Getting Started with the Application Form and Fees
Q: Where do I edit the application form?
A: Your application form can be found and edited under Settings > Forms > Application Forms. Locate the active version of the form and click Select > Clone to create a draft.
Learn more about editing forms in the articles below, and submit a request to our support team if you need assistance updating a form.
Q: How do I update the terms and grades that are visible to families on the application form?
A: The Terms page, under Settings > General > Terms, is where you can manage which terms will be visible on your forms and which grades should be open in those terms.
Visit the article “Terms Page & Data Management” to learn more about managing terms and grades.
Q: How do I set up an application fee?
A: Navigate to your Application Fee page, under Settings > Financial > Application Fee. Here you can activate the application fee, set the amount, and select the available payment methods.
If you need to set up conditions/rules to apply different fee amounts to different students, submit a request to our support team so they can set this up for you.
Visit the article “Application Fees & Waiver Codes” to learn more about application fees.
Q: How do I create an application fee waiver code?
A: Our support team can assist you with creating waiver codes on your Application Fee page, under Settings > Financial > Application Fee. Submit a request to our support team with the code you’d like set up.
Visit the article “Application Fees & Waiver Codes” to learn more about application fees and codes.
Draft Applications and Importing Forms
Q: Where can I find all draft applications?
A: The Draft Applications page allows you to view which students have an application form currently in progress and where they are in the process. There are two ways to access the Draft Applications page:
- Admissions tab > Forms > Draft Applications
- Username menu in the upper right > Forms to Import > Draft Applications
Learn more about draft applications in the article “Draft Applications Page.”
Q: Is there a way to email families who have not submitted their draft application forms?
A: Yes, you can email families from the Draft Application page by following these steps:
- Select contacts in bulk or individually by marking the checkboxes next to each name along the left. This will activate your bulk actions in the upper right of the page.
- Open the Communicate menu in the upper right of the page.
- Select Send Email.
Learn more by visiting the “Use Action Menus on the Draft Applications Page” section in the “Draft Applications Page” article.
Q: Where do I find the application forms that need to be imported into the system?
A: The submitted application forms that need to be imported can be found in your Forms Inbox, which can be accessed in two ways:
- Admissions tab > Forms
- Username menu in the upper right > Forms to Import
Visit the article “The Forms Inbox & How to Import Forms” to learn more about the Forms Inbox, auto-import options, and how to manually import forms.
Q: Can I submit an application form internally on the family’s behalf?
A: Yes, an application form can be filled out for a family internally by an admin. To access the application form as an admin, use the Quick Action menu, indicated by the plus sign in the upper right corner of your site. Then, select the Fill out an application form option from the list.
Learn more about submitting an application internally by visiting the article “Application Form: Admin Entered.”
Q: How do I manually submit a draft application form to bypass the application fee?
A: Use the Submit Form button under the Submit Form column on the Draft Applications page to force submit the draft application form. This button will only become visible when an application is in a Pending Payment state, which means the family saved the form on the application fee payment page but has not yet submitted payment.
If you do not see the Submit Form button next to a draft application you want to submit, you will need to ask the family to get to the application fee payment page and save the form.
Visit the “Draft Applications Page” article for more details on the Submit Form button and Pending Payment state.
Managing Submitted Application Forms
Q: How do I reopen an application form so the family can make a change and resubmit it?
A: If a submitted application form needs to be reopened so the school or family can edit it, submit a request to the Finalsite Enrollment support team. They will revert the application form to a draft state for resubmission.
Q: If I make a change to a field value on a student’s record, will the value update on the submitted application form as well?
A: No, the application form is locked once it has been submitted, so any changes to the student’s record will not be reflected on the submitted application form.
Q: How do I move a student to the correct term if they selected the wrong term on the application form?
A: In this case, you will want to Move the student into the correct term. Selecting the Move option will delete the student's data (e.g., checklist, history, term-based fields) from the term they currently exist in and move it to another term entirely. Follow these steps:
- Navigate to the student's record
- Open the Edit menu
- Select Change Current Term
- Click Move and select the correct term from the drop-down menu
- Follow the rest of the prompts
Learn more about moving a student into a new term by visiting the article “Copying/Moving vs. Student Rollover.”
Still Need Help?
Submit a request to our support team, and we would be happy to assist you!
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