Expand Button for Roll Notes
Enter Absences now has an Expand button which displays the Students' entire Roll Notes. View Enter Absences Expand Button
Customer Portal Log & User Activity Log: Added Payment Method Updates
Both the Customer Portal Log and User Activity Log now include information when a family's Payment Method changes via the customer portal.
Adv Transaction Search: New Family ID Display Setting
Advanced Transaction Search has a new display setting for Family ID. When set to yes, the search results will have a column for Family ID. View Adv Transaction Search Family ID Display Setting, View Adv Transaction Search Results with Family ID
Edit All Classes: Months added for Min/Max Age
Edit All Classes was updated with the ability to enter the Min and Max Age Months. View Edit All Classes Min/Max Age Months
Class Min/Max Age Enhancements
Several enhancements were made to improve Class Min and Max Age requirements for enrollment.
1. Class Min and Max Age have a new drop-down box to enter the Months requirementThese improvements ensure only students of the appropriate age are enrolled in classes. View Class Min/Max Age Settings, View Customer Portal Example
2. A Cutoff Date was added to give you more control over the date a student must be a certain age to enroll
3. Online Web Registration and Customer Portal will now use both years and months to determine a students eligibility to enroll in a class, using the Class Min Age, Max Age and Cutoff Date.
New Student Age Format Setting
There is a new Edit Settings option which allows you to choose how student ages are displayed througout your database. The setting is called "Student Age Format" and has two options: Display Year Only and Display Year and Month. View Student Age Setting and Examples
Customer Portal Fees & Payments Tab: New Transaction Search Filters
Portal's Fees & Payments tab now has filters to give your customers an easy way to find the transactions they are looking for. There is a filter for "Fees & Payments", with options: All Fees, Fees Not Fully Paid, Fees Fully Paid and Payments/Credits. There is also a filter for Fee Type and Student. View Portal Transaction Search Filters
Customer Portal Settings: New Fees & Payment tab Display Options
Customer Portal Settings have new options to display the following: Show Session, Show Payment Method, Show Check Number, Show Discounts, Show Unpaid Amount and Show Balance. Your customers will have a comprehensive view of their account activity when all of these options are shown in the portal. View Portal Display Settings, View Portal with All Options Displayed
Enrollment Detail Report: New "Show Family Zip Code" option
The Enrollment Detail Report has a new display option for "Show Family Zip Code". The zip code column in the search results can help sort families by area. View Enrollment Detail "Show Family Zip Code" Setting
New Improved Refunds
New Refunds Released! This enhancement handles refunds in a smarter and more efficient way:
-Start a refund from a transaction grid by clicking on the new red "R" icon (available from the family/acct refund button, family/acct transaction tab or transaction advanced search)To see the new refund in action, watch this video: How the New Refund Works
-Ecommerce credit card payments will be voided/refunded directly back to the credit card. You'll no longer need to log into the virtual terminal. This is for all merchant processors, EXCEPT Authorize.net and Studio Auto Pay/ACH Direct/Forte.
-Family/acct Balances will be adjusted in appropriate refund situations
-Dashboard revenue charts include refunds
Drop/Transfer Student with a Family Balance Alert
When a family has a balance and a student is either transferred or dropped from class, you will see an alert showing the family has a balance. The amount is a link which opens the Advanced Transaction Search which shows the outstanding fees. View Drop Example
Online Web Reg Settings: Enrollment Option Change
The Online Web Registration enrollment settings were made simpler by replacing two settings "Ability to Enroll in a Class" and "Require Class Enrollment", with one setting called "Class Enrollment". The Class Enrollment drop-down list options are: Optional(default), Hidden and Required. All databases will be updated according to their current settings. View Class Enrollment Setting
Copy Classes: "New Registration Start Date" option
Copy Classes now has an option to set the New Registration Start Date for the new classes created. View New Registration Start Date in Copy Classes
Event Enrollment: New Email Columns
The Event Enrollment tab now displays the Family or Student Email of all enrolled families/students. The export feature was also added. View New Event Enrollment Columns
Refund Enhancement Coming August 10th!
A smarter way to refund customers is coming on August 10th! Watch How the New Refund Works
The Dashboard charts have been upgraded to no longer use Adobe Flash. This means charts are viewable on all browsers and all mobile devices. An added feature: Years can be displayed/hidden in the revenue charts by clicking on the legend.
