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Refine
Getting Started in Jackrabbit
Using Jackrabbit
Best Practice Articles
Frequently Asked Questions
Video Help
Checkup Calls and Training Options
Refine
Getting Started in Jackrabbit
Using Jackrabbit
Best Practice Articles
Frequently Asked Questions
Video Help
Checkup Calls and Training Options
Home
Glossary
Getting Started in Jackrabbit
Jumpstart Coach Program
Import Your Data into Jackrabbit
Import Your Data - An Overview
Data Requirements for Import
Import Data - FAQs
How do I export my data OUT of my current software program?
Where do I send my files?
Can I send my Mailing List or Registration Form for uploading?
The import service is free, correct?
How long does it take for you to import my data?
How will I know when my import is finished? And what to do after it is in?
Is there anything I can do while I am waiting on my import to complete?
I don't have an existing spreadsheet of my data. Do you have a recommended or sample spreadsheet that I can use?
Can I import my data myself?
Can family data be imported directly into the Lead File?
Do you import any financial data?
How do I add a current family balance into each family?
We use UK date format of dd/mm - is that a problem?
What if I have several Locations, each with a different file? Is there a charge for multiple files due to multiple Locations?
What if we import during a Free Trial, and by the time we purchase Jackrabbit, our current data has significantly changed?
After the import is complete, can I send another file that can add more information to the families that were previously imported?
Do I have to import my new families every month?
I used the Import spreadsheet to import my Skills but nothing imported - what could be wrong?
Can the Skills be imported directly into my classes or students?
The Basics
Log In and Out of Your Database
Jackrabbit User ID Passwords
The Four Main Areas Where Jackrabbit Stores Your Data
Navigating in Jackrabbit
Search for People or Classes in Your Database
Work with Grids (Tables) in Jackrabbit
Notes in Jackrabbit - Family, Student, Class, and Staff
Resources in Jackrabbit - Family, Student, Class, and Staff
User Permissions for Jackrabbit Resources
Organization Set Up
Address Settings
Email Notification Settings
Time Zone & Date Settings
Tax Settings
Customize Drop-down Lists
Customize Drop-down Lists - An Overview
Class Categories - Category 1, 2, and 3
Class Sessions
Transaction Type
Transaction Subtypes
Add Staff / Instructors
Add Classes / Lessons
Add Classes - Overview
Class Fields Explained
Add a Class from the Classes Menu
Add a Class from the Weekly Calendar
Add a New Family (Account)
Using Jackrabbit
Next Gen Experience Resource Center
Classic Menu to Simplified Menu - Where is it now?
COVID-19 Resource Center
What to Do When the Unexpected Happens
Add Access to Online Training in the Parent Portal
"When the Unexpected Happens" FAQs
Does Jackrabbit support virtual classes or video conferencing?
Our facility is closing for two weeks, is there a way to credit all families for the missed classes?
Do you have email templates to help me communicate business closings/changes to my parents?
How do I mark all students absent while my business is temporarily closed?
How do I update the makeup expiration dates for multiple absences at once?
