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Getting Started in Jackrabbit
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Refine
Getting Started in Jackrabbit
Help Topics
Best Practice Articles
Frequently Asked Questions
Video Help
Checkup Calls and Training Options
Refine
Getting Started in Jackrabbit
Help Topics
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?
If our files don't contain the current family balance, how do I get this information 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 in Jackrabbit
Notes in Jackrabbit - Family, Student, Class, and Staff
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 Subtype
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 Families / Accounts
Help Topics
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
Edit a Family Name
Delete a Family
Jackrabbit's Duplicate Family Detection
Merge Duplicate Family Records
Active vs Inactive Families
Work with Contacts in the Family Record
Special Settings - Problem Accounts (Families)
Family Reports
Search Families Report
List Active / List All Families Reports
Aged Accounts Report (Who Owes you Money - Summary)
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
Students
The Student Record
Add a Student
Edit Student Information
Delete a Student
Assign Sizes to Students
Student Absences / Attendance
Track Absences or Attendance
Makeup Classes
Makeups - An Overview
Settings for Student Makeups
Schedule a Makeup
Delete a Makeup
View and Report on Makeups
Enter an Absence from the Class Record
Enter Attendance from the Class Record
Delete an Absence
Delete Recorded Attendance
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
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 Skills / Levels in the Staff Portal
Student Reports
Student Reports - A Video Overview
Search Students Report
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
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
Openings (Classes With)
Search Wait List / Wait List with Openings
Absences/Makeups Report
List Archived Classes
Class Sign In / Out Sheets
Class Skills/Levels Report
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
Enrollment
Enroll a Student
Enroll a Student from within Jackrabbit
Methods for Staff to Enroll a Student
Enroll a New Student into Classes using Quick Registration
Enroll a Student into Classes using Jackrabbit's Calendars
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
Trial Enrollment
Create a Trial Enrollment from Within Jackrabbit
Trial Enrollment during Online Web 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
Discount Tuition Fees
Discounting Tuition Fees - An Overview
Multi-Class Tuition Discounts (Billing Method By Class Fee Only)
Family Discount Rule (Tuition Billing Method by Class Fee Only)
Total Hours Discount (Billing Method By Total Hours Only)
Multi-Student Tuition Discounts
Add a Family Specific Discount
Add an Additional Discount in Post Tuition Fees (Transactions menu)
Prorate Tuition Fees
Tuition Settings
Tuition Settings - An Overview
Tuition Billing Settings - Billing Method and Billing Cycle
Tuition Billing Methods - An Overview
Tuition Billing Method - By Class Fee
Tuition Billing Method - By Total Hours
The Fee Schedule (Tuition Billing Method By Total Hours)
Tuition Billing Cycles
Discount Rules - Billing Method of By Class Fee
Tuition Discount Rules (By Class Fee) - An Overview
Count Classes by Student or Family for the Multi-Class Discount (By Class Fee)
Add (Create) a New Tuition Discount Rule
Manage Current Tuition Discount Rules
Assign Tuition Discount Rules to Classes
Discount Settings - Billing Method of By Total Hours
Prorating Options (Settings)
Tuition Fee Settings - Control Whether or not Tuition is Posted During Enrollment
Post Tuition During Enrollment
Post Tuition with Enrollments from within Jackrabbit (done by Staff)
Post Tuition During Online Registration
Post Tuition with Parent Portal Enrollment
Post Tuition using Post Tuition Fees (Transactions Menu)
The Post Tuition Fees Function - An Overview
Post Tuition Fees - Getting Started
Post Tuition Fees By Class Fee - Step Through the Process
Post Tuition Fees By Total Hours - Step Through the Process
Post Tuition Fees - Additional Discount
Post Tuition Fees - Duplicate Fee Detection
Student and Family Fixed Fees (Tuition)
Fixed Fees - An Overview
Family Fixed Fees
Student Fixed Fees
Post Other Fees (Non Tuition)
Post a Fee with the Make Sale/Post Fees Button
Post Fees to a Family (Transactions menu)
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)
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
Refund or Void an ePayment (Original Payment was Credit Card or Bank Draft)
Refund/Void ePayments - An Overview
User Permissions Required to Refund or Void an ePayment
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 Account / Bank Draft Refunds
Void / Refund ePayment Receipts
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
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)
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
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
Use the Transactions Search Report to Locate Unapplied Credits
The View Unapplied Credits & Unpaid Fees Button (Family record)
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
