Many organizations charge a one-time fee when a new family signs up and is added to Jackrabbit. Sometimes this fee is only charged when a student enrolls in a class. It is also common to charge a registration fee for returning students when they register for new classes.
In Jackrabbit, there are several ways to post a one-time registration fee:
- During Online Registration (new families)
- When using Quick Registration (new families)
- In the Post Enrollment Fees workflow in Jackrabbit (existing families)
- In the Parent Portal (existing families)
Registration Fees are calculated and posted based on your defined settings. These settings are separated into two sections, New Families and Existing Families, and are found under the Gear
icon > Settings > Registration Fees.
Settings for New Families
When Do you charge registration fees? is set to Yes, several settings will display; they control how a registration fee for new families is handled during Online Registration and when a Jackrabbit User uses the Quick Registration form.
| When do you post the fees? | This section defines when a registration fee is posted.
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| How do you post the fees? | This section defines how a registration fee is calculated.
Example A family registers with 4 students, and they are each enrolled in 2 classes:
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| Settings | Transaction Type Select a Transaction Type from the drop-down. This will be 'stamped' on each registration fee posted. This is a required field and is shared with the Existing Families settings. If a change is made to this value in the New Families settings it will update the Existing Families Transaction Type setting and vice versa. Transaction Subtype and Transaction Note Optionally, select a Transaction Subtype and add a note to further identify the registration fees. Category 1 Select a Category 1 value from the drop-down to identify the revenue 'bucket' where the registration fees should be categorized. If your Organization Default settings have been defined to make Cat1 required, this field will be a required field. Use 1st Class Session This is primarily used when you have concurrent sessions available for registration and is only applied when you Post per student. This setting tells Jackrabbit that instead of the Session value (below), the Session value of the FIRST class that is enrolled in will be what is 'stamped' on each registration fee posted at that time. If you Post per family, the Session value below is recorded on each registration fee transaction posted. Session When left blank, the current Session is used to classify the registration fees. Optionally, select a different Session using the drop-down. |
Settings for Existing Families
When Do you charge registration fees? is set to Yes, several settings will display; they control how registration fees are handled for existing families in the Parent Portal and during the Post Enrollment Fees workflow within Jackrabbit.
| Where do you post the fees? | This section defines when a registration fee is posted.
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| How do you post the fees? | This section defines how the registration fees are calculated.
Example A family enrolls 4 students in 2 classes each from the Parent Portal:
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| Settings | Transaction Type Select a Transaction Type from the drop-down. This will be 'stamped' on each registration fee posted. This is a required field and is shared with the Existing Families settings. If a change is made to this value in the New Families settings, it will update the Existing Families Transaction Type setting and vice versa. Transaction Subtype and Transaction Note Optionally, select a Transaction Subtype and add a note to further identify the registration fees. Category 1 Select a Category 1 value from the drop-down to identify the revenue 'bucket' where the registration fees should be categorized. If your Organization Default settings have been defined to make Cat1 required, this field will be a required field. Use 1st Class Session This is primarily used when you have concurrent sessions available for registration and only works when you Post per student. This setting tells Jackrabbit that instead of the Session value (below), the Session value of the FIRST class that is enrolled in will be what is 'stamped' on each registration fee posted at that time. If you Post per family, the Session value below is recorded on each registration fee transaction posted. Session When left blank, the current session is used to classify the registration fees. Optionally, select a different session using the drop-down. Detect Registration Fees posted after This date is used to detect any registration fees that may have already been posted for the student or family and prevent them from posting again. When you post registration fees per student or per family, this detection will prevent new registration fees from being posted when a match is found based on the following:
When you post registration fees per student per class, this detection looks to the maximum per family setting (optional) and will prevent fees from posting in excess of that maximum when a match is found based on the following:
If no maximum is defined, all registration fees will be posted. Important Notes
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With your Shopping Cart preferences, you can make payment for any registration fees posted in the Parent Portal due upon checkout. Learn more about making payment required in the Parent Portal.
