Please join Courtney Single, Finalsite Enrollment's Client Education Consultant, in a complimentary weekly offering to learn how to use Finalsite Enrollment in a virtual classroom. Office Hours is where you can ask how-to questions, learn about existing features you may not be using, as well as new features that we release! You'll also have the added benefit and opportunity to collaborate with your peers!
Important Note on the Purpose of Office Hours
- Office Hours is a place to learn how to do something using a training demo site only.
- Office Hours is NOT the same as Support, nor will it expedite a response to a ticket in Support. Your individual site cannot be displayed to troubleshoot issues you're having or to make site changes. Please contact our best-in-class Support team for these items.
We look forward to supporting you all in different ways so we can continue to be better, together!
Quick Links
Finalsite Enrollment Learning Center!
Our Finalsite Enrollment Learning Center (click to access) is a free resource that contains a variety of online courses and videos (~5 minutes each) to help you boost your skills in Finalsite Enrollment.
CURRENT SCHEDULE & REGISTRATION
Wednesday Track: 11:30am-12:30pm Central
IMPORTANT: You will need to register for each session. Please do not register for dates that do not have classes assigned to them yet.
Register here | International numbers
| Date | Topic |
|---|---|
| July 1 | Text Messaging Setup and Best Practices |
| July 8 | Inquiry Workflow and Admissions Terms Updates |
| July 15 | Open Q & A - Bring your questions! |
| July 22 | How to Build and Edit Forms |
| July 29 | Email Creation, Customization & Best Practices |
Thursday Track: 1:00pm-2:00pm Central
IMPORTANT: You will need to register for each session. Please do not register for dates that do not have classes assigned to them yet.
Register here | International numbers
| Date | Topic |
|---|---|
| July 2 | Open Q & A - Bring your questions! |
| July 9 | Calendars & Event Management |
| July 16 | Application Workflow - Parent & Admin Experience |
| July 23 | How to Build a Best Practice Admissions Checklist |
| July 30 | Contact Record Navigation & Field Customizations |
Additional Trainings
Billing Post Launch Training (Bi-Monthly)
This course is for any school with our Billing Module that has a launched (live) site. It will help you manage adjustments to contracts, ledger actions, communications and daily reporting. We'll also explore the parent billing experience to see what your families can manage from their side of the portal.
| Track | Schedule | Registration Link |
|---|---|---|
| AM Track | 1st Wednesday of each month, 10:00am Central | Reserve my spot |
| PM Track | 3rd Wednesday of each month, 1:00pm Central | Reserve my spot |
Billing Post Launch Training (March 2025 recording). This course is for any school with our Billing Module that has a launched (live) site. It will help you manage adjustments to contracts, ledger actions, payment plan updates and payment settings, communications, midyear withdrawal steps, and daily reporting. Click here for the recording. Passcode: $7ahQ#L1
New User Onboarding Training: Held during the 2nd & 4th weeks of each month
These courses are for new users of the system, which includes schools that are currently in onboarding and working with an assigned Project Manager, and for those that are new to their position at a school already implemented with our software. They provide a comprehensive overview of each major stage of the Admissions and Enrollment process.
Can't make it? Recordings of these sessions will be emailed directly to everyone that registers, regardless of attendance, along with a few related help resources.
| Course | AM Track | PM Track |
|---|---|---|
| System Overview & Inquiry Workflow (1hr) |
Register 8am PST / 10am CST / 11am EST |
Register 11am PST / 1pm CST / 2pm EST |
| Admissions Workflow (1hr) |
Register 8am PST / 10am CST / 11am EST |
Register 11am PST / 1pm CST / 2pm EST |
| Enrollment Workflow (1hr) |
Register 8am PST / 10am CST / 11am EST |
Register 9:30am PST / 11:30am CST / 12:30pm EST |
Past Sessions and Recordings
Please note: Recordings from the current month will be at the top of each accordion below. If a session recording is from an older date, the content is generally still the same. :) Any Open Q&A session will NOT be recorded/posted.
Jump to a topic:
- Product Updates/Roadmap Sessions
- Finalsite Explore Shared Portal
- Admissions Process
- Communications
- Parent Portal Management
- Enrollment Process
- Billing Process
- Settings Pages
Product Updates/Roadmap Sessions
| Session | Date | Description | Recording |
|---|---|---|---|
| Client & Product Engagement Session: Maximize your EMS Workflows - Recent Upgrades and Upcoming Roadmap! | April 2025 | Review of all feature updates to calendars and duplicate appointments, the revamp of Search and Reports change/display columns, additional criteria/results improvements, FS Explore updates, and more, plus a roadmap preview with EMS Senior Product Manager Anna Karadzhova. |
Watch recording Note: you may need to adjust the volume in the video player if you don't hear anything at the start. |
| Client & Product Engagement Session: Recent Upgrades and Upcoming Roadmap | Nov 2025 | Review of all feature updates since April such as parent facing calendar schedules, Archive Terms, Billing updates, bulk run lotteries, siblings in search & reports, counselor permissions and more, plus a roadmap preview with Anna Karadzhova. | Watch recording |
System Overview
| Session | Date | Description | Recording |
|---|---|---|---|
| System Overview for New Users | May 2023 | This course provides a high-level overview of the system for new users. Content includes the Dashboard, User Notification and Alerts, List Pages, Tab navigation, and a review of the Contact Record. |
Watch recording Passcode: q?*JA=d1 |
| Contact Record Navigation & Customization | March 2026 | This session reviews the Inquiry and Application checklists, how to add or update information to the portal widget, field updates and customization within the Personal and Admissions tabs, individual action menus for downloaded documents, communications and edit actions, and all remaining content areas within the Summary tab. | Watch recording |
| Contact Layout Customization, Duplicate Matching, Custom Status & Bulk File Upload | April 2026 | This course reviews some of the settings within 'Fields & Data' including how to customize what fields show in the contact record at each stage, using your duplicate contact and household matching pages to merge records, how to create custom statuses and when this is useful vs a custom field, and how to use the bulk file upload tool for checklist management to save time. | Watch recording |
| Search & Reports - Criteria & Displayed Columns Deep Dive | May 2026 | Learn how to build searches with more ease so you can create better reports for your daily workflows and to stay on track of your admissions and/or enrollment goals. This class focuses on the mechanics of how to build a report using search criteria and/or logic, how to locate fields to display as columns, and how to pick the right fields for your reports from your forms. | Watch recording |
| Micro Learning - Parent Portal Single Sign-On | Feb 2024 | We released a new option for your families to sign into the Parent Portal via Single Sign-On (SSO) via Google or Microsoft! Families with an existing Parent Portal Account or that don't have Google/Microsoft can still log in or create a manual account. The SSO option does not require a manual account to be created. Related resources:Admin Facing Tutorial Video (please do not share this link with families!) and the Parent Facing Video and FAQs |
Watch recording Passcode: nEy+6Dt$ |
Finalsite Explore Shared Portal
| Session | Date | Description | Recording |
|---|---|---|---|
| Finalsite Explore | July 2024 | Learn about our 'Finalsite Explore' shared portal feature, where families can apply to and manage their school search and application process from one central location. Schools can coordinate to form a group based on location and (with the assistance of Finalsite Support) can enable Finalsite Explore, offering families a more streamlined experience when searching for and applying to schools. |
Watch recording Passcode: =qmE%0zK |
Admissions Process: Inquiry, Events, Application, & Review
Inquiry Workflow
| Session | Date | Description | Recording |
|---|---|---|---|
| Inquiry Workflow and Best Practices for Conversions | Oct 2025 | Learn how to track and manage your internal touch points with your Inquiry checklist, how to track attendance for your events and send/automate follow-up emails, how to mark an Inquiry as inactive, and how to create custom reports (total Inquiry counts, event registration/attendance, referral method reports). |
Watch recording Passcode: 5RL6kG+e |
| Inquiry Workflow and Admissions Terms Updates | July 2025 | Learn how to build a great inquiry form with calls to action to engage your potential candidates, best practices for your inquiry checklist setup, and a communication plan to increase your conversions. This session also reviews how to update your Admissions terms, change your default reporting year, retire old terms on your forms, and set open/close options for your grades. |
Watch recording Passcode: c5=#@4?I |
Calendars & Event Management
| Session | Date | Description | Recording |
