There are multiple ways to log in to Jackrabbit from any computer or device with internet access.
Login with Facebook
You have the option to log in with Facebook.
- Access the login page at https://www.jackrabbitclass.com. Bookmark this page for quick access!
- Click on the Login tab in the upper right corner.
- Click on the blue Login with Facebook button.
- Select the Facebook account to link to Jackrabbit.
- You will be prompted to select a Facebook account if you have multiple Facebook accounts. Enter your password if you are not already logged into your Facebook account.
- Enter your Jackrabbit User ID and Password in the Link Social Account window.
- This linking step is only required once, and Jackrabbit will remember your credentials.
- Jackrabbit will open the Executive Dashboard or another page you selected from the Go To drop-down list on the login page.
Login with Google
There is an additional option to log in with a Google account.
- Access the login page at https://www.jackrabbitclass.com. Bookmark this page for quick access!
- Click on the Login tab in the upper right corner.
- Click on the red Login with Google button.
- Select the Google account to link to Jackrabbit.
- You will be prompted to select a Google account. Enter your password if you are not already logged into your Google account.
- Enter your Jackrabbit User ID and Password in the Link Social Account window.
- This linking step is only required once, and Jackrabbit will remember your credentials.
- Jackrabbit will open the Executive Dashboard or another page you selected from the Go To drop-down list on the login page.
Anti-virus software or a firewall may prevent you from logging into Jackrabbit using Facebook or Google. To fix this, open your anti-virus software and select the Web Protection Exception option; add these domains: connect.facebook.net and accounts.google.com/gs/client. If you are still having issues logging in, please email support@jackrabbittech.com.
Login with Your Jackrabbit Credentials
Logging in requires a Jackrabbit User ID and a Password. The first User ID in your database, and a temporary password, are created by our Support Team when you request your free trial or order Jackrabbit. This information is sent to you in an email. If you do not have your User ID and the temporary password, please contact our Support Team at support@jackrabbittech.com.
- Access the login page at https://www.jackrabbitclass.com. Bookmark this page for quick access!
- Click on the Login tab in the upper right corner.
- Enter your Jackrabbit User ID and Password.
- Jackrabbit will open to the Executive Dashboard or to another page in the application you selected from the Go To drop-down list on the login page.
If another person logs in on the same device and browser using a second tab, the first person will be logged out. Use different browsers if your team requires access to multiple logins on the same device without disrupting anyone, i.e., one uses Google Chrome while another uses Mozilla Firefox.
Log Out
Log out of your Jackrabbit database by clickingin the upper right corner of your screen located below your User ID. Note: If you are logged into Jackrabbit and are not active within a 2-hour window, you will be automatically logged out.
Jackrabbit User ID passwords are case-sensitive and must contain at least:
- 9 characters
- 1 lowercase
- 1 uppercase
- 1 number
Things happen, passwords may need to be changed or they can be forgotten.
There are several ways a Jackrabbit User ID password can be managed, either by the User themselves or by another Jackrabbit User who has been given the required permissions, Users & Permissions (Gear icon > Settings). Learn more about User Permissions.
Jackrabbit Designated User | |
When the User is logged into Jackrabbit
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From the Jackrabbit Login Page
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Other Jackrabbit User (with correct permissions) | |
From within Jackrabbit
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The Executive Dashboard is the 'starting point' after logging into Jackrabbit. Benefits for reviewing the dashboard include:
- Keep management aware of critical performance indicators and key metrics.
- Access to the Weekly Calendar.
- Make staff aware of tasks and announcements.
- View the most recent Jackrabbit enhancements.
Since the Executive Dashboard contains sensitive financial information, permissions may be set allowing users to only see portions of the Dashboard. Dashboard permissions for each user may be set under the Gear (icon) > Settings > Users & Permissions. Most Dashboard User Permissions are located under the General Category.
Expand each section to see more information about navigating in Jackrabbit.
Executive Dashboard
When you login into Jackrabbit, the first thing you'll see is the Executive Dashboard. The Dashboard's features are explained in the Help section titled The Executive Dashboard. You'll want to familiarize yourself with these features later.
Menu Bar
Jackrabbit's main functions are organized in the Menu Bar. Point your cursor to a menu name to see the menu item's choices. The Menu Bar is located on every screen in Jackrabbit.
1 - Return to the Executive Dashboard
2 - Quick Search Fields
3 - Open the Weekly Calendar
4 - Open a new browser window with another Jackrabbit screen
5 - Sign out of Jackrabbit
6 - Gear (icon)
7 - Access the Help page
8 - Access the Resource Center using the Bullhorn icon (number in the green circle indicates new information is posted)
Weekly Calendar
The Weekly Calendar button on the Executive Dashboard opens a calendar view of your classes by week. This is your class command center and allows you to manage almost all areas of your classes from one screen! See The Weekly Calendar for more details.
Quick Search Fields
Jackrabbit has two Quick Search fields. One field allows you to search family name, email, or home or cell phone. The other field allows you to search for active classes. We also refer to them as Global Search boxes. See Search for Information in your Database for more details.
Buttons
Buttons are found throughout Jackrabbit. Click a button to perform a specific action.
Tabs
Tabs are located on family, student, class, and staff pages in Jackrabbit. Tabs are separate areas of organization. For example, clicking the Billing Info tab in a Family's information displays a screen specific to the family's billing details.
Links
Links are shortcuts to related records and are displayed in blue text and an underline. Once a link has been clicked, it displays purple.
Drop-downs
Drop-downs are indicated by a down arrow. When you click on the down arrow, a list of choices displays (drops down). You'll learn how to customize drop-downs specifically for your organization in the Customize Drop-down Lists article.
Jackrabbit organizes and stores information into four main areas:
- The Family Record
- The Student Record
- The Class Record
- The Staff Record
The Family Record
The Family record includes all the information related to the family. You can see information on parents and other contacts, children or adult students, and the classes in which they enroll – their current, past, and future. The information is organized under tabs: Summary, Contacts, Classes, Events, Transactions, Billing Info, and Misc. Above the tabs are several very handy buttons. Buttons are shortcuts to places where you can perform actions. See The Family Record for a more in-depth look.
As you will see, the Students, Classes, and Staff records are set up similar to the Family record; each has tabs to organize information and buttons for shortcuts to actions or reports relating to the record.