Student Tuition Report: New Settings
The Student Tuition Report has two new search criteria: Student Status and Tuition Status. Also, the search criteria named 'Tuition Allocated to' was renamed 'Payer'.
Please note: Only clients using Student Based Billing have the Student Tuition Report available.
Drop Link Permission Change
The Drop Link userID permission was changed to be called "Drop Student". The permission now also limits the ability to enter a student's Future Drop date. If a user doesn't have the Drop Student permission, they will no longer be able to enter a student's Future Drop date in the Student Class tab, Class Enroll List tab, Family Enrollment tab and Student Summary tab.
Student Skills tab: Delete Option
Deleting Student Skills has been made easier! In the Student Skills tab, when the delete trashcan icon is clicked on a skill with sub-skills, you will be asked to either delete only the skill or the skill and all of it's sub-skills. If you click on a sub-skill or a skill without sub-skills, you will be asked if you're sure you'd like to continue with the delete action.
View Student Skills Delete Option
Class Listings: Responsive for mobile devices
We now offer responsive (mobile-friendly) class listings table codes! This is in open BETA which means you may try it and provide feedback to us. If your website is already "mobile-optimized", you can try these codes for your class listings tables. Depending on your website, you may need site modifications from your webmaster. For more information, click on the appropriate link:
Jackrabbit Responsive Class Listings Help, or for the Jackrabbit Care edition Care Responsive Class Listings Help
Students Adv Search: New option "Has not had a tuition fee posted since"
Students Advanced Search has a new search option for "Has not had a tuition fee posted since". This enables you to find currently enrolled students who may have been missed when tuition fees were being posted.
Time Clock: Update to Classes available for check-in
The Time Clock's list of available classes for student check-in now uses the Class End Date instead of the Student Schedule End Date. This means that any active class with a class end date of today or after, will be listed as an available class for check-in and if the class end date is before today, the class will be hidden.
NEW - Print and Email Statement Format
The Statements format has been updated to make it easier to read and give more usable information! Both print and email statements have the new format. Here's a list of the major changes:
*Account Summary section at the top including: previous balance, total fees, total payments and current balanceView Statement Format Example
*Fees show the original amount and the discount amount
*Fees and Payments/Credits were combined into one column
*Payment/Credits have a negative sign and are shaded rows
*A paid transactions only statement shows a "Payments and Fees Fully Paid" heading, plus the orginal amount and discount amount
*An unpaid transactions only statement shows a "Fees Not Fully Paid" heading, plus the original amount, discount amount, paid amount and unpaid amount
NEW - Ability to Clear User Defined Answers
You now have the ability to clear user defined field (UDF) answers yourself! There are two new user ID permissions which must be checked to use this enhancement: one for family and one for students, both are called "Clear UDF Answers". After permission is given to a user ID, they will see the new option under the Family and/or Student menus. After clicking the menu option, then select which UDF to clear.
View User Permission
View Menu Options
View Clear Answers Page
Transaction Advanced Search: New Family ID Display Setting
A new display setting for "Show Family ID" was added to the Transaction Advanced Search. When set to 'yes', a new column "Family ID" will appear in the results list. This gives easier visibility to the Family ID number. View Family ID example
Phone Number Masking for US & Canadian Clients
We've added phone number masking for all US and Canadian clients. Phone number masking ensures phone numbers are entered in a standard format. You will notice a new globe icon to the right of all phone number fields. To enter an international number, click the globe icon to turn masking off.
Phone number masking still allows you to enter letters and other characters in the phone number field but these must be entered after the numbers. One exception is Cell phone which only allows 10 numbers and no letters/characters. If you have existing phone numbers which have letters/characters before the numbers, these are currently in international mode so your data has remained unchanged.
View Phone Number Masking
International clients phone number fields have not changed in any way, except for Cell phone. Cell phone will only allow the following: numbers 0 through 9 and symbols , : + - . ( )
Online Web Reg Settings: New "Require Cell Phone" setting
Online Web Registration settings has a new option called "Contact #1 Require Cell Phone". When checked, the web registration form can't be submitted until the contact #1's cell phone number is entered.