Keep the Money Flowing - Collect ePayments in the Parent Portal
The Road to Reopening
The Executive Dashboard
The Executive Dashboard - An Overview
The Weekly Calendar - Your Command Central
Dashboard Alerts
Revenue Summary on the Dashboard
Tasks on the Dashboard
Aged Accounts on the Dashboard
Key Metrics on the Dashboard
Announcements on the Dashboard
Keep up with Enhancements on the Dashboard
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 Mass Actions
User Permissions for All Families (Families menu)
Jackrabbit's Duplicate Family Detection
Merge Duplicate Family Records
Active vs Inactive Families
Special Settings - Problem Accounts (Families)
Family Reports
List Active / List All Families Reports
Aged Accounts Summary Report (Who Owes you Money)
Aged Fees Report (Who Owes you Money - Detail)
Family Balance Summary Report
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
Contact Listing Report
Family Mailing Labels
Source (Family Referral) Report
Family FAQs
Students
The Student Record
Add a Student
Edit Student Information
Delete a Student
Assign Sizes to Students
Tracking Your Students' Attendance
Student Absences and Makeups (when tracking absences)
Enter Student Absences from the Class Record
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
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
Barcode Scanners and Attendance Tracking
Barcode Scanner Attendance Tracking - An Overview
Barcode Scanners - What You'll Need
Initial Set Up for Barcode Attendance Scanning
Launch the Barcode Scanner
Use a Barcode Scanner to Track Attendance
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 Reports - A Video Overview
List Active / List All Students Reports
Student Attendance Report
Student Skills/Levels Search Report
Who's Scheduled to be Here Report
Student Detail Report
Student Info Sheets
Student Labels
Measurement Worksheet
Student FAQs
Work with All Students - View, Search, and Mass Actions
User Permissions for All Students (Students menu)
Change Student Grade Levels
Classes / Lessons
The Class Record
Class Fields Explained
Add Classes/Lessons
Add Classes - An Overview
Add a Class from the Classes Menu
Add a Class from the Weekly Calendar
Per-Day / Multiple Meeting Classes
Private Lessons
Edit and Copy Classes
Edit a Single Class
Edit Multiple Classes at Once
Copy a Single Class
Copy Multiple Classes at Once
Delete a Class
Archive Classes
Archive Classes - An Overview
Archive Dashboard Alert
Archive a Single Class
Archive a Group of Classes
Restore an Archived Class
Email an Archived Class
List / Search Archived Classes
Class Lesson Plans
Lesson Plans - An Overview
Create a Master Lesson Plan
Copy a Master Lesson Plan into a Class
Add a Lesson Plan Directly to a Class
Class Calendars
Class Calendars - An Overview
The Weekly Calendar - Your Command Central
Daily Calendar (Day View)
Room View Calendar
Monthly Calendar
Class / Lesson Reports
The Search Classes Report
List All / List Active Classes
Class Schedule
Weekly, Daily, and Monthly Schedule
List Classes with Openings
Search Wait List / Wait List with Openings
Absences/Makeups Report
Attendance Report
List Archived Classes
Class Sign In / Out Sheets
Class Skills/Levels Report
Class / Lessons FAQ
Transition to a New Session of Classes
Staff / Instructors
The Staff Record
Add a Staff Member / Instructor
Delete a Staff Member / Instructor
Assign Staff / Instructors to Classes
Remove (Unassign) Staff / Instructors from a Class
Staff / Instructor Skills
Staff / Instructor Certifications
Staff Availability
Staff Availability - An Overview
Add Standard Hours to a Staff Member's Availability
Add Exceptions to a Staff Member's Availability
View Staff Availability / Exceptions
Staff / Instructor Reports
The Search Staff Report
List All / List Active Staff
Instructor Schedules
Staff Pay Rate Report
Instructor Scheduled Time Report
The Time Clock
Staff / Instructor FAQs
Enrollment
Enroll a Student
Enroll a Student from within Jackrabbit
Methods for Staff to Enroll a Student
Enroll a New Student into Classes when Adding a New Family
Enroll a Student into Classes using Jackrabbit's Calendars
Student Enrollment in the Parent Portal
Drop or Transfer a Student
Drop an Individual Student from a Class
Mass Drop Students from a Class
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
Wait List Enrollment
Add a Student to a Waitlist
Enroll a Student from a Wait List
Delete a Student from a Wait List
Email Wait Listed Students
Search/Report Wait Lists
Allow Online Registration to a Wait List
Fees, Payments, Refunds, and Credits (Transactions)
Post Fees (Bill Customers)
Post 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
Family Specific Discounts
Additional Discounts
Student & Family Fixed Fees - Tuition
Family Fixed Fees
Student Fixed Fees
