CLASS Help Center
Table of Contents
Table of Contents
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Home
Glossary
Get Started in Jackrabbit
Jackrabbit's Setup Program
Import Your Data into Jackrabbit
Import Your Data - An Overview
Data Requirements for Import
Add Family Balances to Imported Data
The Basics
Jackrabbit User ID Passwords
Log In and Out of Jackrabbit
Navigate in Jackrabbit
The Four Main Areas Jackrabbit Stores Data
Work with Reports - Table Style
Work with the Information in Grids
Save Your Favorite Filtered Grid Views
Search for People or Classes in Jackrabbit
Notes in Jackrabbit - Family, Student, Class, and Staff
There are Different Types of Notes In Jackrabbit - Where can I view them?
Resources in Jackrabbit - Family, Student, Class, and Staff
US & International Phone Numbers in Jackrabbit
Organization Set Up
Address Settings
Email Notification Settings
Time Zone & Date Settings
Customize Drop-down Lists
Customize Drop-down Lists - An Overview
Class Categories - Category 1, 2, and 3
Class Sessions
Transaction Types
Transaction Subtypes
Add Staff / Instructors
Add Classes / Lessons
Add Classes - Overview
Class Summary Tab - The Fields Explained
Add a Class from the Classes Menu
Add a Class from the Classic Weekly Class Calendar
Add a Family (Account)
For Self-Starters
Next Steps to Registration, Enrollment & Tuition Billing
Consulting Services for Jackrabbit Clients
Use Jackrabbit
What's New in Jackrabbit
The Executive Dashboard
The Executive Dashboard - An Overview
Key Metrics
To Do Tasks
Alerts
Aged Accounts
Revenue Summary
Internal Announcements on the Executive Dashboard
The Activity Calendar - Classes, Events & Appointments
Families / Accounts
The Family Record
Add a Family (Account)
Contacts in the Family Record
Edit a Family Name
Delete a Family
Work with All Families - View, Search, and Take Action
User Permissions for All Families (Families menu)
Use Family Source & Referral Name for Marketing
Jackrabbit's Duplicate Family Detection
Merge Duplicate Family Records
Active vs. Inactive Families
Problem Accounts (Families)
Drop Unpaid Families
Family Reports
Aged Accounts Summary Report (Who Owes you Money)
Family Balance Summary Report
Aged Fees Report (Who Owes you Money - Detail)
Statements / Invoices
Statements / Invoices Default Settings
Print or Email Individual Statements / Invoices
Print Multiple Statements / Invoices
Email Multiple Statements / Invoices
Family ePayment Listing Report
Email Listing Report
Family Address Listing Report
Contact Listing Report
Family Mailing Labels
Students
The Student Record
Add a Student
Add a Student's Picture to the Student Record
Delete a Student
Gender Options in Jackrabbit
Work with All Students - View, Search, and Take Action
Assign Sizes / Measurements to Students
Change Student Grade Levels
Track Immunizations for Students and Staff
The Self Check-In Feature - Take Attendance & Increase Parent Engagement
Track Your Students' Attendance
Student Absences and Makeups (when tracking absences)
Enter Student Absences from the Class Record
Enter Student Absences from the All Classes Grid
Enter Student Absences from the Family Record
Enter Student Absences from the Student Record
Mark Students Absent When Taking Attendance in the Staff Portal
Scheduling Makeup Classes
Schedule a Makeup from the Student Record
Schedule a Makeup from the Class Record
Schedule Makeups in the Parent Portal
Prevent Makeups from being Scheduled in a Class
Mark a Student Present for Class (when tracking attendance)
Mark Students Present When Taking Attendance in the Staff Portal
Enter Attendance from the Class Record
Take Attendance with a Barcode Scanner
Report on Your Students' Attendance