|---|---|---|---|
| Calendars & Event Management | June 2026 | Learn how to create a calendar with appointments, how to use new parent-facing schedules to consolidate your calendars, how to hide calendars, how to set up virtual meeting links, how to customize communications for each event, and how to manage registration and attendance with a custom report. | Watch recording |
| 2024 Admissions Features Review | 2024 | A review of the Admissions features released in the first half of the year: tags for custom communications and saved reports, shared ad-hoc forms, FS Explore overview, GA4 tracking, email open rates, file rename, phone/email contact search, reader report, parent portal SSO, and last-edited-by sorting in custom email templates. |
Watch recording Passcode: 0JmRB?#1 |
Admissions Setup & Communications
| Session | Date | Description | Recording |
|---|---|---|---|
| Admissions Refresh Checklist & Terms/Grade Settings | Sept 2025 | Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admissions season, including updating Admissions terms, changing your default reporting year, retiring old terms on your forms, and setting open/close options for your grades. |
Watch recording Passcode: 1Tpfm.&? |
| Admissions Settings & Parent Portal Customization | July 2025 | This session reviews the general settings menu, the Admin Portal menu, and the Parent Portal menu, including a deep dive of the Parent Portal Content page so you can build a personalized parent portal experience with dynamic content. |
Watch recording Passcode: XiV&6Uso |
| Application Workflow & Parent Portal Best Practices | Oct 2025 | This course explores both the Admin side and the parent side of the application process, including parent portal account creation, form submission, checklist views for Admins and parents, and follow-up communications for checklist completion. |
Watch recording Passcode: %45uXsr4 |
| Permissions - Global, Granular & Counselor Views | March 2026 | This course reviews Admin account permissions and what different permission levels grant access to in the system, plus granular permissions for checklist items and communications and the relatively new counselor permissions. IMPORTANT: Nobody showed up for this class, so here's an old recording that doesn't include newer features. |
Watch recording Passcode: @pE7j0?k |
| Admissions Contact Record Features & Customization | August 2025 | This session reviews the Inquiry and Application checklists, how to add or update information to the portal widget, field updates and customization within the Personal and Admissions tabs, individual action menus for downloaded documents, communications and edit actions, and all remaining content areas within the Summary tab. |
Watch recording Passcode: bMb6ssw@ |
| Admissions System Emails & Automated Communication Plans | Oct 2025 | Learn what system communications are automated for you and your families during the Admissions process for Inquiries, Applicants, and Events, and how to customize them, plus what custom email templates you can create and how automated triggers work. | Watch recording |
| How to Build a Best Practice Inquiry/Application Checklist | August 2025 | This course explores the ins and outs of each checklist item type within the Inquiry and Application process, including naming/parent explanation text, rule-based checklist items, visibility options, and activating/retiring items, plus detailed workflows for recommendations, document request forms, and event registration/attendance tracking. |
Watch recording Passcode: 27U.&.am |
| How to Build & Edit Admissions Forms | Sept 2025 | Learn how to edit and build best practice Admissions forms for your Inquiry and Admissions workflows, including parent-facing forms and internal forms such as an Interview Notes form, using both the basic and advanced form editors. |
Watch recording Passcode: Vt1&*6pA |
| Designing a Dynamic Parent Portal | Feb 2026 | Learn about all of the parent portal templates you can customize to build a more personalized experience for your applicant families with personal and dynamic content, calls to action, key dates and deadlines. | Watch recording |
Application Process
| Session | Date | Description | Recording |
|---|---|---|---|
| How to Build a Best Practice Admissions Checklist | July 2025 | This course explores the ins and outs of each checklist item type within the Inquiry and Application process, plus detailed workflows for recommendations, document requests, and event registration/attendance, with a light overview of checklist searches in list pages and custom reports. |
Watch recording Passcode: 9c8!Qr*n |
| Application Workflow | July 2024 | This course explores both the Admin side and the parent side of the application process, including parent portal account creation, form submission, checklist views for Admins and parents, and follow-up communications for checklist completion. |
Watch recording Passcode: ^TKsm9@! |