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 ID Permissions for ePayments
Manage Credit Card & Bank Account ePayment Settings
Manage Email Notification Settings (ePayment Receipts)
Set a Settlement Schedule for your Gateway
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
Void / Refund ePayments
Record an ePayment Chargeback
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
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 Web Registration
Per-Day Classes and Online Web Registration
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
Parent Portal - Screens and Menus
Parent Portal - The Dashboard
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
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
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
Legal Policies and the Parent Portal
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
Class Listings Tables
Class Listings Tables - An Overview
Customize Your Class Listings Tables with HTML Codes
Create Custom Class Listing 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
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
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
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
Student Attendance Report
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
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 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
Search Families Report
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
Search Students Report
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
Class Reports
Search Classes Report
List All / List Active Classes
Class Schedule
Weekly, Daily, and Monthly Schedule
Class Skills/Levels Report
Class Rolls Report
Openings (Classes With)
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 Report
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
Measurement Worksheet
Costume Sizes Report
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
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 an Archived 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
Texting in Jackrabbit
Texting in Jackrabbit - An Overview
User Permissions Required 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?
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
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
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
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
Event Reports
List Event Types
List (Event) Dates & Times
Event Detail Report
Event Sign In/Out Sheets
Event Online Registrations
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
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
Database Settings
Organization Default Settings
Organization Default Settings - An Overview
Address Settings
Tax Settings
Transaction Settings
Receipt Settings
Student Settings
Class 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)
Staff Certification Level
Sizes
Skill/Level Categories
Payment Method
Transaction Subtype
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 Policy
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
Staying Organized During Registration for a New Session
How your Organization Can Benefit from Using the Staff Portal
Priority Enrollment - Offer Classes to Existing Students First
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
Improve the Email Experience for You and Your Customers
Suggestions for Troubleshooting When Emails aren’t Delivered
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
The Best Way to Sell and Redeem Gift Cards in Jackrabbit
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
What you Need to Know About your Legal Policies
Frequently Asked Questions
General FAQ
What are the requirements for using Jackrabbit?
How do I get help setting up my Jackrabbit database?
What are the differences between the logins associated with my Jackrabbit database?
How do I contact Jackrabbit Support?
Where can all the different types of notes be seen?
Will Jackrabbit time me out after a period of inactivity?
What is the format for entering time in Jackrabbit?
Why is there an globe icon next to every phone number field? What is phone validation, masked mode and international mode?
How do I resize my company logo for use in Jackrabbit?
I have many drop downs that we don't use. Can I delete them?
How can I keep up with recent enhancements in Jackrabbit?
How do I get help getting Jackrabbit to work with my website?
Will Joomla work with Jackrabbit?
Will Wordpress work with Jackrabbit?
Will Wix work with Jackrabbit?
I want to use Jackrabbit features with my website, where can I find the HTML codes for linking?
Does Jackrabbit support integration with third-party systems?
Family FAQ
How is a family's Location value determined?
Can Jackrabbit split billing between two contacts or allow for billing two credit cards in one family?
What does Prospect on the Family Misc tab mean?
Can I mass delete information that is filled in under a Family's User-defined fields?
How can we merge duplicated families?
How can I view / print a family's registration? How can I view / print a registration to show a parent they e-signed our policies?
Will a family in the Lead File be found by Jackrabbit's family duplicate detection when they re-register?
