Jumbula Onboarding Checklist

This self-guided checklist will walk you through the most important items you will need to complete to get started.

Having a smooth onboarding process with your new Jumbula account is our first goal. We have compiled a short list of the 10 most important items you will want to review while setting your account up.

Besides the checklist below we also recommend referring to our Knowledge Base site for general feature tutorials and faqs. 

As part of your Jumbula plan, you can schedule 2 onboarding/training sessions to go over any questions and review your account setup. You can use the link below to schedule a time. 
Schedule an onboarding call

TOP 10 CHECKLIST ITEMS

• Go to the season tab -> Create a season (https://kb.jumbula.com/season-overview)
• Go to set up tools -> Add a program (Class/Camp/Before & After Care) (https://kb.jumbula.com/program-overview)   
• Go to set up tools ->

Review setup tools in your season 
Discounts (https://kb.jumbula.com/discounts)
Coupon (https://kb.jumbula.com/coupons)
Payment plan (https://kb.jumbula.com/payment-plans)

• Template a test to review your setup
• Go to settings checkout -> Review checkout settings (https://kb.jumbula.com/cart-options)
  
• Go to settings checkout -> Review Appearance (https://kb.jumbula.com/organization-settings)
• Go to set up tools -> Add Payment Methods (https://kb.jumbula.com/payment-method)
• Go to settings > Tool Box > Website widget or go to Settings > Jumbula home site page -> (https://kb.jumbula.com/jumbula-homesite)
• Go to the campaign tab -> Review campaign & activity reminder tools (https://kb.jumbula.com/email-campaigns)
  (https://kb.jumbula.com/live-activity-reminders)
• Go to the staff tab -> Add a new staff member (https://kb.jumbula.com/staff-management)
• Do a test before you open registrations and don’t open a new incognito window and register as a new user (not the same email as your admin email in the admin dashboard)