| Admissions Search & Reports | Oct 2025 | This course reviews Inquiry and Application status reports for conversion rates and checklist completion, event registration and attendance reports with custom fields, marketing outreach reports, parent and household directory reports, and how to build custom reports for staff like program directors, coaches, counselors, or the school nurse. |
Watch recording Passcode: E0b.yjFr |
Online Reading & Reviews
| Session | Date | Description | Recording |
|---|---|---|---|
| Online Review & Candidate Profile Setup | Jan 2026 | Learn how to set up an easy-to-read online Review process, create reader accounts with notifications, assign candidates to readers, read and score online review packets, and make committee decisions. You'll also learn how to set fields as hidden on forms during the review process and we'll review the new Reader Report. To see the Limited User/Reader experience, watch this video. |
Watch recording |
Communications
| Session | Date | Description | Recording |
|---|---|---|---|
| Communication Basics - Setup, Personalization & Templates | April 2025 | This course shows you how to create a best practice communication template with branding, portal links, and media, and how to set up ready-to-go starter templates. You'll also learn about template tagging, granular permissions, how to manage failed and sent emails, and a review of the email open rates page. |
Watch recording Passcode: y1yH.xyx |
| Email Creation, Customization and Best Practices | April 2026 | This course shows you how to create a best practice communication template with branding, portal links, and media, and how to set up ready-to-go starter templates. You'll also learn about template tagging, granular permissions, how to schedule messages, how to manage failed and sent emails, and a review of the email open rates page. | Watch recording |
| System Automated & Custom Email Best Practices + Tags | March 2026 | Learn what system emails are sent and when, and how to brand and personalize them during the prospective and current student journey, covering the System emails, Authentication, and Requests tabs. We'll also explore how to build custom email templates and use tags to organize and search them. | Watch recording |
| Automated Communication Plans | June 2026 | Learn how to build automated communication plans with the right triggers for each stage of your process (Inquiries, Applicants, Enrollment), with examples for parent emails and internal reminders, plus how to use tags to keep track of what emails are associated with your plans. | Watch recording |
| Feature Spotlight: Tags, Text Messaging & Email Customizations | Feb 2024 | This course begins with creating 'tags' for organizing and filtering custom email templates and saved searches, then covers additional email customizations (granular permissions, custom reply-to/CC/BCC, dynamic rules), and finishes with how to set up and utilize SMS for your workflows. |
Watch recording Passcode: s+$rg13e |
| Admissions Communications: System Automated and Communication Plans | Sept 2024 | This course reviews all system automated emails and best practices for customization at each point of the Admissions journey, plus internal reminder and parent communication plans for the Inquiry and Application workflows. |
Watch recording Passcode: mDFX&2#% |
| Text Messaging | Feb 2026 | Learn how to set up and utilize SMS text messages for your workflows, including your sending window, template creation, failed texts, subscription management, opt-in messaging, and best practices. | Watch recording |
Parent Portal Management
| Session | Date | Description | Recording |
|---|---|---|---|
| Parent Portal Account Management & the Parent Experience | Learn how parents create a parent portal account or use SSO options to log in, the ins and outs of authentication, how to update parent portal account log-in information, and how to troubleshoot log-in or access issues. This course also reviews the 'welcome' email, account authorization email, and best practices for parent checklist explanation text and the 'contact communication area' template. |
Watch recording Passcode: ?7+dafMm |
|
| How to Design a Dynamic and Engaging Parent Portal | June 2026 | Learn about all of the parent portal templates you can customize to build a more personalized experience for your applicant and enrollment families while emphasizing your brand and mission. Note: I had some unexpected challenges with my site in the beginning of the training so I'm including the session from April. |
Watch recording |
Enrollment Process
Enrollment Setup
| Session | Date | Description | Recording |
|---|---|---|---|
| Enrollment Refresh Checklist - top portion only | Nov 2025 | Learn how to use the Enrollment Refresh process checklist to update tuition and fees, payment plans, contract language, checklist requirements, enrollment emails, and more, including testing contracts before they go out. |
Watch recording Passcode: %z5r3$?L |