When I register a family using Families > Quick Registration/Add Family, there is no option to sign our agreement text (legalese). Why?
How can I prove a family accepted our agreement text (legalese)? Where is their e-Signature located?
How can I see a family's entire transaction history?
Is it possible to flag a delinquent account?
I merged the wrong 2 family accounts, how can I undo this?
Student FAQ
What determines the Student Start Date on the Student's Summary page?
What is the Student Date Quit field on the Student Summary page used for?
When I transfer a student from a class where they had a future drop does this information carry over to the new class?
Can a student's picture be uploaded to their record?
Can I mass delete information that is filled in under a Student's User-defined fields?
Is it possible to schedule a makeup into a class that is full?
Is it possible to mass delete all student sizes?
Is there a way for me to change the student grade level for all students at once?
Can I email a student their schedule?
Can student skills/levels be seen in the Parent Portal?
Can I use the same barcode scanner for both attendance tracking and the store?
When does a student drop take effect?
What are Legacy Skills?
Class / Lesson FAQ
Why should I archive classes instead of just dropping the students and changing the session and dates of a class?
How can I search for classes with openings?
What happens to the transactions for a family when I archive the class?
Why don't my Weekly / Daily classes display or print in color?
How do I set the maximum number of students we'll allow on our wait list for a class?
Can I post tuition to an archived class?
How can I email a class wait list?
What's the best practice for setting up a new session of classes and archiving the old session's classes?
Why are makeups that have passed still showing when I click on the link in the class detail on the Weekly Calendar?
If I restore a class that had future enrollment in it when it was archived, will the future enrollment be restored as well?
Can I edit a group of classes at once?
How are Adjusted Openings calculated?
Staff / Instructor FAQ
In the staff record is there a place to list a hire date?
ePayment FAQ
General ePayment FAQ
I'm confused about how to set up ePayments and how to process them.
Why not Square or Paypal?
What if I have multiple locations and bank accounts? Can I still use ePayments?
I have a multi-location, multi-gateway set up. How do a switch a customer from one gateway to another?
How long does it take to set up ePayment processing in Jackrabbit?
When should I expect to receive funds processed as ePayments in Jackrabbit?
What is a virtual terminal or VT?
Can I schedule ePayment batches to occur automatically?
How do I stop a credit card payment once it has been submitted?
How can I designate which types of credit cards we accept? For example, we don't accept American Express. How can we prevent a customer from entering American Express credit card details when using online registration? Also, we don't accept Bank Accounts. How can we prevent a customer from entering banking account information when using online registration?
If a family has both a credit card and a bank account on file, what determines which one is used?
I am located in Australia, can I use ePayments in Jackrabbit?
I am located in New Zealand, can I use ePayments in Jackrabbit?
Credit Card ePayment FAQ
Why can't I see the whole credit card number?
What is credit card masking?
What is credit card vaulting?
What is a CVV code for credit cards?
What does it mean if I get a decline code? What should I do?
Can I use a card swiper to make ePayments?
Is there a limit to the number of credit cards that can process in one batch?
I had a communication error with my gateway while I was processing ePayments. How can I be sure I don't double-charge the involved families?
What does it mean if I get declined code that indicates that the transaction is a duplicate?
Why are some payments made with a Visa or MasterCard gift card being declined?
I want to upcharge families who pay with a credit card. How can I pass on the processing fee to these customers?
Is the CVV code required for a Canadian Visa payment?
Multiple Cards on File ePayment FAQ
I only see a place to add one credit card number. Why?
What is a Primary Card?
How do I change the Primary Card?
Is it possible for a family to have no credit card marked as the Primary Card?
What if a family tries to add a 4th card?
What if a Jackrabbit user or a family tries to add a card number that is already on file?
If the Primary Card is declined, does Jackrabbit select the secondary card and attempt to process it?
How do multiple cards work when a new family registers via web registration?
