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- Import Your Data - An Overview
- Data Requirements for Import
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- How do I export my data OUT of my current software program?
- Where do I send my files?
- Can I send my Mailing List or Registration Form for uploading?
- The import service is free, correct?
- How long does it take for you to import my data?
- How will I know when my import is finished? And what to do after it is in?
- Is there anything I can do while I am waiting on my import to complete?
- I don't have an existing spreadsheet of my data. Do you have a recommended or sample spreadsheet that I can use?
- Can I import my data myself?
- Can family data be imported directly into the Lead File?
- Do you import any financial data?
- If our files don't contain the current family balance, how do I get this information into each family?
- We use UK date format of dd/mm - is that a problem?
- What if I have several Locations, each with a different file? Is there a charge for multiple files due to multiple Locations?
- What if we import during a Free Trial, and by the time we purchase Jackrabbit, our current data has significantly changed?
- After the import is complete, can I send another file that can add more information to the families that were previously imported?
- Do I have to import my new families every month?
- I used the Import spreadsheet to import my Skills but nothing imported - what could be wrong?
- Can the Skills be imported directly into my classes or students?
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- Log In and Out of Your Database
- Jackrabbit User ID Passwords
- The Four Main Areas Where Jackrabbit Stores Your Data
- Consistent Data Leads to Consistent Results
- Navigating in Jackrabbit
- Search for People or Classes in your Database
- Working with Grids in Jackrabbit
- Notes in Jackrabbit - Family, Student, Class, and Staff
- Resources in Jackrabbit - Family, Student, Class, and Staff
- User Permissions for Jackrabbit Resources
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- Add Staff / Instructors
- Add a Family (Account)
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- The Family Record
- Add a Family (Account)
- Edit a Family Name
- Delete a Family
- Jackrabbit's Duplicate Family Detection
- Merge Duplicate Family Records
- Active vs Inactive Families
- Work with Contacts in the Family Record
- Special Settings - Problem Accounts (Families)
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- Search Families Report
- List Active / List All Families Reports
- Aged Accounts Report (Who Owes you Money - Summary)
- Aged Accounts Details Report (Who Owes you Money - Detail)
- Family Balance Summary Report
- Family ePayment Listing Report
- Family Address Listing Report
- Contact Listing Report
- Family Mailing Labels
- Source (Family Referral) Report
- Email Listing Report
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- Refunds - An Overview
- Refund - Original Payment was Cash or Check
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- Refund/Void ePayments - An Overview
- User Permissions Required to Refund or Void an ePayment
- Void a Credit Card Payment that Hasn't Settled with the Processor
- Refund a Credit Card Payment that Has Settled with the Processor
- Refund a Settled Credit Card Payment with a Different Payment Method
- Bank Draft/ACH Payment Refunds
- Bank Account / Bank Draft Refunds
- Void / Refund ePayment Receipts
- Store Refunds
- Refunds and Revenue Reports
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- Refund Example - Family Overpaid and Wants a Full Refund
- Refund Example - Family Paid Fee Early in Error, the Fees are Still Due
- Refund Example - Family Paid Fees and is Eligible for a Partial Refund, Fee will No Longer be Owed
- Refund Example - Family Paid Fees With Credit Card and is Eligible for a Partial Refund
- Refund Example - Family Paid Early in Error (with Credit Card), the Fees are Still Due
- Refund Example - Family Paid with Credit Card and is Eligible for Refund, Original Credit Card Cancelled
- Refund Example - An Item was Sold Through the Store and Customer Wants a Refund, Item Returned to Inventory
- Refund Example - Family Owes Tuition Fee and also Purchases a Store Item, They are Double Charged for the Item in Error
- Refund Example - Family Purchases 2 Items - 1 Item is Defective and Refunded, Item Not Returned to Inventory
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- Account Credits (Non-Monetary) - An Overview
- Set up Drop-down Lists for use with Account Credits
- Post a Credit - Miscellaneous Credit Example
- Post a Credit - Groupon Credit Example
- Post a Credit - Fundraising Credit Example
- Reports for Account Credits (Non-Monetary)
- Find Unapplied Credits and Apply to Fees
- User Permissions for Find Unapplied Credits (Transactions Menu)
- Edit Transactions
- Write Off a Bad Debt
- Record an NSF (Bounced Check)
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- Website / Online Integration - An Overview
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- The Online Web Registration Form - An Overview
- Test Your Web Registration Form
- Link to Your Web Registration Form
- Web Registration Form Submission
- Web Registration Confirmation Email
- Track Online / Web Registrations
- View Online / Web Registrations
- Prevent Class Enrollment During Online Registration
- Hold a Soft Launch for your Online Web Registration Form
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- Class Listings Tables - An Overview
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- Create Custom Class Listing Tables in 4 Steps
- Filter (Group) Your Class Listings Tables
- Hide Columns in Your Class Listings Tables
- Add Columns to Your Class Listings Tables
- Sort Rows in Your Class Listings Tables
- Customize Scroll Bars and Colors in Your Class Listings Tables
- Tricks for Query Strings
- Class Listings Tables Without Javascript
- Not Sure How to Get to Your Editor's HTML Mode?
- Convert Traditional Table Codes to Mobile Friendly Table Codes
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- Events Online - An Overview
- Test Your Online Event
- Link to Your Online Event
- Filter Your Online Event Calendar
- Link Directly to a Specific Event (Bypass the Calendar)
- Events Online - Customer Submission
- Prevent Duplication of Family Accounts with Online Event Registration
- Track Online Event Registrations and Enrollment Details
- Examples of Client Event Calendars
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- Integration Assistance
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- Client Website Examples - Cheer and Gymnastics
- Client Website Examples - Dance
- Client Website Examples - Swim
- Client Website Examples - Drama and Theater
- Client Website Examples - Learning, Languages, and Education
- Client Website Examples - Music
- Client Website Examples - Multi-Sport or Multi-Discipline
- Client Website Examples - Child Care
- Client Website Examples - Specialty & Highly Customized Integration
- Website Developer Referrals
- The Jackrabbit Badge
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- The Reports Menu - An Overview
- Find Reports (Reports Menu)
- Favorite Reports (Reports Menu)
- New Reports (Reports Menu)
- All Reports (Reports Menu)
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- Search Families Report
- List Active / List All Families Reports
- Aged Accounts Details Report (Who Owes you Money - Detail)
- Family Balance Summary Report
- Family ePayment Listing Report
- Family Address Listing Report
- Contact Listing Report
- Family Mailing Labels
- Source (Family Referral) Report
- Aged Accounts Report (Who Owes you Money - Summary)
- Email Listing Report
- Financial Reports
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- Texting in Jackrabbit - An Overview
- User Permissions Required for Text Messaging
- Get Set Up for Text Messaging with Twilio
- Get Set Up for Text Messaging with Plivo
- Opt-In Contacts & Students for Texting
- Opt-Out Contacts & Students for Texting
- Opt-In / Opt-Out Staff for Texting
- Replies to Your Text Messages
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- The System Administrator
- Troubleshoot Computer Issues
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