View New Setting
Tools & Edit Settings Menu Changes
Several changes have been made to the Tools, Edit Settings and Student menus
Moved from Tools: 1. Edit Drop-down Lists moved to Edit Settings menu
2. Edit Student Skills moved to the Student menu Deleted duplicate pages: 1. Edit Location deleted from Tools, it still appears in Edit Settings
2. My Account deleted from Edit Settings, it still appears in Tools Renamed fields: 1. Website Registration renamed Online Web Registration
2. Customer Portal Settings renamed Customer Portal
3. Edit Student Skills renamed Skills Edit Settings order is now in alphabetical order
NEW - Dashboard Alert: Classes to be Archived
A new Dashboard alert called "Classes to be archived" was added! This displays the count of active classes which have a class end date before today. When the link is clicked, a list of these classes will display, along with an Archive Class button to help you archive the classes faster. Note: A user must have the Archive Class user ID permission in order to see the button.
Archiving Classes after they are completed are part of the Jackrabbit Best Practices to maintain a healthy database. To see more Best Practices, Click Here
Students Adv Search: Changes for Start/Registration Month
A couple changes were made in Students Advanced Search to help make the settings more useful:
*Start Month renamed Student Start Month and a "No Value" option was added to the drop-down list. The "No Value" option will help find students who would be missed when Post Annual Fees Per Student is ran.
*Registration Month renamed Family Registration Month and the search will now look at the Family Registration Month instead of the Student Start Month.
Class Roll: Class Name show on all pages
The Class Roll will now show the Class Name at the top of every page
"Send Email To": Renamed Parents to Contacts
The "Send Email To:" drop-down list was updated to use the word "Contacts" instead of "Parents" because the email address is saved in the Contact file.
Adv Transaction Search: New setting for Transaction ID
A new display setting was added to Advanced Transaction Search called "Show Transaction ID". When this is set to 'yes', the search results display a new column showing the Transaction ID.
In case you weren't aware, every transaction in Jackrabbit has a Transaction ID assigned. The Transaction ID is also visible at the bottom left of the Edit Transaction page and on the Payment Receipt.
Family Transaction tab: New button "View Unapplied Credits & Unpaid Fees"
The Family Transaction tab has a new button called "View Unapplied Credits & Unpaid Fees". This gives you quick access to identify and link a family's unapplied credits to their unpaid fees.
Class Enroll List & Wait List: Added Gender column
The Class Enroll List tab and the Wait List tab now have a Gender column to give you more information about the student
Transaction Adv Search: Added Student column
Transaction Advanced Search now has a Student column to give you more information about the transcation
Web Reg Settings>Field Labels: Simpler Set-up
We've simplified the set-up of the Web Registration Field Labels/Hidden/Required page by combining the HIdden and Required settings into one setting with options: Hidden, Optional and Required.
Dashboard: Added Important System Notifications
We've added a section above the Dashboard which will show any important notifications about the Jackrabbit system; for example, system issues and scheduled maintenance days/times.
Skills Mass Update: Search Changes
The Skills Mass Update had two changes to the search criteria: the Current Skill drop-down is now multi-select and there's a new setting called "Or Students with No Current Skill" to help identify students who are missing skills
Organization Logo: Multiple Changes
Several changes were made to the Organization Logo page: reformatted for easier use, added a Delete Logo button and added recognition when too large of logo file is being uploaded (file won't be uploaded)
List All & List Active Classes: Added Columns
Two columns were added to both List All & List Active Classes searches: Registration Start Date and Duration
Family Enrollment & Student Summary tab: Added Total row
The Family Enrollment and Student Summary tab had two changes: the Length column was renamed "Duration" to match other areas of the system and a "Total" row was added
Calendar: Hover displays per day openings count
When hovering over a class name in the Calendar, the Per Day class openings count will show each day's count separately
Aged Fees Report: Column name changes
The word "Fee" has replaced the word "Transaction" in search criteria names and column names. For example, "Trans Date" was changed to "Fee Date", "Trans Amt" changed to "Fee Amt".
Per Day Tuition Fees: Display changed for Web Reg, Class Listings & Portal
The tuition fees for Per Day classes in Web Registration, Class Listings and Portal will now display each day's tuition as opposed to only the first day's tuition.
Family & Student Adv Search: Find missing Registration Month
Family and Student Advanced Search can now find families/students who are missing the registration date/month. To do this, set the advanced search "Registration Month" search criteria to "(No Value)". Run this search prior to using Post Annual Fees to make sure a family/student won't be missed when posting annual fees.
Students Adv Search: New "Has No Assigned Skills" search
Students Advanced Search has a new search criteria called "Has No Assigned Skills". This setting should be set to 'true' in order to find students without any assigned skills.
Paid Fees Report: Added Trans Date, Amt and Pmt Method
When the Paid Fees Report is ran in detail, the following columns are now displayed: Transaction Date, Transaction Amount and Payment Method
Enrollment Detail Report: New settings for Student ID and Drop Date/Reason
Two new display settings were added to the Enrollment Detail Report:
*Show Student ID
*Show Drop Date & Reason: This is available when Current/Past Enrollment is set to either 'All' or 'Past Enrollment-Drops'
Post Group Fees: Renamed Post Class Transactions
Post Group Fees has been renamed "Post Class Transactions"
Payment Receipt: Transaction ID# Added
The Payment Receipt now displays the Transcation ID# under the detail of the receipt. The Payment Receipt is accessible when entering a payment (check the Print Receipt checkbox) or when editing a payment transacation (click the Print Receipt button).
Email File to Express Payroll: Displays file information
Email to Express Payroll now displays a view of the information included in the pay period's file attachment
Online Class Listings: Display Openings by Day
When a class is a "Per Day" class, the online class listings table now displays the opening count for each day the class meets
Portal: Start & End Date changes
There are three new portal settings: "Show Student Start Date", "Show Student Drop Date" and "Show Class Start and End Dates".
*The *Show Student Start Date" and "Show Student Drop Date" settings are currently defaulted to 'no'. When changed to 'yes', the new column(s) will appear in the Customer Portal's My Classes tab.
*The "Show Class Start & End Date" setting is defaulted to 'yes' because these columns have always showed in the Customer Portal's My Classes tab. You now have the option to hide them by changing the setting to 'no'.
Adv Transaction Search: New Special Search option
A new Special Search called "All unapplied credits and unpaid fees" was added. Use this special search to help identify and link family's unapplied credits to their unpaid fees.
Quickbooks Report: Added Ecomm Details
When the Quickbooks Report search criteria "Show Notes" is set to yes, the approved ecommerce details will display on the report.
Pay Period drop-down list default change
The default pay period drop-down list has been changed in the Approve/Unapprove Time and Close Pay Period pages. If the previous pay period hasn't been closed, the pay period drop-down list will default to "Previous Pay Period". If the previous pay period has been closed, the pay period drop-down list will defualt to "Current Pay Period".
Close Pay Period: Added "Export to Payroll" button
After closing a pay period, an "Export to Payroll" button will appear on the close pay period confirmation page. This provides a quicker way to get to the export page.
Staff Type drop-down list: Added "Volunteer" option
"Volunteer" was added to the Staff Type drop-down list.
Stmts/Ecomm Receipts: New Portal Login Link Setting
Jackrabbit highly recommends including a link to your Customer Portal in ecommerce receipts. To make this easier for you, we've added a new setting called "Include Link to Customer Portal". When this setting is set to 'yes', a text link is automatically added to the emailed receipts. The text link is "Click Here to access your account".
This is currently off for all clients. To begin automatically including the link to the portal in ecommerce receipts, go to Tools>Edit Settings>Statements/Ecomm Receipts and change "Include Link to Customer Portal" to 'yes'.
Enrollment Details pop-up for Per Day Classes: Change made
When enrolling a student into a per day class, if a day the class meets has zero openings, the full day's openings count is highlighted red and the Enroll checkbox can't be checked. This stops overbooking into full days.
Event Registration Form: Use Web Reg Family Field settings
The Event Registration Form now follows the Web Registration Field Settings for: Family Information, Contact #1 Type, Contact #1 Email Required, Contact #1 Home Phone Required and Emergency Info.
List Active/All Classes & Adv Class Search: New Start & End Time Columns
The Class Start and End Times have been moved to their own columns in List Active Classes, List All Classes and Advanced Class Search. You are now be able to sort and search the time columns.
Time Clock Settings moved to Clock menu
The Time Clock Settings have been moved from Tools>Edit Settings and are now accessible under the Clock menu.
New "View Transaction Links Details" icon/column in transaction grids
New faster way to view transcation links is available in the Family Transaction tab, Family Transaction History and Advanced Transaction Search pages! A new column was added before the Date column, which contains a link icon. Clicking the link icon will open a pop-up which displays all linked fees, payments and refund transactions. The top blue section of the pop-up contains the information of the transcation which was clicked on.
