Category Archives: ClassJuggler for Franchises

Contest winners announced

WE HAVE A WINNERCongratulations to the four winners in our drawing! Each receives a Home Deport gift certificate.

Entry was made possible for filling out our survey about the ClassJuggler newsletter.

The winners:

survey pollThanks to all who did the survey! 
Your input and ideas were very helpful, and will influence our future newsletter content, design, and planning.

Sincerely, 

Jon Koerber, www.ClassJuggler.com

Your World Just Got a Bit Sunnier…

ClassJuggler Version 7.1 Released

New from ClassJugglerWe are happy to announce the release of version 7.1.0 of ClassJuggler, which went live late last night while you slept.

And this one’s a whopper: It includes two highly anticipated new features, both requested by you, our customers:

  • The “Future Drop Dates ” feature
  • The “Customer Portal Access Rules” feature

Details on these below. But the new version also includes more than 30 enhancements to existing features plus a variety of bug fixes.

Future Drop Dates feature

This exciting new Future Drop Dates feature frees you up from having to worry about remembering to drop a student from a class at a later date.

Example use: Let’s say that a student is dropping at the end of the month or a parent tells you their child student will be out for the month of July – in fact any time a customer requests to be dropped from a class in the near future. In the past, you’d have to jot it down on a sticky note, or make a calendar reminder. No more!  You can now go into ClassJuggler and schedule that change into the student’s account profile. Done!

Customer Portal Access Rules feature

The much requested Customer Portal Access Rules feature, or “Portal Codes” for short, is here! This feature gives you control over how your families interact with the Customer Portal.

You can now assign Portal Codes to control and restrict access to:

  • New customer registrations
  • Online shopping
  • Access to specific class stores
  • Preventing customers from signing into their accounts

…all unless they have the proper code, which you can privately give them.

Codes can also be set to be active only for a set period of time.

You can create and share codes with specific groups of customers for special enrollments (example – for a class that should only be available to advanced students), for early registrations, and for other special situations.

new version
This article is just a summary of selected items from the full release. For the full scoop, log in and review the Home Base > Change Log and get complete details!

We’ll be updating the online help files soon to reflect these changes. Meanwhile, feel free to contact us with help in using these new tools.

No more pinching or zooming or scrolling!

If you are already a ClassJuggler customer, then, by now, you’ve likely seen some of the big news we hinted to yesterday on our social media sites (ClassJuggler Facebook, ClassJuggler Google +, full-hand mobile phone view of CJglr newsletterand ClassJuggler Twitter), if you’ve checked your e-mail.

The news: Our just-published May newsletter is now, for the first time ever, mobile-optimized – one you can easily enjoy reading on a mobile browser!

This means no more pinching or scrolling left and right to read it on your smart phone or tablet. Images and text will automatically reformat to fit your screen size.captain piccard best newsletter ever

But don’t just take Captain Piccard’s word for it; Tell us your thoughts for a chance to win! Here’s how: clip_image001[4]

  1. Read the email version of the newsletter.
  2. Take our brief survey to give us your opinion of the new newsletter format.
  3. That’s it; Completing the survey before May 15 midnight automatically enters you into our May 16 drawing.

There are 4 winning prizes, which are randomly drawn: each is a $25 Home Depot gift certificate. Will notify you by email if you win.

It’s a great issue, by the way, based even on just the content. In it, you will find:

  • Info about the new newsletter format
  • Our upcoming cool features for you in the next ClassJuggler release
  • Info on 2 new webinars for the month of May

Read it in your email inbox or online here.

Promote Your Business, Promote Earth

With Earth Day coming up on April 22, have you considered not only what you can do as an individual to be good to Mother Earth but also how you might be able to do even more because you own a business?

The following list (excerpted from the WikiHow Celebrate Earth Day website) of things you can take on yourself to do good for our planet can have much more impact if you promote these ideas with your business. Doing this has a double advantage:

  • Doing this as a school, or promoting these notions to your students, has the effect of earthday one does not simplymultiplying the positive effect you can have on the planet.
  • Taking on some of these good-for-the-earth ideas as an entire school volunteer thing is an exceptional way to put your business in the most positive light in your community, while building customer loyalty at the same time.
  • Imagine that: do great ecological things for our planet and promote your business at the same time. What a great way to celebrate Earth Day! Here’s that list:

  1. Clean up trash – Many groups use the weekend of Earth Day to clear roadways, highways and neighborhood streets of litter that has accumulated since the last clean-up day. Many companies donate gloves and bags for clean-up groups and organize bag pick ups.
    Imagine creating an event like this for your entire class, or the parents and families across your school. Talk about making a difference!