The Student Record
From the Student record > Summary tab, you can see the classes the student is currently enrolled in with detail about each class. The Classes tab shows current as well as past and future enrollments. You can track medical information, skills the student has attained, sizing, absences, and other information in the Student record. See The Student Record for more details.
The Class Record
The Class record > Summary tab is all about how the class is set up. The Enroll List tab shows who is enrolled in the class; the Drop List tab shows the students who have dropped the class and so on. The Class record has many buttons that are shortcuts for actions or reports relating to classes. For a complete overview see The Class Record.
The Staff Record
The Staff record holds all the information regarding your staff. You are not required to set up staff to get started with Jackrabbit, however, setting them up and using our Staff Portal can help you run your business more effectively. The Staff Portal enables staff to record their time, see their schedule and class rolls, as well as record absences and skills attained by students. Check out The Staff Record for a closer look.
The Family record provides a centralized area to keep all information related to a specific family. It's like a file cabinet; it stores and organizes important information.
You can access a Family record from the following locations in Jackrabbit:
- Families (menu) > All Families and click on a family name to open the record.
- Families (menu) > All Families > row menu
> View/Edit to open the record.
- Use the global search at the top of each page to find a family.
Refer to Work with All Families - View, Search, and Take Action for more information on the All Families grid.
In the Family record, the information is grouped and organized on different tabs. Buttons allow you to perform an action for the family, for example, post a fee, and many links are provided throughout the record for convenient access to additional relevant information. Other links can be used to do things like enrolling a student.
The Current Balance displayed here is pulled from the Transactions tab. A black balance means a zero balance, a red balance indicates an amount is owed to you, and a green balance indicates a credit. This color code feature is applied on the Transactions tab as well.
Expand each section to see the Family record tab and button descriptions.
Family Tab Descriptions
Tab | Description |
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Summary | The Summary tab offers a summary of details for the primary contact and displays key information about the students in the family. The main address is stored on this tab, the registration date is displayed, and if the family is a Problem Account, it is designated here. |
Contacts | Information about the contacts in the Family record, including emergency contact details, is summarized in a grid on the Contacts tab. Use the View link for additional information about a specific contact or control their Parent Portal access. |
Classes | The Classes tab provides details for the current and future enrollments for all students within the family. The ten most recent past enrollments are displayed, as well as a listing of any waitlists the students are on. See the Student record or use the Enrollment Detail Report for details on older past enrollments. |
Events | The Events tab stores all current and past event enrollment details for the family. The student's name is shown when enrollment into the event was by the student (versus by family). |
Transactions | The Transactions tab displays the 20 most recent transactions for a family (fees, payments, and credits). Click the View Transaction History button for the family's entire transaction record. View Unapplied Credits & Unpaid Fees displays a listing of these types of transactions, which can be helpful when correcting linking errors. |
Billing Info | The Billing Info tab contains all of the billing details set for a family, such as credit card/bank account information, Family Fixed Fees, and details about any discounts to be applied to tuition fees. |
Misc | Additional important family information is stored on the Misc tab, including Family User-defined Fields, Emergency Contact Form, and family-specific Parent Portal Login Message. See details of registrations done through the Parent Portal, Online Registration, and Quick Registration (View Registrations button) and review a history of emails sent to the family (View Sent Emails button). In addition, some businesses find it helpful to mark families as Prospects for tracking purposes. |
Notes | Add, edit, or delete notes for a family here. Search notes, filter the notes by tags, and sort the notes by the date created or by the date modified. Learn more about Notes in Jackrabbit. |
Resources | Upload files and add hyperlinks (URLs) to the family's record. Store up to 15MB of data. Learn more about Resources in Jackrabbit. |
Policies | Policies associated with the classes the family is enrolled in are shown in this tab. The family's classes and their related Policy Groups are listed, along with an indicator of the policies that have been agreed to or may need agreement from the family. Learn more about Legal Policies & Policy Groups. |
Family Button Descriptions
Button | Description |
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Make Sale/Post Fees | Use the Make Sale/Post Fees button to post fees or make a store sale to a family. Once a fee or sale has been posted, it is visible under the family's Transactions tab. Learn more about posting fees. |
Payment/Credit | Use the Payment/Credit button to enter a payment the family made or post a credit to a family. Learn more about entering payments and posting a credit. |
Refund | View the last 20 payments a family has made and choose a payment to refund. Learn more about refunds. |
Statement | Print or email a statement for an individual family. Learn more about statements. |
Add Student | Add students to the Family record. |
Add Contact | Add contacts to the Family record. |
Archive Family | Archive a family to your Lead File. Learn more about the Lead File. |
Family Name | Use this button to change the last name on the Family record and select if it should apply to students, contacts, or both. |
Generate an email to the family and select which family members should receive it. Learn more about emailing in Jackrabbit. You can also send a text message or push notification (when enabled) from the Email/Text Families page by changing the Type in the Message section. | |
Email Schedules | Email the current class schedules for all active students in the family. Learn more about emailing student schedules. |
Submit Absences | Click through a two-step Submit an absence workflow to record any student in the family as absent. |
Merge Family | Merge duplicate family records. This family becomes the 'from' family. Learn more about merging duplicate families. |
Frequently Asked Questions
Q. What is the difference between "Date Created" and "Registration Date" on the Summary tab in a Family record?
A. Here are the differences between the Date Created and the Registration Date on the Family record:
Date Created | This is the date the family's record was created in Jackrabbit. This date is located in the bottom left-hand corner of the Family record. The Organization ID is below the Date Created. The date is auto-generated and cannot be changed. |
Registration Date | The date the family was created in Jackrabbit. This date can be changed and updated on the Family record > Summary tab. |
If the Birth Date column is highlighted in yellow, this indicates the student's birthday is coming soon.
The Student record lives within the Family record and offers a centralized location to house and reference all information related to a specific student. Each student record has its own tabs, buttons, links, and user-defined fields.
You can access a Student record from the following locations in Jackrabbit:
- Students (menu) > All Students and select a student's name to open the record.
- Students (menu) > All Students > row menu
> View/Edit to open the record.
- Families (menu) > All Families > click the student's family name > click the student's name listed in the Family record under the Students section to open the record.
Refer to Work with All Students - View, Search, and Take Action for more information on the All Students grid.
Expand the sections below to see the Student record tab and button descriptions.