Click to see example
New "E-comm Details" column in transaction grids
In the Family Transaction tab, Family Transaction History and Advanced Transaction Search pages, the E-commerce transaction details for approved/successful payments have been moved out of the Notes column and into it's own column called "E-comm Details". This column will contain a "Success" link which when clicked, will open up a pop-up with all the E-commerce transaction information. This allows you to have more space in the Notes column for other types of notes. If a payment is declined, the decline information remains in the Notes column because it wasn't a "real" E-commerce transcation due to being declined.
Click to see example
Deposit Slip & Quickbooks Report/Export: New Refund Option
A new option was added tothe Deposit Slip, Quickbooks Report and Quickbooks Exports' search criteria. The new option was added to the Show Refund drop-down list, called "Cash/Credit Only". This allows you to hide refunds processed by credit cards which don't change the amount deposited directly to your bank account for the day.
New UserIDs Default Permission Changes
When new User IDs are created, the following permissions will be now be "off": Aged Accounts Report, Email Listing, Family Address Listing, Family e-Payment Listing, Family Listing, Family Mailing Labels, Telephone Listing, Enroll Snapshot1, Enroll Snapshot2, Payment Method Summary, Revenue Summary, Transaction Listing, Transaction Summary, Transaction Sub-Type Listing, Zip Code Summary, Edit Email Templates and Drop Unpaid Families.
This was done to give new users a simplified view of Jackrabbit. These permissions can be turned "on" per user by going to Tools>Manage Users & Permissions.
Approve/Unapprove Time: New Close Pay Period button
A button for Close Pay Period was added to the Approve/Unapprove Time page. This makes it easier/faster to get to the step of the payroll process after approving all hours in the pay period.
Payment Method Drop-Down List Editor: New Hide option
When editing the Payment Method drop-down list (go to Tools>Edit Drop-down Lists), there's a new Hide check-box. When checked, the payment method value will no longer appear in drop-down lists. For example, if you don't accept American Express, check the Hide box and save changes. When payments are made, American Express will no longer be seen as a payment method option.
Time Clock Settings: New "Default Time Entry Method" setting
A new Time Clock Setting was added so you can set the Default Time Entry Method to the appropriate value (clock in/out, manual in/out or total hours) and every staff person created will have this value. This setting defaults to the clock in/out time entry method. This is a big time saver when the majority of your staff are manual in/out or total hours because once the Default Time Entry Method is correctly set, it's not necessary to edit each new staff person created.
Quick Reg & Enroll modals for Per Day Classes (Jackrabbit Care not included)
You can now select the days of the week to enroll students in Per Day classes in Quick Registration and all enroll pop-ups within Jackrabbit. The correct tuition will be calculated based on the number of days the student is enrolled.
Portal for Per Day Classes: Customers can select days of the week. (Jackrabbit Care not included)
Your existing customers can now select the days they want to enroll in Per Day Classes! They can also be put on a Waitlist if the days are full. The correct tuition will also be calculated based on the number of days they enrolled.
Coming soon: You will be able to select days of the week when enrolling new or existing students in per day classes
Events: New Copy Event Type feature
The Event Type page now has a "Copy Event Type" button to make creating similar event types more efficient. The feature will copy all of the Event Type settings. You also have the option to copy the description, questions and agreements.
Time Report: New option "Staff Summary with Gross Estimated Wages"
A new report format was added called "Staff Summary with Estimated Gross Wages". This report sorts by Staff person and has columns for Department, Pay Rate, Total Hours and Estimated Gross Wages.
Instructor drop-down list order standardized
The Instructor drop-down lists now consistently list the instructors in alphabetical order by first name.
Pay Rate Report: Staff ID value changed
The Pay Rate Report used to display the Jackrabbit ID number for staff. The report now displays the manually entered Staff ID from the Staff Summary tab.
Quick Registration renamed Quick Registration/Add Family
Quick Registration was renamed Quick Registration/Add Family. The Quick Registration form is the most efficient way to add a new family's information.
Enrollment Snapshot1: Added column search boxes
There are now column search boxes to make it easier to find the desired information.