| Enrollment Checklist & Parent Authentication/Portal Customization | Jan 2026 | Learn best practices for parent authentication and troubleshooting logins, checklist visibility types, and the importance of parent explanation text for dual signatures, countersignatures, and deposit language. This course also reviews the Intent to Enroll form, contract testing/visibility, and how to share deadlines using parent portal content templates. | Watch recording |
| Enrollment Communications - Manual, System Automated & Custom Automated Communication Plans | Jan 2026 | Learn what emails during the enrollment process are automated, which need to be manually sent for contract access, and how to automate checklist reminders and internal notifications for Intent to Enroll responses, plus how to set up email tags for enrollment communications and automated plans. | Watch recording |
| How to Build & Edit Enrollment Forms + Create New Fields | Feb 2025 | Learn how to make text edits a breeze for your contract/registration form using the basic forms editor. This session also covers building new forms such as an Intent to Enroll form, creating new fields (permission-based) such as custom scholarship fields, editing attributes of existing forms/fields, and adding new content using the advanced forms editor. | Watch recording |
| Contract Fees & Payment Plans - Previewing & Testing | Jan 2026 | To prepare your contracts for the upcoming Enrollment Season, Contract Fees and Payment Plans need to be created, edited, and tested to ensure each student's contract reflects the correct tuition, fees, discounts, and payment options. This session also covers rule-based fields, testing/corrections, and special circumstances. Important Note for Billing Schools: This course is not for billing schools, as we have separate training sessions for those with our billing module. |
Watch recording |
| Parent Authentication, Impersonate & Portal Customization | Dec 2025 | This course reviews best practices for authentication and how to troubleshoot common parent log-in issues. You'll also learn how to impersonate your parents for assistance and to test rule-based content, and how to create a more dynamic portal using content templates for contact information, important deadlines, and rule-based information. |
Watch recording Passcode: v^fU2i^8 |
Enrollment Workflow
| Session | Date | Description | Recording |
|---|---|---|---|
| Rollover, New Student Enrollment & Continuous Enrollment | January 2026 | Learn how to rollover returning students with and without continuous enrollment and how to move Accepted students into enrollment. This course also reviews contract preview and generation, enrollment communications, and checklist completion. | Watch recording |
| Enrollment Parent Portal Account Management & Customizations | Feb 2025 | This course reviews best practices for authentication and how to troubleshoot common parent log-in issues. You'll also learn how to create a more dynamic portal using sidebar content and communication templates for contact information, important deadlines, and rule-based information. |
Watch recording Passcode: !cAZ8LB& |
| Parent Enrollment Workflow & Impersonate | Jan 2024 | Learn the parent process for contract access and signing, additional enrollment checklist item management, authentication best practices and troubleshooting, and how to use impersonate when helping your families. |
Watch recording Passcode: Gq*#!8lm |
| FACTS (for schools that use FACTS, not Finalsite Billing) | Jan 2026 | This course reviews the workflow for parents within Finalsite Enrollment for initial contract access and submission, which then sends everything over to FACTS for all remaining steps. Please note, I do not show anything within FACTS as I do not have an account. |
Watch recording |
| Contract Management | Jan 2024 | Learn about the different contract states, how to preview contracts, how to generate contracts individually and in bulk, regeneration rules, contract communications to families, and how to update contract language. |
Watch recording Passcode: Kqj^=0^8 |
| Enrollment Communication Templates & Best Practices | January 2023 | Learn best practices for branded enrollment communications for authentication and parent portal access, how to automate submitted contract reminders, how to automate checklist completion emails to families, and how to troubleshoot parent authentication. |
Watch recording Passcode: ^wwxwh7g |
| Enrollment Checklist Completion and Enrollment Reports | March 2023 | Learn how to monitor enrollment checklist and contract completion using list pages with filter options, how to send enrollment checklist reminder emails, how to set up internal automated communications for form submissions or checklist completion, and how to build custom enrollment or financial reports. |
Watch recording Passcode: =H6JBLny |
| Enrollment Search & Reports | March 2026 | This course reviews both canned reports such as the Enrollment Report, Tuition & Fees Report, and Payment History Report, and how to build custom enrollment reports with our newest search improvements, including summary reports for contract statuses, checklist item reports, custom financial reports, and student directories. | Watch recording |
