Category Archives: ClassJuggler K-12

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.

Have you tried our communications tracker yet?

If you are new to feature-rich ClassJuggler, here’s a cool tool you may not have discovered yet: The ClassJuggler Customer Communications Tracker.

The Customer Communications Tracker allows an administrator at your business to view, create, and manage customer communications or touch points for all of the activities related to a customer, whether generated in ClassJuggler or even elsewhere.

Much like expensive customer CRM software (customer relationship management), the ClassJuggler Customer Communications Tracker helps you see all of the touch points for each of your customers.

Tracking all communication with your customers can be important during a dispute, where a customer may claim they were never sent an account statement, late payment notice, or other reminder. Communication entries in ClassJuggler provide an audit trail. They are are retained by the system for 2 years from the date of entry.

We asked for our ClassJuggler users what they think of the Communications Tracker and how it has helped them run their business. They say great things!

Alicia Shurtlef, Owner of Kidz in Motion of Rhode Island is a ClassJuggler user for more than 6 years. She said, “I’m very excited about this feature. Sometimes forget whether or not I returned someone’s call or email. Sometimes it’s an easy process to figure out but usually when I question if I contacted a customer it’s because I have received multiple emails or calls that day. This will be a nice and easy one step way to verify if I did indeed get back to someone.”

Alyssa added, “I like that we can also add new tracks to keep organized. This will also help for those times that my emails are sometimes sent to some customers spams boxes. I will have proof that I actually sent it and won’t have to overload my email with past emails that will probably never be read again. It takes up a lot of space.”

Business owner Amy Forde of Let’s Dance school in South Carolina – a ClassJuggler user for more than 14 years! – Had this to say about the tracker: “The communication tracker has helped me prove to a costumer that they are getting all of the emails I send rather than ‘only some’ that they claim. It’s very helpful!”

We also heard from Christina Jodoin, an Admin with Jungle Bus Gymnastics, FL and a ClassJuggler user for 2 years. She said this: “The communication tracker has highly benefited the Jungle Bus Gymnastics. We are able to see what and when we sent each customers. It is very detailed and we are even able to input certain information for our records. It has kept our customers more detailed with information and are able to explain each correspondence to each of our customers. Thank you again for providing this service to us.”

The Customer Communications Tracker tool is available in all our ClassJuggler products, including:

    if you have questions about this cool tool, contact us and we can answer your question or walk you through it.

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.

Get Started Risk-Free

ClassJuggler is an all-in-one business management solution: secure, powerful, and simple to operate. Though incredibly easy to set up, ClassJuggler’s powerful features will meet your needs today and for years to come.

No risk! Not sure you’re ready to use ClassJuggler?

2015 ClassJuggler banner for dance informaNo problem – we take the pressure off of getting started three ways:

  1. Kick the tires first! Try ClassJuggler in our no-commitment test drive demonstration mode—no personal or company data required. Try the Demo
  2. The tab’s on us! Don’t risk a dime of your money to get started—your first month is totally free. Get Started Now
  3. 100% satisfaction promise! We guarantee that ClassJuggler will be the easiest and best way to manage your classes and offer online registration. If for any reason you find ClassJuggler does not work for your business, you can cancel at any time. No contracts. No penalties. No hassles.

To find out how ClassJuggler can help you with your kind of class-based business software needs, check out the links below. shutterstock_105032906

multi-sports-kids

Questions? Contact us today!

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: