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Category: Programs Setup & Management

  • Reporting overview

    Overview This video will provide an overall overview of several different reports such as rosters, capacities, and financial data.   Contact us Please don’t hesitate to reach out if you have any questions. Contact our support team at [email protected]. Best Regards, Jumbula Support Team

  • Transferring a participant to another program

    Overview  Once you have taken online registrations you might need to transfer participants from one class/camp to another. You will be able to do this from your admin dashboard with a few steps. See below to learn more. There are two ways that you can access the transfer option: 1- Go to Jumbula Dashboard > […]

  • Volunteers

    Volunteers are a special kind of participants who help with running of the programs. The volunteers feature allows you to assign volunteers to a program, manage and communicate with them. How to add volunteers To assign volunteers to a program you need to edit the registration form and choose a specific field on the online […]

  • How can I review draft (abandoned) enrollments?

    Draft enrollments are the registrations that users initiate but do not complete them. It is a good practice to monitor the draft enrollment to spot registration-flow issues. You can reach out to such users and ask them to complete their orders. Viewing draft enrollments for a program Go to the Admin Dashboard > Seasons  Choose the desired season > […]

  • Dependent care receipt

    The dependent care receipt contains all the programs that a family has registered for. This receipt can be used to report certain expenses and claim tax deductions. Pulling the report from the Administration Dashboard You can generate this report for a particular family or perform it in bulk for all the families at the same […]

  • How can I collect multiple installments with one transaction?

    You can configure the Autocharge or the Installment Reminder system to merge all the installments due on the same day into one payment. With this configuration, users see only one charge on their credit cards for multiple installments. Autocharge installments Go to the Admin Dashboard > Settings Select Policies > Autocharge payments Scroll down to see the Additional options […]

  • Registration forms

    Overview We have enhanced our online registration forms and how they are connected to the family profiles. The Default and Default School forms now have more fields and added sections. You have complete control over what information you collect by enabling or hiding different sections and fields. If you decide to customize your form with […]

  • How can I edit a registration?

    You can use the edit feature to add a discount, adjust the tuition or update any other information about an enrollment. Follow the instructions below: Go to the Admin Dashboard > Season > your desired season Use the search filter to find the registration you want to edit Hover over the … button in the Actions column Click View detail For a camp/class program: Click […]

  • Invoicing overview

    Overview After taking online registration you might need to collect payments. For this, use the invoicing feature which will allow you to create and send users an invoice, they will then be able to pay for an invoice directly on their portal or by clicking on the pay button located on the triggered email. See […]

  • How can I edit a completed registration form?

    Once an online registration is completed along with a corresponding registration form, as an admin you can make edits to the completed form. Follow the instructions below: Go to the Admin Dashboard > Season > your desired season Use the search filter to find the registration you want to edit Hover over the … button in the Actions column Click View detail Scroll down […]