Category: Programs Setup & Management
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How can I apply a coupon to multiple orders?
Previously, in order to apply a coupon to a number of orders, you would have to apply it to each order one at a time. With this update, you can now apply a coupon to many orders at the same time. Follow the instructions below Go to Jumbula Dashboard > Season > your desired season > Programs and orders From […]
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Autocharge system
Overview The Installment Auto Charge Policies feature is designed to assist you in managing orders that are on a payment plan or with recurring billing. This feature will allow you to define what email messages should go out to both registrants and organization contacts after attempting to collect scheduled installment payments. You can use our […]
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Participant groups
Overview The grouping tool is designed to help you manage registrations where you might have the need to break participants into smaller groups. You will be able to assign enrolled participants into predetermined groups and assign individual instructors if needed. This can be used for class pods, breakout groups, lodging, etc. Follow the below steps […]
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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
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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 > […]
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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 […]
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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 > […]
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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 […]
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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 […]
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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 […]