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Category: Programs Setup & Management

  • 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 […]

  • 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 […]

  • 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 create a note on a user’s profile or upload an image?

    You can create a note or upload images for a user for internal use or external communication. Follow the instructions below Go to the Admin Dashboard > People > Participants Find the desired participant from the List Hover over the … button Select the Add more information option You can add a note and upload […]

  • Waivers report

    As you receive enrollments and collect waivers from your participants, you might then be interested in running reports to track certain information related to waivers. Follow the instructions below Go to the Admin dashboard > Season > Select the desired season Select Reports > Registration data > Waivers Now on the Waivers Report page: Determine if you want […]