Web Reg for Per Day Classes: Customers can select days of the week. (Jackrabbit Care not included)
Your customers can now select the days that they would like to enroll in Per Day Classes! They can also be put on a Waitlist if the days are full. The correct tuition fee will also be calculated based on the number of days they enrolled. Coming soon (later this month):
*Your existing customers will be able to select the days of the week when they register via the Portal.
*You will be able to select days of the week when you enroll new or existing students in classes.
Event Types: 'Notices' can be displayed after the date passes
The Calendar label size was increased to allow you to use a hyperlink. A setting (Show Notice Events After the End Date) was also added to allow a 'Notice' event to be displayed on the calendar after the date passes. One way to use this is to include a hyperlink to a PDF in the 'Calendar Label' with the class schedule of your next session. The Notice Event will be displayed on your calendar until you change the "Show Notice Events After the End Date" setting.
Events Date/Time Enrollment Tab: Age and Birth Date added
The Age and Birth Date are now displayed on the Enrollment tab for an Event Date/Time.
Event Details Report: New output and display settings
Age and Gender are now shown on this report. Two display settings were added: 'Allergies & Special Needs' and 'Notes'.
Drop History Report: New Criteria
A new setting (Current Student Status) was added that allows you to exclude inactive students that have future enrollments. This allows you to get a more accurate retention reporting because you can exclude inactive students with scheduled future enrollments (inactive students scheduled to return).
Template button - changed to 'Favorites' and moved to the left
The Templates button was renamed 'Favorites' and moved to the left to better promote its use. Use this feature in order to save criteria for reports that you use frequently.
New User Permissions were added for various Reports.
New permissions were created to access various Reports: Aged Fees, Contact Listing, Paid Fees, Student Information Sheet and Student Labels. This provides you with better control over which reports users can access.
Transaction Advanced Search: added 'Orig Amt' and 'Pre-Tax Amt' and rearranged column order
The 'Orig Amt' and 'Pre-Tax Amt' columns have been added to provide additional information. The 'Pre-Tax Amt' equals the Original Amount minus the Discount Amount. The columns have been changed to match the column order that is on the Family Transaction tab. Users can view all information about fees and payments (original amount, discount, taxes) in a consistent format.
Payment Trans Entry: Renamed button to "Save & Make Another Payment"
The "Save & Split Payment" button was renamed "Save & Make Another Payment" to make it's purpose clearer.
Post Annual & Post Late/Misc Fees: Added Family Link
The preview page now has the Family as a link to the Family Summary tab.
Email pages: Various changes
The below changes were made in Email Families, Email Staff, Email Events, Email Leads and Email Class:
*Moved the "Subject" above the "Message" box
*Moved "Reply To" and "Send Additional Emails To" under the Dropbox button
*Added a section header for "Search Criteria"
Transfer Student: Added Class Start & End Dates
When transferring a student to another class and using the Class Search, we've added the Class Start and Class End Dates as columns
Process Credit Cards/Bank Drafts: Location added
A new column for Location has been added to the Preview and Confirmation page to make it easier to know which location a family/account is associated.
Popup Help for Bank Routing Number added for Web Reg, Quick Reg, and Portal
A popup help "?" icon now appears next to "eCheck/Bank Draft" label (if you are using this) that helps parents identify their bank routing number and account number on their checks for input into Web Reg, Quick Reg and the Portal. For Canadian customers the help switches to the Canadian format (Institution ID and Transit ID).
Family Transactions & Transaction History: New column
A new column for "Pre-Tax Amount" has been added to Family/Acct Transactions tab and Transaction History. The Pre-Tax Amount equals the Original Amount less the Discount Amount. This makes it easier for users to quickly see the pre-tax amount quickly.
Who's Scheduled to be Here: New columns added and Show-Hide Columns feature added
New columns were added for Primary Contact, Cell Phone, Email, Start Time and End Time. The Show/Hide Columns feature was also added.
Lead File: Date Created and Last Updated Dated added
The Date Created and the Last Updated date have been added to the bottom left corner of the Lead File page.
Student Adv Search: Enroll Type search criteria added
A search criteria for Enroll Type has been added. You can use this as another way to search scheduled Trials, Class Transfers, or custom enroll types defined by you. The output of Student Advanced Search is a student "summary" with student details such as user-defined fields whereas Enroll History and Enrollment Detail Report show more enrollment details.
Email Address Bounce Report: Name changed
The Email Address Bounce Report name was changed to "Email Bounce Report". A column name in the report was changed from Email to "Email Address".