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Finalsite Enrollment
Categories
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Finalsite Explore
Learn about Finalsite Explore!
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Training Resources: Office Hours & New User Onboarding
Sign-up for training webinars, watch pre-recorded video tutorials, and learn about on-site training options.
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Product Updates & Support
Learn about major product updates and how to contact our Support Team.
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Integration with Finalsite Composer
Learn how to use Finalsite’s content management system (CMS) in conjunction with Finalsite’s enrollment management sy...
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Inquiry Process
Having a great Inquiry process provides a positive experience for families and drives deeper engagement.
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Admissions Process
Use dynamic checklists, list filters, and bulk communication tools to build personalized, high-touch admissions process.
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Enrollment Process
Manage your online contract, update all tuition and fee information, personalize enrollment communications, and track...
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Billing
Learn how to setup and manage the seamless integration of our Billing Module with your current Enrollment Process.
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Payments
Information about managing and processing transactions through our 'Payments' platform.
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Contact Record
Learn how to manage student’s checklist, view forms, add notes and manage households via the contact record.
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Parent Portal
The portal is the hub of a parent activity including parent's filling out forms, scheduling appointments, uploading d...
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Communication Tools
Learn how to send emails, generate letters, and create labels from list pages, for search results, and from the conta...
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Online Reading & Review
Combine the information collected during a student’s application process into an easy to read package for readers to ...
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Calendars & Scheduling
Learn how to manage events like School Interviews, Shadow Days, or Open Houses
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Dashboard
Learn about the Admissions Funnel, Current Counts, Reminders, Quick Search, Quick Actions, and User Notifications.
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List Pages
Pre-defined workflows that allow you to quickly filters students, print submitted forms, send communications, and upd...
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Search & Reports
Getting quick access to information is an important daily task for Admissions and Enrollment professionals. Learn how...
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Data Management
Learn about duplicate matching, field management, bulk file upload, and more.
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System & Settings
Customize your site so you can make improvements and adjust to changes in your process to suit your unique needs.
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Integrations
Learn about the current product integrations that Finalsite Enrollment offers.
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Data Import & Export
Information about importing and exporting data in the Finalsite Enrollment system.
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Data Services Offerings: Standard & Custom
Learn about standard and custom data services offered by Finalsite Enrollment.
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Moving to a Virtual Admissions Office
Learn how to move and manage your Admissions and Enrollment process virtually with success and confidence!
