Finalsite Enrollment Support: Changes We Manage – Finalsite Enrollment

Overview

Schools can manage most changes to their online process - on the fly or with the help of our online Help Center and Support Team - such as creating new checklist items, editing forms, customizing emails, creating automated communication plans, and more. To keep your process simplified and without concern for error, there are a few items that must be managed by a Finalsite Enrollment Support Representative due to complexity. Please reach out to a member of our Support Team if you need any of the following admissions, enrollment, financial, field, or integration updates!

To learn how to contact the Support Team and learn about Best Practices for any change requests, check out our article on How to Contact Support & Best Practices.

New User? No Problem!

Click here if you're a new user and you're not sure where to start. This article will guide you through role-based onboarding guides and a link to register for the monthly 3 hour New User training.

Admissions

Custom business rules for checklist items (anything other than grade level or enrollment type).
Custom business rules within email templates to show/hide different content.
Custom business rules to show/hide different content in the 'Contact Communication Area' template within the Parent Portal.
Adding or editing name title and suffix options.
Creating duplicates of Admissions forms such as custom admissions or appointment forms, recommendation forms, and document request forms.
See the 'Financial' section below for more.

Enrollment

Custom business rules to show/hide different contract language within a comment box on the Contract.
Setting required contract fields (i.e. fields that need a value set prior to generating the contract, such as the deposit due date).
Creating duplicates of Enrollment forms such as custom enrollment or appointment forms.
See the 'Financial' section below for more.

Financial

Application Fee Rules - waiver code additions or changes.
Payment Types and their display name on forms.
Custom Submit Button text for each payment type.
Creating or updating Custom Fees for Custom Admissions or Enrollment Forms.
Creating or updating Fee Groups, Non-Fee Billing Categories, and/or Contract Fee Rules.
Parent Pay Fee changes (Billing Module).

Convenience Fees

Application of convenience fees, to the deposit, application fee, ad-hoc form fees, or billing.
Setting fee rates in a dollar amount and in a percentage.
Setting fee description and confirmation message to show on payment screens.

Fields & Data

Adding and/or removing field values/options (most often used for boolean fields, single-select fields, boolean list. and text fields).
Creating any new fields.
Enabling, disabling, or updating the format for Data Scrubbing.
Adding or removing custom filter options.
Deleting records in bulk.
Merging for records not found in Duplicate Contact Matching.
Configuring and managing ID Fields.

Integrations

SSAT Test Score / SAO Integration Configuration including the checklist item mapping.
Blackbaud Integration Configurations.
Veracross, Blackbaud, and other SIS Export File Configurations.