Student Skills/Levels
Student Skills/Levels - An Overview
Skill/Level Categories
Create Skills/Levels
Delete Skills/Levels
Add Skills/Levels to Classes
Add or Update Student Skills/Levels Individually
Add or Update Student Skills/Levels in Mass
Delete a Student's Skills/Levels
Student Skills / Levels in the Staff Portal
Student Reports
Student Attendance Report
Student Skills/Levels Search Report
Who's Scheduled To Be Here Report
Student Detail Report
Student Info Sheets
Print Student Labels
Measurement Worksheet
Staff and Instructors
The Staff Record
Add a Staff Member / Instructor
Assign Staff / Instructors to Classes
Delete a Staff Member / Instructor
Protect Your Data When a Staff Member Leaves
Remove (Unassign) Staff / Instructors from a Class
Staff Timeclock
Staff Availability
Manage Substitute Instructors for Classes
Staff / Instructor Skills
Staff / Instructor Certifications
User Permissions for Staff Certifications
Track Immunizations for Students and Staff
Employee & Candidate Screening with Jackrabbit and Yardstik
The Staff Portal
Staff / Instructor Reports
Search for Staff Members
Active Staff
Instructor Schedules
Staff Pay Rate Report
Instructor Scheduled Time Report
Classes
The Class Record
Class Summary Tab - The Fields Explained
Add Classes
Add Classes - Overview
Add a Class from the Classes Menu
Add a Class from the Classic Weekly Class Calendar
Per-Day / Multiple Meeting Classes
Create Private Lessons as Classes
Import Data to Create Private Lessons as Classes
Set Up Classes that Meet Multiple Days at Different Times
Set Up Camps as Classes
Edit and Copy Classes
Edit Multiple Classes at Once
Copy a Single Class
Copy Multiple Classes at Once
Delete a Class
Work with All Classes - View, Search, and Take Action
Transition to a New Session of Classes
Archive Classes
Archive Classes - An Overview
Archive a Single Class
Archive a Group of Classes
Restore an Archived Class
Email an Archived Class
List/Search Archived Classes
Class Lesson Plans
Classic Class Calendars
The Classic Weekly Class Calendar
The Classic Calendar - Day View
The Classic Calendar - Room View
The Classic Class Calendar - Monthly Schedule
Class / Lesson Reports
The Search Classes Report
Class Schedule
Weekly, Daily, and Monthly Calendars/Schedules
List Classes with Openings
Search Waitlists / Waitlists with Openings
Class Rolls Report
Absences-Makeups Report
Attendance Report
Class Sign In / Out Sheets
Class Skills/Levels Report
Search and List Archived Classes
Events
Event Management Overview
Add an Event Step 1 - Create the Event Type
Add an Event Step 2 - Create Event Dates/Times
Create an Invitation Only Event Date
Events on the Internal, External, and Activity Calendars
Register / Enroll in an Event
Event Registration and Enrollment from within Jackrabbit
Event Registration via the Event Calendar (New Customers)
Event Enrollment via the Parent Portal (Existing Customers)
Post Event Fees
Take Your Events Online
Event Notices (Event Date Status = Notice)
Use Events to Capture Party RSVPs
Compare Events & Classes in Jackrabbit
Event Reports
List Event Types
List (Event) Dates & Times
Event Detail Report
Event Sign In/Out Sheets
Event Online Registrations
Appointments
Enrollment
Enroll a Student
Enroll a Student from within Jackrabbit
Methods for Staff to Enroll a Student
Quick Registration Form - Add a New Family and Enroll New Students in Classes
Enroll a Student into Classes using Jackrabbit's Classic Calendars
Student Enrollment in the Parent Portal
Manage Class Waitlists & Priority Ordering
Edit a Student's Class Enrollment Date
Drop or Transfer a Student
Drop an Individual Student from a Class
Mass Drop Students from Classes
Future Drop Dates