Student Tab Descriptions
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Summary | The Summary tab offers a summary of details for the student's classes and student information. This is the place to enter student details and add fixed fees (if applicable). |
Classes | The Classes tab provides details for the student's current enrollments, future enrollments, waitlists, and past enrollments. Links provide quick access to the Class records. You can transfer or drop a student from classes on this tab as well as remove the student from any waitlists they are on. |
Events | The Events tab stores all current and past event enrollment details for the student. |
Medical | The Medical tab shows details of immunizations, disabilities, special needs, allergies, and more. The tab turns red when Medications, Allergies, or Disabilities information is added. |
Feedback | Instructor feedback notes regarding the student's performance can be entered on this tab. Be sure to Save Changes after adding feedback. Use the More link to display the entire Student Feedback field. |
Skills/Levels | The Skills/Levels tab displays the skills assigned to the student, along with their progress. Use the Add Skill/Level button to add a skill/level. See Student Skills/Levels topic for more details. |
Sizes | The tab displays sizing information for apparel, costumes, and equipment for students. Size Notes can be added at any time. Be sure to click Save Changes after the information has been added. See Costume/Apparel Management for more information. |
Absences | If you track absences you can schedule and view makeups in this tab. In addition, if a makeup class is scheduled, the Makeup Class and Makeup Date are shown. |
Misc | Add miscellaneous information related to the student here, including a picture of the student. The student's picture is visible in the Staff Portal and the Parent Portal. Additional user-defined fields (Gear icon > Settings > General > User-Defined Fields) can be added at the bottom of this tab. |
Notes | Add, edit, or delete notes for a student in this tab. Search notes, filter the notes by tags, and sort the notes by the date created or by the date modified. Learn more about Notes in Jackrabbit. |
Resources | Upload files and add hyperlinks (URLs) to the student's record. Store up to 15MB of data. Learn more about Resources in Jackrabbit. |
Student Button Descriptions
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Enroll | Click the Enroll button to open a new tab to enroll the student in a class. |
Email Schedules | Click the Email Schedules button to open the Email Student Schedules page. See Email Students for more information. |
Info Sheet | Use the Info Sheet button to display a detailed page of information on the student. See Student Info Sheets for more information. |
Absence/Attendance | Use this button to select criteria and generate a Student Attendance Report for the student. |
Submit Absences | Click this button to step through the Submit an absence workflow for the student. |
Mass Drop Classes | Use the Mass Drop Classes button to drop the student from all enrolled classes. The class's current enrollment can be viewed on the Classes tab in the Student record. |
Statement | Click the Statement button to select a statement type (PDF or email) and send statements to one or more students in a family. |
Frequently Asked Questions
Q. What determines the Start Date, Date Created, and Enroll Date on a Student's Record?
A. Different dates found on a Student record include the following:
Start Date | Located on the Summary tab in a Student record, the Start Date defaults to the date the Student record was created and first enrolled in Jackrabbit by any of the following:
This date can be changed and/or updated. |
Date Created | The date the family's record was created in Jackrabbit. This date is located in the bottom left-hand corner of the Student record. The Organization ID is below the Date Created. The date is auto-generated and cannot be changed. |
Enroll Date | The date a student is enrolled in a class. This could be a future enrolled date too. This date is found on the Classes tab in the Student record. This date is auto-generated and cannot be changed. |
Q. What is the Student Date Quit field on the Student Summary tab?
A. You can manually enter a date the student quit if you choose.
A picture of the student can be added in the Misc tab.
The Class record stores vital information about your classes and can be accessed from these locations in Jackrabbit:
- Classes (menu) > All Classes > click the class name link in the grid
- Classes (menu) > All Classes > click the row menu
> View/Edit
- Use the global search at the top of each page to locate a class.
Every Class record has its own tabs, buttons, and links. See Class Fields Explained for additional information on the various class detail fields.
Expand each section to review descriptions for Class record tabs and buttons.
Class Tab Descriptions
Tab | Description |
Summary | Stores basic class information including dates and times, tuition posting settings, and enrollment settings. From this tab, you can control whether the class displays online and if online and portal enrollments are permitted. If you offer virtual classes, or share video tutorials, entering them on the Class Summary tab will make that resource available in the Parent Portal. |
Enroll List | Lists all students enrolled in the class, as well as students with a future enrollment. From this page, a user can drop or transfer a student as well as indicate the enrollment type of a student (example: trial, waitlist, etc.). |
Drop List | Summarizes the drops that have occurred for the class. From this tab, the user can also indicate if the student completed the class. Student drop information from students archived to the Lead File is included in this tab. For students archived prior to 11/11/2015 no additional information is available. |
Absences | A summary of students' absences for the class is displayed and you can also access detailed class absence/attendance history for each student. If you track attendance instead, this tab will be labeled Attendance. |
Makeups | Scheduled makeups are displayed here. |
Waitlist | Lists students who are waitlisted for the class. |
Instructors | Staff/Instructors are assigned to a class from the Instructor tab. Jackrabbit allows up to four instructors for each class. |
Lesson Plan | Lesson plans can be added to a class, or a Master Lesson Plan can be copied into the class. Lesson Plans assigned to classes can be viewed in the Staff Portal. |
Skills/Levels | Assign Skills to a class to track student progress on the Skills tab. |
Misc | Add notes related to the class that you can refer back to. |
Costumes | Add either apparel, costumes, equipment, materials, or supplies to a class. The name of this tab is dependent on the setting chosen in Classes (menu) > Costume Management. Learn more about Costume/Apparel management. |
Notes | Create and store searchable notes regarding the class. |
Resources | View, upload files, and add links to the class. Resources can be shared with parents and staff. |
Policy Groups | The tab indicates the number of Policy Groups assigned to the class. Policy Groups can be added as needed to the class. |
Class Button Descriptions
Button | Description |
Class Roll | View or print a class roll for the specific class. |
Enroll Student | Enroll students using the Enroll Students button. |
Email/Text Class | Use the Email/Text Class button to quickly email, text, or send a push notification to a specific class. Note: The text messaging and push notifications features must be enabled to use. |
Enter Absences | When tracking absences in Jackrabbit (the default), they are entered using this button when you aren't utilizing the Staff Portal Attendance feature. If you track attendance instead, this button will be labeled Enter Attendance. |
Absence/Attendance | The Absence/Attendance button provides a shortcut to the Student Attendance Report for that class. |
Post Class Transactions | Post a group fee to that specific class. Learn more about Post Class Transactions. |
Copy Class | Use the Copy Class button to copy (duplicate) an individual class. This is particularly useful when creating classes that contain similar information and only require a few changes. |
Mass Drop | Mass Drop is a quick, efficient way to drop all the students from a class. It is recommended when a class is canceled. |
Sizes/Measurements | Enter sizes/measurements for students in a class using this button. This information is used for Costume management. |
Archive Class | Use the Archive Class button to archive the specific class. |
Frequently Asked Questions
Q. How do I hide certain classes on my website, Online Registration form, and the Parent Portal?
A. You can hide classes by changing these settings on the Summary tab of the Class record to No:
- Display on Website
- Allow Online Registration
- Allow Portal Enrollment
The most efficient way to hide a group of classes is by using Edit All Classes from the Classes menu. Use the Search Criteria to select only those classes that you wish to hide, for example, a specific session of classes or all classes that have a specific Category 1 value.
