Student Search Automatically Hides 12 Columns

Many search result grids have A TON of columns. This can be overwhelming. In an effort to ease this pain, we’ve automatically hidden 12 columns.

Some of you have already hidden columns you don’t use, but others may not be accustomed to this and may want to see all columns.  

These columns are easily “unhidden” by clicking either of the 2 column buttons.
Hidden columns are: import date, transportation, neighborhood, level attained, date attained, state, studentID, data quit, emergency form, enrollment form, school, location.

Add Class Screen Gets Some Key Enhancements

Our amazing Development team has heard and responded to your requests for these enhancements to the Add Class screen.

  1. Shown below, there are three changed items that should interest you, when adding a class through the Weekly View Calendar: Maximum size for waitlist added: You now have the option to add a maximum size to a class’s wait list.
  2. Save & Copy Class key added: This new Save option allows you to keep the settings that you have already keyed in when you add another class.

 

These changes are sure to enhance the convenience of using the Weekly View and the Add Class screen even more!

 

New and Improved Resources Help with Weekly View’s New Functionality

Earlier this year, we featured our amazing Weekly View. We hope you all take advantage of this feature because – as our February blog post noted – the Weekly View can truly be your BFF.

We realize that sometimes learning a new feature or functionality can be challenging. You must find a break in your normal workflow to “play around” with the latest and greatest in Jackrabbit. Sometimes this is quick and easy and then sometimes this takes a little more thought and testing. The powerful functionality that has been added to your Weekly View may be one of those times when you need to spend a few minutes with some help resources.

Do we have some fabulous Help Center pages for you!

We’ve provided more information – updated to be in sync with the enhancements that have been made to the Weekly View.

From videos to detailed how-tos and self-explaining screenshots, these two Help Center pages will help you leverage everything that Weekly View can help you do in less time with fewer hassles. The fact is that it helps you do almost everything you need to do with classes from that Weekly View!

Here are your new resource pages. Please bookmark these for quick and easy access.

Calendars/Schedules (you may remember this page – but now it has even more information)

The Weekly View (this is a completely new page full of details to help you)

 

Weekly Calendar Now Shows Accurate Enrollment Counts in the Future

Your weekly calendar has been made smarter!

With this enhancement, the weekly calendar now shows accurate class enrollment counts on future dates and includes future drops and future enrolls. The calendar will display the correct class openings information on any future date you click on.

As a bonus, you have the option to hide full classes on the Weekly View by simply unchecking the Show Full Classes checkbox.

Advanced Search Pages Renamed and Students Search Made Easier to Use

The Students Advanced Search page helps you find lots of important information, and having it all in one place can be a good thing. However, making it better over the years by adding more options, fields, and criteria has also given the page a little clutter issue.

We simplified the layout and did a little “clutter-eliminating” housekeeping in hopes that we could make this important page easier for you to use and read.

One additional change is that all dropdown menus’ Advanced Search options are renamed to simply “Search”.   The page title of each menu indicates the specific search: Search Students, Search Families, Search Classes, Search Staff, and Search Transactions.

Our efforts are always focused on improving your Jackrabbit experience and helping you to work better faster.

Visibility of Fees Due or Not Due Improved

When you’re processing refunds, you’ll find that a few changes on the “Are Fees Still Due” page will help you.

What was previously a checkbox is now radio buttons. Click the “R” beside any payment to begin the refund process. After you have selected which fee(s) to refund and clicked the “Next” button, the “Are Feeds Still Due” page now allows you to click the appropriate radio button for the fee status (see image).

The entire page has also had a little revamp to remove outdated video links and justifying the text in a more readable format.

These changes come together to make the items that need attention on this page more visible to you. Better clarity means that you won’t miss making your choice between “Due” and “Not Due” – and you won’t be frustrated by uncategorized fees that show up in the future.

Addition to the Drop History Report

We’ve added a family column to the Drop History Report. We learned about this from the Jackrabbit Facebook User Group. Several of you said that it would be helpful, so we added it!

