The Discounting & Prorating Series – Simplify Your Enrollment & Billing Processes with Jackrabbit – Part 2 of 3

Discounting & Prorating Enhancements Now Live – Released: April 3, 2019

The newest release brings quite a few notable refinements to Jackrabbit’s Automated Discounting & Prorating feature. The increased functionality streamlines your enrollment and billing processes for accurate, real-time calculations. Check out more of our updates!

How has the Enrollment Process Improved?

Our goal was to streamline the process of enrolling students, especially when you have a family enrolling in person. You need a smooth progression from start to finish. Here’s what you will notice:

Enrollment Details

After a class has been selected when enrolling a student, you can Enroll Now or Select More Classes. The Select More Classes button allows you to enroll one student in multiple classes without leaving the enrollment screen.

You can easily remove classes and continue to add more, if needed. This is a huge time saver for office staff!

Do you have two or more students in one family that are enrolling in to the same class? You can now Select More Students when enrolling from a class. This allows you to select more than one student from the same family. No need to duplicate the enrollment process for each student within the family.

Post Enrollment Fees

Efficiently post all fees related to the new enrollment in one screen, as briefly mentioned in Part 1 of this series. Jackrabbit will calculate any discounting and prorating that should apply according to your Tuition Settings (Tools > Edit Settings > Tuition Settings). No more manual calculations! You can also move directly to the payment screen from here by choosing the Post Selected Fees & Pay Now button. Another huge time saver!

Pro-tip: The Post checkbox for Tuition Fees in the Post Enrollment Screen is controlled by your Tuition Settings. If you have selected Do Not post tuition, the checkbox will default to unchecked but can be checked during the enrollment process. Visit your Tuition Settings in Tools > Edit Settings to make sure you have this set up the way you want it!

Fixed Fees

After confirming enrollment for students that have either a family or student fixed fee, you will have an additional opportunity to confirm or edit fixed fees with visibility into other enrollments in the family in case it affects the fixed fee. Student and family fixed fee information has also moved to the top of the Post Enrollment Fees screen. With this change, you can easily determine if the fixed fee should be or should not be posted. Uncheck the Post box if needed.

Enrollment Summary

A new enrollment summary page can be printed and handed to the family once the enrollment process is complete. This is something that is optional so you can choose when you want to view the summary and print.

With the powerful functionality of Discounting & Prorating in Jackrabbit, we hope you are taking advantage of all it has to offer. If you are already using this feature, check out additional updates that will assist you if you Post Tuition Fees by Class Fees in Part 3 of this series.

If you haven’t made the jump yet, join one of our live webinars to see the tuition settings setup and Posting of Tuition Fees in action!

By |March 28th, 2019|Enhancements|0 Comments

About the Author:

mm
With Amber's prior experience as a dancer, dance teacher, and an office administrator at a dance studio, she can use her prior experiences to relate to Jackrabbit customers. As part of Jackrabbit's Marketing team, Amber focuses on notifying clients about new enhancements, training opportunities, upcoming webinars, and more! Amber enjoys watching football and traveling in her free time!

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