Transfer a Student to Another Class
Report/Track Dropped and Transferred Students
Mass Drop All Classes for a Family/Student
User Permissions for Mass Drop All Classes
Trial Enrollment
Create a Trial Enrollment from within Jackrabbit
Trial Enrollment During Online Registration
Staff Procedures for Trial Enrollments
Report on Trial Enrollments
Future Enrollment
Create a Future Enrollment
View Future Enrollments
Delete a Future Enrollment
Report/Track Future Enrollments
Enrollment Reports
Understand Enrollment Types
Drop History Report
Enroll History Report
Enrollment Detail Report
Enrollment Snapshot Reports
Search Waitlists Report
Enrollment Trending Report
Process Class Registrations Report
Legal Policies & Policy Groups - An Overview
Step 1 - Create & Manage Policies
Step 2 - Create & Manage Policy Groups
Step 3 - Assign Policy Groups to Classes
Fees, Payments, Refunds, and Credits (Transactions)
Post Fees (Bill Customers)
Posting Tuition Fees
User Permissions for Posting Tuition Fees
Tuition Settings
Tuition Billing Methods
Fee Schedule for By Total Hours Billing
Tuition Billing Cycles
Discount Rules for Classes Billed By Class Fee
Create/Add a New Class Discount Rule
Assign Tuition Discount Rules to Classes
Family Discount Rules
Manage Current Tuition Discount Rules
Discount Settings for Classes Billed By Total Hours
Prorate Tuition Fees
Tuition Fee Settings
Discount Tuition Fees
Multi-Class Discounts
Count Classes by Student or Family for the Multi-Class Discount (By Class Fee)
Multi-Student Discounts
Discounts Based on Total Hours
Discounts for Specific Families - The Options
Assign a Family Discount (Billing Info tab)
Additional Discounts
Student & Family Fixed Fees - Tuition
Family Fixed Fees
Student Fixed Fees
The Post Tuition Fees Feature - Your #1 Tool for Tuition Posting
Advanced Detection (Post Tuition Fees Feature)
The Preview Tuition Fees Page (Post Tuition Fees Feature)
Automate Tuition Posting - Schedule Fees to Post Later
Automatically Omit a Family from Tuition or ePayment Batches
Task Management for Automation
Post Tuition Fees During Enrollment in Jackrabbit
Post Tuition Fees During Online Registration
Post Tuition Fees with Parent Portal Enrollments
Use Make Sale/Post Fees to Post Tuition
Review Recent Transactions - Tuition Fees
Troubleshoot Post Tuition Fees
Posting Other Fees (Non-Tuition)
Post Other Fees
Post Class Transactions
Post Annual Fees
Post Late Fees (or Misc Fees)
Post Registration Fees
Enter Payments
Post an Individual Payment in a Family Record
ePayments (Credit Card/Bank Account payments)
Payment Receipts
Payment Receipt Settings
Print / Email Receipt When Posting a Payment
Print / Email Receipt From the Transactions Tab
Manage Email Notifications (ePayment Receipts)
Prepayments and Overpayments
Payment Examples - Individual Payments
Example of a Check Payment - Entire Balance Paid
Example of a Check Payment - Applied to a Specific Fee
Example of Split Payment - Entire Balance Paid (Check & Cash)
Example of Split Payment - Entire Balance Paid (Credit Card Only)
Example of a Credit Card ePayment - Entire Balance Paid
Refunds and Voids
Refunds - An Overview
Refund a Cash or Check Payment
Void / Refund an ePayment (Original Payment was Credit Card or Bank Draft)
Store Refunds
Correct a Refund in Jackrabbit
Refunds and Revenue Reports
Refund Examples
Family Overpaid and Wants a Full Refund (Refund Example)
Family Paid Fee Early in Error, the Fees are Still Due (Refund Example)
Family Paid Fees and is Eligible for a Partial Refund, Fee will No Longer be Owed (Refund Example)
Family Paid Fees with Credit Card and is Eligible for a Partial Refund (Refund Example)
