JTS Training System
Table of Contents
Table of Contents
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Home
Glossary
Jackrabbit Basics
Instructions
Lesson #1 - The Basics
Log In and Out of Jackrabbit
Jackrabbit User ID Passwords
The Executive Dashboard - An Overview
Navigate in Jackrabbit
The Four Main Areas Jackrabbit Stores Data
The Family Record
The Student Record
The Class Record
Class Fields Explained
Legal Policies & Policy Groups - An Overview
Work with the Information in Grids
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
Lesson #2 - Searching in Jackrabbit
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
Search for Staff Members
Search Transactions
QUIZ - Lesson #2 - Searching in Jackrabbit
Practice What You've Learned
Glossary
Community and Where to Go with Questions
Where to Go With Questions
Stay Connected With Jackrabbit Through Social Media
Front Desk Staff
Instructions
Lesson #1 - Add Families
Review (Optional)
Add a Family (Account)
Jackrabbit's Duplicate Family Detection
Quick Registration Form - Add a New Family and Enroll New Students in Classes
Contacts in the Family Record
Work with All Families - View, Search, and Take Action
Practice - Add a Family
QUIZ - Lesson #1 - Add Families
Lesson #2 - Update an Existing Family
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
Lesson #3 - Enroll/Register Students into Classes
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 Classic Weekly Class Calendar
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
Lesson #4 - Work with Students
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
Lesson #5 - Emailing Families/Students
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 a Jackrabbit Email Template (Classic Editor)
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
Lesson #6 - Post Fees to an Individual Family
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
Lesson #7 - Collect Payment from an Individual Family
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
Lesson #8 - Events and Appointments
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 - Events and Appointments
Lesson #9 - Parent (Customer) Portal - The Basics
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
Practice What You've Learned
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
Community and Where to Go With Questions
Where to Go With Questions
Stay Connected With Jackrabbit Through Social Media
Coaches / Instructors and Staff
Instructions
Lesson #1 - Staff Portal - The Basics
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
Lesson #2 - Staff Portal - Enter Time
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
Lesson #3 - Staff Portal - Enter Attendance
Take Attendance in the Staff Portal - Step Through the Process
QUIZ - Lesson #3 - Staff Portal - Enter Attendance
Lesson #4 - Staff Portal - Update Skills/Levels
Skills in the Staff Portal - An Overview
Manage Classes in the Staff Portal - The Skills/Levels Screen
Update Skills/Levels in the Staff Portal - Step Through the Process
QUIZ - Lesson #4 - Staff Portal - Update Skills/Levels
Supervisors and Managers
Instructions
Lesson #1 - The Executive Dashboard
Review (Optional)
The Activity Calendar - Classes & Events
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
Internal Announcements on the Executive Dashboard
QUIZ - Lesson #1 - The Executive Dashboard
Lesson #2 - Manage Users
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
Lesson #3 - Staff Management
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
Lesson #4 - Staff Portal Settings
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
Lesson #5 - Staff Portal Management
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
Lesson #6 - Manager Use of the Time Clock
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
Lesson #7 - Work with Classes
Review (Optional)
The Class Record
Class Summary Tab - The Fields Explained
Add Classes - Overview
Add a Class from the Classes Menu
Add a Class from the Classic Weekly Class 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
Lesson #8 - Class Enrollment Management
Track Online / Web Registrations
Key Metrics on the Executive Dashboard
Process Class Registrations Report
The Classic Weekly Class Calendar
Add a Class from the Classic Weekly Class 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
Lesson #9 - Tuition Fees
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
The Post Tuition Fees Feature - Your #1 Tool for Tuition Posting
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)
Lesson #10 - Non-Tuition Fees
Post Other Fees (Non-Tuition)
Post Annual Fees
Post Late Fees (or Misc Fees)
Post Class Transactions
Post Other Fees
Store / Point of Sale - An Overview
Make a Store Sale
Edit Transactions
Delete Multiple Transactions (undoing non-tuition related posted fees)
QUIZ - Lesson #10 - Non-Tuition Fees
Lesson #11 - Collect Payments - Individual
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
Lesson #12 - Collect Payments - Multiple
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
Lesson #13 - Emailing
Messaging Guidelines
Increase Your Email Delivery Rate
Troubleshoot Problems with Email
Customize a Jackrabbit Email Template (Classic Editor)
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
Lesson #14 - Financial Reports
Accounting in Jackrabbit - An Overview
Reports
The Reports Menu
Work with Reports - Table Style
Work with the Information in Grids
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
Lesson #15 - Enrollment Reports
Reports
The Reports Menu
Work with Reports - Table Style
Work with the Information in Grids
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
Practice What You've Learned
Instructions
Add a Family (Use fake names, addresses, etc.)
Add a staff member and assign them to a class.
Add a class from the Classic Weekly Class 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
Community and Where to Go With Questions
Where to Go With Questions
Stay Connected With Jackrabbit Through Social Media
Home
Supervisors and Managers
Lesson #4 - Staff Portal Settings
Optional Topics - Lesson #4
Review the following articles if they apply to your organization.