After submitting your criteria selections click Show All to display all pages and then use the Global Change (yellow) area to change the Display on Website, Allow Online Registration, and Allow Portal Enrollment settings to No. Remember to Save Changes.
The Class Summary tab contains all the details for a class. Expand each section for a brief description of the field on this tab.
Class Name
Name of the class (See Tips & Examples).
Status
The status of a class can affect whether it is displayed in Class Listings Tables or in the Parent Portal. Learn more about Class Status.
Location
Business Locations are a setting in your database (Gear icon > Settings > General > Business Locations - left menu) that can be used to separate business activities as well as set access permissions for different Jackrabbit Users. Learn more about Business Locations in Jackrabbit.
*Room
Rooms (or studios, pools, etc.) can be used to filter your classes (e.g., find all classes in Studio A). View your class calendar by room (helpful when creating your class schedule). Create room values from the Gear (icon) > Settings > General > Drop-down Lists (left menu). See Drop-down Lists for more details.
*Session
Sessions group classes held within a specified time frame. This is important for comparative analysis reporting. A session can cover an entire year or specific parts of a year (i.e., Winter season). Learn more about Class Sessions.
Class Start/End /Registration Start Dates
When does the class start and finish? What is the date that registration for this class opens? If a start is not entered, Jackrabbit will not display the class on any of your calendars or schedules. Tip: Set the End Date of a perpetual class well into the future so the class will continue appearing on Jackrabbit calendars and schedules. The registration start date controls when students can be enrolled in the class and prevents enrollment from starting until you are ready.
Days
Check the box(es) for the days the class meets. This allows you to sort and filter by the day of the week a class meets. With the days the class meets selected, the classes will also show on calendars or schedules.
Start/End Times & Duration
What time does the class start and finish?
If you selected Yes for the Calculate Class Duration setting (Organization Defaults - Class Settings), the Duration field will be automatically calculated based on the class Start and End times; however, it can be edited on the Class Summary tab if needed.
If you post your tuition by total hours, the Duration field is used to calculate the tuition fees; a Fee Schedule outlines the tuition fee for each duration of time in classes.
Has a Registration Fee?
When Has a Registration Fee? is selected (the default) and you have opted to Post Registration Fee(s) for new and/or existing families in your Registration Fee settings, a registration fee will be posted to the family's account when they register online and enroll in the class (new families) or enroll in the class through the Parent Portal (existing families). If Post Registration Fee(s) is set to No, no registration fees will post, even if Has a Registration Fee? is selected at the class level.
Clear the checkbox for classes that don't have a registration fee, e.g., your summer classes. New students enrolling in those classes during Online Registration and existing students enrolled through the Parent Portal will not be charged a registration fee.
Post Annual Fees provides the option to omit classes with no registration fee (i.e., checkbox cleared).
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Tuition Fee
The Tuition Fee is the amount charged to enrolled students each billing cycle when you post your tuition by class fee. Example: An organization that bills monthly would enter what one student would pay to attend the class each month.
Per Day
See Add Per Day / Multiple Meeting Classes if your class fees are based on how often a student attends the class during the week.
Exclude from requiring payment during Parent Portal enrollment
This option will be available if your organization is set to require payment in the Parent Portal when parents enroll students in classes and events.
Select the checkbox to exclude payment processing of fees for this specific class during Parent Portal enrollment. The parent will see messaging in the Cart to indicate that while the fee is posted, the payment will be required later.
Tuition Billing Method
The Tuition Billing Method tells Jackrabbit whether you bill (post tuition) based on a class tuition fee or if you bill by total hours of class instruction. See Billing Methods for more information.
Exclude from Multi-Class Discount
A class with Exclude from Multi-Class Discount checked is not included in the total number of classes a student is enrolled in when a multi-class discount is calculated. This setting only applies to classes with a Tuition Billing Method of By Class Fee.
Exclude from Total Hours Count
When Exclude from Total Hours Count is selected ( = Yes), the Duration of the class is not included in the total hours a student (or family) is enrolled in when the Tuition Fee is calculated using your Fee Schedule. This setting only applies to classes with a Tuition Billing Method of By Total Hours.
Tuition Billing Cycle
Tuition Billing Cycles tell Jackrabbit how often families are billed for tuition for each class and what day/date the Billing Cycle starts.
Tuition Discount Rule
Tuition Discount Rules define multi-class and multi-student discounts (or a combination of both!) for classes billed By Class Fee. Once a rule is assigned to a class, the class will use that rule's discounts when posting your tuition fees based on your Tuition Fee Settings.
Prorate Tuition
Select this checkbox to prorate the tuition fees for things like students who enroll after a Billing Cycle has started, students with a drop scheduled before the end of a Billing Cycle, classes that fall on a day your facility is closed, and classes that meet more than the standard number of times per month (By Class Fee Billing Method only).
Gender
Is the class specific to one gender or open to all? A gender filter can be turned on for Online Registrations from the Gear (icon) > Settings > Online Registration > Settings (left menu) > Class Search Settings (section) and scroll down to Class Search/Filter Settings.
Edit your drop-down lists for gender to include more inclusive options in addition to male and female from the Gear (icon) > Settings > General > Drop-down Lists (left menu) > Students > Gender.
Min Age / Max Age
Minimum and maximum age requirements for the class, including years and months. The min/max age can be used to set age restrictions for classes when enrolling.
Cutoff Date
If a cutoff date is entered (optional), the student's age on the cutoff date is used to determine if the student meets the class age requirements.
*Category 1, 2, and 3
Jackrabbit uses Categories to organize your database. Category 1 is the most important because it organizes your revenue and enrollment. Categories 2 & 3 are subcategories and provide levels or sections. Learn more about Class Categories.