Family Paid Early in Error (with Credit Card), the Fees are Still Due (Refund Example)
Family Paid with Credit Card and is Eligible for Refund, Original Credit Card Cancelled (Refund Example)
An Item was Sold Through the Store and Customer Wants a Refund, Item Returned to Inventory (Refund Example)
Family Owes Tuition Fee and also Purchases a Store Item, They are Double Charged for the Item in Error (Refund Example)
Family Purchases 2 Items - 1 Item is Defective and Refunded, Item Not Returned to Inventory (Refund Example)
Split Billing
Post a Non-Monetary Credit to an Account (Family)
Account Credits (Non-Monetary) - An Overview
Set up Drop-down Lists for use with Account Credits
Post a Credit - Miscellaneous Credit Example
Post a Credit - Groupon Credit Example
Post a Credit - Fundraising Credit Example
Reports for Account Credits (Non-Monetary)
Find Unapplied Credits and Apply to Fees
Edit Transactions
User Permissions for Edit Transactions
Delete Transactions (Fees and Payments)
Delete an Individual Fee
Delete Tuition Fees (Transactions Menu)
Delete Multiple Transactions at Once
Delete a Payment
Find a Deleted Transaction in Jackrabbit
Write Off an Uncollectible Family Account (Bad Debt)
Record an NSF (Bounced Check)
Charge Tax on Fees
Set Up / Edit Fee Tax Details
Make Sale/Post Fees - Add Tax in the Post Fees Section
Tax Tuition and Enrollment Fees
Use a Promo Code or Coupon Code
Transaction Reports
Search Transactions
Locate Unlinked /Uncategorized Payment Reports
Transaction Listing Report
Transaction Sub-type Listing Report
Transaction Summary Report
Terminal ePayment Exception Report
Tuition Not Posted Report
Process ePayments
Get Set Up for ePayments
Contact an ePayment Partner
Reduce Your Expenses with PayPath & Technology Fees
Offset Credit Card Processing Costs With Surcharges
ePayment Permissions - Who Can Process Voids and/or Refunds?
Manage Credit Card & Bank Account ePayment Settings
Manage Email Notification Settings (ePayment Receipts)
Set Your Gateway Settlement Schedule
Using ePayments with Multiple Locations
Use ePayments in Jackrabbit
Manage Credit Cards & Bank Accounts in the Family Record
Add a Credit Card to a Family
Multiple Cards per Family
Delete a Credit Card from a Family
Add a Bank Account to a Family
Edit a Bank Account on a Family
Delete a Bank Account from a Family
Track Expiring Credit Cards for Families
Process a Single ePayment
Use Process ePayments to Create ePayments for Multiple Families at Once
Automate ePayments - Schedule ePayments to Process Later
Automatically Omit a Family from Tuition or ePayment Batches
Task Management for Automation
ePayment Voids, Refunds, and Chargebacks
Refund/Void ePayments - An Overview
Credit Card Voids/Refunds
Void a Credit Card Payment that Hasn't Settled with the Processor
Refund a Credit Card Payment that Has Settled with the Processor
Refund a Settled Credit Card Payment with a Different Payment Method
Correct a Refund in Jackrabbit
Bank Draft/ACH Payment Refunds
Void / Refund ePayment Receipts
ePayment Chargebacks
Record an ePayment Chargeback
EMV Chip Cards
EMV Chip Cards - An Overview
Requirements for Processing EMV Chip Cards
Set Up Your EMV Card Terminal
Process an EMV Chip Card Payment in Jackrabbit
Terminal ePayment Exception Report
Understand how Bank Draft/ACH Payments Process
Review Recent Transactions - ePayments
Understand ePayments
How ePayments Work
Credit Card Decline Codes
Credit Card CVV Codes
The True Cost of Credit Cards - Understanding Your Quoted Rate
Virtual Terminals / Console Explained
PCI Compliance
Send Emails
Email in Jackrabbit - Overview
Messaging Guidelines
Opt-out of Mass Emails (Student and Contact)
Zippy AI - Your Jackrabbit Email Assistant