Post Tuition Fees During Enrollment in Jackrabbit
Post Tuition Fees During Online Registration
Post Tuition Fees with Parent Portal Enrollments
Post Tuition Fees to Multiple Families with the Post Tuition Fees Function
Post Tuition Fees - By Class Fee
Post Tuition Fees - By Total Hours
Advanced Detection in Post Tuition Fees
Preview and Post Tuition Fees (Post Tuition Fees Feature)
Post Tuition to an Individual Family using Make Sale/Post Fees
Post Other Fees (Non-Tuition)
Post Other Fees
Post Class Transactions
Post Annual Fees
Post Late Fees (or Misc Fees)
Enter Payments
Post an Individual Payment
Post Multiple Payments at Once with Process Credit Cards/Bank Accounts (Batch ePayments)
ePayments (Credit Card/Bank Account payments)
Payment Receipts
General 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
Example of a Credit Card ePayment - Entire Balance Paid
Refunds and Voids
Refunds - An Overview
Refund - Original Payment was Cash or Check
Void / Refund an ePayment (Original Payment was Credit Card or Bank Draft)
Store Refunds
Refunds and Revenue Reports
Refund Examples
Refund Example - 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 FAQs
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
Delete Transactions (Fees and Payments)
Delete an Individual Fee
Delete Tuition Fees (Transactions Menu)
Delete Multiple Transactions (undoing non-tuition related posted fees)
Delete a Payment
Find a Deleted Transaction in Jackrabbit
Write Off a 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
Transaction Reports
Transactions FAQs
Revenue and Accounting in Jackrabbit
Accounting and Jackrabbit - An Overview
Linking Fees and Payments in Jackrabbit
Fee Linking Explained - Applying Payments to Fees
Locate and Correct Unlinked Transactions (Fees & Payments/Credits)
Why do I Have Unapplied Payments?
Use the Paid Fees Report to Locate Unapplied Payments
The View Unapplied Credits & Unpaid Fees Button (Family record)
Transaction Linking FAQs
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 Multiple Statements / Invoices
QuickBooks Integration
QuickBooks Financial (Revenue) Integration - An Overview
Export Revenue from Jackrabbit to QuickBooks Desktop
Export Revenue to QuickBooks Desktop - A Video Overview
Assign / Edit QuickBooks (Desktop) Accounts
Download IIF File (Revenue) - QuickBooks Desktop Export
Import IIF File (Revenue) in QuickBooks Desktop
Export Revenue from Jackrabbit to QuickBooks Online
Export Revenue to QuickBooks Online - A Video Overview
Connect Jackrabbit to QuickBooks Online - The 1st Step
Assign/Edit QuickBooks (Online) Accounts
Export your Revenue to QuickBooks Online
Undeposited Funds & the QuickBooks Bank Deposit
Export Time Clock Data to QuickBooks - Desktop version only
QuickBooks Integration FAQs
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
Reconcile Bank Drafts with Bank Statements
Accounting Controls in Jackrabbit
Help with Accounting in Jackrabbit
ePayments in Jackrabbit (Credit Card & Bank Account Draft)
ePayment Resources
ePayments - An Overview
Understand ePayments
How ePayments Work
PCI Compliance
Virtual Terminals Explained
Get Set Up for ePayments
Get Started with ePayments using the ePayments Wizard
Contact an ePayment Partner
User Permissions for ePayments
Manage Credit Card & Bank Account ePayment Settings
Manage Email Notification Settings (ePayment Receipts)
Set Your Gateway Settlement Schedule
Using ePayments with Multiple Locations
Jackrabbit Mastermind - Forte
Use ePayments in Jackrabbit
Manage Credit Cards & Bank Accounts in the Family Record
Add a Credit Card to a Family
Multiple Cards per Family
Edit a Credit Card on a 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
Process an ePayment for One Family
Process a Single ePayment - An Overview
Process a Single Credit Card
Use Card/Acct on File Button (Process a Saved Credit Card)
Use New Card Button (Process an Unsaved Credit Card)
Save & Make Another Payment (Split a credit card payment with another payment method)
Process a Single Bank Account Draft
Process ePayments for Multiple Families
Process Credit Card/Bank Account Payments in a Batch
Before You Begin with Batch ePayments
Process Credit Cards/Bank Accts
Undo Multiple Incorrect Credit Card/Bank Acct Transactions
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
Bank Draft/ACH Voids/Refunds
Bank Draft/ACH Payment Refunds
ePayment Chargebacks
Record an ePayment Chargeback
Void / Refund ePayment Receipts
Credit Card Decline Codes
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
Reconcile Bank Drafts with Bank Statements
Draft Bank Accounts Using NACHA Files
ePayment FAQs
Online Integration: Web Reg, Parent Portal, Class Listings Tables, and Events Online
Website / Online Integration - An Overview
Mobile Inventor - Get a Mobile App that Integrates with Jackrabbit!