We DO hear you. We listen to you in many ways: the Send Idea button, the Facebook user group, site visits, support interaction, and individual discussions. And we add your ideas, regardless of how simple or complex they are.

Your persistence is amazing! We have a database of more than 100,000 ideas that we consistently review as product plans and enhancements are made, so keep them coming!

 

 

 

We’ve Cleaned Up Our Hover!

What? Yes, we did!

You know that pop-up you see when you have your mouse “hovering over” a class in your Weekly View?

We’ve made it easier for you to read!

And since your Weekly View is affectionately called by some “your best friend in Jackrabbit,” improving the readability of this “hover” is sort of a big deal.

You can find your Weekly View in three ways:

  1. Using the Weekly View button on your Dashboard
    BLOG_WeeklyView 2.20.17
  2. Selecting Classes > Advanced Search
  3. Going to Classes > Weekly/Daily Schedule

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Here’s a close-up of our new-and-improved look:

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Doesn’t this have a nice, clean look?

If you’d like more tips for getting the most from using your Weekly View, click here.

 

Email Families You Choose from Aged Account Report Results

Here’s your scenario: You pull your Aged Account Report. As you look over your results, you think, “Wow, I’d really like to email those whose account totals more than $100.”

Did you know that now you can?

How awesome is that? And what’s even better is that you can do it directly from the report you’re looking at in Jackrabbit!

It’s true. You now have the option to email all, or select individual families and send emails from the results of running your Aged Account Report.

You’ll see your email editor open up with prefilled recipients. Statements or other data is not attached or sent. After the email opens, you can simply write a quick reminder to the families that you select, that their account needs attention.

AgedAccountsReport_02162017

Remember that all multi-recipient emails from Jackrabbit are always BCC’s. There is never a concern that any recipient can see the other recipients of the email.

You can use email templates provided in Jackrabbit to create visually appealing and effective reminder emails.

AgedAcctemailtemp

In sending an email to multiple recipients, it’s best to tailor your email to be more general in tone, and not address details of a specific account, unless you choose to send emails to individual families.

It is possible to send emails to individuals from the Aged Account Report results by selecting each family from the right-hand-side check box and sending a separate email to each. This is time-consuming and sort of defeats the purpose of this feature – which is to make sending a reminder email as simple and quick as possible.

By the way, if you like this new feature, you may have more to like in the near future. We have other reports that will have emailing options available in report results in the future. Keep your ears open for more on this.

 

Email and Text Just Your Waitlist Families!

Did you ever want to reach out to only your waitlist families, but you didn’t have an easy way to do so in Jackrabbit?

We’ve got you covered now! Email/Text Families has a new Enrollment Status drop-down list option for Waitlist Only.

Whereas before you could include your waitlisted families only when you emailed or texted current and previously enrolled families, now you can choose to send a message only to your waitlisted folks. You can send information that only pertains to those with waitlist status and keep from annoying your current and previously enrolled families with information they care nothing about.

Since this is ‘Additional Search Criteria’ some initial search criteria must be entered first. In the sections above, choose at least one of the options for Family Status, Family Location, or any of the Class search options listed such as ‘Session’ or ‘Category 1’.Then, select ‘Waitlist Only’ to contact only the waitlist participants of this group.

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Sessions Drop-down Lists Additions Streamline Adding Classes

You can now enter Start, End and Registration Dates to the Drop-down List for your Sessions. These are optional. Using them is a time-saver when adding or editing Classes and helps ensure consistency.

Spoiler alert: this feature is a first step to Prorating tuition during online registration!

Here are the details:

  • Setup your session’s dates in the Drop-down List for Sessions.
  • When new classes are added in this session, the default dates are automatically added to the Class Summary tab for you!
  • For existing classes, if you edit the session on the Class’s Summary tab, you will be alerted and asked if you want to leave the existing dates or use the dates of the new session.
  • When using Copy Classes, the selected session’s start, end and registration dates are automatically used for the new classes.
  • When using Edit All Classes, if you edit the session you will be alerted and asked if you want to leave the existing dates or use the session dates.

