A new version of ClassJuggler will be launching in the next couple weeks. One of the features that our users have been anticipating is the new "Swap Class" feature. A new action will be available on any active enrollment that will allow you to easily move a student from one class to another. A great time saver when fiddling with schedules. We've had so many requests for this capability that we wanted to push this out as soon as possible. Check out this month's webinar where we will be discussing this exciting new tool.
ClassJuggler will be presenting at three trade shows this summer. Drop by our booth for a visit if you are attending.
USA Gymnastics National Congress, July 7 – July 10 — San Jose, California
I.D.E.A. Dance Business Conference, July 30 – August 1 — Scottsdale, Arizona
Dance Teacher Summit, August 5 – August 7 — Long Beach, California
On occasion you may realize you have two duplicate customers in your database with the same, or similar, name and family information. In order to keep your database as clean and up to date as possible it's important to merge these duplicate records. And you want to deal with them as soon as possible to prevent significant history to build up on both accounts, making them harder to merge over time.
Duplicate records can happen for a variety of reasons. Perhaps a parent created a new family account in your Customer Portal when they forgot they already had an account. Or they tried to log in with the wrong email address and rather than contact you for help, re-registered under a different email address. Or maybe one of your staff members entered information on a customer that was already in your database without checking first. No matter the reason, it is important to merge and clean up the duplicate data.
First, you'll have to look at each duplicate record and decide which record has the most extensive transaction history, or family members with enrollments. I'll refer to this record as the "Keeper" and the less complete record you wish to delete as the "Deleter." Now, see what information is missing from the Keeper, but is included on the Deleter. Go ahead and begin transferring and re-creating the new information on the Keeper record. Once you've checked that all the information you need is now on the Keeper, you are ready to get rid of the "Deleter." NOTE: You may have to drop some enrolled classes on the Deleter record before ClassJuggler will allow you to delete the record.
— Article by: Alexia Rodriguez of ClassJuggler
ClassJuggler offers free online classes to its clients and demo users.
Our Webinar schedule for June is:
Customer Support will be closed for holidays on the following upcoming dates:
These dates are also visible on your sign-in screen.
Whether you're a brand new customer or a seasoned client, you may have questions on how to best utilize ClassJuggler for your business. Our Customer Support Specialists are never more than a phone call or email away.
Give us a call at (866) 214-6128 or email support@classjuggler.com. Support hours are Mon–Fri from 8am–5pm PT.
Skype chat is available. If you've got questions and would like to speak with someone in person, just email us and we'll arrange a time to connect with you.
If you have ideas or suggestions for topics in an upcoming newsletter or for a Webinar, we'd love to hear from you. Email us at editor@classjuggler.com.
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