On January 25, 2018, we released an upgrade to your ClassJuggler software. Of particular interest are two new features that you will find very useful.
Updated Policy Management
We often receive support calls and emails asking: "How do I change one of my policies?" The answer from our support has always been that you cannot change a policy that has already been accepted by any of your customers, since that would invalidate the policy.
Your only option was to add a new policy to your preferences. But that still left the old version of your policy in your preferences and in your customer's accounts. What to do?
The newly updated Policy & Agreements preference screen has a bevy of new and useful features to address this and to help in many ways with managing your policies over time. First off, you can now see, at a glance, just how the current policy is being used: how many customers or students have accepted it, is it linked to your Customer Portal or an Event template, and more. Secondly, there is now an "archive" feature for your policies. "Archiving" a policy that is no longer needed or has changed allows you to hide it from the list of active policies. It does not delete the policy or change it, so the policy remains in-force for all ccustomers who originally accepted it – until they agree to the new active policy you are replacing it with.
Customer Portal Orders
The new Customer Portal Orders screens have an enhanced view of incoming class orders from the Customer Portal, and help you to more easily review historical orders and items left in shopping carts.
The biggest change is to the Pending and Historical Orders screens. The Pending Orders screen now lists orders by family, instead of by item. All of the items in an order for a single family are shown along with the appropriate actions for processing each item. This way you can partially complete an order, and later easily pick up right where you left off. And determining the status of each item is easier now, since the order now displays with each of its items, including who processed it from your team, when it was processed, and notes from the customer and/or administrators.
The Historical Orders screen also has been improved. You can now review a completed order in its entirety, with color coded classifications for all of the classes in the order and how they were processed.
Also new with Pending and Historical Orders screens is the "Bounce Back" feature, allowing you to quickly link from an order to other actions, and then bounce back to where you left off.
For example, you can click a single button to go from the current order right to the customer's transaction screen to make a payment, and then use the new "bounce back" button to return right where you left off. This can save as many as 9 different actions that would have been required to make the same payment before the bounce back feature was introduced.
To see even more details of these new features, you can visit the "ClassJuggler Change Log" section of your Home Base screen. You may even notice your name listed next to a new feature if you were the person who requested it!
Use our powerful financial reports to get the information you need.
Well, it's that time of the year again. Time to get your financies in order, clean up your accounting, and get all your ducks in a row to prepare for filing your taxes. ClassJuggler is here to help, and is loaded with reports for just about every aspect of your business.
Two of the most important reports for monthly bookeeping and tax preparation are the Company Billing report and the Customer Payments report. Depending on how you do your accountting for your business will determine which of these reports you will run most often.
Here are some tips and details on these reports:
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Visit our YouTube channel for a full list of helpful videos and tutorials: ClassJuggler YouTube® pages
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Whether you're a brand new customer or a seasoned client, you may have questions on how to best utilize ClassJuggler for your business. Our Customer Support Specialists are never more than a phone call or email away.
Give us a call at (866) 214-6128 or email firstname.lastname@example.org. Support hours are Mon–Fri from 8am–5pm PT.
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