The first lesson in this Learning Series, Supervisors and Managers, is designed to get you familiar with using the Executive Dashboard as a manager. You may wish to review the articles in the Jackrabbit Basics category if you are just getting started with Jackrabbit.
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- Instructions
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- Log In and Out of Jackrabbit
- Jackrabbit User ID Passwords
- The Executive Dashboard - An Overview
- Navigate in Jackrabbit
- The Four Main Areas Where Jackrabbit Stores Your Data
- The Family Record
- The Student Record
- The Class Record
- Class Fields Explained
- Legal Policies & Policy Groups - An Overview
- Work with Grids in Jackrabbit
- Save Your Favorite Filtered Grid Views
- Notes in Jackrabbit - Family, Student, Class, and Staff
- Resources in Jackrabbit - Family, Student, Class, and Staff
- QUIZ - Lesson #1 - The Basics
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- Search for People or Classes in Jackrabbit
- Active vs Inactive Families
- Work With All Families - View, Search, and Take Action
- Work with All Students - View, Search, and Take Action
- Work with All Classes - View Search, and Take Action
- The Search Staff Report
- Search Transactions Report
- QUIZ - Lesson #2 - Searching in Jackrabbit
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- Glossary
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- Instructions
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- Review (Optional)
- Add a Student
- Merge Duplicate Family Records
- Edit a Family Name
- Delete a Family
- Special Settings - Problem Accounts (Families)
- Practice - Update an Existing Family
- QUIZ - Lesson #2 - Update an Existing Family
- Optional Topics - Lesson #2
- Assign Sizes to Students
- Add a Student's Picture to the Student Record
- Change Student Grade Levels
- Can I mass delete information that is filled in under a Family's or Student's User-defined fields?
- QUIZ - OPTIONAL - Update an Existing Family
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- Review (Optional)
- Understand Enrollment Types
- Methods for Staff to Enroll a Student
- Quick Registration Form - Add a New Family and Enroll New Students in Classes
- Work with All Classes - View Search, and Take Action
- The Weekly Calendar - Your Command Central
- Enroll a Student into Classes using Jackrabbit's Calendars
- Post Tuition Fees During Enrollment in Jackrabbit
- Openings (Classes With)
- Class Schedule
- Process Class Registrations Report
- Edit a Student's Class Enrollment Date
- Practice - Enroll/Register a Student into a Class
- QUIZ - Lesson #3 - Enroll/Register Students in Classes
- Optional Topics - Lesson #3
- Create a Trial Enrollment from Within Jackrabbit
- Trial Enrollment During Online Registration
- Staff Procedures for Trial Enrollments
- Report on Trial Enrollments
- Create a Future Enrollment
- View Future Enrollments
- Delete a Future Enrollment
- Report/Track Future Enrollments
- Manage Class Waitlists & Priority Ordering
- QUIZ - Optional - Enroll/Register Students into Classes
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- Review (Optional)
- Drop an Individual Student from a Class
- Transfer a Student to Another Class
- Mass Drop All Classes for a Family/Student
- Practice - Drop a Student From a Class
- Do You Track ABSENCES or ATTENDANCE?
- Enter Student Absences from the Class Record
- Enter Student Absences from the Student Record
- Enter Student Absences from the Family Record
- Schedule a Makeup from the Class Record
- Schedule a Makeup from the Student Record
- Absences-Makeups Report
- Do You Track ATTENDANCE?
- Attendance Tracking: Enter Attendance from the Class Record
- Take Attendance with a Barcode Scanner
- Practice - Enter an Absence / Attendance
- QUIZ - Lesson #4 - Work with Students/Families
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- Send an Individual Email
- Email Families
- Email Students
- Email Classes
- View Sent Emails
- Sent Emails Report
- Increase Your Email Delivery Rate
- Troubleshoot Problems with Email
- Email Bounce Report
- Add Jackrabbit to Safe Sender List
- Practice - Emailing Families/Students
- QUIZ - Lesson #5 - Emailing Families/Students
- Optional Topics - Lesson #5
- Customize / Edit a Jackrabbit Email Template
- Zippy AI - Your Jackrabbit Email Assistant
- Upload and Manage Jackrabbit Files
- Schedule an Email to be Sent at a Later Time
- Preview, Edit, or Cancel a Scheduled Email
- QUIZ - Optional - Lesson #5 - Emailing Families/Students
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- Review (Optional)
- Post Tuition Fees During Enrollment in Jackrabbit
- Post Tuition Using Make Sale/Post Fees
- Post Other Fees
- Make a Store Sale
- Practice - Post Fees to an Individual Family
- QUIZ - Lesson #6 - Post Fees to an Individual Family
- Optional Topics - Lesson #6
- Student & Family Fixed Fees - Tuition
- Family Fixed Fees
- Student Fixed Fees
- QUIZ - Optional - Lesson #6 - Post Fees to an Individual Family
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- Review (Optional)
- Post an Individual Payment from the Family Record
- Process a Single ePayment
- Print or Email Individual Statements / Invoices
- Fee Linking Explained - Applying Payments to Fees
- The View Unapplied Credits & Unpaid Fees Button (Family record)
- Refunding a Cash or Check Payment
- 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
- Deposit Slip Report
- Practice - Collect Payments from an Individual Family
- QUIZ - Lesson #7 - Collect Payment from an Individual Family
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- Review (Optional)
- Events
- Add an Event - Step 1-Create the Event Type
- Add an Event - Step 2-Create Event Dates/Times
- Event Notices (Event Date Status = Notice)
- Post Event Fees
- Event Registration and Enrollment from Within Jackrabbit
- Event Sign In/Out Sheets
- QUIZ - Lesson #8 - Enroll/Register Families/Students into Events from Within Your Database
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- The Parent Portal - An Overview
- Introduce Your Parent Portal / Instructional Video
- Parent Portal - Your Customers' First Log In
- Use the Parent Portal Log to View Portal Activity
- Parent Portal Information on the Contact Page
- Test Access to Your Parents' Portals
- Parent Portal Password Reset Issues
- Multiple Incorrect Parent Portal Password Attempts
- Legal Policies and the Parent Portal
- QUIZ - Lesson #9 - Parent (Customer) Portal - The Basics
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- Instructions
- Add a family (Use fake names, addresses, etc.)
- When did the Hesseur family register for a class?
- Enroll Tracy Yarbourough or another student in a class.
- Post a Registration fee to a family.
- Post a cash or check payment to a family.
- Has the Turman family paid their Registration fee?
- What is the login information to the Parent Portal for the Casey family?
- Send an email for a Weather Closing.
- Front Desk Certification
- Glossary
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- Instructions
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- Staff Portal - Getting Started
- View/Print Schedules in the Staff Portal
- Manage Classes in the Staff Portal - The Main Page
- QUIZ - Lesson #1 - Staff Portal - The Basics
- Optional - Lesson #1
- Save and Launch the Remote Access Staff Portal as an App on a Mobile Device
- Send Email from the Staff Portal
- Enter Availability in the Staff Portal
- QUIZ - Optional - Lesson #1 - Staff Portal - The Basics
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- Check with your supervisor on which method of time entry you will be using and review the appropriate Time Entry article and the remainder of the lesson below.
- Staff Portal Time Entry - Clock In/Out Method
- Staff Portal Time Entry - Manual In/Out Method
- Staff Portal Time Entry - Total Hours Method
- Delete a Time Entry
- Add a Note to a Time Entry
- QUIZ - Lesson #2 - Staff Portal - Enter Your Time
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- Instructions
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- Review (Optional)
- The Weekly Calendar - Your Command Central
- Alerts on the Executive Dashboard
- Revenue Summary on the Executive Dashboard
- To Do Tasks on the Executive Dashboard
- Aged Accounts on the Executive Dashboard
- Key Metrics on the Executive Dashboard
- Announcements on the Executive Dashboard
- Keep up with Enhancements on the Executive Dashboard
- QUIZ - Lesson #1 - The Executive Dashboard
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- Review (Optional)
- What is a Jackrabbit User ID?
- Add/Revoke a Jackrabbit User ID
- Permissions for Jackrabbit Users
- Protect Your Account - Guidelines for User Permissions
- Clone a User ID
- User ID Login Status
- Update a Jackrabbit User's Email Address
- User ID Activity Tracking
- Maximize Jackrabbit's Online Performance
- QUIZ - Lesson #2 - Manage Users
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- Review (Optional)
- The Staff Record
- Add Staff / Instructors
- Assign Staff / Instructors to Classes
- Remove (Unassign) Staff / Instructors from a Class
- Active Staff
- Delete a Staff Member / Instructor
- The Search Staff Report
- Instructor Schedules
- Manage Substitute Instructors for Classes
- Staff / Instructor Certifications
- Staff Pay Rate Report
- Instructor Scheduled Time Report
- The Staff Portal
- Practice - Add Staff and Assign Them to a Class
- QUIZ - Lesson #3 - Staff Management
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- Review (Optional)
- The Staff Portal - An Overview
- Guided Staff Portal Setup
- Staff Portal Setup Step 1 - Staff Portal Settings
- Staff Portal Setup Step 2 - Match Staff to User ID
- Staff Portal Setup Step 3 - Auto-Assign Portal Login ID
- Staff Portal Setup Step 4 - Staff Settings
- Staff Portal Setup Step 5 - Send Portal Login Email
- QUIZ - Lesson #4 - Staff Portal Settings
- Optional Topics - Lesson #4
- Settings for Staff Portal Attendance
- Settings for Staff Portal Skills/Levels
- Staff Availability in the Staff Portal
- The Time Clock - An Overview
- Settings for the Staff Portal Time Clock
- Time Clock Departments
- Time Clock Pay Periods
- Time Clock Time Entry Settings
- View Lesson Plans in the Staff Portal
- QUIZ - Optional - Lesson #4 - Staff Portal Settings
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- Review (Optional)
- Launch the Staff Portal from Within Jackrabbit
- Launch the Staff Portal Remotely
- Save and Launch the Remote Access Staff Portal as an App on a Mobile Device
- Reset a Staff Portal Password
- Staff Portal News - Department, Staff, and My News
- Staff Portal Login ID Report
- Staff Portal Log
- Closed Dates
- Optional Topics - Lesson #5
- Launch the Staff Portal for Multi-Locations
- QUIZ - Lesson #5 - Staff Portal Management
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- Manage the Time Clock - An Overview
- Manage the Time Clock Step 1 - Review Time Entries
- Add a Time Entry from Within Jackrabbit
- 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
- Manage the Time Clock Step 4 - Export to Express Payroll
- Manage the Time Clock Step 4 - Export to Excel (CSV File)
- Time Report
- Staff Here Now Report
- Staff Time Audit Report
- QUIZ - Lesson #6 - Manager Use of the Time Clock
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- Review (Optional)
- The Class Record
- Class Fields Explained
- Add Classes - Overview
- Add a Class from the Classes Menu
- Add a Class from the Weekly Calendar
- Assign Policy Groups to Classes
- Work with All Classes - View Search, and Take Action
- Edit Multiple Classes at Once
- Copy a Single Class
- Copy Multiple Classes at Once
- Delete a Class
- Class Sessions
- Transition to a New Session of Classes
- Archive Classes - An Overview
- Restore an Archived Class
- Practice - Add a Class
- QUIZ - Lesson #7 - Work with Classes
- Optional Topics - Lesson #7
- Add Skills/Levels to Classes
- Delete Skills/Levels
- Per-Day / Multiple Meeting Classes
- Private Lessons
- Import Data to Create Private Lessons
- Class Sign In / Out Sheets
- Class Lesson Plans
- View Lesson Plans in the Staff Portal
- QUIZ - Optional - Lesson #7 - Work with Classes
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- Track Online / Web Registrations
- Key Metrics on the Executive Dashboard
- Process Class Registrations Report
- The Weekly Calendar - Your Command Central
- Add a Class from the Weekly Calendar
- Openings (Classes With)
- Student Attendance Report
- Absences-Makeups Report
- Understand Enrollment Types
- Enrollment Detail Report
- Enroll History Report
- Drop History Report
- Enrollment Snapshot Reports
- QUIZ - Lesson #8 - Class Enrollment Management
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- Important: This lesson also includes...
