Managing Customer Policies and Agreements in ClassJuggler

Within your ClassJuggler administration, a special pop-up screen allows you to manage the policies & agreements you need your customers to acknowledge during enrollment. The Policies & Agreements screen also lets you to easily add additional policies that you have on-file for a customer that were not acquired during an enrollment.

Here’s what that pop-up looks like:

Figure 1 – Policies & Agreements

The Policies/Agreements tied to each customer represent their acknowledgement of, usually, a hard copy form that the customer reads and signs and is kept on-file by your business.

To add a new policy/agreement to a customer’s record, click the Add New action button at the top of the policy window to display the “Add New Policy/Agreement” window as

shown here:

Figure 2 – Add New Policy / Agreement

Simply select a policy to add to the customer and enter the date that the customer signed the agreement that you have on-file.

Each policy/agreement has a title, policy text, as well as the date and the person who added the policy to the customer.

Each policy/agreement also has a Delete action button to allow you to delete old policies and agreements that may have been replaced by newer policies.

How to reach the Policy/Agreement tool:

From within a customer’s screen, select Maintenance Page 2 in the left navigation:

image

Contact us if you have more questions about how to use this feature.

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