JCJ Dashboard

Review recent Stripe transactions and issue refunds as necessary.

Date Customer Description Amount Refunded Receipt Refund
Click "Load Transactions" to view

CAF contribution history with the ability to mark transactions as tour-related. Click the checkbox in the Tour column to toggle the flag.

Submit expense reimbursement requests with multiple line items. Attach receipts in any format (PDF, JPG, PNG, HEIC, etc.). Your submission will be recorded and processed.

Expense Items

Upload Receipts

Max 5 MB per file, 20 MB total per submission

History

Below is a list of transactions that are in "suspense" and not correctly allocated to member accounts. Allocate to the correct member account via the form below. If it requires other manual adjustment, do so directly from Quickbooks.

Blackout and exception dates on the Shabbat reservations page can be managed below.

Blackout Dates

Blackout Dates: Dates that will be removed from the calendar and unavailable for reservations.

Date Action
Click "Load Blackout Dates" to view

Exception Dates

Exception Dates: Dates that will be added to the calendar despite not being a regular Friday. These override the default Friday-only availability.

Date Action
Click "Load Exception Dates" to view

Manage event registration events, including adding new events and removing existing ones.

Select Event ID Event Date Event Name Cost (JPY) Venue Choice
Click "Load Events" to view

Add New Event

Event costs must be unique. If a duplicate cost is used, it will be incremented by 10 JPY. Minimum event cost is 100 JPY.

This is the events calendar that is hosted at this link: https://jccjapan.jp/jcj-events/

View all event registrations submitted through the event registration page.

Name Email Adults Children
Click "Load Registrations" to view

Send event details and attendee lists to staff by email.

Run background checks on individuals.

Shabbat meal reservations from 15 days ago through the future, grouped by event date.

General inquiries received through the website. Most recent inquiries appear first. Click on a row to view full details.

Record and archive board meeting minutes with attendance tracking, discussion notes, and next meeting date.

When and where was the board meeting?

Attendance

What was discussed

No

View and manage open Zendesk tickets. Click any ticket row to view the comment thread. Use the Solve button to mark a ticket as resolved.

View all Formidable form submissions logged to Airtable.

View WordPress login activity logged to Airtable.

Create and schedule email campaigns. You can save your work at three levels: Save Campaign to preserve the entire workflow (all steps), Save Email Content to save just the message subject, preheader, and sections for reuse, or save individual email sections for building blocks.

Campaign Status: Unsaved Campaign
1. Setup 2. Event 3. Content 4. Signature 5. Distribution 6. Review

Setup

Your Details

What are we setting up?

Event Details

Email Content

How to create your email:
  • Multiple Sections: Click "+ Add Section" to create separate content blocks. Each section can be edited independently.
  • Line Spacing Formats: Choose "Paragraph Format" for normal spacing between paragraphs, or "Single Space Format" for tight, list-like formatting.
  • Clean Up Spacing: Remove any extra blank lines at the beginning or end of each section to avoid unnecessary gaps in your email.
  • Save & Load Sections: Use the "Save Section" and "Load Section" buttons to reuse content across different emails.
  • Save & Load Email Content: Save your entire email layout to reuse later, or load a previously saved email template.
  • Reorder Sections: Use the "Reorder Sections" button to drag and rearrange your content blocks.
  • Paste Formatting: You can paste content from Google Docs or Word. Bold, italic, and links will be preserved.
  • Website Publishing: Check "Do not publish to website" on any section you want to hide from the web version of this email.
  • Preview: Your email will be formatted with proper spacing and styling when sent.

Optional. Max 5MB. Recommended: 600px wide or larger for best email display.

Email Signature & Owner

Email Signature

Distribution & Scheduling

Distribution List

Scheduling

Reminder 1 (optional)

Reminder 2 (optional)

Review & Submit

View all email campaigns currently scheduled in Mailchimp. Send times are shown in JST (Japan Standard Time).

Send Time (JST) Subject From Preview
Click "Retrieve Campaigns" to view

View opens and clicks data for sent email campaigns. Select a campaign to see detailed engagement metrics.

Available API routes and endpoints. Select an endpoint and click "Run" to trigger it.

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Add a new contact to the mailing list. The system will check if the email already exists in our CRM.

Look up a member's full CRM profile including family details, billing, addresses, members, school, and yahrzeits.

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Unassigned (100% opacity) | Assigned (50% opacity) | Split Assignment (50% + border)

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Availability
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Both: 0 avail / 0 taken
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