Online Web Registration
The Online Web Registration Form - An Overview
Customize Your Web Registration Form
Online Web Registration Settings
Web Registration Form - Field Options / Labels
Web Registration Form - Agreement Text (Legalese)
Web Registration Form - Ability to Enroll in a Class
Modify the Class Search Page in the Web Registration Form
Manage Credit Card & Bank Account ePayment Settings
Test Your Web Registration Form
Link to Your Web Registration Form
Web Registration Confirmation Email
Track Online / Web Registrations
View Online / Web Registrations
Prevent Class Enrollment During Online Registration
Hold a Soft Launch for your Online Web Registration Form
Trial Enrollment During Online Registration
Per-Day Classes and Online Web Registration
Online Web Registration FAQs
Parent Portal
The Parent Portal - An Overview
Get Started with the Parent Portal
Set Up Your Parent Portal
Test Your Parent Portal
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
Enrollment in the Parent Portal
Parent Portal - Enroll a Student into a Class
Parent Portal - Enroll for an Event
Priority Enrollment in the Parent Portal
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
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
Spot TV - Offer Online Streaming to your Families!
Class Listings Tables
Class Listings Tables - An Overview
Customize Your Class Listings Tables with HTML Codes
Create Custom Class Listings Tables in 4 Steps
Filter (Group) Your Class Listings Tables
Hide Columns in Your Class Listings Tables
Add Columns to Your Class Listings Tables
Sort Rows in Your Class Listings Tables
Customize Scroll Bars and Colors in Your Class Listings Tables
Tricks for Query Strings
Class Listings Tables Without Javascript
Not Sure How to Get to Your Editor's HTML Mode?
Convert Traditional Table Codes to Mobile Friendly Table Codes
Class Listing Tables FAQ
Events Online
Events Online - An Overview
Test Your Online Event
Link to Your Online Event Calendar
Filter Your Online Event Calendar
Link Directly to a Specific Event (Bypass the Calendar)
Events Online - Customer Submission
Prevent Duplication of Family Accounts with Online Event Registration
Track Online Event Registrations and Enrollment Details
Examples of Client Event Calendars
Events Online FAQs
Integration Assistance
Client Website Examples
Client Website Examples - Cheer and Gymnastics
Client Website Examples - Dance
Client Website Examples - Swim
Client Website Examples - Drama and Theater
Client Website Examples - Learning, Languages, and Education
Client Website Examples - Music
Client Website Examples - Multi-Sport or Multi-Discipline
Client Website Examples - Child Care
Client Website Examples - Specialty & Highly Customized Integration
Website Developer Referrals
The Jackrabbit Badge
Staff Portal
The Staff Portal - An Overview
Guided Staff Portal Setup
Guided Staff Portal Setup - 5 Steps to Get You Going!
Staff Portal Setup Step 1 - Match Staff to User ID
Staff Portal Setup Step 2 - Auto Assign Portal Login ID
Staff Portal Setup Step 3 - Send Portal Login Email
Staff Portal Setup Step 4 - Customize Staff Settings
Staff Portal Setup Step 5 - Customize Staff Portal Settings
Launch the Staff Portal
Launch the Staff Portal from Within Your Database
Use a Link to Launch the Staff Portal Remotely
Save and Launch the Remote Access Staff Portal as an App on a Mobile Device
Launch the Staff Portal for Multi-Locations
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
Reset a Staff Portal Password
Manage Classes in the Staff Portal - The Main Page
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
Staff Portal Attendance Reports
Incomplete Portal Attendance Report
Absences/Makeups Report
Attendance Report
Student Attendance Report
Staff Portal Attendance FAQs
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
Time Clock
The Time Clock - An Overview
Express Payroll
Time Clock Settings
Settings for the Staff Portal Time Clock
Time Clock Administrator- Required User Permissions
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 the Database
Delete a Time Entry
Add a Note to a Time Entry
View/Print Schedules in the Staff Portal
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
Manage the Time Clock Step 4 - Export to QuickBooks (Desktop Version Only)
Manage the Time Clock Step 4 - Export to Excel (CSV File)
Time Clock Reports
Time Clock Reports - An Overview
Time Report
Staff Here Now Report
Staff Time Audit Report
Time Clock FAQs
When a staff person's pay rate is changed, is it communicated to my payroll company?
Staff Portal News - Department, Staff, and My News
Send Email from the Staff Portal
Staff Portal Activity Reports
Staff Portal Login ID Report
Staff Portal Log
Staff Portal FAQs
Is it possible to mark a student as tardy / late for class?
Reports in Jackrabbit
The Reports Menu - An Overview
Find Reports (Reports Menu)
Favorite Reports (Reports Menu)
New Reports (Reports Menu)
All Reports (Reports Menu)
Work with Reports
Work with Grids (Tables) in Jackrabbit
How to Find the Reports You Need
Favorites (Report Criteria Templates)
Use Search Fields to Locate Information in Reports
Sort Your Report Data Using Column Headers
Button Options in Reports
Report Export Options
Report Output Formats
Family Reports
List Active / List All Families Reports
Family Balance Summary Report
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
Source (Family Referral) Report
Student Reports
Student Reports - A Video Overview
List Active / List All Students Reports
Student Attendance Report
Student Skills/Levels Search Report
Who's Scheduled to be Here Report
Student Detail Report
Student Info Sheets
Student Labels
Attendance Report
Class Reports
Search Classes Report
List All / List Active Classes
Class Schedule
Weekly, Daily, and Monthly Schedule
Class Skills/Levels Report
Attendance Report
Class Rolls Report
List Classes with Openings
Absences/Makeups Report
Search Wait List / Wait List with Openings
List Archived Classes
Enrollment Reports
Enrollment Reports - A Video Overview
Understand Enrollment Types
Drop History Report
Enroll History Report
Enrollment Detail Report
Enrollment Snapshot Reports
Process Class Registrations Report
Transaction Reports
Search Transactions
Transaction Listing Report
Transaction Sub-type Listing Report
Transaction Summary Report
Terminal ePayment Exception Report
Financial Reports
Event Reports
List Event Types
Event Detail Report
Event Sign In/Out Sheets
Event Online Registrations
Recital Reports
Recital Reports - A Video Overview
Print Detail (Recital)
Print Family Detail (Recital)
Print Summary (Recital)
Multi-Recital Family Detail Report
Export Recital Program to Word
Staff / Instructor Reports
Search Staff Report
List All / List Active Staff
Instructor Schedules
Staff Pay Rate Report
Instructor Scheduled Time Report
Store / POS Reports
Sales Detail Report
Profit Report
Re-Order Alert Quantity
Store Item Tax Report
List Store Items
List Item Vendors
List Stores
Staff Portal Reports
Incomplete Portal Attendance Report
Student Attendance Report
Staff Portal Login ID Report
Staff Portal Log
Time Clock Reports
Time Clock Reports - An Overview
Time Report
Staff Here Now Report
Staff Time Audit Report
Email Reports
Email Reports - A Video Overview
Email Listing Report
View Sent Emails in the Family Record
Sent Emails Report
Email Bounce Report
Scheduled Emails Report
Text Messaging Reports
View Texts Sent to a Family
Text Activity Report
Text Undeliverable Report
Who Opted In?
Costume / Apparel Reports
Costume Reports - A Video Overview
Costume Listing Report
Student Costume Listing Report
Measurement Worksheet
Costume Sizes Report
Reports FAQs
Tuition Not Posted Report
Store / Point of Sale
Store / Point of Sale - An Overview
Store Setup and Maintenance
Setting up Your Store - A Checklist
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
Accept Charitable Donations in Jackrabbit
Sell Drop-in Classes in Jackrabbit
Sell and Redeem Gift Cards in Jackrabbit
Sell and Track Punch Cards in Jackrabbit
Store Reports
Sales Detail Report
Profit Report
Re-Order Alert Quantity
Store Item Tax Report
List Store Items
List Item Vendors
List Stores
Emailing in Jackrabbit
Email Guidelines
Opt-out of Mass Emails (Student and Contact)
Email Type - HTML or Plain Text
Send an Individual Email
Send a Mass Email (Email a Group)
Email Families
Email Student Schedules
Email a Class
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
Email Templates - An Overview
Customize / Edit a Jackrabbit Email Template
Create Your Own Email Template
Copy an Email Template
Delete an Email Template
Email Reports
Email Reports - A Video Overview
Search for an Email Address
Email Listing Report
View Sent Emails
Email Bounce Report
Scheduled Emails Report
Email Notification Settings
Email FAQs
Texting in Jackrabbit
Texting in Jackrabbit - An Overview
User Permissions for Text Messaging
Get Set Up for Text Messaging with Twilio
Get Set Up for Text Messaging with Plivo
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 an Individual or a Family
Text a Class
Text an Individual Staff Member
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?