How can I split payment for the same fee on two credit cards?
Do I have to allow multiple cards on a family's account?
Bank Draft (eCheck) ePayment FAQ
What about bank account numbers? Why are they masked in Jackrabbit?
Card Swiper (non EMV) FAQ
Where can I purchase a card swiper with the magnetic strip not the chip?
Why am I getting a decline response of Encrypted Device when I try to use my card (swipe only) reader?
Can I click Add Card on a Family's Billing Info page and use the card swiper to enter and save a credit card number?
Should I download the SwIPe software offered in my Virtual Terminal to use my new card swiper (non EMV)?
EMV Chip Card FAQ
Can I use a chip card terminal (EMV) on a Mac?
I forgot to link a terminal payment to the family's record, how can I fix this?
Online Web Registration FAQ
General Web Reg Form FAQ
What and where is my Org ID?
How do I add my company logo onto the form?
How do I install the Registration Form link onto my website?
Can I add a Facebook pixel to the Web Reg form?
How do I sell our "Store" items online?
What email is shown as the "from" address on the Customer's Confirmation email that they receive?
Will the class Instructor be emailed when someone enrolls online into their class?
There is a "Comments" section near the bottom of the Class Web Reg form. If a customer enters comments here, where do those comments show up? Can I remove this box?
Policies and Payments FAQ
How do I add my Legal Policies to the Registration Form?
Where does Jackrabbit store the customer's e-signature and the policies they agreed to?
What if I have different sets of policies depending on the type of class?
Do I have to have e-Commerce to use the online Registration?
Why doesn't the Registration Form charge my customer's credit card or bank account upon submission?
Can Jackrabbit automatically post a Registration fee?
Can Jackrabbit automatically post the class tuition(s)?
We are in a country where services (classes) are taxable - how do I make sure tax is also posted with the tuition fee?
Control Web Registration FAQ
How do I hide certain classes on my website, web registration form, and the parent portal?
How do I prevent a 3 year old from enrolling in a class that is for 5 year olds? (or a boy from enrolling into a girls only class)?
How can a student specify a future start date when enrolling online?
We offer some classes that are set up in the database as "Per-Day" classes - how does the student select which days to attend?
We sometimes offer free trial classes. How do I do that on the Registration form?
How do waitlists and makeups affect the availability of classes?
If a class is full, how can the student get onto the waitlist online?
I want to allow online registration for new customers, but I do NOT want them to be able to enroll into class(es).
How do I limit who is able to enroll into a class based on skill or other prerequisite?
Modify Online Web Registration Form FAQ
How do I hide or edit the "How did you hear about us?" field at the top of the Registration form?
My customers don't understand what Cat1 or Cat2 means - how can I hide that?
How do I make the Parent Portal hotlink appear in the top of my Online Web Registration form?
We have multiple Locations (LOC codes) - can I force the Web Registration Form to only show classes for a particular Location? And default the Family Loc to that Loc value?
How do I hide some of the columns shown in the Reg Form Class Search page?
How do I handle special online discounts, coupons, and Promotion codes (Promos) like Groupon, Living Social, CertifiKids, etc, online?
Online Web Registration Tech Talk FAQ
My website uses "plug-ins"....
Can I use html tags in Class Name, Class Description, Event Name, etc?
Parent Portal FAQ
General Parent Portal FAQ
How do I install the Portal link into my website?
How do I add my company Logo onto the left side of the Portal Login page?
A message says the portal isn't "active" - what is wrong?
Where should I put the Portal log-in link on my website? and what should I call it?
How can I post some specific "documents" inside of the Portal?
How can I sell my Store Items in the portal?
Can the families in the Lead File use the portal?
What and where is my Org ID?
Where can I see the comments a parent makes when enrolling in the Portal?
Can families see Transaction Notes in the Parent Portal?
Parent Portal Password and Access FAQ
Do I have to assign all my families a portal User ID and password?