Tools > Edit Settings – Drop-down Lists has Date fields:

Blog_SessionDates1.2

 

Choices when editing a Class’s Session:

Blog_SessionDates2

Tip: Dates aren’t needed on past or archived sessions. Consider selecting ‘Hide’ for these Sessions to get them out of your view when working in Jackrabbit. You can always un-hide them later, as needed. See Hiding sessions.

Sessions Drop-down Lists Additions Are Preliminary Steps to Prorating Tuition

You may have noticed the new field where you can add Start, End and Registration Dates to each Session you create. It’s true, this is exciting just for the time saving convenience and consistency it adds, but did you know that it is paving the way for something even cooler?

Prorating tuition is coming soon to all CLASS Based Care databases!

Yes, you heard me right! You will soon be able to pro-rate a customer’s tuition and have that prorated amount post automatically when they register either online or in the portal. The first step to getting setup for prorating is to fill in the new Session Date fields. Look in Tools > Drop-down Lists, then go to Sessions.

Blog_SessionDates1.2

Not sure if you use Class Based Billing in your Care database? Go to Transactions on the blue menu bar. If you see Post Tuition Fees, you use Class Based Billing. If you see Post STUDENT Tuition Fees, then you use Student Based Billing and pro-rating will not be available. Why only Class Based Care? Well, Student Based Billing is so customizable that you get to assign a unique tuition rate to each student after they register. Since no tuition is ever posted during registration, there is nothing to prorate.

Need more information on Class vs Student Based Billing in your software? This help page answers most questions – there is even a short video. As always, the Support Team is here for questions or if you want to discuss features.

Do You Use Our Awesome Pie Chart?

If you haven’t used our Pie Chart before, now is a great time to look into it.

We’ve made it even better by including your Cat 1 name in the individual charts.

ExecDash_piechart_Care

 

Where do you find this pie chart?

It is the Enrollment Category1 Chart under Key Metrics on your Executive Dashboard.

PieChartLocation1

If you or those on your staff are visual, this chart is the best way to communicate your enrollment breakdown.

Ignore Pre-payments setting allows collection of full fee amount in Credit Card Processing

Have you been held up on processing tuition fees because of some sort of pre-payment – like an annual registration fee – in the past? Jackrabbit tries to prevent over-charging instances by limiting processing for any amount greater than the family balance. That doesn’t have to happen anymore!

Now you can ignore pre-payments when processing credit cards for specific transactions. Here are the parameters:

  • You must pre-check that your payments are linked correctly.
  • The user has to enter a Transaction Date to limit the risk.
  • Jackrabbit highlights accounts where the Amount to Process is greater than the Family Balance to alert the user.
  • The ability to ignore pre-payments is controlled by a new Ignore Pre-Payments permission.

For example:  Family has $180 in unpaid fees for January and a $100 pre-payment for upcoming annual registration fees. The family balance is $80, but the user needs to collect $180 for January fees.

Here’s how it works.

Search Criteria:

IgnorePrepay_CreditCardProcessing1 

Family account after processing credit cards and ignoring pre-payments:

 IgnorePrepay_CreditCardProcessing2_CARE

 

 

Schedule Your Emails!

There are great new options in Jackrabbit to send your emails now or to schedule them for up to 90 days forward. You have more freedom to work ahead even better since you can choose to not only create emails in Jackrabbit but to also schedule them ahead. These new options are buttons you’ll find on your email preview page.

When Send Later is clicked, you’re able to set a day and time for the email to be sent (up to 90 days in the future). After saved, the preview page shows the send later confirmation.

There are also a few other changes:

  • New Dashboard alert which shows the number of scheduled emails
  • New User Permission for the Scheduled Emails report that is defaulted on for all users who have the Email Families user permission and off for all other users.
  • New Schedule Emails Report added to Find A Report and All Reports

Email/Text Families Preview

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Preview after Send Later saved

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Dashboard

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New report user permission

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New report

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An Added Extra

As another Email bonus, you have new search criteria in Email/Text Staff called New Class Session.