How to Quickly See Your Customer Account Balances

Did you know that you can run a report in ClassJuggler to quickly list your Customer Account Balances? The report, which you can generate as a PDF or as a .CSV file (for easy importing into Microsoft Excel) generates a list of all customers and their current account balance and aging. 

The customer balances report displays customer balances and aging for a selected group of customers. You can choose to have them displayed by “invoiced” or by “total outstanding balances.” How to get there:image

This takes you to the Customer Account Balances configuration page: image

To run the report:

  1. Select a Report Type from the list
  2. Select a Report Format from the list
  3. To only list customers with balances, click the Only show customers with balances due checkbox, and then enter a balance amount of $0.00 or more in the Balances Greater Than field.
  4. Select either All Accounts or choose a specific Aging period for customer balances. If you want to also include all lower level aging or all higher level aging, select the appropriate option.
  5. Select “All” or a specific Pay Group to report on.
  6. Select “All” or a specific Status of customers to report on.
  7. Select “All” or a specific Category of customers to report on.
  8. Click Generate Report to run the report.

To get information on this report, here’s the direct link to the Customer Account Balances help page, which you can access from within your ClassJuggler login.

Here’s a good overview of the report types you can run with ClassJuggler as your class-based business management software, such as dance studios, swim schools, martial arts dojos, gymnastics centers, cheer camps, and more.

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Ongoing Hurricane Relief

Our featured article in the September Newsletter, was about hurricane relief ClassJuggler is doing for those affected by the devastating hurricane in Texas. Over the next several weeks, with two additional powerful hurricanes would striking in Florida, and then in Puerto Rico, we’ve expanded our outreach.

Many of our clients reside in those areas damaged by the hurricanes, where wind and flood damage continue to plague families and businesses. In support of their urgent needs:

  • We’ve provided relief funding to those affected by donating to the American Red Cross;
  • We’re offering 50% discounts to affected customers’ ClassJuggler fees,
  • We’re matching your donations with a 50% matching donation* from any of our clients donating to help. We encourage you to donate too, by visiting the Red Cross Hurricane Relief website.

Please contact ClassJuggler for more information on our relief efforts and how to participate.

Let’s keep the momentum going on our donations. To quote the Red Cross program: “Come Together Now!”

Go gangbusters with ClassJuggler custom team training sessions!

ClassJuggler has free customer support – the best in the industry, according to one independent poll – but what if you’ve got a big school and a big need to get one or several of your staff members up to speed quickly? This can happen when you are new to ClassJuggler or when you are keyboard with handshiring new employees and need to give them a jumpstart.

For times like that, if you need that extra bit of help to get started with ClassJuggler, or maybe you just want to become an expert, where happy to let you know that ClassJuggler can put together an affordable training session for you and your team.

How it works

Our education staff is ready to help you reach the next level by creating a custom training program for you and your staff. Depending on learn8your needs, we can make it a general introduction – a full system overview, if you will – or a targeted session on a specific feature you want your team to start using, such as email marketing or billing, or whatever. We tailor-train your session to suit any need.

We usually perform these in an interactive webinar fashion – the most affordable option – in which all attendees are able to watch us perform steps from anywhere. This method is especially useful if you want your team members to be able to attend from any location, not just at your business.

Optionally, we can also come to your school or town to perform ClassJuggler training for the most interactive experience. This can be a great time to get away from your business for your team, where they can learn how to use ClassJuggler to it’s fullest potential.

Our educational services start at just $25 USD per hour for the first trainee, plus $15 per hour for each additional trainee. In-person sessions also require you to cover transportation costs.

Contact us today and let’s get started!

Check out the new parent portal for your school’s customers!

The August launch of the new ClassJuggler Customer Portal was exciting and has been well-received by our clients. The feedback from them has been overwhelmingly positive. Here are a few tidbits:

  • “The mobile [friendly] version totally works for our customers!”
  • “The new look is clean and so easy to navigate!”
  • “Far fewer parents are getting confused than with the old system. Great job, we love it!”
  • “The new registration wizard makes it a lot easier for our parents to zip through registration!”
To current ClassJuggler clients using our legacy customer self-service center:

We encourage current users of the Customer Self-Service Center (which is replaced by the Customer Portal) to begin the migration as soon as possible. As of this day, 30% of ClassJuggler clients have already migrated to the new Customer Portal. But that leaves 70% that still have yet to migrate.

