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Finalsite Enrollment: A Virtual Classroom

Josh Fulton
  • Updated

Overview

Please join the Finalsite EMS Client Education Team 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!  

Housekeeping Items

  • 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!

IMPORTANT: Recordings of past sessions can be found below the current sessions. (Keep scrolling!)

 

Software Update Blog

  • Click here to stay up to date on all new feature releases within the EMS Product Update blog!

CURRENT SCHEDULE & REGISTRATION

June 2023 Schedule

Screenshot_2023-05-31_at_8.23.02_AM.png

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.


Wednesday Track: Register Below

Session Descriptions (Scroll down for past sessions and recordings)

  • June 7th: Building Dynamic and Streamlined Checklists. In this course, you'll 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.
  • June 14th: Search & Reports: How to Build a Report. 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. *Please note, this class will focus 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.
  • June 21st: Search & Reports: Admissions Reports. Learn how to build searches for demographics to help with your conversions, parent directories, how to manage event registration and attendance, compare who applied with or without an inquiry, create summary reports for current school and referral method, how to build a report for inquiries across future terms, and more.
  • June 28th: Billing - Disputes, Payouts and Ledger Adjustments. This course will review how to manage disputes and payouts, and will also include a deeper dive into ledger adjustments. This includes how to make changes to a contract without regeneration or parent re-submission, setting financial responsibility and financial splits, rearrange installments, how to add charges, add credits, add payments, manual splits vs auto distribute, and how to spread a transaction evenly across months.

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.

Thursday Track: Register Below

Session Descriptions (Scroll down for past sessions and recordings)

  • June 8th: How to Design a Branded & Engaging Parent Portal. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission in sidebar templates. 
  • June 15th: Calendars & Event Management. Learn how to create a calendar with appointments, how to use schedules, how to hide calendars (new!), how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance with a custom report.
  • June 22nd: Open Q & A. Bring your questions! (This session will not be recorded)
  • June 29th: Inquiry Workflow. Learn how to build a great inquiry form with calls to action to engage your potential candidates, best practices for your inquiry checklist setup to personalize and track your engagements, and a communication plan to increase your conversions!

Past Sessions and Recordings

Please note: If a session recording is from an older date, the content is the same. :) Please also note that any Open Q&A session will NOT be recorded/posted.

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June 2023 Office Hours

  • June 1st: Portal Settings. This course will review all pages within Settings > Portal which includes Admin Portal Content, Admin Portal Accounts, Parent Portal Content, Parent Portal Accounts, Parent Portal Design, OAuth Configuration, and Intercom Configuration. Click here for the recording. Passcode: dCWL194%

May 2023 Office Hours

  • May 31st: Admin and User Account Permissions. Learn about the different user types and permission settings so you can manage site access for your teams. *Only System Admins have access to this page. Click here for the recording. Passcode: *jy43#?r
  • May 25th: System Overview (for New Users). This course will provide 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. Click here for the recording. Passcode: q?*JA=d1
  • May 24th: Calendars & Event Management. Learn how to create a calendar with appointments, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance with a custom report. Click here for the recording. Passcode: .kUt^K6f
  • May 18th: Data Exports and the Import Process. Learn how to create a search with custom columns for your data exports and how to run the export using a pre-existing template. Next we will review how to import your data with or without validations. Click here for the recording. Passcode: 94F=m&D?
  • May 17th: Billing: Reports & New Features Review (Co-hosted is Russ Dornisch). This session will begin with a review of our latest billing features to ensure visibility of their release, feature adoption and the opportunity to ask questions. Next we will review all billing reports and list pages, and how to search or filter on important billing information. This session will include common questions schools have on how to get the most of these reports. Click here for the recording. Passcode: D8k=7YxL
  • May 11th: Contact Record Navigation & Customization. This course will navigate you through the entire contact record including all content areas and action menus. You will also learn how to customize what fields display on what record types and how to re-organize the groupings that your fields are assigned to. Click here for the recording. Passcode: w39$F5#t
  • May 4th: How to Edit Forms. Learn how to make text edits a breeze using the basic forms editor. This session will also include how to build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. Click here for the recording. Passcode: CWX8um7*
  • May 3rd: Search & Reports - How to Build a Report. 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. *Please note, this class will focus 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. Click here for the recording. Passcode: 8z@I8Pxn

April 2023 Office Hours

  • April 27th: General Settings Tab. This course will review all of the resources available within Settings > General. This includes activities within the contact record, grade and terms management, contact information, custom columns for reports, files used within communications or checklist item descriptions, admissions and enrollment refresh checklists, tags for communications and custom reports, review settings, and user jobs. Click here for the recording. Passcode: Z*=q5QQy
  • April 26th: Building and Managing Checklists. In this course, you'll 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. Click here for the recording. Passcode: @1ud?5x5
  • April 20th: Billing - Parent Workflow and Communications. Learn about the parent experience within the Billing Management tab and the billing communication workflow. This session will also review micro-deposits, payment plan updates, payment setup and updates, billing notifications, shared access, and how to add charges/credits to a parent ledger. Click here for the recording. Passcode: !bHdd*6b
  • April 19th: Calendars & Event Management. Learn how to create a calendar with appointments, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance with a custom report. Note: Zoom quit unexpectedly during the session so there was a slight interruption. Click here for the recording. Passcode: BHi?F=q3
  • April 13th: System Emails and Personalization Best Practices. In this course, learn what system emails are sent and when, and what system emails you can brand and personalize during the prospective and current student journey. This includes all emails within the System emails tab, authentication tab, and requests tab. In addition, we will review thank you landing pages for the Inquiry and Application workflows. Click here for the recording. Passcode: TR$4CXpc
  • April 12th: Billing - Setup & Best Practices. This session will review Billing Category setup best practices, global billing settings, billing communications, shared access, and changes that parents can make vs changes that need to be made by an Admin during the billing workflow. Click here for the recording. Passcode: QH$B5hw+
  • April 6th: How to Setup & Utilize Text Messaging. Learn how to setup and utilize SMS for your workflows including template creation, subscription management, form best practices for cell phone numbers and communication preferences, and best practices for using texts to help your families meet their deadlines. Click here for the recording. Passcode: ++J0wtiu
  • April 5th: Inquiry Workflow and Engagement. Learn how to build a great inquiry form with calls to action to engage your potential candidates, best practices for your inquiry checklist setup to personalize and track your engagements, and a communication plan to increase your conversions! Click here for the recording. Passcode: ^9mN.E.q