A family doesn't have or remember their password.
A family is having problems logging into their portal / OR / How can I log into a specific family's portal?
Is there a security feature to log the family out of their portal if they forget to log out?
What happens if a parent tries to log into their Portal with the wrong password multiple times?
Parent Portal Modification and Control FAQ
Can I hide some of the columns shown in the Find Classes page (list of available classes)?
Can I show student skills/levels in the Parent Portal?
How do I hide certain classes on my website, web registration form, and the parent portal?
Parent Portal Policies and Payments FAQ
My legal policies (Agreement Texts) aren't showing up inside the Portal.
How do I require all my current customers to sign/agree/re-agree to some new policies that we just added?
Can my families PAY me online?
The "Make a Payment" button is missing from our Portal's "Fees and Payments" tab. Where is it?
Can my customers pay online via Square?
Parent Portal Enrollment FAQ
Can a Make-Up class, or a Drop, be scheduled in the Portal?
Can a student enroll but start at a later/future date?
How can I limit who is eligible to enroll based on prerequisite or skill level?
How can I limit who is eligible to enroll based on age or gender?
Can I prevent bad-paying customers from enrolling?
If a class is full, can a student get onto the Waitlist from the Portal?
My family in Loc ABC could not enroll into a class at Loc XYZ. Why not?
How can I have make-ups and waitlisters affect the availability (# of openings) in a class?
Why can't I have the system post a REGISTRATION Fee during a portal enrollment?
We get an individual confirmation for each class enrollment. Can't we just receive ONE per family?
Will the class Instructor be emailed when someone enrolls online into their class?
There is a comment field that can be required during class enrollment in the Parent Portal; where can I see what the customer entered there?
Can families trial enroll from the Parent Portal?
Parent Portal Tech Talk FAQ
Can I use html tags in Class Name, Class Description, Event Name, etc?
I want the Login fields to be on my own webpage instead of linking to your login page / OR / some parents get "Session Timed Out" repeatedly.
I have a CMS site and it uses plug-ins...
Class Listing Tables FAQ
General Class Listings FAQ
What and where is my Org ID?
How do I embed a Class Listing Table onto my webpage? Are they required?
What/Where are my Category Codes (Cats)?
Can I create separate grouped tables and put them each on different webpages?
How does the new registrant add Class #2 and higher when starting on the Class Listing Table(s)?
Can I see which classes will show up in a table before going through the effort to add it into my webpage?
Modifications and Control Class Listings FAQ
How do I hide certain classes on my website, web registration form, and the parent portal?
The table is showing, but the Register column is missing - where is it?
The Register column is showing, but, there are no Register links in it - where are the links?
The color of the Register links doesn't show up well.
My border looks different than the examples shown in this guide (or, I want to make it look different). How do I edit the table border style?
How do I change the order of the columns going across the top of the table?
How do I control the width of each column in the table?
How do I keep different Sessions from showing up in the same table?
How do I make tables by AGE GROUP?
How do I get the 'Waitlist' option to work in the tables?
How can waitlists or make-ups etc be taken into account when showing the number of remaining openings?
Table Troubleshooting FAQ
Some of my classes are not showing up in the table...or....the code just isn't working....
The scripting code shows up as text on my webpage instead of displaying a table. What did I do wrong?
I think my website doesn't allow javascript (or scripting or script tags, etc) because it will not display a table.
I am linking to the class listings tables but there is some strange code displaying?
I have a Wix website and the class listings tables are not displaying correctly on mobile devices.
Class Listings Tech Talk FAQ
Can I use html tags in Class Name, Class Description, Event Name, etc?
I use a CMS editor and need a 'plug-in'.... OR.... I need an API.
Events Online FAQ
Can I use html tags in Class Name, Class Description, Event Name, etc?
What and where is my Org ID?
How do I install the Event Calendar onto my website?
My Event isn't showing up on the online calendar - why not?