Text Messaging FAQs
The Lead File
The Lead File - An Overview
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 Database
Contact Your Leads
Contact Leads - A Video Overview
Email an Individual Lead
Email a Group of Leads
Print Mailing Labels for your Leads
Search, List, and Export Leads
Lead File FAQs
Costumes / Apparel Management
Costumes (Apparel) Management - An Overview
Add Drop-down Values for Costumes (Apparel) - Vendor Type and Size
Create Costume (Apparel) Vendors and Vendor Size Charts
Assign Sizes to Students
Add Costumes (Apparel) to Classes and Students
Auto-Size Costumes (Apparel)
Post Costume (Apparel) Fees - Deposits and Balance Due
Costume (Apparel) Purchase Orders
Costume (Purchase) Orders - A Video Overview
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
Costume Reports - A Video Overview
Costume Listing Report
Student Costume Listing Report
Measurement Worksheet
Student Sizes Report
Costume (Apparel) FAQs
Recital Management
Recital Management - An Overview
Create a New Recital
Add Performances to a Recital
Add Classes (Students) to the Performances in a Recital
Identify Conflicts and Finalize a Recital
Work with Recital Programs
Sell Recital Tickets with Tututix
Recital Reports
Recital Reports - A Video Overview
Print Recital Detail
Print Family Recital Detail
Print Recital Summary
Recital Programs
Multi-Recital Family Detail Report
Recital Check In/Out Sheet
Events
Events - An Overview
Add an Event
Add an Event - A Video Overview
Add an Event Step 1 - Create the Event Type
Add an Event Step 2 - Create Event Dates/Times
Work with an Event Date/Time
Event Notices (Event Date Status = Notice)
Register / Enroll in an Event
Enroll an Existing Customer into an Event from within your Database
Register a New Customer into an Event from within your Database
Event Registration via the Event Calendar (New Customers)
Event Enrollment via the Parent Portal (Existing Customers)
Post Event Fees
Post Event Fees - A Video Overview
Automatically Post Event Fees for Online and Portal Registrations
Isolate a Specific Event Date/Time to Auto-Post Event Fees
Manually Post an Event Fee
Event Calendar Views
Take Your Events Online
Event Reports
List Event Types
List (Event) Dates & Times
Event Detail Report
Event Sign In/Out Sheets
Event Online Registrations
Events FAQs
Manage Your Database
The System Administrator
Manage Jackrabbit User IDs
What is a Jackrabbit User ID?