March 2023 Office Hours

  • March 29th: How to Design a Dynamic Parent Portal. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission. This course will also review checklist item best practices and parent impersonate for testing. Click here for the recording.
    Passcode: VSG&#221
  • March 23rd: Exports Overview. This course will show you how to create or update a search for your exports,  run an export, and submit export edits to our Support team. Click here for the recording. Passcode: T*kH5$D3
  • March 22nd: Calendars and Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: R=0BK+2G
  • March 16th: How to Edit Forms - Basic and Advanced Editor. Learn how to make text edits a breeze using the basic forms editor. This session will also include how to build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. The examples in this session will focus on Enrollment forms such as an Intent to Enroll form and the Contract/Registration form. Click here for the recording from January 4th. Passcode: =^SzGRJ1
  • March 15th: Billing - Post Contract Submission Workflows. This course will review the common actions you'll need to take as an Admin after contract submission for the billing workflow. This includes how to make changes to a contract without regeneration or parent re-submission, setting financial responsibility and financial splits, ledger adjustments, how to import incidentals, parent payment profile and billing date management, and billing list page features. Click here for the recording. Passcode: YTGBj92. Click here for the slide deck with important points and related help article links. *IMPORTANT NOTE: Admins CAN make a payment on behalf of parents through ACH.
  • March 9th: Enrollment Checklist Completion and Enrollment Reports. Learn how to monitor enrollment checklist and contract completion using list pages with filter options, how to send enrollment checklist reminder emails, how to setup internal automated communications to be informed of important form submissions or checklist completion, and how to build custom enrollment or financial reports to see where your families are in the process. Click here for the recording. Passcode: =H6JBLny
  • March 8th: Contact Record Navigation and Customization. This course will navigate you through the entire contact record including all content areas and action menus. You will also learn how to customize what fields display on what record types and how to re-organize the groupings that your fields are assigned to. Click here for the recording. Passcode: 0*wjMnJ6
  • March 1st: Communication Creation & Best Practices. This course will show you how to create a best practice communication template with branding, portal links, and media. You'll also learn about our new template tagging feature to organize all of your custom templates and how to manage failed and sent emails. Click here for the recording. Passcode: .G.1!J2M

February 2023 Office Hours

  • February 23rd: Admin Account Permissions. Learn about the different user types and permission settings so you can manage site access for your teams, including our new Communication permission! This course will provide a visual walkthrough of what each permission can/cannot see across the site. *Important Note: Only System Admins have access to this page. Click here for the recording. Passcode: 4c?ErH6^
  • February 22nd: Enrollment Checklist Completion and Custom Reports. Learn how to monitor enrollment checklist and contract completion using list pages with filter options, how to send enrollment checklist reminder emails, how to setup internal automated communications to be informed of important form submissions or checklist completion, and how to build custom enrollment or financial reports to see where your families are in the process. Click here for the recording. Passcode: %P&z4tSr
  • February 16th: Exports and Imports. This course will show you how to create a search with custom columns for data exports, and how to run an export. Next, you'll learn the difference between the 'update' and 'create' options for imports, how to import with or without validations and how to troubleshoot some common import errors. Click here for the recording. Passcode: %#Ud3dZW
  • February 9th: Parent Portal Account Management for Enrollment. This course will review parent portal account creation and authentication, how to troubleshoot login and authentication issues, how to manage financial responsibility, dual signature and countersignature workflows for contracts, checklist item descriptions, and portal templates, Click here for the recording. Passcode: H8$*NLXf
  • February 8th: Billing: Parent Portal Billing Workflow & Communications. This session will review financial responsibility and financial splits, shared billing access, how parents setup a payment method and update their payment profile, the micro deposit workflow and autopay settings, the billing communication area template, parent-driven ledger actions, how parents make ad-hoc payments, billing and tax statements, billing communications, and how to use impersonate to assist families for all of these items. Click here for the recording. Passcode: g#s7C3Eq
  • February 2nd: Rollover and New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: zJ@!Cg4J
  • February 1st: Contract Preview, Generation and Communications. This session will review how to preview and generate contracts for you families, the differences between each contract state, and how to update contract fees vs custom term based fields such as scholarship fields within the record or a saved search. This session will also talk through best practices for the enrollment email and parent authentication. Click here for the recording. Passcode: .9%L3T@U

January 2023 Office Hours

  • January 26th: Enrollment Search & Reports. This course will review both canned reports such as the Enrollment Report, Tuition & Fees Report, and Payment History Report and custom enrollment reports. Some examples include summary reports for contract statuses, checklist item reports, custom financial reports, student directories, and more. Click here for the recording. Passcode: *tM?f!g0
  • January 25th: Billing Best Practices. This session will review best practices for your billing setup and ledger workflows. Some of the topics include best practices for Billing Category setup and organization, contract fees vs ad-hoc fees and how they tie into the billing ledger, contract regeneration rules for fee adjustments, billing setup and communications, and parent/payer financial responsibility and split management. This course will also cover how to handle unique ledger adjustments like a midyear withdrawal or adjusting fees to be spread over the remaining payment plan. Click here for the recording. Passcode: 9wjC4%35
  • January 19th: Enrollment Communication Templates & Best Practices. 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. Click here for the recording. Passcode: ^wwxwh7g
  • January 18th: Rollover & New Student Enrollment Workflows. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: TS&5CMqm
  • January 12th: How to Build & Manage Best Practice Checklists. Learn best practices for your checklists using required, optional and internal visibility types and parent explanation text. This course will also cover some enrollment best practices including how to utilize an Intent to Enroll form, contract visibility within the checklist, and rule-based content. Click here for the recording. Passcode: wu3Hr%AA
  • January 11th: Enrollment Refresh Process - Items to Review & Update. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for the recording. Passcode: fQ1$h!&@
  • January 5th: Parent Portal Content & Authentication for Enrollment. This course will review best practices for authentication and how to troubleshoot common parent log-in issues. In addition, you'll learn how to create a more dynamic portal using sidebar content and communication templates for contact information, important deadlines, and rule-based information. Click here for the recording. Passcode: U@M9@pQ.
  • January 4th: How to Edit Forms: Basic vs Advanced Forms Editor. Learn how to make text edits a breeze using the basic forms editor. This session will also include how to build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. The examples in this session will focus on Enrollment forms such as an Intent to Enroll form and the Contract/Registration form. Click here for the recording. Passcode: =^SzGRJ1

December 2022 Office Hours

  • December 15th: Field Management - Term vs Non Term Based Fields. This course will explain the difference between term based and non term based fields, including how to set custom term based fields. You will also learn how to customize what fields display on what record types and how to update field groupings for better organization of your data. Click here for the recording. Passcode: F=6kTVNg 
    • Click here for the slides on key points for Term Based Fields
  • December 14th: Rollover & New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: Fp+wG0^+
  • December 8th: How to Test & Customize the Parent Experience for Enrollment. This course will teach you how to preview contracts and fees prior to generation to ensure all fees and rules are set correctly. You will also learn how to test the parent workflow by creating a test student and authenticating to them, as well as how to utilize the 'Impersonate feature' so you can test parent portal templates, checklist rules and checklist descriptions. Click here for the recording.
    Passcode: .y#RX=8H
  • December 7th: Billing: Reports (Led by Russell Dornisch, EMS Billing Specialist). This session will review all billing reports and list pages, and how to search or filter on important billing information. Russ will also cover common questions schools have on how to get the most of these reports. Click here for the recording. Passcode: F9&sRR=A
  • December 1st: Enrollment Based Search & Reports. This course will review both canned reports such as the Enrollment Report, Tuition & Fees Report, and Payment History Report and custom enrollment reports. Some examples include summary reports for contract statuses, checklist item reports, custom financial reports, student directories, and more. Click here for the recording. Passcode: 8UVYu$pV

November 2022 Office Hours

  • November 30th: Enrollment Emails and Automated Communications. 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. Click here for the recording. Passcode: Rx7=5@cn
  • November 17th: Billing Refresh Process (Billing Schools Only) This session will be led by our Billing Specialist, Russell Dornisch. He will review best practices for your Billing Setup and Billing Category pages as part of your annual Billing Refresh. He will also walk you through our latest features to ensure your accounting is streamlined, while reviewing some things to avoid along the way. Click here for the recording. Passcode: z*bfz@9A
  • November 16th: Contract Fee and Payment Plan Management. Learn how to update contract fees, view fee rules, preview contract fees and rules, how to add and edit payment plans, and how to manage payment schedules. Click here for the recording. Passcode: @=xNP0?2
  • November 10th: Online Reviews. Learn how to setup 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. Click here for the recording. Passcode: i31nVQ%4
  • November 9th: Enrollment Checklist and Parent Portal Customization. Learn best practices for your enrollment checklist including how to utilize an Intent to Enroll form, parent explanation text, contract visibility, and general best practices for a streamlined parent experience with branding, customization, and how to communicate important deadlines. Click here for the recording. Passcode: 3tZ!RUha
  • November 3rd: Online Form Edits - Enrollment Edition. Learn how to make contract text edits a breeze using basic forms editor. This session will also include how to  build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. The form focus for this training will  be on Enrollment forms such as the contract and an Intent to Enroll form, however, the functionality of both form editors applies to Admissions forms as well. Click here for the recording. Passcode: SU0EL=KR
  • November 2nd: Enrollment Refresh Checklist. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for the recording. Passcode: ^#J^%7XF

October 2022 Office Hours

  • October 27th: Checklist Management & Best Practices. In this class, you'll learn about the different checklist items for each stage, visibility options, parent explanation text, rules and how to manage/search on complete and incomplete checklist items. Click here for the recording. Passcode: L$$5Bs@2
  • October 26th: Billing Category and Financial Setup Best Practices. This session will review best practices with setting up Billing Category Groups and Billing Categories for optimal Ledger reporting. We will also review contract fee updates, financial responsibility settings, financial splits, and how to add new payers. Click here for the recording. Passcode: q!8uFBe.
  • October 20th: Parent Portal Best Practices and Parent Impersonate. This course will review how parents create a portal account, troubleshooting parent portal access, authentication, financial responsibility, parent explanation text for checklist items, the parent portal help center, best practices for a few key parent portal template communications and how to utilize the impersonate feature. Click here for the recording. Passcode: Dk9X^VfM
  • October 19th: Event Management & Reporting. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: R^5yeP9B
  • October 13th: How to Edit Forms: Enrollment Edition! Learn how to make contract text edits a breeze using basic forms editor. This session will also include how to  build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. The form focus for this training will  be on Enrollment forms such as the contract and an Intent to Enroll form, however, the functionality of both form editors applies to Admissions forms as well. Click here for the recording. Passcode: .$Q@5p1u
  • October 12th: Understanding Imports: This class will review how to import data with ease! Learn the difference between the 'Create' and 'Update' import options, how to utilize the import data tool, and review the common errors and issues to look out for with your imports. Click here for the recording. Passcode: WM#v8&KV
  • October 6th: Online Reading & Review Process. Learn how to setup 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. Click here for the recording. Passcode: i31nVQ%4
  • October 5th: Enrollment Refresh Process & Checklist. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for the recording. Passcode: Q0%tc6bg

September 2022 Office Hours

  • September 29th: Admissions Workflow & Best Practices. This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion. Click here for the recording. Passcode: e$U2379?
  • September 22nd: Billing - Admin Workflow. This session is for Finalsite Enrollment Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. This session also reviews some of the features considered new at this time such as auto-distribute for charges and payments, and the rearrange installments feature for future charge adjustments. Click here for the recording. Passcode: 4&w@%uhZ
  • September 21st: Admissions Search & Reports - Learn how to build searches for demographics to help with your conversions, parent directories, how to manage event registration and attendance, compare who applied with or without an inquiry, create summary reports for current school and referral method, how to build a report for inquiries across future terms, and more. Click here for the recording. Passcode: fg8ud%2m
  • September 15th: Forms Builder - Basic Editor (NEW!) vs Advanced Editor - Learn how to make text edits a breeze using our brand new basic forms editor. This session will also include how to  build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. Click here for the recording. Passcode: JF=886CW
  • September 8th: Inquiry Workflow and Checklist Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. *Recording from April 2022* Click here for the recording. Passcode:WnRC67*C
  • September 14th: Online Reading and Reviews - Learn how to setup 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. Click here for the recording. Passcode: Em6^.6F8

August 2022 Office Hours

  • August 31st: Forms Builder - Basic Editor (NEW!) vs Advanced Editor - Learn how to make text edits a breeze using our brand new basic forms editor. This session will also include how to  build new forms, edit attributes of existing forms, and how to add new static or dynamic content using the advanced forms editor. Click here for the recording. Passcode: JF=886CW
  • August 24th: Admissions Workflow: Parent Side. This session will focus on the Parent workflow for Admissions from form submission to each checklist item type. This session will also review the parent impersonate feature so you can test all parent portal customizations and what your parents see. Click here for the recording. Passcode: 3nbgrg@t
  • August 18th: Parent Portal Account Management. This course will review how parents create a portal account, troubleshooting parent portal access, authentication, portal access, financial responsibility, the parent portal help center, and best practices for a few key parent portal template communications. Click here for the recording. Passcode: 9?*dbVWW
  • August 17th: Admissions Workflow: Admin Side. This session will focus on the Admin workflow for Admissions including form imports, draft application management, checklist best practices, how to increase your conversions, and manage events. Click here for the recording. Passcode: g+&y90D1
  • August 4th: Automated Communications: System Emails & Custom Plans. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: ?B*WH=8T
  • August 3rd: Email Template Creation & Best Practices. This course will review best practices for email template creation including branding, consistency, merge tokens, images, how to include files or videos within emails using your file manager, and more. Click here for the recording. Passcode: &m!P=%8@

July 2022 Office Hours

  • July 28th: How to Edit Forms. Learn how to build new forms and edit attributes of existing forms. Click here for the recording. Passcode: c4BR*+&N
  • July 27th: Admissions Refresh Process. Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admission season. Click here for the recording. Passcode: 9pFu&Sn*
  • July 21st: Admissions Communications. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: Y5m&WyGi
  • July 20th: Building a Best Practice Inquiry Form/Checklist. Learn how to build or edit your Inquiry form using best practices for calls to action, event management, dynamic checklist items, and data collection for reports. This session will also review best practices for the Inquiry checklist. Click here for the recording. Passcode: u7qxjrC+
  • July 14th: Billing - Reports. This session will review all billing reports and list pages, and how to search or filter on important billing information. NOTE: The recording didn't come through for this session unfortunately so I provided a link to the June session. Click here for the recording. Passcode: .qh7g8$V
  • July 7th: Designing a Dynamic Parent Portal. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission. This course will also review checklist item best practices and parent impersonate for testing. Click here for the recording. Passcode: EsN0qd#U

June 2022 Office Hours

  • June 30th: Product and Customer Engagement: Recent Features and Roadmap. Learn about the latest features we released, upcoming features on our roadmap, and engage in an opportunity to provide feedback for features you'd like to see. Click here for the recording. Passcode: ^@2RsHeE
  • June 29th: Contact Record Customization & Navigation. This course will navigate you through the entire contact record including all content areas and action menus. You will also learn how to customize what fields display on what record types and how to re-organize the groupings that your fields are assigned to. Click here for the recording. Passcode: p4MWQk%n
  • June 23rd: How to Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording. Passcode: nV4%$T=M
  • June 22nd: Billing - Reports. This session will explore all canned billing reports, and how to search or filter on important billing information. Click here for the recording. Passcode: .qh7g8$V
  • June 16th: Scheduling & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: bp^57B$Q

  • June 15th: Building and Managing Admissions Checklists. Learn how to build best practice checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. This session will also review some lesser used checklist item types such as parent facing basic checklist items and dynamic checklist explanation text to help reduce having multiple checklist items for the same requirements. Click here for the recording. Passcode: pueC3*SS

  • June 8th: Billing - Setup & Admin Workflow. This session is for Finalsite Enrollment Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. Click here for the recording. Passcode: JX1^=NUp

  • June 2nd: Text Messaging. Learn how to setup and utilize SMS for your workflows including template creation, subscription management, and best practices. Click here for the recording. Passcode: x30S.74G

  • June 1st: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: %FDc054%

May 2022 Office Hours

  • May 26th: Admissions Communications - Automated and Manual. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: 3G&jsv^T

    • IMPORTANT NOTE: The safe sender email that all of your emails are coming from in the system STILL uses the SchoolAdmin domain, so please do NOT replace it with the Finalsite domain. Ex. Add info+{{your school's SchoolAdmin domain}}@schooladmin.com to your safe sender list to protect from overzealous spam filters.