How do I make each Event Type a different color on the Calendar?
How do I post a general announcement on a specific day?
There is a text box called "Additional Information" on the online Event Registration form. If a customer enters comments here, where do those comments show up ?
My Events are not showing up as an option inside our Parent Portal - why not?
How can I have a calendar showing only a specific group of Events?
My website editor is a Content Management System (CMS) that uses "plug-ins". What do I do?
I need an API (Application Programming Interface) for Events.
I need help with the Event links and codes shown here
I want the birthday child's family to register for the birthday party event but I also want the kids attending the party to have to register so I can capture their agreements to our policies...is this possible?
Transactions (Fees, Payments, Credits, and Refunds) FAQ
Linking Fees and Payments FAQ
What does 'unapplied', 'unlinked', and or 'uncategorized' mean in Jackrabbit?
What does an unlinked fee look like?
What does an unapplied payment look like?
What causes unapplied payments in Jackrabbit?
How can I correct an unapplied payment?
How can I find a family's Unapplied Credits and/or Unpaid Fees?
Is there a report that shows unlinked /uncategorized revenue?
Is there a way to 'unlink' or 'unapply' a payment from a fee?
Is there a way to 'unlink' a fee from a payment?
I linked a payment to the wrong fee. How do I fix it?
Fees FAQ
When should our organization post tuition fees?
Why are some of my classes not pulled into the batch when I use Post Tuition Fees (not Legacy version)?
How can I be sure I'm using the best procedure for posting fees and accepting payments?
How do I isolate specific families for specific billing frequencies?
Is it possible to create a list of families / accounts that have NOT had a specific fee posted?
How do I create a list of students that have NOT had a tuition fee posted?
Can I use both Multi-Class and Multi-Student discounting when posting tuition fees?
How can I edit a posted class transaction if the wrong amount was entered?
How can I project income for the next month or year?
Can families see Transaction Notes in the Parent Portal?
How can I handle split billing in Jackrabbit?
I use the Monthly Billing Cycle. Why is Jackrabbit not prorating correctly?
Payments FAQ
How can I be sure I'm using the best procedure for posting fees and accepting payments?
Is it possible to create a list of families / accounts who have NOT paid specific fees, such as tuition?
Refund FAQ
I don't see the column that the R icon is supposed to be in. Why can't I see it?
I have permission to post refunds, but there is no R icon next to a payment. Why?
Why is the Refund button still available if I'm supposed to use the R icon?
Are special permissions required to void / refund a credit card directly through Jackrabbit?
How do I know the eCommerce void or refund 'went through' and ended up on the customer's credit card?
I voided / refunded a credit card in my Virtual Terminal. How can I record it in Jackrabbit?
Can I refund an eCommerce credit card transaction with a different payment method? In other words, can I refund a $50 eCommerce Visa credit card payment with a $50 check?
I noticed when a Void is handled, there is a Send Void Receipt checkbox. Who gets this email receipt?
Can I void or refund a bank draft / ACH payment through Jackrabbit?
Can I refund a Store item?
I need to cancel a refund. How can I stop the refund from being processed?
Can I void credit card payments associated with store items?
Can I return items into inventory when I'm refunding store items?
Do store reports include refund details?
Do the revenue graphs on the Executive Dashboard reflect refunds?
I processed a refund for a family but their account isn't right. What can I do?
Reports FAQ
What causes blank search results?
Can Jackrabbit memorize reports used repeatedly?
Can I sort reports by column heading?
Which reports provide tax details?
Why do I not see an Export button on the report I generated?
Why do I not see a Print button on the report I generated?
How do I stop my pop-up blocker from preventing reports from displaying?
What is a PDF file? Why won't PDF files load on my computer?
Why is the statement address incorrect for the family?
We have multiple locations and the business address is not the correct location's address on our statement / invoice.
Printed labels for mailing statements / invoices are skewing / off.