Send an Individual Email
Send a Mass Email (Email a Group)
Email Families
Email Students
Email / Print Student Schedules
Email Classes
Email Staff
Email from Reports
Schedule an Email - Send Later
Schedule an Email to be Sent at a Later Time
Preview, Edit, or Cancel a Scheduled Email
Email Attachments and Images
Email Attachments and Images - An Overview
Upload and Manage Jackrabbit Files
Work with Jackrabbit Files - Attach Files and Insert Images
Link to a File in an Email Using Dropbox
Email Templates
Create Custom Email Templates
Copy an Email Template
Delete an Email Template
Customize a Jackrabbit Email Template (Classic Editor)
Email Reports
Search for an Email Address
Email Listing Report
View Sent Emails
Sent Emails Report
Email Bounce Report
Scheduled Emails Report
Send Texts
Messaging Guidelines
User Permissions for Text Messaging
Text Messaging With Jackrabbit and Twilio
Opt-In Contacts & Students for Texting
Opt-Out Contacts & Students for Texting
Opt-In / Opt-Out Staff for Texting
Send Text Messages
Text a Group
Text Classes
Text an Individual Staff Member
Text an Individual Family
Text a Group of Staff
Replies to Your Text Messages
Text Messaging Reports
View Texts Sent to a Family
Text Activity Report
Text Undeliverable Report
Who Opted In?
Your Revenue and Accounting
Accounting and Jackrabbit - An Overview
Maintain Accurate Revenue Reports
Linking Fees and Payments in Jackrabbit
Link a Payment to a Fee
Locate and Correct Unlinked Transactions (Fees & Payments/Credits)
Use the Paid Fees Report to Locate Unapplied Payments
View Unapplied Credits & Unpaid Fees for a Family
Find Unapplied Credits and Apply to Fees
Financial Reports
Financial Reports - An Overview
Revenue Reports
Class/Event Revenue Summary Report
Deposit Slip Report
Fee Summary Report
Paid Fees Report
Payment Method Summary Report
Revenue Snapshot Report
Revenue Summary Report
Revenue Reconciliation Reports
Accounts Receivable / Collection Reports
Aged Accounts Details Report
Aged Accounts Summary Report
Family Balance Summary Report
Fee Summary Report
Statements / Invoices
Email Multiple Statements / Invoices
Statements / Invoices Default Settings
Print or Email Individual Statements / Invoices
Print or Email Year End Statements
Print Multiple Statements / Invoices
For the Bookkeeper and Beyond
Transfer Your Financial Information from Jackrabbit to an Accrual Accounting System
Convert Cash Accounting Records to Accrual at Period End
Bank Reconciliation When Using ePayments
Understand how Bank Draft/ACH Payments Process
Accounting Controls in Jackrabbit
Use QuickBooks with Jackrabbit
Export Revenue to QuickBooks Desktop
Export Revenue to QuickBooks Online
Undeposited Funds & QuickBooks Deposits
Reports
The Reports Menu
Work with Reports - Table Style
Work with the Information in Grids
Favorites - Save your Report Criteria Selections
Report Output Formats
Streamline Data with the Business Intelligence Dashboard
Store / Point of Sale
Store / Point of Sale - An Overview
Store Setup and Maintenance
Things to Consider When Setting up the Store
User Permissions Required for the Store
Add Drop-down List Values for the Store
Add Item Vendors to the Store
Add Items to the Store
Delete Items from your Store
Item Barcodes for the Store
Add Additional Store Accounts
Make a Store Sale
Return a Store Item
Sell Drop-in Classes in Jackrabbit
Sell and Redeem Gift Cards in Jackrabbit
Sell and Track Punch Cards in Jackrabbit
Accept Charitable Donations in Jackrabbit
Store Reports
Store Reports - Report Type
List Item Vendors
List Stores
The Lead File
The Lead File - An Overview
User Permissions for the Lead File
Families Archived to the Lead File - What Information is Retained?
