Enrollment & Business Office Onboarding

Overview

Enrollment and Business Office staff need streamlined enrollment workflows for new and returning families, coupled with on-demand reports to monitor contract and checklist progress. A few features to facilitate these needs include:

• Contract Management - Learn how to preview, generate and manage contract completion.

• Fee Management and Reporting - Learn how to update fee amounts, view fee rules and run dynamic reports on all tuition and fees.

• Custom Enrollment Reporting - Learn how to build custom enrollment reports for tuition and fee management, contract or checklist statuses, current family directories, and more!

Read on for more! We look forward to working with you.

Article Links

Finance and Accounting Onboarding Article

Overview

• Enrollment Refresh Process: Learn how to update your Enrollment process annually for new contract fees or terms, update checklist requirements, and more.

• Enrollment Permissions - Learn about the data permissions for Enrollment to manage access for new or existing Finalsite Enrollment accounts.

Contact Record Navigation

• Contact Record Overview - Learn how to navigate the contact (child's) record.

• Enrollment Tab - Learn how to view and edit fields within the 'Enrollment' tab such as medical, tuition assistance, enrollment, etc.

• Parent Portal Access and Financial Responsibility - Learn how to manage parent portal access, financial responsibility, and account details.

• Edit Menu - Learn how to manage a child's status, grade and term on a yearly basis.

• Communicate Menu - Learn how to send or schedule emails, generate letters and labels for an individual contact.

Contract Management

• Contract Setup - Learn how to manage your Enrollment Contracts/Registration Forms from setup to parent submission.

• Contract States - The different stages of the contract workflow and how they're displayed within the Parent Portal.

• Contract Preview - Learn how to preview contracts to check all tuition and fees before and after contract generation.

• Contract Generation and Regeneration - Learn how to generate and regenerate contracts individually and in bulk.

Enrollment Checklist and Communications

Checklist Management

• Enrollment Checklist - Learn how to manage enrollment specific checklist items and best practices.

• Checklist Settings (General) - Learn how to add, edit, and manage checklist items and their settings.

Enrollment Communications

• Contract Merge Fields - Learn about how to use merge fields (tokens) to pull information about student contracts and amounts in Finalsite Enrollment.

• Enrollment Automated Communication Plans - Learn some examples of communications you can automate during your Enrollment process.

Admin and Parent Workflows

Admin Workflow: New and Returning Student Enrollment

• Rollover for Returning Students - Learn how to perform rollover for your returning students.

• New Student Enrollment - Learn how to move accepted applicants into enrollment.

• Enrollment Workflow for New and Returning Students - Learn about the remaining enrollment steps for your new and returning students.

Parent Workflow: New and Returning Student Enrollment

• Parent Portal Enrollment Walk-through - A step by step guide for the enrollment process within the Parent Portal.

Reporting

Standard Reports

• Dashboard Funnel and Current Counts - Learn how to track your enrollment goals.

• Enrollment Report - Learn how to set annual targets for each grade and manage where families are in your funnel.

• Tuition and Fees Report - Learn how to view all tuition and fees for contracts that are at least in a generated status.

• Payment History Report - Manage a log of all payments that have been made in the system, historically.

• Line Items Report -Learn how to view and export a log of all financial line items you can expect to be paid.

Custom Searches & Reports

• Enrollment Status Search - Find contacts based on different Enrollment Statuses and criteria.

• Custom Enrollment Searches - Learn how to build custom enrollment searches that you can save and refer back to during the process!

We hope this information gives you a good place to get started with using Finalsite Enrollment. If you need extra help, contact our best-in-class Support Team!