Overview
Enrollment-Only: This article is intended for schools that are only using our enrollment module.
Is your school using the Admissions workflow? These articles might be what you are looking for: Application Form: Parent View or Parent Portal Enrollment Walkthrough.
Direct Enrollment provides parents with access to an enrollment form directly through the parent portal, allowing them to seamlessly begin their process of registering their student with your school. In this article, we'll cover a high-level overview of the feature and the parent experience.
In this Article
What is Direct Enrollment?
Direct Enrollment is a feature that streamlines the enrollment process for parents. Unlike traditional enrollment pathways that may involve an initial application, Direct Enrollment bypasses the application phase and allows families to start the process by completing an Enrollment form.
Once a family submits their enrollment form and it is imported into your site, the system automatically creates records for both the student and their parents. In addition, the student's status is updated to "enrollment in progress," signifying their official entry into the enrollment workflow.
Interested in enabling this?
Are you interested in enabling Direct Enrollment for your school? Please connect with our Support team!
Parent Experience
When you utilize Direct Enrollment, the parent experience is significantly simplified. Upon logging into the Finalsite Enrollment Parent Portal, the primary option they will see is to enroll their child.
Clicking this enroll option takes parents directly to the enrollment form. They will then complete this form with the necessary student and family information.
Upon submission, the parent will be brought to a thank you landing page and receive an automatic thank you email.
Once the enrollment form is imported into your site on the admin side, the parent will have access to their student's Enrollment checklist where they can complete any additional required and optional steps for their enrollment process.
What happens when a family submits an enrollment form?
Once the form is submitted, the parent will be shown a thank you page and will also receive an automatic thank you email.
Behind the scenes, their form is imported into your site, automatically creating records for both the student and their parent(s).
The student's record will have the "enrollment in progress" status and an accompanying enrollment checklist.
Parents can log in to the portal to conveniently work through and complete the enrollment checklist items.
Can I prevent a student from moving directly to enrollment in progress?
Nope. You can not prevent a student from automatically entering the Enrollment in Progress status. You can, however, set up the enrollment checklist in such a way that allows you to prevent students from automatically transitioning to "Enrolled."
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