Add a Lead
Archive One Family to the Lead File
Archive Multiple Families to the Lead File (Mass Archive)
Add a Family Directly to the Lead File
Restore a Lead File Family to your Main System
Contact Your Leads
Email an Individual Lead
Email a Group of Leads
Print Mailing Labels for your Leads
Search, List, and Export Leads
Costumes and Apparel
Costumes and Apparel Overview
Add Drop-down Values for Costumes (Apparel) - Vendor Type and Size
Create Costume (Apparel) Vendors and Vendor Size Charts
Assign Sizes / Measurements to Students
Options for Size Charts and Pricing
Add Costumes (Apparel) to Classes and Students
Auto-Size Costumes (Apparel)
Post Costume (Apparel) Fees - Deposits and Balance Due
Costume (Apparel) Purchase Orders
Add a Ship to Location for Costume (Purchase) Orders
Create Costume (Purchase) Orders
Add Items to a Costume (Purchase) Order
List/Print Costume (Purchase) Orders
Costume (Apparel) Reports
Measurement Worksheet
Student Sizes Report
Costume Listing by Class Report
Student Costume Listing Report
Recitals and Performances
Create a New Recital
Add Performances to a Recital
Add Classes (Students) to the Performances in a Recital
Identify Conflicts and Finalize a Recital
Export Recital Info: Create Recital Programs & Student Detail Lists
Sell Recital Tickets with Tututix
Recital Reports
Print Recital Detail
Print Family Recital Detail
Print Recital Summary
Recital Programs
Multi-Recital Family Detail Report
Recital Check In/Out Sheet
Stay Connected with Jackrabbit Through Social Media
Manage Your Jackrabbit System
The System Administrator
Manage Jackrabbit User IDs
What is a Jackrabbit User ID?
Jackrabbit User ID Passwords
Add / Revoke a Jackrabbit User ID
Clone a User ID
User Roles
Permissions for Jackrabbit Users
Protect Your Account - Guidelines for User Permissions
Update a Jackrabbit User's Email Address
User ID Login Status
Log in to Jackrabbit - Login Pages Defined
User ID Activity Tracking
Search User Activity
View User Activity
Manage Business Locations in Jackrabbit
Business Locations - An Overview
Add, Edit, or Delete a Business Location
Work with Multiple Business Locations in Jackrabbit
Multiple Business Locations - Things to Consider
Revenue Tracking with Multiple Business Locations
Multi-Location Revenue Reconciliation Reports
Using ePayments with Multiple Business Locations
Your Jackrabbit System Settings
Organization Default Settings
Drop-down Lists
Customize Drop-down Lists - An Overview
Class Category
Class Sessions
Class Status
ePayment Schedule
Source (How did you hear about us?)
Vendor Types (Costume/Apparel)
Sizes
Skill/Level Categories
Payment Method
Transaction Subtypes
Transaction Types
Additional System Settings
General Settings - An Overview
Closed Dates
Organization Logo
Tuition Settings
User-defined Fields
Email Notification Settings
Statement Settings
Text Messaging Settings
Announcements on the Executive Dashboard
My Account - Organizational Details, Billing, and Marketing
Manage your Jackrabbit Subscription Account
Jackrabbit Fees and Payment Policies
Manage Your Account in the Jackrabbit Billing Portal
Jackrabbit's Referral Credit Program
Update my 30-day Free Trial to a Jackrabbit Subscription
Change of Jackrabbit Database Ownership
How to Cancel your Jackrabbit Subscription
Maximize Jackrabbit's Online Performance - Tips to Troubleshoot and More!
