Class Registration in the Portal

Go to Tools > Customer Portal > Settings, and make sure the "Class Registration" box in the left menu is turned on (checked).
Also, each class must have the following completed on the CLASS page in your database:

• Status = Active or Future (not Completed, Terminated, or Inactive)
• Allow Web Registration = YES (so class will show in the customer's Portal Registration tab)
• Registration Start Date. The day you want to begin allowing enrollment; if left blank, it is opened immediately. If future dated, the class will not appear as a choice until 12:01AM Eastern time of that date (our servers are located in EST time zone).
• Class Start and End Dates. The first and last day of the class. If the class is perpetual, you may leave the End Date blank.
• Tuition. If you want Jackrabbit to post tuition during enrollment, you must have the tuition fee on the class page.

How existing customers "enroll in classes" via the portal:

Once your customer logs into their portal, they can select the Registration tab to register existing students into classes (they can add additional students using the My Students tab if needed). The Portal Class Search screen is displayed. They must first select a value from one of the filter drop-down boxes to determine which classes are displayed. Then they will select the class by clicking on it, at which time a box is presented with all the class details. Within this box is also where they will select which student they wish to enroll in the class. If a student name is NOT listed, it means that the student didn't meet the Age or Gender requirements of that class, if those are turned on.

Edits available for the Class Search screen

There are four modifications available for the top area of this screen (red box in image above):

1) You can change the Category labels to words that are more descriptive to your parents. For example, you can re-name Category 1 to "Program" or "Type". Go to TOOLS > WEBSITE REGISTRATION > SETTINGS and scroll down to the Class Search/Filter Settings section and re-name your Categories. (This affects both the Portal and Registration Form display)

2) You can eliminate certain Categories from the drop-down selection list. For example, you may have a Category 1 called "Costume Fees" that you use for revenue reporting only. To prevent non-applicable Cats from being listed as a choice in the drop-down filter list, go to TOOLS > EDIT DROP DOWN LISTS > CLASS CATEGORY, and check the Private box by any Cat that you do not wish to appear as a filter selection. (This affects both the Portal and Registration Form display)

3) You can completely eliminate the filter drop-down boxes for: Cat1, Cat2, Cat3, and Instructor. (The Location and Session filters cannot be removed). To remove filter boxes, go to TOOLS > CUSTOMER PORTAL > SETTINGS and scroll down to Class Search Options.

4) You can force Age or Gender filtering. Go to TOOLS > WEBSITE REGISTRATION > SETTINGS and scroll down to the Class Search/Filter Settings section and select Age and/or Gender filters. (This affects both the Portal and Registration Form). If either of these filters are in place, and a student does NOT meet the Age or Gender requirement as specified by the Class, their name will NOT show up as available for enrollment. For the Age filter to work properly, each class must have a MIN and a MAX age assigned on its Class page (Max age cannot be left blank - use 99 if there is no maximum age), and the Class must have a Start Date listed.

Columns shown in the Portal Class Listing (green area in image above)

Unlike the Registration Form Class Search page and the Class Listing Tables, columns in the Portal class search are not customizable. The columns going across the screen: Location-Session-Class Name-Cat1-Cat2-Cat3-Age Range-Start/End date-Days-Class Time-Instructor-Room-Open-Tuition, can only appear in that order and cannot be edited nor hidden.

Event Registration in the Portal

How existing customers "register for events" via the portal:

Go to Tools > Customer Portal > Settings, and make sure the "Event Registration" box in the left menu is turned on (checked).

Once your customer logs into their portal, they can select the Event tab to register for an event. The Event Calendar link is displayed. The Portal will display ALL Events that are status of OPEN and UNAVAIL. The Portal Calendar cannot be filtered to show only specific Events. The customer will select the Event to register for and click the link. The Event Registration form will open and their existing contact information is PRE-FILLED in for them. If they want to use the credit card that is already on file, no further action is needed. However, if they want to use a different credit card, they can uncheck the box and then add the new credit card information. THIS WILL UPDATE the credit card information on file and a note warns them of this. Note: Events are registered for at a family level - specific student data is not captured.