  • May 25th: Building a Dynamic Parent Portal: Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission. This course will also review checklist item best practices and parent impersonate for testing. Click here for the recording. Passcode: .KzWeUK9

  • May 19th: Product and Customer Engagement: Enrollment Retrospective. Join us for an Enrollment Retrospective with Braxton Smallwood, Director of Product, and Ben Chang, Product Manager. In this session, we'll share success stories from the recent enrollment season, as well as the current challenges we'd like to overcome for next season. Please note, the content of the session will be based upon survey results, so please do not attend without filling it out! Click here for the recording. Passcode: G+Pj+0@w

  • May 18th: Billing - Parent Workflow: Learn about the parent experience within the Billing Management tab and the billing communication workflow. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger. Click here for the recording. Passcode: J@=zyK8&

  • May 11th: Building/Editing a Best Practice Inquiry Form: Learn how to build or edit your Inquiry form using best practices for calls to action, event management, dynamic checklist items, and data collection for reports. Click here for the recording. Passcode: ^PCmPsP9

  • May 4th: Admissions Parent Portal Account and Checklist Management: This course will review parent portal account creation and troubleshooting, checklist item best practices and the various checklist item types used during the admissions process. Click here for the recording. Passcode: hjY3c$4A

April 2022 Office Hours

  • April 28th: How to Edit Forms - Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording. Passcode: S=&6cMfc

  • April 27th: Text Messaging - Learn how to setup and utilize SMS for your workflows including template creation, subscription management, and best practices. Click here for the recording. This session also included ad-hoc questions and a review of Automated Communication Plans. Passcode: S=1Aezaz

  • April 21st: Billing: Admin Workflow - This session is for Finalsite Enrollment Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. Click here for the recording. Passcode: r!4=!DmL

  • April 20th: Application Workflow - This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion. *NOTE: This class was low attendance and turned into a Q & A session. A recording from June 2021 is located here. Passcode: yh2!T*q1

  • April 13th: Inquiry Workflow - Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. Click here for the recording. Passcode: WnRC67*C

  • April 7th: Dashboard & System Overview (New Users) - This session will review the funnel and current counts, the 'quick action' menu, forms inbox, and bulk actions across the system. Click here for the recording. Passcode: 64+H&j@U

  • April 6th: Inquiry Event Management - Learn the different paths an Inquiry can register for an event including self-registration through the Inquiry form, public calendar links, and Admin registration. This course will cover best practices for each, and how to manage registration and attendance through communications and reports. Click here for the recording. Passcode: +m8NY+N6

March 2022 Office Hours

  • March 31st: System Automated Communications & Customization. In this course, learn what system emails are sent and when, and what system emails you can brand and personalize during the prospective and current student journey. Click here for the recording. Passcode: =FD@2Ds+

  • March 30th: Parent Account Creation, Authentication & Support. Learn how parents create a parent portal account, the ins and outs of authentication, how to update parent portal account log-in information and how to troubleshoot log-in or access issues. Click here for the recording. Passcode: q%S?NVH9

  • March 24th: Search & Reports: Sample Builds. Learn how to use search criteria to build status reports, event registration vs attendance, grouped and summary reports for demographic data, and more! Click here for the recording. Passcode: Nb0*E4Y=

  • March 23rd: Calendars & Event Scheduling. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the September 2021 link. Click here for the recording. Passcode: bp^57B$Q

  • March 16th: Contact Record Customization & Navigation. Learn how to customize what fields display on what record types, what field groupings live on what tabs, the relationship of field groupings in the contact record and search and reports, and how to re-organize field groupings. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the September 2020 link. Click here for the recording. Passcode: 5+8!C26Q

  • March 10th: Billing - Admin Workflow. This session is for Finalsite Enrollment Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the April 2021 link. Click here for the recording.

  • March 9th: Building and Managing Checklists. Learn how to build best practice checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. This session will also review some lesser used checklist item types such as parent facing basic checklist items and dynamic checklist explanation text to help reduce having multiple checklist items for the same requirements. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the June 2021 link. Click here for the recording. Passcode: +3+y?uQ@

  • March 2nd: Enrollment Completion Management. Learn how to monitor and manage parent checklist completion with email reminders, filter options and custom reports. This course will also cover enrollment statuses. Click here for the recording. Click here for the recording from Feb 2022, as this is a duplicate session. Passcode: 5M4p%V8$

 

February 2022 Office Hours

  • February 24th: Exports & Imports. Learn how to create a search with custom columns, how to export it, and how to import with or without validations. Click here for the recording. Passcode: Fq!K1ygm

  • February 23rd: Enrollment - Search & Reports. If you attended last week's session on how to build a search, you'll enjoy learning how to build custom reports for intent to enroll form fields, enrollment checklist completion, contract state and enrolled status checks, custom financial reports, and more. Click here for the recording. Passcode: d@9H7Rx$

  • February 17th: Billing - Reports. This session will explore all canned billing reports, and how to search or filter on important billing information. Ben Chang, the Finalsite Enrollment Product Owner will co-host this session with me. Click here for the recording. Passcode: ?G%$6G6J

  • February 16th: How to Use Search & Build that Report! 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. *Please note, this class will focus 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. There's less emphasis on report examples. Click here for the recording from a prior session. (No passcode for this one).

