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- Jackrabbit's Setup Program
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- 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
- Add Staff / Instructors
- Add a Family (Account)
- For Self-Starters
- Next Steps to Registration, Enrollment & Tuition Billing
- Consulting Services for Jackrabbit Clients
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- 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
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- 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
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- 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
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- 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
- Post Event Fees
- Take Your Events Online
- Event Notices (Event Date Status = Notice)
- Use Events to Capture Party RSVPs
- Compare Events & Classes in Jackrabbit
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- User Permissions for Posting Tuition Fees
- 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
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- Refunds - An Overview
- Refund a Cash or Check Payment
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- Store Refunds
- Correct a Refund in Jackrabbit
- Refunds and Revenue Reports
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- 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
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- 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
- Write Off an Uncollectible Family Account (Bad Debt)
- Record an NSF (Bounced Check)
- Use a Promo Code or Coupon Code
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- 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
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- 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
- Understand how Bank Draft/ACH Payments Process
- Review Recent Transactions - ePayments
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- 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
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- The System Administrator
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- 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
- My Account - Organizational Details, Billing, and Marketing
- Maximize Jackrabbit's Online Performance - Tips to Troubleshoot and More!
- Disabling the Autofill Feature in Browsers - Why and How
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- The Online Registration Form - An Overview
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- 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
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- 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
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- 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
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- Reset a Staff Portal Password
- Staff Portal News - Department, Staff, and My News
- View/Print Schedules in the Staff Portal
- Staff Availability in the Staff Portal
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- The Time Clock - An Overview
- Express Payroll
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- 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
- View Lesson Plans in the Staff Portal
- Send Email from the Staff Portal
- Manage Classes in the Staff Portal - The Main Page
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- 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
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- 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
Staff Portal Settings
Customize the Staff Portal for the needs of your business.
General Staff Portal Settings
There are several general settings that affect the Staff Portal as a whole.
Settings for Staff Portal Attendance
Settings for the Staff Portal are split into Global (affect all staff) and Individual.
Settings for Staff Portal Skills/Levels
Several settings affect how your staff uses the Staff Portal for Skills/Levels and control what they can see and do.
Settings for the Staff Portal Time Clock
There are several settings that affect your Time Clock, some affect all staff and others are for individuals.
Edit All (Staff Portal) Portal Login IDs
You can edit Portal Login IDs for multiple staff at one time.
Edit All (Staff Portal) Staff Settings
You have the option to select the staff settings you would like to update individually or for multiple staff members.
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Jackrabbit Technologies. All rights reserved.