- Posting Tuition Fees
- Tuition Settings
- Tuition Billing Methods
- Tuition Billing Cycles
- Discount Tuition Fees
- Prorate Tuition Fees
- Student & Family Fixed Fees - Tuition
- Family Discount (Billing Info Tab)
- Tuition Fee Settings
- Post Tuition Fees During Online Registration
- Post Tuition Fees with Parent Portal Enrollments
- Post Tuition to Multiple Families with the Post Tuition Fees Function
- Automatically Omit a Family Tuition or ePay
- Automate Tuition Posting - Schedule Fees to Post Later
- Edit Transactions
- Delete Tuition Fees (Transactions Menu)
- Tuition Not Posted Report
- QUIZ - Lesson #9 - Tuition Fees - Overview
- BY CLASS FEE / BY TOTAL HOURS - Click to Choose Lesson(s)
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- Review (Optional)
- Post an Individual Payment from the Family Record
- Process a Single ePayment
- Fee Linking Explained - Applying Payments to Fees
- The View Unapplied Credits & Unpaid Fees Button (Family record)
- Refunding a Cash or Check Payment
- 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
- Deposit Slip Report
- QUIZ - Lesson #11 - Collect Payment from an Individual Family
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- Review (Optional)
- Process ePayments
- How ePayments Work
- Virtual Terminals Explained
- ePayment Schedule
- Add a Credit Card to a Family
- Add a Bank Account to a Family
- Use Process ePayments to Create ePayments for Multiple Families at Once
- Automate ePayments - Schedule ePayments to Process Later
- Credit Card Decline Codes
- Fee Linking Explained - Applying Payments to Fees
- Reconcile Bank Drafts with Bank Statements
- The View Unapplied Credits & Unpaid Fees Button (Family record)
- Find Unapplied Credits and Apply to Fees
- Use the Paid Fees Report to Locate Unapplied Payments
- Refund/Void ePayments - An Overview
- Delete a Payment
- QUIZ - Lesson #12 - Collect Payment from Multiple Families
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- Messaging Guidelines
- Increase Your Email Delivery Rate
- Troubleshoot Problems with Email
- Customize / Edit a Jackrabbit Email Template
- Create Your Own Email Template
- Copy an Email Template
- Email Notification Settings
- Send an Individual Email
- Email Families
- Zippy AI - Your Jackrabbit Email Assistant
- Upload and Manage Jackrabbit Files
- Email a Class
- Schedule an Email to be Sent at a Later Time
- Preview, Edit, or Cancel a Scheduled Email
- Email Student Schedules
- Email from Reports
- View Sent Emails
- Sent Emails Report
- Email Bounce Report
- Practice - Emailing Families/Students
- QUIZ - Lesson #13 - Emailing
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- Accounting in Jackrabbit - An Overview
- Reports
- The Reports Menu
- Work with Reports - Table Style
- Work with Reports - Grid Style
- Favorites - Save your Report Criteria Selections
- Report Output Formats
- Financial Reports - An Overview
- Maintaining Accurate Revenue Reports
- REVENUE REPORTS:
- Class/Event Revenue Summary Report
- Deposit Slip Report
- Payment Method Summary Report
- Fee Summary Report
- Paid Fees Report
- Revenue Snapshot Report
- Revenue Summary Report
- Revenue Reconciliation Reports
- ACCOUNTS RECEIVABLE / COLLECTION REPORTS:
- Aged Accounts Summary Report
- Aged Accounts Details Report
- Family Balance Summary Report
- Email Multiple Statements / Invoices
- Print Multiple Statements / Invoices
- Print or Email Individual Statements / Invoices
- QUIZ - Lesson #14 - Financial Reports
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- Reports
- The Reports Menu
- Work with Reports - Table Style
- Work with Reports - Grid Style
- Favorites - Save your Report Criteria Selections
- Report Output Formats
- Understand Enrollment Types
- Drop History Report
- Enroll History Report
- Enrollment Detail Report
- Enrollment Snapshot Reports
- QUIZ - Lesson #15 - Enrollment Reports
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- Instructions
- Add a Family (Use fake names, addresses, etc.)
- Add a staff member and assign them to a class.
- Add a class from the Weekly Calendar.
- Copy an email template and customize it.
- Send an email for a Weather Closing
- Send your customized email to an individual class.
- Has the Hesseur family paid their Registration Fee?
- Post a cash or check payment to a family
- Use Transactions Search to locate a payment and make a refund or void.
- Supervisors and Managers Certification
- Glossary
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