Enrollment Max Size / Max Wait
The maximum number of students allowed in the class or on a waitlist.
Class Description
A short description of the class. Class Description is seen by both staff and customers. Do not use special characters (%, &, *, !, ©, ™, etc.).
Display on Website
This setting controls whether the class will be included in any Class Listings Tables that you are displaying on your website. The use of Class Listings Tables on your website is optional.
Note: If Display on Website is set to Yes and Allow Web Registration is set to No, the class will be included in your Class Listings Tables without a link to register.
Allow Online Registration
This setting controls whether the class will be available for families to choose when they are using the Online Registration Form or registering (enrolling) from your Class Listings Tables. The class is still subject to other rules such as available openings, waitlist, age, and gender, based on your Online Registration settings.
When set to Yes, the class will show in your Online Registration Form (under the 'Select Class' button) and also contain a Register (enroll) link in any Class Listings Tables, if openings are available.
If this is set to No, the class will be hidden from the list of classes inside the Online Registration Form and if you use Class Listings Tables on your website, the link to register (enroll) will not be available for this class.
Allow Portal Enrollment
When set to Yes, the class will be available for families to choose when they are enrolling students in the Parent Portal.
Allow Trial Enrollment
If set to Yes, a Trial checkbox is added to your online registration form, so a student can register as a trial. Learn more about Trial Enrollment.
Allow Makeups in Class
When this is set to Yes (the default), students can be scheduled into a makeup in that class. Set this to No if you want to prevent makeups from being scheduled in this class.
Learn more about Preventing Makeups in a Class.
Class ID
This field may be pre-filled if your data was imported from another program or system. If not, this should be left blank.
Virtual Class / Video Link URL
Use this field to add the URL for a virtual class you have created for your students to attend, or to add the link to a video you have uploaded to a video sharing site. This resource will be accessible from the Parent Portal, in the Class Card.
If you have multiple resources you want to share for one class, you can add all of your information into a Google doc and share that link for a one-stop-shop!
Other options:
- Create a folder in Google Drive, or Dropbox, with all of your resources in one place and share that link.
- Add a password protected page on your website, add your files and links there, and enter that URL in the Class record.
Learn more about how to add access to online training in the Parent Portal.
Virtual Class / Video Link Text
Enter the text you want to appear for the link, e.g. Watch this video tutorial. Maximum characters allowed is 50. If this field is left empty, the URL itself will display in the portal.
*The drop-down lists for the class fields marked with an asterisk above are all customizable. Use the Gear (icon) > Settings > General > Drop-down Lists (left menu) to customize these drop-downs.
Every organization has policies, or waivers, families must agree to prior to attending classes or using their facility. We recommend you consult with your insurance carrier or legal counsel to determine if the policies you create cover your business needs and how often the policies need to be updated.
Depending on your organization, and the programs offered, you may need to create specific policies for classes, summer camps, travel leagues, team competitions, etc. in addition to default general policies.
Jackrabbit Policies are easy to set up and give you great flexibility!
- Create an unlimited number of policies and update them as needed.
- Policy Groups are created from individual policies and assigned to classes.
- New customers can agree to your policies when they register using the Online Registration form.
- Customers can be automatically prompted to reagree to the policies in the Parent Portal.
- The User Activity Report reflects User actions taken for both policies and policy groups.
These steps will help guide you through the process to create and manage the legal policies for your organization.
Step 1 - Create a New Policy | The Policy tab is located under the Gear icon > Settings > Policies. On the Policy tab, you create and edit individual policies, add brief descriptions (optional), see if a policy has been assigned to a policy group, and review previous versions. Once individual policies are created, move to Step 2 to add Policies to Policy Groups. |
Step 2 - Create a Policy Group | The Policy Groups tab is located under the Gear icon > Settings > Policies > Policy Groups. On the Policy Groups (tab), you can create a policy group and use the row menu Optionally, you can select a basic or default policy group that customers need to agree to when there is no class enrollment. Proceed to Step 3 to assign the Policy Groups to classes. |
Step 3 - Assign Policy Groups to Classes | Once you have created individual policies and added them to a policy group, it's time to assign the group of policies to a class. Policy groups can be added to an individual class or multiple classes. For multiple classes, go to the Classes menu > All Classes, filter the classes as needed, and add the policy groups. Add a policy group to a single class using the Policies tab in the Class record. |
Step 4 - Select Parent Portal Setting | The Parent Portal setting is located under the Gear icon > Settings > Parent Portal > Settings (tab) > Class Enrollment Settings section. Check the box for Require policy agreement for each enrollment if you want parents to agree to your policies for all class enrollments. If not, leave the box unchecked and they will be prompted to agree to any policies related to a new enrollment or policies that have been updated from the last policy agreement date. |
We recommend you review and update your legal policies at least once a year! Parents will be prompted to reagree to any updated policies when they sign into the Parent Portal. Contact Jackrabbit Support if you need any help with your policies.
Expand each section for more information on Policies in Jackrabbit.
Policies & Policy Groups User Permissions
There is one User permission (Manage Policies) that defaults to off for all new Users. This allows full access to add and manage policies and policy groups.
The other User permission (View/Assign Policies) defaults to on, however, a User's actions are limited. When this permission is checked, a User can assign and/or remove policies to classes, however, they are unable to change and add new policies.
Category | User Permission | Description |
Tools | Manage Policies | Can view, add, edit, delete, and copy policies and policy groups; can assign/remove policy groups to classes. |
View/Assign Policies | User is limited to viewing policies & policy groups; assigning/removing policies groups to classes. |
Policies in the Family Record
When students in a family are enrolled in classes, all the policies related to the family's classes are added to the Family record and are visible on the Policies tab.
Note: Inactive policies or policies that have been updated remain available for review. Click the Policy Agreement History button in the Family record.
A family only needs to agree to a policy once even if the policy is assigned to multiple Policy Groups.
Policies and the Lead File
When a family is archived to the Lead File their Policy Agreement History is retained (not viewable). If a family is restored from the Lead file, the agreement history is not restored to the Policies tab, the information can be found in the Family record > Misc tab.
Go to the Family record > Misc tab > View Registrations button and the Registrations/Policy Agreements window will open. Click View to see the agreement details.
Frequently Asked Questions
Q. How do policy agreements in Jackrabbit comply with the Electronic Signatures in Global and National Commerce Act (E-Sign Act)?
A. Jackrabbit utilizes e-Signature and "clickwrap" agreement as a form of acceptance and consent. A clickwrap agreement requires a User to click a checkbox as a form of acceptance. Each time a user agrees to a policy, it is dated and time-stamped with the User's name. Users are automatically required to review and agree when a policy is updated. This adds a new date and time stamp which creates a history for each family. Lastly, an e-Signature is required which is an additional confirmation that the User has accepted the policy.
Q. Is there a quick way to find families that have NOT agreed to all the policy agreements?
A. Yes! Go to the Families menu > All Families and use the filter drawer (Open filters icon). Search for Policies, Agreements, Contracts & Messages > Policies: show families that have... Agreed to all active policies? and select No. This will list all the families in the grid that have not agreed to your policies.
You can select additional filters to use for policy agreements.
Q. How can I prompt my customers to reagree to policies annually?
A. It's as easy as making an edit to a policy name or text! When you change a policy, customers are automatically prompted to reagree to that policy when they next log in to their Parent Portal. Consider putting the new 'term' for the policy in the name, e.g. Assumption of Risk 2022.
You also have the option to go to the Policies (tab) and Require Reagreement automatically in the Parent Portal.
Q. If a student is waitlisted for a class in the Parent Portal does the parent have to agree to the class policies?
A. Yes, the parent will be prompted to agree to the policies that are assigned to the class even if a student is placed on the waitlist.
A set of Default Policies for new organizations are created in the Quick Start Wizard. These include Assumption of Risk, Release of Liability, Medical Emergencies, and Payment Policy. These can be modified under the Gear icon > Settings > Policies > Policies tab at any time.
Throughout Jackrabbit, you will see grids, which are sometimes referred to as tables. These grids display the data you have entered into Jackrabbit; they are incredibly robust - allowing you to group, sort, filter for specific information, and more. Note: the features available in each grid throughout Jackrabbit may vary.
Sample Grid
1 | Breadcrumbs display the currently selected filters. |
2 | Drag and drop a column header into the grouping bar to group results. |
3 | Click a row menu to open action options for that row. |
4 | Page number displays up to 250 items per page. |
5 | When a column filter is applied, the column menu is highlighted in blue. |
6 | Column menu offers options to sort, display, and filter the data within the column (options in this menu vary depending on the grid). |
7 | Manage Certifications opens the Drop-down List Editor to edit (for the Certifications page only). |
8 | Adjust columns, Send Message, Refresh Grid, Add New icon (action icons available will vary between grids), More (varies by grid). |
9 | Slider shows more columns in the grid. |
Expand each section below to learn how to use the various grid features.
Group Your Data
Drag and drop column headers to the grouping bar to create groups within your report.
- Click on the column title in the grouping bar to re-sort the column in ascending or descending order.
- When multiple columns are added to the grouping bar, the first column on the left is the first level of grouping. The second column added to the grouping bar will group the rows within the first column, etc.
- Click and drag the column headers left or right within the grouping bar to change the order.
- Use the X in the column header to clear a column from the grouping bar.
Sort and Filter Data in the Grid
There are multiple ways you can sort and filter data in a grid. Select the options that work best for you:
You can reorder the columns in a grid by clicking and dragging them to the spots you want them in. Double arrowheads indicate where the column will drop (behind the arrowheads). | ![]() |
Click on the column header to sort in ascending or descending order. An arrow displays to show the current sorting order; no arrow indicates that no sorting has been done on the column. | ![]() |
Use the column menu to access the sorting options for each column.
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Multi-sort columns in the grid, for example:
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Take Action
Each grid is designed to provide ease of use and to simplify different actions you may want to take. Work with an individual record (e.g., a specific family), or apply an action to several records at once (mass action).
Action Icons
Located on the right-hand side of the grid, the action icons available will vary between grids.
![]() | Click the Adjust columns icon to squeeze or expand the columns in the grid. Squeeze grid allows you to see all the columns on the page, Expand grid makes the columns wider and you may have to use the slider (bottom right) to horizontally scroll, depending on the number of columns in the grid. Either view can be saved as default or favorite view. |
![]() | Send a Message - Choose to send an email, push notification, or text message to chosen recipients in the selected records, e.g., Primary Contacts only, or Primary, Billing, and Other Contacts.
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![]() | Use the Refresh Grid icon to reload the data in the grid after making a change. |
![]() | Click the Add New icon to open a pop-up window to add new data. This icon is visible depending on which grid you are viewing, for example, on the Staff Certifications page Add New Certificate window opens or on the All Families page an Add New Family window opens. If any rows are selected in the grid, an Add New icon will not be visible. |
![]() | Use the More icon to access actions that can be taken with one or more records at once. The options available will differ between grids, e.g., in All Families, you can update Family Fixed Fees, Family Discounts, Clear UDF Answers, and more. In All Students, you can update Student Fixed Fees, Add a Note, and more.
Print and Export functions (where available) are accessed from the More icon. Depending on how you have customized the grid, printing may take some setting adjustments. Check out this short video tutorial Print from Grids in Jackrabbit for tips. |
Row Actions
Click on the Row Menuto access actions that can be taken with the record in that row. The row actions offered will vary between the different grids in Jackrabbit and may include:
- View/Edit - click on the link to open the content in the row and make changes.
- Delete - remove a row from that grid.
- Add a Note - add a note to the record.
- Additional actions - click on the row menu to see the other action options.
If any checkboxes are selected in the first column of a grid, the row menus are deactivated and are no longer visible.
Data Visuals
Some of the grids in Jackrabbit have visual elements, referred to as data visuals. Click on the sections of the visual to see the information populate in the grid results.
In addition, there is a filter drawer to make additional selections that narrow down results in the grid. Within the filter drawer, the criteria are organized into sections. Use the search field at the top of the drawer to locate specific criteria and be taken directly to the matching filter. Use the Expand All link to open all sections or the arrow next to each section header to open individual sections. Click the Apply button to filter the data in your grid using the criteria you selected; these filters will display in the breadcrumb bar.
- Save your filtered data as a Favorite. Once filters are selected, click the Save as favorite (icon)
, enter a favorite name, choose if you want to make the favorite a default view, and decide if you want to share with your team. Your filtered data, column width, column locked positions are all saved. Click Save.
- Load a Favorite by clicking on the Favorites (icon)
, select your saved favorite from the drop-down list, and click Load. The grid populates the data and the breadcrumbs indicate the selected filters.
