Jackrabbit makes it easy to customize your drop-down lists (also called drop-down fields). When you click the down arrow on a drop-down list you will see values (items) to select from.
Create/Add a Drop-Down List Value
When your account was created, there were standard drop-down lists added. In many cases, you have the option to use these or create your own.
- Go to the Gear (icon) > Settings > General > Drop-down Lists (left menu).
- Select one of the categories from the list to modify (see descriptions below).
- Click Add Row and enter the information.
- Click Save Changes.
You have the option to hide many of the drop-down lists from both customers and users, this is always preferable to deleting. When you delete a drop-down list it can affect your ability to report or search by that value. If you would like to change an existing value, Customer Support has the ability to mass change some drop-down list values for you.
Why would you need to change drop-down list values? Here are some possible scenarios:
You are no longer offering a program that you had when you set up Jackrabbit. No need to delete Category 1 - you can simply hide the value from your users and customers to prevent future use.
It is time to transition your classes to a new session and your ‘old’ classes have ended. The old class session value found in your drop-down lists can be hidden from users and customers to prevent use hereafter. Note: hiding the session value in your drop-down list does not hide the session of classes.
Expand each section below to see a list and brief description of the Drop-down menu options.
Class Management, Enrollment & Revenue Reporting
|Category 1 |
Create a Category 1 for every group of income you would like to track. Refer to Class Categories - Category 1, 2, and 3 for more details.
Category 2 and Category 3 fields are used to group classes together and can be useful when creating enrollment reports. Refer to Class Categories - Category 1, 2, and 3 for more details.
Class duration drop-down is located on the Class Summary tab. Jackrabbit has provided default class duration increments but you can add additional increments as needed.
Located on the Class Summary tab, Class Room drop-down identifies where a class is held.
A session can cover an entire year or specific parts of a year. Sessions are defined with a start date, end date, and a registration start date. Refer to Class Sessions for more details.
This drop-down defines the current status of a class. Refer to Class Status for more details.
Use Contact Types to identify the relationship of a contact to a student in the family record. For example, Mother, Father, Grandparents, Caregiver, etc.
Located on the Family record Billing Info tab, the ePayment Schedule drop-down values can be used to define the payment options you offer to your clients. Examples are Autopay, No Autopay, Monthly, Prepaid, etc. Refer to ePayment Schedule for more details.
This drop-down is used to group families for billing and/or searching purposes. Examples are Annual, Recital, Monthly, etc.
(How did you hear about us?)
New families will be able to let you know how they heard about your business using this drop-down list. Refer to Family Source for more details.
Active and Inactive are predefined default values and cannot be deleted. If you have an additional special Family Status, you can add it here.
This drop-down can be a list of costumes, equipment, supplies, etc. Refer to Add Drop-down Values for Costumes (Apparel) - Vendor Type and Size for more details.
Add Certification Names, if Required, and Expiration Time Frame as drop-down options. Refer to Staff/Instructor Certifications for more details.
Use this drop-down to define your staff's titles and positions. For example, Coach, Office Staff, Instructor, etc.
This drop-down list is used to assign skill levels for your staff. This field is located on the Staff record Skills tab and is also located at the top of the Daily Calendar.
Use this drop-down list to explain why a student has dropped a class. For example, Family Moved, Schedule Conflict, Class too Easy, etc.
This list is used for enrollment reporting. An Enroll Type is associated with each student. Several values in this list are reserved for use by Jackrabbit and may not be changed. If you have an additional special enrollment status, you can add it here.
Male and Female are default values in the drop-down list for gender. Add more options for gender selection by adding additional rows in this section.
Use this list if you would like to designate grade levels, for example, pre-K, preschool, 1st grade, etc.
|Martial Arts Belt Size|
This drop-down list is reserved for Jackrabbit Dojo clients and used for belt size designation.
|Sizes (T-shirt, Vendor Size, Chart Size)|
Used for designating clothing sizes, this drop-down list is usually based on your vendor's sizes and can be found in the Students section. Refer to Add Drop-down Value for Costumes (Apparel) - Vendor Type and Size for more details.
|Skill Level Attained|
Do not use, no longer active.
This drop-down list is used to group or classify your student's skill set. For example, Dance, Tap, Toe, Tumbling, etc. Refer to Skill/Level Categories for more details.
|Student Uniform Size|
Additional custom drop-down for uniform or costume information.
|Item Tax Rates|
Add tax rates for items in your Modules (menu) > Store > Add Item. This provides you with drop-down tax amount options for each item when applicable.
This drop-down is used to identify how a customer has paid. Examples are Check, Cash, Gift Certificate, etc. Refer to Payment Method for more details.
Create a shortcut to use in Modules (menu) > Store > Make Sale. The list you create will populate in a separate window when you click the calculator. Quick Discount options are shown. Enter the Original Amount, click the calculator and select the Quick Discount. When selected, the discount amount is automatically calculated. Click OK to apply.
This drop-down allows you to create subcategories for transactions. For example, if the Transaction Type is Tuition (Debit), a Transaction Subtype might be a list of months. Refer to Transaction Subtype for more details.
All transactions must have a Transaction Type and must be labeled Debit or Credit. Some Transaction Type fields have already been included for you. Several are reserved for Jackrabbit functionality and can not be changed or deleted. Refer to Transaction Type for more details.