How do I show the current balance on a statement / invoice?
Why isn't there a tax column on my statement?
How do we print or email year end statements for our customers?
Is there a report that shows the families who have spent the most money with us? Our top customers?
Staff Portal FAQ
Is it possible to mark a student as tardy / late for class?
Our staff had Time Clock Login IDs before the Staff Portal enhancement. Do they need to have a new Staff Portal Login ID now?
How do I remove the flashing dashboard alert for incomplete portal attendance?
Are my staff able to see their Events in the Staff Portal?
What if a staff person forgets their Staff Portal Login ID?
Why is the Email Password Reset Link button not working on the Staff record?
Can an inactive staff person log into the staff portal with their Staff Portal Login ID?
Can we use a Kindle to access the Staff Portal?
My Staff Portal logs out automatically. Is there a way to keep it from timing out?
Staff Portal Attendance FAQ
Is it possible to mark a student as tardy / late for class?
How do I remove the dashboard alert for "Classes with Incomplete Staff Portal Attendance"?
What do I do if a staff person has not completed taking attendance inside the Staff Portal?
Will a makeup student appear in the Staff Portal so that the instructor knows that they will be in class?
Time Clock FAQ
Is there an extra fee to use the Time Clock?
Why can't I see some of the options in the Time Clock menu?
Can I export staff time data from Jackrabbit to a payroll system?
Why is the Time Clock time off?
How do I remove time entries with zero hours?
How do I delete a time entry?
I'm confused about how time is computed in the Time Clock when a staff member works a partial hour.
I pay a flat fee for events instead of an hourly rate. How should this be entered?
How do I edit a Pay Period?
Store FAQ
What is the difference between a Store account and a Family account?
I don’t want to use a Store Account, do I have to?
I have a Store Account, why isn’t it showing up in the Store Details in the Make a Sale screen?
How can I assign items to a specific store account? I want to sell food only through my snack bar account not my pro shop account.
Why can I sell an item even if the Quantity on Hand amount is 0 or a negative number?
How do I increase the Inventory Quantity On Hand?
Why can’t I select a class when I am Posting Fees?
How do I process a refund?
Does the store work with our website allowing us to have online sales?
Can I print receipts to a receipt printer?
Does the Store interface with a Cash Drawer?
What type of Barcode Scanner should I get?
Can I use the same barcode scanner for both attendance tracking and the store?
Where can I get preformatted barcode labels?
What kind of credit card swipe reader should I get?
Why am I getting a decline response of "Encrypted Device" when I try to use my credit card reader?
Email FAQ
Can I email a student or family their current schedule?
Can I create student schedule emails to be sent at a later time?
Can I attach a file to an email sent from within Jackrabbit?
If I send an email to a group of people, does Jackrabbit display all the email addresses in the To field?
If the same email address in more than one contact record in the same family, will they get multiple emails?
When I send an email from within Jackrabbit what is displayed in the From field?
How do I edit or add email addresses shown in the "Email Replies Sent To" and "Send Additional Emails To" selections?
Is there a report that lists families that have no email address on file?
How do I embed an image into an email sent from within Jackrabbit?
How can I send a mass email outside of Jackrabbit?
Why aren't some of my emails being received?
One of my families is not receiving their emails, how can I get them the information?
Can I email a class that has been archived?
Can I create a report that shows me who has opted out of mass emails?
I accidentally deleted a one of the professionally designed templates. Can I add it back?
I need to send an email to a group of people who don't match any of the search criteria in Families > Email Families. Is there a way to send a mass email to email addresses that have no 'group'?
What is email validation?
How can our customers "whitelist" (add to Safe Senders) emails sent from Jackrabbit's servers?
How can I see an email I sent to a family last month?
Does Jackrabbit integrate with any CRM systems?
Text Messaging FAQ
Can I send text messages if I have a trial Plivo account?
I am using the trial version of Plivo. How do I send a test text message?