Refer to Work with All Families - View, Search, and Take Action, Work with All Students - View, Search, and Take Action, and Work with All Classes - View, Search, and Take Action for more details on the All Families, All Students, and ALL Classes data visuals.
Save time and effort each time you open a grid page to view your data! After you have applied filters or clicked on a data visual, set the grid column widths, and you can save the filtered data as a Favorite.
Saved favorites can be set as a default view and shared with other Jackrabbit Users in your organization. There is no limit to the number of filtered grid views you can save.
Save a Favorite | Once filters are selected, it's simple to save your favorite views:
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Open a Favorite | Load or open a saved favorite:
If you opened a saved favorite grid view and would like to make it your default view, resave it as a favorite and toggle the Make this your default view? to the right. Click Save. |
Delete a Favorite | If you created a Favorite, you will be able to delete it:
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Contact Jackrabbit Support if you want to delete a Favorite filtered view created by another User.
With Jackrabbit's Note feature, you can create and keep detailed and searchable notes regarding your families, students, classes, and staff.
These notes are not visible in the Parent Portal or the Staff Portal.
The Family, Student, Class, and Staff records each include a Notes tab where you create and store your related notes, and the Notes grid allows you to work with the information in all of those records simultaneously, from one place!
- Strengthen communication among your staff; alerts highlight new notes to ensure nothing important is missed.
- Search, tag, and filter all of the notes in the various records and work with them as a group.
- Notes are secure and are only viewable within Jackrabbit.
The Notes Tab
The Notes tab in the Family, Student, Class, and Staff records is where notes are stored. From this tab, notes can be added, edited, or deleted. You can search the notes in that record, filter the notes by tag, and sort the notes by the date created or by the date modified.
Expand each section below for more information about Notes.
Create a Note in the Family, Student, Class, or Staff Record
Click the + New Note button on the Notes tab to add a note. Note titles are limited to 150 characters. However, the body of the note has no maximum character count. Optionally, tags can be added to organize your notes. See below for more information on tagging.
Create a Note in the Families (menu) > All Families
Add a note to an individual family:
- Go to the Families menu > All Families > click the row menu
> select Add a Note.
- Enter the information into the Add a Note pop-up window:
- Title, Note, and Tag (if applicable)
- Click Add. The note can be edited or deleted from the Family record.
Create Notes in the Students (menu) > All Students
Add a Note to an Individual Student |
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Add a Note to a Group of Students | Select all the students in the grid by leaving the checkbox in the 1st column unchecked. Or check the students in the 1st column to create a group.
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Create Notes in the Classes (menu) > All Classes
Add a Note to a Single Class |
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Add a Note to a Group of Classes | Select all the classes in the grid by leaving the checkbox in the 1st column unchecked. Or check the classes in the 1st column to create a group.
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Edit or Delete a Note
Individual notes can be edited or deleted from the Notes tab using the Edit and Delete links in each note. Notes can also be edited or deleted in the Notes grid.
The Notes Grid
The Notes grid, found under the Reports (menu) > Find Reports > enter Notes in Keyword Search, allows you to work with all of the notes throughout your system from one screen.
Jackrabbit grids are very powerful and allow you to customize your layout, search and filter your results, and manage your notes. Learn more about these grids in our Help article Work with Grids in Jackrabbit.
Here are some grid highlights that relate specifically to Notes:
- Mass delete notes - select one or more rows with the checkboxes in the 1st column and click the More (icon)
to delete the selected notes.
- Export data - leave the checkboxes in the 1st column unchecked and click the More (icon)
to export the data in the grid to Excel.
- Edit or delete a note - the Row Menu (icon)
to update or delete a single note.
- Refresh the data - click the Refresh Grid (icon)
to refresh the data in the grid.
Add Tags to Notes
Tags enable you to group and organize your notes. Think of it as though the notes were on pieces of paper, and you wanted to put them in a folder to keep them together. What would you name that folder? That is a tag. Tags also allow you to filter for a specific tag and pull up only the notes that have been given that tag making it easy to find topics at a glance.
Business Scenario
Add a tag "Phone Call" and assign it to each note that is added regarding a phone conversation. This would allow you to look at only the notes you've made regarding phone calls you've had with the family, student, or staff member.
Add a Tag to a Note
A tag can be added to a note when it is first created or by editing the note if it was added previously.
- Use the Edit link to open the note if it was created previously.
- In either the Edit note or Add note window, click into the Tags field to display existing tags.
- Start typing the tag to see if it already exists. If the tag doesn't exist, use the + to add the tag. Multiple tags can be added to a note.
- Click Update when you have finished adding tags.
Delete a Tag from a Note
To remove a tag from a note, click the Edit link to open the note. Click on the x in the tag badge to remove it. Note: This does not delete the tag itself; it only removes the tag from the note.
Jackrabbit offers several ways to take note of important information for your business. For a complete list, refer to There are Different Types of Notes in Jackrabbit - Where can I view them?
Permissions control the ability of your Users to see certain data and take specific actions. Before moving forward review User Permissions for Jackrabbit Resources.
With Jackrabbit's Resources feature you can upload files and add links to the Family, Student, Class, and Staff records where they are stored on the Resources tab.
- No more files full of paper...scan documents, then upload and store them in the record they relate to.
- Resources added to a Class record can be shared with both parents (Parent Portal) and staff (Staff Portal).
- Resources added to a Student record can be shared with parents in the Parent Portal.
- Limit access to sensitive documents to only those Users with the required permissions.
- Resources are retained when a family is placed in the Lead file and can be restored at a later date.
Review Jackrabbit's Terms of Use. Uploading a file confirms you have agreed and that you have consent to possess the resource you are uploading.
The Resources Tab
Each Family, Student, Class, and Staff record has a Resources tab where you can upload files and add links (URLs). For example, in the Class record, add a link to a Google Doc with instructions and video links for a virtual class that you have created.
- The Resources tab in each record shows the number of resources that have been added, e.g., Resources (5).
- Each of the records (Family, Student, Class, and Staff) can store up to 15MB of data. Usage is displayed in a progress bar and available space is counted down.
- Sort the resources by date created or modified, or alphabetically by resource title or filename.
- Each resource card displays a date-created timestamp, the User who added the resource, resource name, file name or URL, and the time/date and name of the User that last modified the resource.
- A badge will display to indicate a restricted resource.