  • February 10th: Billing - Parent Workflow & Communications. Learn about the parent experience within the Billing Management tab and the billing communication workflow. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger.Click here for the recording. Passcode: 3?H#.Ubr

  • February 9th: Enrollment Completion Management. Learn how to monitor and manage parent checklist completion with email reminders, filter options and custom reports. This course will also cover enrollment statuses. Click here for the recording. Passcode: 5M4p%V8$

  • February 3rd: Contract Preview, Generation & Communications. This session will review how to preview and generate contracts for you families, with the added bonus of using parent impersonate. This session will also talk through best practices for the enrollment email and parent authentication. Click here for the recording. Passcode: &Fz0k7G?

 

January 2022 Office Hours

  • January 27th: Rollover & New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: T1!t=ZmZ

  • January 26th: Parent Enrollment Workflow & Impersonate. 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. Click here for the recording. Passcode: C4sn7!x3

  • January 20th: Enrollment Search & Reports. Learn how to build custom reports for checklist completion, contract and enrolled status checks, financial reports, and more. Click here for the recording. Passcode: %fluTG9S

  • January 19th: Enrollment Communications. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families and how to utilize parent portal templates for a positive parent experience. Click here for the recording. Passcode: rtK1*z%X 

  • January 13th: Contract Management. 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. Click here for the recording. Passcode: !Z!6ivNQ

  • January 12th: Rollover & New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: 751hSfi$

  • January 6th: Enrollment Refresh Checklist. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for the recording. Passcode: 2T*H*34p

  • January 5th: Online Reading & Reviews. Learn how to setup 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. Click here for the recording. Passcode: +nWVRU8?

December 2021 Office Hours

  • December 22nd: Enrollment for New & Returning Families. Learn how to move Accepted kids into enrollment and how to rollover returning students. This course also includes enrollment communications and contract generation that are needed for both workflows. Click here for the recording. Passcode: 8T02J^k^

  • December 15th: Contract Fees & Payment Plans. Learn how to update contract fees, view fee rules, preview contract fees and rules, how to add and edit payment plans, and how to manage payment schedules. Click here for the recording. Passcode: M?@L9&@F

  • December 9th: Contract Management. 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. Click here for the recording. Passcode: Z!XDj&8$

  • December 8th: Enrollment Checklist Best Practices. Learn best practices for your enrollment checklist including how to utilize an Intent to Enroll form, parent explanation text, contract visibility, and general best practices for a streamlined parent experience. Click here for the recording. Passcode: vC9+5d0p

  • December 2nd: Enrollment Communications & Parent Views. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families and how to utilize parent portal templates for a positive parent experience. Click here for the recording. Passcode: S4H7f@z7

  • December 1st: Contract & Enrollment Form Edits (Makeup Class from Last Week): Learn how to edit your contract/registration form, ad-hoc enrollment forms such as an "Intent to Enroll" form and best practices for each. Click here for the recording. Passcode: Gve97HJ@

November 2021 Office Hours

  • November 18th: Contract & Enrollment Form Edits. Learn how to edit your contract/registration form, ad-hoc enrollment forms such as an "Intent to Enroll" form and best practices for each. No recording available because Zoom locked me out this day so this session unfortunately didn't take place. :( It has been rescheduled for December.

  • November 17th: Field Management: Term and Non-Term Based. Learn about term based and non term based fields, including newer functionality to set custom term based fields. This course will also review how to customize what fields display on what record types and how to re-organize field groupings. Click here for the slide deck. Click here for the recording. Passcode: 0Q%BmI0d

  • November 11th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording from September. Passcode: SGE*fU11

  • November 10th: Enrollment Refresh Checklist. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for the recording. Passcode: 05R%Nvtt

  • November 4th: Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Click here for the recording. Passcode: bp^57B$Q

  • November 3rd: Online Reviews. Learn how to setup 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. Click here for the recording. Passcode: aE4?gmBB

 

October 2021 Office Hours

  • October 28th: Parent Impersonate. Learn how to help families navigate your portal using the parent impersonate feature. This session will also review how to use this feature for parent portal customizations. *DISCLAIMER: The recording for this session has some undesirable background noise and isn't up to my standard, however, I'm posting it since I do not have a better version to post. Click here for the recording. Passcode: V5C9m&Ze

  • October 27th: Product and Customer Engagement. This session will review the most recent features released for Admissions, and what's coming on the roadmap. Braxton Smallwood, Director of Product Management will co-host this session with me. Click here for the recording. Passcode: G7=v5vZ3

    Please Note: Failed payment notifications will be sent for deposits and any other failed payments. It's not specific to our clients that have Finalsite Enrollment Billing. Click here for the recording. Passcode: G7=v5vZ3

  • October 20th: Text Messaging. Learn how to setup and utilize SMS for your workflows.Braxton Smallwood, Director of Product Management will co-host this session with me. Click here for the recording. Passcode: .s7p&T.N

  • October 14th: Event Management and Reports. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: bp^57B$Q

  • October 13th: Admissions Checklist Best Practices. Learn about checklist item types, visibility, customization, and how to best manage an incomplete checklist. Click here for the recording. Passcode: +3+y?uQ@

  • October 7th: Online Reviews - Setup & Workflows. Learn how to setup 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. Click here for the recording.

September 2021 Office Hours

  • September 30th: Contact Record Customization & Field Management. Learn how to customize what fields display on what record types and how to re-organize field groupings. Click here for the recording. Passcode: 5+8!C26Q

  • September 29th: How to Build & Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • September 23rd: Admissions Workflow & Best Practices. This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion. Click here for the recording. (There is no passcode for this one).

