Monthly Archives: July 2016

Tip: Browse customer transactions screens quick-n-easy!

Here’s a fun tip for ClassJuggler users. To browse your Customer Transactions screens quickly, or to flip through all Credit/Debit Card Manager pages for your customers, all you need to do is use the Prev Rec and Next Rec buttons at the top of the left menu allows you to move alphabetically through your customer records.

This works similarly on Customer, Student, Instructor, and Class Menus. In each case, take advantage of these Forward and Back buttons to remain on the same screen.

This is incredibly useful when you need to review a lot of records, whether it be reviewing agreed policies on the Maintenance Page 2 screen, or looking at account activity on the Customer Transactions screen. 

The Prev Rec and Next Rec browsing feature is available in all our school management software offerings, including:

Any questions remaining? Simply contact us and we can answer your questions or walk you through it. 

Use ClassJuggler to easily celebrate your students’ birthdays

The Student Birthdays tool in ClassJuggler makes it super-easy to honor that most important of dates in the lives of your individual students: their birthday! With ClassJuggler, you need never forget.

It’s easy to see which students have birthdays in a given month from throughout commonly visited screens throughout ClassJuggler:

  • The Home Base screen
  • Student listings
  • Records

But how about a way to easily send a special birthday email to your students whose birthdays are coming up? No problem! Here’s how.

  1. From the Student sidebar menu, select eMail Birthday Students.:

2016-07-18_8-56-05

2. From here, you can either generate a report of the students whose birthdays fall in your chosen month OR you can generate an email that is sent to the parents of each student with a birthday in your chosen month:

image

3. For a smaller school, simply click this button at the bottom:

image

3a. For a larger school, optionally filter your list and sort it using any of these defining characteristics:

image

The Student Birthdays feature is available in all our school management software offerings, including:

Any questions remaining? Simply contact us and we can answer your questions or walk you through it. 

Use the Registration Manager to mass-expire student registrations

Do you have a specific Student group in which you want the registrations to all expire on the same day? Or maybe you want to manually expire all your registrations just before or after your summer sessions. Then it’s time to use your ClassJuggler Registration Manager tool, which allows you to easily mass-expire your student registrations. 

From your TOOLS menu select Registration Manager:

image

From the Registration Manager screen, you can select a specific end date and a student group. Enter a registration cutoff end date and use the selector to select a group of students you wish to expire registrations.

ClassJuggler then displays the number of students that would be affected by the date you select. Clicking on the “Expire” button will then automatically expire all affected student registrations:

image

The Registration Manager feature is available in all our school management software offerings, including:

Any questions remaining? Simply contact us and we can answer your questions or walk you through it. 

Get the most from the “Customer Self Service Center Monitor” tool!

While the Self-Service Monitor feature isn’t hidden in ClassJuggler, it’s often overlooked or under-utilized. This short article helps you get the most from it.

The Self-Service Monitor helps you track all activities of your customers (usually the parents of your students) as they register and use the Customer Self-Service Center.

You’ll find this ClassJuggler power tool under your TOOLS menu:

image

You can see every step each customer took throughout your Self Service Center.

This can be extremely helpful in situations like: “I tried to make a payment but I’m not sure if it went through.”

By searching for that customer’s name in the Self-Service Monitor, you can see in a flash exactly where they left off and if a payment was processed. Just as easily, you can see every other action they made during their session. 

The Self-Service Monitor tool is available in all our school software offerings, including:

Any questions remaining? Simply contact us and we can answer your questions or walk you through it.