Disabling the Autofill Feature in Browsers - Why and How
Security and Privacy
Privacy & Terms
PCI Compliance
Security in Jackrabbit
GDPR - General Data Protection Regulation
Jackrabbit's Data Center
Online Integration Features
Online Registration
The Online Registration Form - An Overview
Customize Your Online Registration Form
Online Registration Settings
Online Registration Confirmation Email
Online Registration Form - Field Options / Labels
Online Registration Form - Control the Ability to Enroll in a Class
Online Registration Form - Limit Classes to One Location
Customize the Class Search Page in the Online Registration Form
Manage Credit Card & Bank Account ePayment Settings
Test Your Online Registration Form
Take Your Registration Online
Link Directly to a Specific Class
Track Online Registrations
View Online Registrations
Prevent Class Enrollment During Online Registration
Hold a Soft Launch for your Online Registration Form
Trial Enrollment During Online Registration
Per-Day Classes and Online Registration
Online Class Listing Tables
A Cheat Sheet for Customizing Your Online Class Listing Tables
Filter (Group) Your Online Class Listing Tables
Show Columns in your Online Class Listing Tables
Hide Columns in Your Online Class Listing Tables
Sort Rows in Your Online Class Listing Tables
Customize Scroll Bars, Change Colors, and Style Text in Your Online Class Listing Tables
Tricks for Query Strings
Convert Traditional Online Class Listing Table Code to Mobile-Friendly Table Code
Parent Portal
The Parent Portal - An Overview
Set Up Your Parent Portal
Parent Portal Settings
Preview and Test your Parent Portal
Share the Link to Your Parent Portal
Introduce Your Parent Portal / Instructional Video
Parent Portal - Your Customers' First Log In
Legal Policies and the Parent Portal
ePayments in the Parent Portal
Parent Portal ePayments - An Overview
Manage Credit Card & Bank Account ePayment Settings
Test a Parent Portal ePayment
Manage Credit Cards in the Parent Portal
Require Payment in the Parent Portal
Enrollment in the Parent Portal
Parent Portal - Enroll a Student into a Class
View Enrollment Comments Added in the Parent Portal
Priority Enrollment in the Parent Portal
Parent Portal - Enroll for an Event
Add Access to Online Training in the Parent Portal
Allow Parents to Schedule Absences in the Parent Portal
Settings That Control Absences and Makeups in the Parent Portal
Schedule Absences in the Parent Portal
Monitor Absences Recorded in the Parent Portal
Allow Parents to Schedule Makeups in the Parent Portal
Settings That Control Absences and Makeups in the Parent Portal
Schedule Makeups in the Parent Portal
Monitor Makeups Scheduled in the Parent Portal
Communication in the Parent Portal
Parent Portal Communication - An Overview
Send a Private Message to a Specific Family's Parent Portal
Send a Public Message to all Parent Portals - News & Announcements
Parent Portal Announcements - How to Insert Images and Link to Documents
Options for Viewing the Activity in your Parent Portal
Add a Class Resource to the Parent Portal
Add a Student Resource to the Parent Portal
Parent Portal Troubleshooting
Use the Parent Portal Log to View Portal Activity
Parent Portal Information on the Contact Page
Parent Portal Password Reset Issues
Test Access to Your Parents' Portals
Multiple Incorrect Parent Portal Password Attempts
Take Your Events Online
Test Your Online Event
Link to Your Online Event Calendar
Filter Your Online Event Calendar
Link Directly to a Specific Event (Bypass the Calendar)
Event Registration via the Event Calendar (New Customers)
Event Enrollment via the Parent Portal
Prevent Duplication of Family Accounts with Online Event Registration
The Staff Portal
Guided Staff Portal Setup
Staff Portal Setup Step 1 - Staff Portal Settings
Staff Portal Setup Step 2 - Match Staff to User ID
Staff Portal Setup Step 3 - Auto-Assign Portal Login ID
Staff Portal Setup Step 4 - Staff Settings
Staff Portal Setup Step 5 - Send Portal Login Email
Launch the Staff Portal
Launch the Staff Portal from within Jackrabbit
Use a Link to Launch the Staff Portal Remotely
Save the Staff Portal to your Device’s Home Screen for Quick Access