Add a Jackrabbit User ID
Permissions for Jackrabbit Users
Jackrabbit User ID Passwords
Clone a User ID
User ID Login Status
Update a Jackrabbit User's Email Address
User ID Activity Tracking
Search User Activity
View User Activity
Manage Locations in Your Database
Jackrabbit Locations - An Overview
Add, Edit, or Delete a Location
Work With Multiple Locations in Jackrabbit
Multiple Locations - Things to Consider
Revenue Tracking with Multiple Locations
Multi-Location Revenue Reconciliation Reports
Using ePayments with Multiple Locations
Your Jackrabbit Database Settings
Organization Default Settings
Organization Default Settings - An Overview
Address Settings
Tax Settings
Transaction Settings
Receipt Settings
Student Settings
Class Settings
Makeup Settings
Parent Portal Absence & Makeup Settings
Time Zone & Date Settings
Costume / Apparel Module Settings
Recital Module Settings
Drop-down Lists
Customize Drop-down Lists - An Overview
Class Category
Class Sessions
Class Status
ePayment Schedule
Family Source
Vendor Types (Costume/Apparel)
Sizes
Skill/Level Categories
Payment Method
Transaction Subtypes
Transaction Type
Additional Database Settings
Additional Database Settings - An Overview
Closed Dates
Dashboard Announcements
Organization Logo
Tuition Settings
User-defined Fields
Email Notification Settings
Statement Settings
Text Messaging Settings
Manage your Jackrabbit Subscription Account
Jackrabbit Fees and Payment Policies
Manage your Subscription Account in the Jackrabbit Customer Portal
Jackrabbit's Referral Credit Program
Change of Database Ownership
How to Cancel your Jackrabbit Subscription
Jackrabbit Subscription FAQs
Troubleshoot Computer Issues
Security and Privacy in Jackrabbit
Privacy & Terms
PCI Compliance
Security in Jackrabbit
GDPR - General Data Protection Regulation
Jackrabbit's Data Center
Best Practice Articles
Connect with Us
Following Jackrabbit and Staying Connected
Keeping up with all things Jackrabbit via Intercom
Keeping Clean Data
Consistent Data Leads to Consistent Results
Class Sessions - What They Are and How They Can Help Your Business
Managing Data While Retaining Value Within Your Database
Make it Easy
The Best Way to Set Up Classes That Meet on Multiple Days at Different Times
Should You Set Up your Camps as Events or Classes?
Capturing Birthday Party RSVPs using Events
Maximizing Functionality
How your Organization Can Benefit from Using the Staff Portal
No Website - No Problem! Offer Online Options to your Families Using Web Page Links
Help...Things Aren't Working Right
Keep Jackrabbit Running its Best Online
Recommended Office Procedures
What Should your Office Staff's Daily Routine Look Like?
Weekly Procedures that will Keep your Jackrabbit House in Order
Billing Time - Posting Tuition Fees and Collecting Payments Fast!
Transitioning Sessions - The Best Time to Spring Clean your Database
Money, Money, Money
A Guide to Total ePay
Bank Reconciliation When Using ePayments
Maintaining Accurate Revenue Reports
Effortless Payment Collections with ePayment Schedules
Helpful Hints for Owners
The Importance of Updated Policies and Agreements
Protecting Your Data When a Staff Member Leaves
How to Know When Multiple Locations in One Database Is the Way to Go!
Expand your Business with the Help of the Enrollment Detail Report
Frequently Asked Questions
General FAQ
Family FAQ
Student FAQ
Class / Lesson FAQ
Staff / Instructor FAQ
ePayment FAQ
Online Web Registration FAQ
Parent Portal FAQ
Class Listing Tables FAQ
Events Online FAQ
Transactions (Fees, Payments, Credits, and Refunds) FAQ
Refund FAQ
Reports FAQ
Staff Portal FAQ
Staff Portal Attendance FAQ
Time Clock FAQ
Store FAQ
Email FAQ
Text Messaging FAQ
Lead File FAQ
Costumes / Apparel FAQ
Events FAQ
Recitals FAQ
QuickBooks Integration FAQ
Jackrabbit Subscription FAQ
Video Help
Popular Videos
Getting Started Video Series
Tuition Settings Video Series
Online Integration Video Series
Reports Video Series
Recently Published Videos
Complete Video Library
Checkup Calls and Training Options
Staff Training Options
Home
Using Jackrabbit
Online Integration: Web Reg, Parent Portal, Class Listings Tables, and Events Online
Parent Portal
Allows your existing customers to manage their account online
The Parent Portal - An Overview
The Parent Portal allows your existing customers to manage their accounts with you online, at any time of day
Get Started with the Parent Portal
Legal Policies and the Parent Portal
ePayments in the Parent Portal
Enrollment in the Parent Portal
Add Access to Online Training in the Parent Portal
Allow Parents to Schedule Absences in the Parent Portal
Allow Parents to Schedule Makeups in the Parent Portal
Communication in the Parent Portal
Options for Viewing the Activity in your Parent Portal
Parent Portal Troubleshooting
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