| Contracts - Form & Fee Updates and How to Preview/Test | Feb 2025 | Learn how to make updates to your contract form using the basic and advanced editors, how to update your contract fees, and how to preview and test your contracts for each unique financial setup using a test student, the contract preview for existing students, and parent impersonate. |
Watch recording Passcode: 5+a!bn!+ |
Billing Process
Setup, Refresh, Newest Features & Best Practices
| Session | Date | Description | Recording |
|---|---|---|---|
| New Fiscal Year Settings, Revenue Recognition Settings, Revenue Recognition Report, and Incremental Billing Activity Report | March 2025 | This session reviews these new billing features and best practices on how to set them up. |
Watch recording Passcode: R9kn!lyW |
| Billing - Newest Features Review & Best Practices | Jan 2024 | This session reviews our latest Billing features such as custom billing reporting (say goodbye to pivot tables!), multiple autopay, custom billing exports, and more. |
Watch recording Passcode: Jl*7K=0* |
| Billing - Refresh Process for the New Enrollment Year | Nov 2025 | This session reviews best practices for your Billing Setup and Billing Category pages as part of your annual Billing Refresh, including payer level charges, multiple autopay withdrawals, ledger management best practices, and key reports. | Watch recording |
| Billing - Setup & Best Practices | April 2023 | This session reviews Billing Category setup best practices, global billing settings, billing communications, shared access, and changes that parents can make vs. changes that need to be made by an Admin. |
Watch recording Passcode: QH$B5hw+ |
| Billing Post Launch Training | March 2025 | For any school with our Billing Module on a launched (live) site. This course covers adjustments to contracts, ledger actions, payment plan updates and payment settings, communications, midyear withdrawal steps, and daily reporting, plus the parent billing experience. |
Watch recording Passcode: $7ahQ#L1 |
| Billing Micro Learning Session: Parent Billing Ledger Updates | March 2024 | This 15-minute micro learning session covers updates to the parent billing ledger within the Parent Portal, giving families more clarity on current balances, upcoming payments, and billing history. Click here for the optional parent communication email template announcing these updates. |
Watch recording Passcode: nN%%0tW3 |
Billing Workflows for Admins
| Session | Date | Description | Recording |
|---|---|---|---|
| Billing - Post Contract Submission Workflows | April 2026 | This course reviews the common actions you'll need to take as an Admin after contract submission, including how to make changes to a contract without regeneration or parent re-submission, setting financial responsibility and financial splits, ledger adjustments, importing incidentals, parent payment profile and billing date management, and billing list page features. | Watch recording |
| Billing - Contract, Ledger and Payer Management | Oct 2025 | This course reviews scenarios for regenerating contracts post-submission, ledger management (adding/reversing charges, credits, payments, ACH withdrawals, disputes), rearranging installments, sending billing statements, and payer management (financial responsibility/splits, shared access, custom billing dates, autopay, late fees). Note: This turned into a Q & A session since it was low attendance. Here's a recording of the Billing Post Launch training to watch instead. |
Watch recording Passcode: ^=wOJ99Q |
| Billing - Contract Management, Ledger Mastery & Reporting Made Easy! | This course reviews key areas of daily billing workflows: use cases and workflow to regenerate a contract for ledger and/or payment plan updates, ledger actions (rearrange installments, reversing items, adding credits/charges/payments, ACH withdrawals, disputes), and viewing payment history and custom billing reports. |
Watch recording Passcode: 89%cM!9i |
|
| Billing - Disputes, Payouts & Ledger Adjustments | June 2024 | This course reviews how to manage disputes and payouts, plus a deeper dive into ledger adjustments: contract changes without regeneration or parent re-submission, financial responsibility/splits, rearranging installments, adding charges/credits/payments, manual splits vs. auto distribute, and spreading a transaction evenly across months. |
Watch recording Passcode: *in7WWgS |
Parent Billing
| Session | Date | Description | Recording |
|---|---|---|---|
| Billing - Parent Workflow, Ledger Management, & Billing Category Setup | April 2025 | Learn about the parent experience within the Billing Management tab and the billing communication workflow, including autopay/manual/shared access payments, payment plan updates, individual payer customization, billing notifications, adding charges/credits to a parent ledger, and billing category setup best practices with our new Rev Rec report settings. |
Watch recording Passcode: +Zk5FRYT |
