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, creating or editing fields, 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.

Refer to the list below for items that require you to contact Support.

To learn how to contact the Support Team, check out our article on How to Contact Support & Best Practices.

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Admissions

Custom business rules for checklist items (anything other than grade level or enrollment type).
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.

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.

Financial

Application Fee Rules - waiver code additions or changes.
Creating or updating Custom Fees for Custom Admissions or Enrollment Forms.
Creating Contract Fees.
Creating or updating Contract Fee Rules.
Parent Pay Fee changes (Billing Module).

Fields & Data

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 and other SIS Export File Configurations.