Launch the Staff Portal for Multi-Locations
Reset a Staff Portal Password
Staff Portal Settings
General Staff Portal Settings
Settings for Staff Portal Attendance
Settings for Staff Portal Skills/Levels
Settings for the Staff Portal Time Clock
Edit All (Staff Portal) Portal Login IDs
Edit All (Staff Portal) Staff Settings
Staff Portal News - Department, Staff, and My News
View/Print Schedules in the Staff Portal
Staff Availability in the Staff Portal
Time Clock
The Time Clock - An Overview
Express Payroll
Time Clock Settings
Settings for the Staff Portal Time Clock
User Permissions for the Time Clock
Time Clock Departments
Time Clock Pay Periods
Time Clock Time Entry Settings
Time Clock Export Settings - Express Payroll
Time Clock Export Settings - QuickBooks Desktop Payroll
Staff Use of the Time Clock
Enter Time in the Staff Portal Time Clock
Staff Portal Time Entry - Clock In/Out Method
Staff Portal Time Entry - Manual In/Out Method
Staff Portal Time Entry - Total Hours Method
Add a Time Entry from within Jackrabbit
Delete a Time Entry
Add a Note to a Time Entry
Manager Use of the Time Clock
Manage the Time Clock - An Overview
Manage the Time Clock Step 1 - Review Time Entries
Manage the Time Clock Step 2 - Approve/Unapprove Time
Manage the Time Clock Step 3 - Close Pay Periods
Manage the Time Clock Step 4 - Export to Express Payroll
Export Time Clock Data to QuickBooks - Desktop version only
Time Clock Reports
Time Report
Staff Here Now Report
Staff Time Audit Report
Take Attendance in the Staff Portal
Attendance in the Staff Portal - An Overview
Settings for Staff Portal Attendance
Take Attendance in the Staff Portal - Step Through the Process
Skills/Levels in the Staff Portal
Skills in the Staff Portal - An Overview
Settings for Staff Portal Skills/Levels
Manage Classes in the Staff Portal - The Skills/Levels Screen
Update Skills/Levels in the Staff Portal - Step Through the Process
View Lesson Plans in the Staff Portal
Send Email from the Staff Portal
Manage Classes in the Staff Portal - The Main Page
Staff Portal Reports
Staff Portal Login ID Report
Staff Portal Log
Staff Portal Attendance Reports
Incomplete Portal Attendance Report
Absences-Makeups Report
Attendance Report
Student Attendance Report
Client Website Examples
Jackrabbit Integrations and Partnerships
Jackrabbit Plus - A Mobile App for Your Business
Be Happier with Zapier - Save Time With Automation
Spot TV - Offer Online Streaming to your Families!
The Jackrabbit Badge
Integration Assistance
Topic Hubs
Automate Tasks to Save Time & Money
Registration & Enrollment - Let's Put the Pieces Together
Summer is Calling!
Tuition Billing in 4 Steps - Fine Tune your Process
Keep Your Business Hopping with Jackrabbit
Your Guide to Year-End Reporting
Checklists for Success in Jackrabbit
Flexible Family Payment Schedules
Grow Your Business Online
What to Do When the Unexpected Happens
Video Help
Get Started Video Series
Recently Updated Videos
Complete Video Library
Staff Training & Customer Support
Checkup Calls
Staff Training Options
Contact Jackrabbit Support
Stay Connected with Jackrabbit Through Social Media
Home
Use Jackrabbit
Process ePayments
Use ePayments in Jackrabbit
ePayment Voids, Refunds, and Chargebacks
Credit Card Voids/Refunds
Learn how to void a payment that hasn't settled and how to refund a settled payment.
Void a Credit Card Payment that Hasn't Settled with the Processor
If you can catch an error before your transactions are sent to your merchant processor for settlement, you'll be able to void the transaction as opposed to having to refund it.
Refund a Credit Card Payment that Has Settled with the Processor
Follow these steps to generate a credit card refund and record it on the family's account.
Refund a Settled Credit Card Payment with a Different Payment Method
There may be circumstances where it's necessary to refund a family with a different payment method than the credit card originally used.
Correct a Refund in Jackrabbit
Mistakes can happen! Step through the right scenario provided here to correct a refund error.
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