How much does text messaging cost?
Can you explain more about the consent that is required to send text messages?
Is there a way to turn off text messaging but maintain my account details?
Is there a report that tells me who has agreed to receive text messages?
Is there a limit to the number of characters I can send in a text message?
Is there a limit to the number of texts I can send in one day?
Can I send mass texts from within Jackrabbit?
Can a customer reply to my text message?
Can a customer call me at the texting number?
Can I include an attachment using DropBox?
Why don’t I see Email/Text Families under the Families menu (or the Text button for a family or the Email/Text Class button for a class or any of the Staff Texting options)?
Where do I enter credit card information in Plivo?
I don't like the phone number that Plivo assigned me. What can I do?
How will I know when I'm low or out of texting credits?
How do I set Plivo to automatically charge my credit card when I need more texting credit?
Can I use the same Plivo / Twilio account in two different Jackrabbit databases?
What is Phone Validation?
How do I set Twilio to automatically charge my credit card when I need more texting credit?
Lead File FAQ
If I move a family to the Lead File does it impact my enrollment reports?
If I move a family to the Lead File does it affect my financial reports?
If a family has multiple students, can I move just one of the students to the Lead File?
How many leads can I add to my organization's Lead File?
How regularly should I move inactive families to the Lead File?
Can I mass restore families from the Lead File back to my database?
I have a Mac and can't export to Excel. What should I do?
All of our prospective clients are currently in an Excel document. How can we mass move those to the Jackrabbit Lead File?
Can a customer who is in the Lead File access the Parent Portal?
What if a family I've moved to the Lead File ends up re-registering using the web registration form?
Costumes / Apparel FAQ
How can I post costume deposits if I haven't assigned costumes to classes yet?
Can Jackrabbit create and print costume bag labels?
How do I erase last year's (session) student measurements?
How do I make sure that I don't order costumes for students who dropped after they were auto-sized?
What's the best practice for dealing with child & adult size charts & pricing?
How can I be sure I haven't missed SIZING any newly enrolled students?
Why are we missing some costume assignments for students enrolled in a class?
Why would the Purchase Order I printed last week be different than the Purchase Order for the same Order ID in Jackrabbit on today's date?
Events FAQ
How are events different from classes in Jackrabbit?
Can I view classes and events together so I can make sure rooms aren't double-booked?
What do the different Event Status options mean?
I don't understand what a Web Reg Form Graphic URL is or how to add it?
When a new family registers via our Event Registration form, the form only asks for family information. Why aren't there fields for student information?
How can I edit the email confirmation message that is sent for online Event registrations?
What if an existing family attempts to register via the event registration form (instead of the portal). Will a duplicate family record be created?
Can I add the option for families to pay via e-check when registering for an event?
Can I email all the participants of an event?
My event is not listed on the Event Calendar!
Can I automatically add tax to Event Fees?
How can I quickly add multiple dates for an event that occurs on the same day and at the same time each week?
Why does the instructor have (Inactive) beside their name?
Why can't I make my check box event question required?
Recitals FAQ
How can I add an intermission to my recital?
QuickBooks Integration FAQ
What report should I use to get discount and tax information to break out of my QuickBooks import?
How do I deal with taxes when exporting my data to QuickBooks?
Can I export time clock data into QuickBooks Online?
Jackrabbit Subscription FAQ
How do I move from a Free Trial to a Jackrabbit subscription?
What are the terms of my subscription agreement with Jackrabbit?
How is my monthly Jackrabbit subscription fee calculated?
Who do I contact for help with my Jackrabbit subscription account?
My business is seasonal and I don't want to pay in my off months...can I put my account on hold?
Can I access my Jackrabbit data after cancellation?
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The Executive Dashboard
Customizable home screen for your database
The Executive Dashboard - An Overview
How the Executive Dashboard keeps you aware of critical performance indicators as well as make staff aware of tasks and announcements
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
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