Note: The card for a restricted resource will not display to Users who don't have the View Restricted Files User permission.
- In the Class record, a resource that has been shared to the Parent Portal and/or Staff Portal will display a badge(s) to indicate it has been published.
- In a Student record, a resource that has been shared to the Parent Portal will display a badge to indicate it has been published.
- Each resource is managed (edited, viewed, or deleted) using the links in each individual resource card.
Add a Resource in a Family or Staff Record
Follow these steps to add a resource to a Family or Staff record.
- Locate and open the Family or Staff record.
- Use the
button on the Resources tab to open the Add a resource pop-up window.
- Add a name for the resource. This name will appear in the resource card on the Resources tab.
- Select the Audience.
- Is this a restricted resource? - defaults to off, toggle on if the resource should be restricted to specific users. Restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab.
- Select the Resource location:
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
.doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd - I'll link to it - When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
- Click ADD. The resource is added to the record.
Add a Resource in a Student Record
Follow these steps to add a student resource to an individual Student record. The added resource is located in the Resources tab in the student's details section.
- Locate and open the student's record using the Students (menu) > All Students.
- Click the Resources (tab).
- Click the
button to open the Add a resource pop-up window.
- Add a name for the student resource. This name will appear in the resource card on the Resources tab.
- Select the Audience.
- Is this a resource for parents? - If you want parents to see the student resource you are adding, click the Publish to Parent Portal? to toggle on.
Student resources are displayed in the Parent Portal under the Resources tab in the student's details card.
Click the View Resource link to open the resource.
- Is this a restricted resource? - Leave this disabled. If the file is restricted, this will disable the option to view it in the Parent Portal.
- Is this a resource for parents? - If you want parents to see the student resource you are adding, click the Publish to Parent Portal? to toggle on.
- Select the Resource location:
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
.doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd - I'll link to it - When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
- Click ADD. The resource is added to the student's record and will be viewable in the Parent Portal.
Add a Resource in a Class Record
Follow these steps to add a resource to a Class record.
- Locate and open the Class record.
- Use the
button on the Resources tab to open the Add a resource pop-up window.
- Add a name for the resource. This name will appear in the resource card on the Resources tab.
- Class record resources published to the Parent Portal will appear as a View Resources link in the Class card.
- Class record resources published to the Staff Portal will appear under Manage Classes > Actions > Resources.
- Select the Audience. If you want parents and staff to see the resource you are adding, click both to enable.
Is this a resource for parents?
Class resources for parents are displayed in the Parent Portal.Is this a resource for staff?
Class resources for staff are displayed in the Staff Portal. - Enable Is this a restricted resource? if the resource should be restricted to specific users. Restrict access to the resource if it involves confidential or sensitive information. When restricted, only Jackrabbit Users with the View Restricted Files User permission will be able to see the resource. Note: If the file is restricted, the resource will not be viewable in the Parent Portal.
- Select the Resource location:
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
.doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd - I'll link to it - When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
- Click ADD. The resource is added to the Class record.
Add a Resource to a Single Class in the Classes (menu) > All Classes
Follow these steps to add a resource to a Class record in the All Classes grid.
- Go to the Classes (menu) > All Classes.
- Locate the class :
- using the column search.
- using the global search at the top of the page.
- Select one of these options to add a resource to the class.
Use the
Class Column- Click the class name located in the Class column to open the Class record.
- Add the Resource directly in the Class record as described in the Add a Resource in a Class Record section above.
Use the Class
Row Menu- Click the class row menu
.
- Select Add Resource from the row menu.
- Complete the Add a resource pop-up window information:
- Name the class resource - This name will appear in the resource card on the Resources tab.
- Select the Audience (parents and/or staff).
- Is the resource restricted? Enable to restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab.
- Select the Resource location:
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
.doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd - I'll link to it - When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
- Click ADD. The class resource is added to the class and can be accessed under the Resources tab in the Class record.
Add a Resource to Multiple Classes in the Classes (menu) > All Classes
Follow these steps to add a resource to multiple classes in the All Classes grid.
- Go to the Classes (menu) > All Classes (use the filter
to filter the classes if needed).
- Choose one of these options to select the classes and add the resource:
- Select all classes in the grid - leave the checkbox in the 1st column of the grid unchecked and all classes in the grid are selected.
- Select specific classes in the grid - in the 1st column of the grid, select the checkboxes for the classes you want to work with.
- Click the More (icon)
> Add Resource.
- Complete the Add a resource pop-up window information:
- Name the class resource - This name will appear in the resource card on the Resources tab.
- Select the Audience (parents and/or staff).
- Is the resource restricted? toggle on to restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab.
- Select the Resource location:
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
.doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd - I'll link to it - When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
- I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
- Click Add. The class resource is added to the selected classes and can be accessed under the Resources tab in the Class records.
Add a Class Resource in the Staff Portal
A staff member can add a class resource in the Staff Portal when they are granted access to do so. In a Staff Record > Portal Settings (tab), set Allow staff person to manage resources to Yes.
Add the resource with a link or upload a file for a class in the Staff Portal. The added resource can also be seen in the Class Record > Resources (tab). Note: Resources added in the Staff Portal can't be restricted.
Manage Resources (Edit, View, Delete)
Edit a Resource
From the resource card, click the Edit link to open the Edit resource modal. Here you can edit the resource name, change your audience settings, and either replace a current file (if the resource was an uploaded file) or change the resource location to a link and vice versa. The resource card will update the Modified timestamp and User information to reflect any changes made. Note: there can only be one or the other, it is not possible to have both a file uploaded AND a link in the same resource record.
View a Resource
Use the View link in a resource card to access the resource. Depending on the resource type, it will either download to your computer or open in a new tab. If it is a resource on the Class record, and you have published it to the Parent Portal and/or the Staff Portal, it can be viewed in the same way, a download or a new tab in their browser.
Delete a Resource
To completely remove a resource from the record, use the Delete link in the resource card. You will be asked to confirm that you want to delete the resource.
When you have worked through all of the articles outlined in the lesson, select the Take the Quiz button to be taken to the Lesson #1 Quiz where you can test your understanding of the concepts in this lesson. You will be asked to enter an email address for quiz results to be sent.
Quiz #1 - The Basics
Number of Questions | Total Possible Points | Points Needed for an "A" | Points Needed for a "B" | Points Needed for a "C" |
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10 | 10 | 9 | 8 | 7 |