The deadline for all clients to migrate to the new portal is December 15th, 2017. Make sure to migrate soon.

The process is easy, and not time-consuming. And the benefit to your customers is well worth it!

Here’s how to learn more about the Customer Portal and migrating to the new version:

  • To see the new Customer Portal in action, from a customer’s perspective, check out this thorough tutorial video.
  • Review the Customer Portal Step-by-Step Migration Guide.
  • Current clients: Log in to read the migration introductory article on your ClassJuggler Home Base screen.

Need a little extra help after reviewing the migration guide, or have questions? Give us a call and we can answer your questions.

Dancers: You never fail, until you stop trying

Einstein was not known for his dancing, but these words from him certainly apply to success for dancers, and for dance school owners!

you never fail until you stop trying - DanceClassJuggler.com

A motivating quote to share with your dance students and dance instructors! 

Many dance studios and other class-based businesses rely on ClassJuggler’s web-based business software to manage class scheduling, customer billing, online bill pay, and all other dance school “backend” office matters. 

Bottom line: Our all-in-one online dance studio management software makes customer and dance class management easy!

Learn more about ClassJuggler Dance’s dance studio business software at DanceClassJuggler.com, and how our online dance school software saves time and money on the business of running your business, so you can focus on your students!

Students: You never fail until you stop trying

Einstein was an educator as well as a great scientist, so these words from him carry extra weight for educators and K-12 school owners.

You never fail until you stop trying

Even if you’re not teaching theoretical physics, do share this quote with your students and teachers! 

Many schools and other class-based businesses rely on ClassJuggler’s web-based business software to manage class scheduling, customer billing, online bill pay, and all other “backend” office matters. 

Bottom line: Our all-in-one online classroom management system makes academics student enrollment, attendance tracking, payment management , and academics class management easy!

Learn more about ClassJuggler’s school business software at k12classjuggler.com, and how it can help you get in the fast lane of managing your school!

News Release: ClassJuggler Launches Mobile-Compatible Customer Portal

ClassJuggler Creates and Launches an Industry-Leading Mobile Responsive, Mobile Friendly, User-Friendly Customer Portal for Class-Based Businesses.

SAN RAMON, Calif., Sept. 8, 2017 /PRNewswire-iReach/ — Today, ClassJuggler – a leader in class-based business management softwareFully Mobile-Optimized Customer Portal for Class-Based Businesses by ClassJugglerraised the bar for class management software by launching its 100 percent mobile-responsive, mobile-friendly, user-friendly Customer Portal, and making the tool available to its clients who want to save money and reduce the burden on staff members by allowing their customers to register online and manage their own accounts.

The ClassJuggler Customer Portal empowers customers of schools, studios and other class-based businesses to perform many functions from the business’ website, on pages hosted by ClassJuggler, customers can:

  • Self-register
  • Set up secure credit card processing for recurring payments
  • Search for and sign up for classes
  • Make payments to the class-based business online – from any device.

“Since 2016, more than half of all Internet activity worldwide happens on mobile devices,” said ClassJuggler’s President and CEO Jon Koerber. “This is why we built a customer portal that would be as easy to use on a mobile device as it is on a desktop.”

Koerber added: “Business owners will make a great first impression with customers, since the portal looks great and works on every device, from desktop and tablet down to the smallest smartphone screen. And it’s super easy to use: no pinching and zooming.”

“The Customer Portal lets you customize your welcome page, all of your social media links and website links, enable or disable features, even add digital versions of your policies for customers to acknowledge,” Koerber added. “From pre-launch product demos we did with current and prospective ClassJuggler clients, the feedback has been overwhelmingly positive. Testers praised the Customer Portal as a tremendous timesaver: letting customers register, sign up for classes and pay fees all by themselves.”

The ClassJuggler Customer Portal upgrade, which starts at just $10 per month, is available immediately to all existing and new ClassJuggler clients. Clients currently using the Customer Self-Service Center will be able to upgrade to the new Customer Portal at no additional cost.

About ClassJuggler

Founded in 2005, ClassJuggler is a worldwide leader in business software for class-based businesses, offering products that expand the business capabilities of its clients with online class scheduling, customer management and accounting, staff management, online registration & payments, business intelligence reporting, customer self-service tools, and more. Customers include:

Get more information on ClassJuggler or the ClassJuggler Customer Portal.