  2. Conserve energy – Go ahead and buy those new LED light bulbs you know you need. Replace old appliances and double-check window, door, and attic insulation. Turn off lights when leaving a room or install automatic motion timers on lights.
    Make this changeover at your class-based business, and let parents know about it!

  3. Ride a bike or walk – For short trips, consider riding a bike or walking to your local grocer or restaurant. You’ll save money, cut emissions and get exercise all at the same time!
  4. Reduce, reuse, and recycle all day long – Buy as little as possible and avoid items that come in lots of packaging. Support local growers and producers of food and products – these don’t have to travel as far and so reduce greenhouse gas emissions. Take your drink container with you, and don’t use any disposable plates or cutlery. Recycle all the things you do use for the day or find other uses for things that you no longer use. Carry a cloth bag for carrying things in and recycle your plastic bags.
  5. Conserve water – As our environment changes more and more due to population and pollution, water will become one of the more scarce resources. Keep a bucket in your shower to fill while the water heats and then use that for your flowers and outdoor plants. Don’t leave water running while brushing your teeth or shaving. You can save hundreds of gallons a year with those two simple ideas.
  6. Make nature crafts at school or home – Get together with your family and build a birdhouse or make a bird feeder to encourage the local bird population, which plays an important role in every ecosystem.
    Something like this could also be done as a voluntary thing at your school when classes are not in session.

  7. Learn more about our environment – Earth Day is a good time to make a commitment to learning more about the environment and how you can help to protect it. Borrow some library books and read up on an issue such as pollution, endangered species, water shortages, recycling, and climate change.
  8. Buy a carbon offset – Believe it or not, this is a “thing.” Carbon offsets fund reductions in greenhouse gas emissions through projects such as wind farms, that displaces energy from fossil fuels.
    Make the most of your Earth Day!

From the  earth-friendly folks at ClassJuggler.com


Ready For Taxes? How ClassJuggler Can Help!

Use our financial reports to get the information you need

Image by DreamstimeWhen you run a business, time is money, and the time you spend preparing to file your annual taxes can be frustrating, even if necessary.

Fortunately, ClassJuggler software for class-based businesses is loaded with reports for just about every aspect of your school or other class-based business. 

With U.S. tax day fast approaching, here are…

The 4 most important reports for tax preparation

Whether for tax preparation or for monthly bookkeeping, you definitely want to check out ClassJuggler’s…

  • Customer Payments report
  • Customer Applied Payments report
  • Deposit Summary report
  • Company Billing report

  • Here’s where you can find these forms within ClassJuggler:

tax-reports-in-ClassJuggler

How you do your accounting (cash-based vs. accrual-based) factors in to which of these ClassJuggler financial reports will benefit you most in your bookkeeping and especially at tax time.

Here are some tips and details on these reports.

Deposit Summary report – [for CASH accounting]

This report can show you summarized information about payments received, organized by type, for any period of time. This is ideal for reconciling your checkbook and your merchant account activity and deposits.

Customer Payments – [for CASH accounting]

This report can show you all of the income you are receiving daily, weekly, monthly, or for any period of time you choose. The report will total payments in a variety of ways you choose to make reconciliation and deposit reporting simple.

Customer Applied Payments – [for CASH accounting]

This special report links payments received to the charges they were applied to, and can tell you exactly how much was earned by a particular charge account or by account category. It will only show applied amounts, so if a customer has a credit balance remaining, those amounts will not yet be factored in.

=EXAMPLE=

Let’s say you posted $1,000.00 in tuition and $200.00 in merchandise in the month you are running the report on, and you received $1,300.00 in payments for the same period; only the $1,200.00 applied to charges will be considered “earned,” leaving $100 unapplied.

Company Billing – [for ACCRUAL accounting]

the Company Billing report provides you with a list of charges your company has posted in a particular period of time. Since this is only showing what you have posted in charges, and not what has been paid or not paid by your customers, this is the go-to report for businesses that use accrual-based accounting for their bookkeeping.

=EXAMPLE=
Let’s say you posted $1,000.00 in tuition and $200.00 in merchandise during the month in which you are now running the Company Billing report; this report would return $1,200.00 total in products and services billed out to your customers.

For more information on these reports and examples and instructions for running them, please refer to “Online Help Manual” found in the green Help & Links Menu found at the bottom left of every screen in ClassJuggler.  Or, as you already know if you are an existing customer, give ClassJuggler support a call if what you find in the online help leaves you with any questions about running these reports, and we can walk you through it step-by-step.

All About Love

From the entire ClassJuggler staff, to our customers: Happy Valentines Day! May you have a day full of love, both giving and receiving.

valentines day - we love our customers

If you are not a ClassJuggler customer, and you love your students very much, let us show you how get the business of running your class-based business running efficiently, so you can spend more time where your heart is – on your students! Details:

Another ClassJuggler Upgrade – Always Improving!

With the release today of ClassJuggler v7.0.2 – which, as always, happens automatically for you (one of the big advantages of using an online service for your class-based business management software) — you, our customers, can expect to see many subtle but helpful changes.

Brand-new features in ClassJuggler

Bounce Back

Bounce Back is a new feature that allows you to navigate away from certain screens in ClassJuggler to do actions related to a given workflow or set of steps and then easily “bounce back” to where you were prior to taking that action.

What it will look like: A new Bounce Back button will appear on those related screens. Clicking the Bounce Back button teleports you all the way back to what you were doing before you started this offshoot action, automatically saving any changes or options/selections you made.

Over time, we will likely add the Bounce Back buttons in many places. Initially, you will see the feature from a Customer Portal order to a customer’s account, or to sending a confirmation statement to the customer, and then return back to the original order.

Batch Payment Processing

Where: Billing > Customer Payments: Batch Payment Processing

We mentioned this in our last release. Now, it will be available to all clients.

What you will see: You’ll see a new batch payment option on the Batch Payment Processing screen, which will give you much greater control over what types of transactions you will collect payments for when processing batch payments.

There are now two batch action buttons, instead of one:

  • Process Customers – FULL BALANCES (the original way)
  • Process Customers – SELECTED CHARGE ACCOUNTS (the new option)

Clicking the new SELECTED CHARGE ACCOUNTS button takes you to an intermediary screen where you select one or more accounts to include in the batch payment run.

if on this intermediary screen you select to, say, only collect on the charge accounts for “Tuition” and “Competition Fee,” only those types of charges would be paid.

Example: Let’s say, in this scenario, that a customer has a balance due of $400.00. This includes $100 in tuition, $40 for registration fees, $60 for merchandise, and $200 for competition fees. After running the batch payment collection, this customer’s credit card would only be billed for $300 –- the $100 in tuition and $200 in competitions fees on their account. The remaining charges on their account would stay unpaid.

Changes and Enhancements

Many existing features in ClassJuggler have been modified or improved. These include:

    • Customer Portal: Customer Policies – Added a second tab to the Customer Policies screen for viewing archived policies.
    • Customer > Maintenance Page 1 – The “auto-balance” feature has been removed.
      Customer > Maintenance Page 2 – The section displaying Policies & Agreements has been modified with tabs to allow viewing of only current or archived policies.
    • Customer > Transactions – Created a quick link to the Pre-Pay Billing screen from the Help and Tips Menu. The current customer will be selected when arriving at the pre-pay billing screen.
    • Student > Maintenance Page 2 – The section displaying Policies & Agreements has been modified with tabs to allow viewing of current or archived policies.
    • Events > Event Template Maintenance – Added more information to the description of policies when they are added to an event.
    • Billing > Auto-Balance Manager – This no-longer-needed feature has been removed.
    • Reports > Customer > Policies and Agreements – Report updated to allow for reporting on both current and archived policies. The policy selector now contains two sections for selecting current or archived policies. The selector also now notes the policy title, who it applies to, if mandatory or optional, and the ID# of the policy.
    • Tools > Customer Portal Orders: Pending Orders – The way orders are processed and reviewed now is much easier to see incoming pending orders by the customer (family) placing the order. This allows you to process an entire order as a unit rather than in bits and pieces as it was done in the past. Other new features on the pending orders includes special customer actions with the new “Bounce Back” feature.
    • Tools > Customer Portal Orders: Historical Orders –  The new Historical Orders screen make it much easier to review historical orders by the customer (family) who placed the order, now showing color-coded statistics about the order and which class requests were approved, wait listed, or canceled. Other new features on historical orders includes special customer actions with the new “Bounce Back” feature.
    • Tools > Customer Portal Orders: Items In Shopping Carts – The presentation of items in shopping carts (not checked out) has also been updated, now linking to a customer record, and shows a selected class as the item.
    • Tools > Web Site Tools > Shopping Cart Manager > Pending Classes > Enroll in Class – We improved the way pending orders are compared for priority when processing an order.
    • Preferences > Policies – The copy of the Policies screen has been improved, and now shows how a policy is used throughout ClassJuggler. The ID of the policy is also displayed for easier identification of a policy.
    • Preferences > Advanced Settings – Removed the option for customer defaults to be auto-balance, as it is no longer needed in the current version.

Several other minor bugs were fixed.

This new version affects all customers using any of the following:

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