  • September 22nd: Admissions Communications - Automated & Manual. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: uVn3.Nwj

  • September 16th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: SGE*fU11

  • September 15th: Inquiry Workflow & Conversion Management. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. Click here for the recording. Passcode: *Qex%T+9

  • September 9th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: bp^57B$Q

  • September 8th: Online Reviews: Setup & Workflows. Learn how to setup 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. Click here for the recording.

  • September 2nd: Billing - New Features, FAQ, and Open Q&A. Learn about the latest billing features, answers to some common conundrums and an open Q&A at the end. Click here for the recording. Click here for the recording. Passcode: 6D3?kT8l

  • September 1st: Admissions Parent Portal Best Practices. Learn what templates and you should brand, update, and customize for your families during the Application process. This session will also review checklist item best practices and customization for your families. Click here for the recording. Passcode: !!LcKj6s

August 2021 Office Hours

  • August 26th: Admissions Communications. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: M%AbC+5R

  • August 25th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: Uy$Bku1%

  • August 19th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: bp^57B$Q

  • August 18th: Inquiry Workflow & Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. Click here for the recording. Passcode: 3nj0@ZAf

  • August 12th: How to Build and Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • August 11th: Application Workflow: Parent Side. This session will focus on the Parent workflow for Admissions from form submission to each checklist item type. This session will also review the new parent impersonate feature for Admins! Click here for the recording. Passcode: 3nbgrg@t

  • August 5th: Admissions Refresh Process. Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admission season. Click here for the recording. Passcode: !!Rrpg=5

  • August 4th: Application Workflow: Admin Side. This session will focus on the Admin workflow for Admissions including form imports, draft application management, checklist best practices, how to increase your conversions, and manage events. Click here for the recording. Passcode: ywSf9E!L

July 2021 Office Hours

  • July 28th: Admissions Communications. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: #QNZy1De

  • July 22nd: Parent Portal Best Practices. Learn what templates and you should brand, update, and customize for your families during the Application process. This session will also review checklist item best practices and customization for your families. Click here for the recording. Passcode: F6JG@6#7

  • July 21st: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: Us1#t.=7

  • July 15th: Billing - New Features, Roadmap, and Change Management. This session will review newer features such as Payments, split payments, and the payout summary. Some upcoming roadmap features will also be discussed, along with some common questions around change management when working with parents during the billing process. Click here for the recording. Passcode: 78=^D6bh

  • July 14th: How to Build & Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • July 8th: Inquiry Workflow and Checklist Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. Click here for the recording. Passcode: 3nj0@ZAf

  • July 7th: Admissions Features Highlight and Open Q&A. Learn about the newer Admissions features we've released since last season for draft applicants, calendars, checklists and inquiry forms. The rest of the session will allow for open Q & A. Click here for the recording. Passcode: V@nNBkm7

  • July 1st: Automated Communication Plans. Learn what's needed to create a communication plan for your school, and the fundamentals of how to create your plan within Finalsite Enrollment using parent communications as well as internal reminders. Click here for the recording. Passcode: f19b%wxJ

June 2021 Office Hours

  • June 30th: Admissions Refresh Process. Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admission season. Click here for the recording. Passcode: 93#=M^Zg

  • June 24th: Admin and User Permissions. Learn about the different user types and permission settings so you can manage site access for your teams. *Only System Admins have access to this page. Click here for the recording. Passcode: J4#eKF+L

  • June 23rd: Admissions Searches. Learn how to build reports for your Admission workflows and events. Click here for the recording. Passcode: w^fR5^B8

  • June 17th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review the new iCal subscription links in calendar emails. Click here for the recording. Passcode: !ZGs^x2+

  • June 16th: Parent Portal Customization & Branding. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission in sidebar templates. Click here for the recording. Passcode: F6JG@6#7

  • June 10th: Application Workflow. This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion. Click here for the recording. Passcode: yh2!T*q1

  • June 3rd: Inquiry Workflow & Checklist Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions. Click here for the recording. Passcode: XM0#VFi$

  • June 2nd: Building Dynamic & Streamlined Checklists. Learn how to build good checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. This session will also review newer checklist item types such as parent facing basic checklist items and dynamic checklist explanation text to help reduce having multiple checklist items for the same requirements. Click here for the recording. Passcode: +3+y?uQ@

May 2021 Office Hours

  • May 20th: Billing - Parent View & Change Management. *New Feature* Learn about the parent experience within the Billing Management tab, including the new portal widget customization. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger. This session also covers the new 'Schedule' tab within billing account/parent records. Click here for the recording. Passcode: xi5uJ8=K

  • May 19th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting. Click here for the recording. Passcode: Sd^4^J?a

  • May 13th: How to Use Search & Build That Report! 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. *Please note, this class will focus on how to build reports and pick the right fields for your reports, with less emphasis on example searches. Click here for the recording. (No passcode for this one).

  • May 12th: Exports. Learn how to create a saved search for your exports, how to run an export, and how to import with or without validations. Click here for the recording.

  • May 6th: Communication Design & Best Practices. Learn about the different communication options (email, letter, and text messages), how to build a branded and personalized email template, and what system emails are automated that should be branded and personalized. Click here for the recording.

  • May 5th: Application Workflow. This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion. Click here for the recording. Passcode: yh2!T*q1

 

April 2021 Office Hours

  • April 29th: Designing a Dynamic Parent Portal. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families. Click here for the recording.

  • April 28th: Building Great Teams & Internal Workflows. This is a thought leadership session on best practices for building great internal teams (even if you're a "team" of 1), the importance of cross team communication, defining roles and responsibilities, and the value this all has on the products you use. Click here for the recording. Passcode: U95*1QJm

  • April 22nd: Billing - Setup and Admin Workflow. This session is for Finalsite Enrollment Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. Click here for the recording.