| Billing - Parent Workflow and Communications | April 2023 | Learn about the parent experience within the Billing Management tab and the billing communication workflow, including micro-deposits, payment plan updates, payment setup and updates, billing notifications, shared access, and how to add charges/credits to a parent ledger. |
Watch recording Passcode: !bHdd*6b |
Billing Reports
| Session | Date | Description | Recording |
|---|---|---|---|
| Billing - Reports Deep Dive | May 2024 | This session reviews all billing reports and list pages and how to search or filter on important billing information, including the Billing Dashboard, custom billing reports (no more pivot tables!), the Ledger Report, Projected Income Report, Payout Report, and more. |
Watch recording Passcode: 6Q+9jkhE |
Settings Pages - General, Portal, Checklist, Fields & Data, Forms
| Session | Date | Description | Recording |
|---|---|---|---|
| Admin Settings - General Tab Features | April 2025 | This course reviews all of the resources available within Settings > General, including activities within the contact record, grade and terms management, contact information, custom columns for reports, file management, admissions and enrollment refresh checklists, tags, review settings, and user jobs. |
Watch recording Passcode: icj5$kez |
| Portal Settings Menu for Admin & Parent Management | June 2024 | This course reviews all pages within Settings > Portal: Admin Portal Content, Admin Portal Accounts, Parent Portal Content, Parent Portal Accounts, Parent Portal Design, OAuth Configuration, and Intercom Configuration. |
Watch recording Passcode: TC=4r6*K |
| Admin & User Account Permissions | May 2024 | Learn about the different user types and permission settings so you can manage site access for your teams, including views within the Dashboard, List Pages, Contact Record tabs, and Search & Reports, plus granular permissions for checklist items, communications, and hiding fields on forms. Note: Only System Admins have access to the 'Admin Portal Accounts' page. |
Watch recording Passcode: @pE7j0?k |
| Checklist Best Practices & Completion Management | May 2026 | Learn about the different checklist items for each stage (Inquiry, Admissions, and Enrollment), best practices for setup and use of different checklist item types, visibility options, parent explanation text, rules, and how to manage/search on complete and incomplete checklist items. | Watch recording |
| Field Day - How to Create, Update & Display Fields | May 2024 | This course guides you through creating new fields and best practices, how to add and remove field values, the difference between term-based and non-term-based fields, and how to customize what fields display on which record types and update field groupings. |
Watch recording Passcode: gSTHU4d# |
| Import Process and Duplicate Contact/Household Matching | June 2025 | Learn how to keep your data clean by preventing duplicate records through the duplicate contact and household matching pages, importing forms within your inbox, and how to create or update contacts using our Import Data page. |
Watch recording Passcode: 6Bi?qhJV |
| Data Exports & Updated Searches | April 2026 | This course shows you how to create or update a search for your exports, run an export, and when to use all records vs. since last export. | Watch recording |
| Data Exports and Imports | Oct 2025 | Learn how to create a search with custom columns for your data exports to your SIS or other systems, and how to run the export using a pre-existing template such as our sibling export and custom templates, including when to use 'create' vs. 'update' options and how to mark an export as exported. Also covers importing data with or without validations. | Watch recording |
| How to Edit Forms - Basic & Advanced Editor | May 2026 | Learn how to make text edits a breeze using the basic forms editor. This session also covers how to build new forms, edit attributes of existing forms, and add new static or dynamic content using the advanced forms editor. | Watch recording |
| Online Form Workflows & Best Practices | May 2024 | This course reviews the different types of online forms and their automated communications and workflows: Inquiry, Application, and Contract forms, teacher recommendation forms, document request checklist forms, and other ad-hoc forms like Intent to Enroll or Interview Notes. |
Watch recording Passcode: 8kz^X!?y |
| How to Edit Forms: Basic & Advanced Editors | May 2025 | Learn how to make text edits a breeze using the basic forms editor. This session also covers how to build new forms, edit attributes of existing forms, and add new static or dynamic content using the advanced forms editor. |
Watch recording Passcode: 1!!UxiNn |
| Field Day: How to Create, Update and Display Fields in Records | May 2025 | This course guides you through creating new fields and best practices, how to add and remove field values, the difference between term-based and non-term-based fields, and how to customize what fields display on which record types and update field groupings. |
Watch recording Passcode: cN3&S+h4 |
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