  • April 21st: Exports. Learn how to create a saved search for your exports, how to run an export, and how to import with or without validations. Click here for the recording.

  • April 14th: Inquiry Process Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist, and a communication plan to increase your conversions. Click here for the recording.

  • April 7th: Search and Reports - Criteria Builder. Learn how to use search criteria to build status reports, event registration vs attendance, grouped and summary reports for demographic data, and more! Click here for the recording.

  • April 1st: Enrollment Retrospective. This session is to learn what features had the biggest positive impact to your enrollment efforts this season, and to learn what features are of highest priority for next season in light of the changing COVID landscape. Braxton Smallwood, Director of Product Management will co-host this session with me. *RECORDING UNAVAILABLE as this session was for feedback and sensitive conversations around feature requests and unknown timelines. All new features can be found in your Settings homepage along the right (click on "Settings").

 

March 2021 Office Hours

  • March 31st: Contact Record Customization & Navigation. Learn about the different tabs and key information areas within the contact record, how to customize what fields are displayed, and how to use the action menus. Click here for the recording.

  • March 25th: Finalsite Enrollment Billing: Reports. This session will explore all canned billing reports, and how to search or filter on important billing information. Ben Chang, the Finalsite Enrollment Product Owner will co-host this session with me. Please note, a separate reconciliation session will be offered in April. Click here for the recording.

  • March 24th: Calendars & Scheduling. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. Click here for the recording.

  • March 18th: How to Build & Edit Forms. This is a repeat session of ones prior. Please refer to the February 4th or January 13th recording link.

  • March 17th: Building & Managing Checklists. Learn how to build good checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. Click here for the recording.

  • March 11th: How to Use Search & Build That Report! 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. *Please note, this class will focus on how to build reports and pick the right fields for your reports, with less emphasis on example searches. Click here for the recording.

  • March 10th: Enrollment: Parent Communications & Troubleshooting. Learn best practices on parent communications to push them through completion. This session will also explore troubleshooting with parent portal access and authentication, and dual signature challenges. Click here for the recording.

February 2021 Office Hours

  • February 25th: Billing - Parent Views and Change Management. Learn about the parent experience within the Billing Management tab, including the new portal widget customization. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger. Click here for the recording. Passcode: u5v4Qi?x

  • February 24th: Exports & Imports. Learn how to create a search with custom columns, how to export it, and how to import with or without validations. Click here for the recording. Passcode: rvZ5YW##

  • February 18th: Automated Communication Plans. Learn what's needed to create a communication plan for your school, and the fundamentals of how to create your plan within Finalsite Enrollment using parent communications as well as internal reminders. Click here for the recording. Passcode: C+PgT95e

  • February 17th: How to Use Search and Build That Report! 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. Click here for the recording.

  • February 11th: Parent Portal Customization & Management. Learn how to troubleshoot parent authentication coupled with best practices for your email templates. This session will also review new and existing parent portal template customizations, and checklist best practices. Click here for the recording.

  • February 10th: Online Reviews. Learn how to setup 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. Click here for the recording.

  • February 4th: Form Building and Edits. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording.

  • February 3rd: Billing Q & A. This session is for our Billing Customers to ask all of their questions. The session was led by Ben Chang, Product Manager and Courtney Single, Enrollment Strategist. Click here for the recording.

January 2021 Office Hours

  • January 27th: Community Idea Share. Watch and learn from your peers (and Courtney) about custom Parent Portal CSS, international site support within the Parent Portal, parent-facing basic checklist items, file manager, bulk file upload, new parent portal templates and more. Click herefor the recording.

  • January 21st: Communication Types and Best Practices. Learn the differences between automated system emails, custom automated communication plans, scheduled emails, and manually sent emails. Click here for the recording.

  • January 20th: January Product and Customer Engagement. Learn about the latest features we released, upcoming features on our roadmap, and engage in an opportunity to provide feedback for features you'd like to see. Click here for the recording.

  • January 14th: Contract Management. 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. Click here for the recording. Passcode: #0B0rPpx

  • January 13th: Form Edits. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording.

  • January 7th: Online Reviews. Learn how to setup an easy to read online Review process, assign candidates to readers, read and score online review packets and make committee decisions. Click here for the recording.

December 2020 Office Hours

  • December 23rd: Online Reviews. Learn how to setup an easy to read online Review process, assign candidates to readers, read and score online review packets and make committee decisions. Click here for the recording.

  • December 16th: Enrollment - The Parent Experience. Learn best practices for your parent portal communication templates and how to create a positive streamlined workflow for your families. Click here for the recording.

  • December 10th: New and Returning Student Workflows. Learn how to move Accepted kids into enrollment and how to rollover returning students. Click here for the recording. Passcode: N$RTxvW9

  • December 9th: Contract Fees and Payment Plans. Learn how to update contract fees, view fee rules, preview contract fees and rules, how to add and edit payment plans, and how to manage payment schedules. Click here for the recording.

  • December 3rd: Contract Management. 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. Click here for the recording.

  • December 2nd: Enrollment Forms - Best Practices and Edits. Learn best practices for using an Intent to Enroll form or document request forms. Also learn how to edit all enrollment forms including your contract/registration form. Click here for access to the recording.

November 2020 Office Hours

  • November 19th: Enrollment Communications and Reporting. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families, and how to create a variety of enrollment specific reports. Click here for the recording.

  • November 18th: Enrollment Refresh Process. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for access to the recording.

  • November Product and Customer Engagement. Learn how feature requests are managed and prioritized and learn about our latest feature releases! Click here for the recording.

Additional Resources

  • Click here for the "New User On-Boarding" guides.

  • Click here to view additional training webinars (if available) and learn what courses are available for individualized trainings. 

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