Overview
Hi there! New to Finalsite Enrollment? Welcome to our community! To help you get started, we compiled a list of our live training resources and our most comprehensive tutorials that you can review when it's convenient for you, and guidance on contacting our Support team for any questions you have during your learning journey. Let's get started!
Training and Support Resources
New User Training (FREE Public Group Training Classes)!
If your school is new to Finalsite Enrollment, or if you're new to your position and your school is already using the system, these public training sessions are for you!! Join Courtney Single, Client Education Specialist of Finalsite EMS & CMS on the 2nd and 4th weeks of the month for up to 3 one hour long sessions made for new users like you. Each session is joined by multiple schools and will review a high level introduction to the major areas of Finalsite Enrollment so you can see what a day in the life will be to work smarter, not harder. Learn how to nurture prospective relationships from inquiry through enrollment using automation, personalization, and streamlined workflows for you, your team, and your families. These sessions are free and you can attend as many times as you like if repetition is helpful for you. If group training isn't for you, you can email courtneysingle@finalsite.com for individualized training pricing.
- System Overview & Inquiry Workflow (1hr): Click to register and for the course description.
- Admissions Workflow (1 hr): Click to register and for the course description.
- Enrollment Workflow (1 hr): Click to register and for the course description.
Weekly Office Hours (FREE Public Group Training Sessions)
- Click here to register for a complimentary Office Hours session, which is your virtual classroom joined by all of our schools to learn about topics that are relevant to the school season we're in, and to ask related questions. Below the current schedule in the page, you can also access recordings of prior sessions you missed!
Finalsite Billing: Post Launch Training (FREE Public Group Training Sessions for Billing Module schools)
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.
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AM Track: Reserve my spot!
- 1st Wednesday of each month at 10:00am Central
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PM Track: Reserve my spot!
- 3rd Wednesday of each month at 1:00pm Central
1:1 Individualized Training (PAID)
Click here to learn about virtual customized 1:1 training for you and/or your team. You can purchase any number of hours needed, and they can be divided amongst team members if needed. Please note, all training hours purchased are available for up to 1 year from date of signing, and then they expire and can no longer be used. The recommendation is to schedule 1 hour sessions for optimal retention of concepts learned and no more than 2 at once. These sessions are flexible according to the needs and timelines of the school and longer or shorter sessions can be accommodated.
Additional Resources
Finalsite Enrollment Learning Center
- Explore the Finalsite Enrollment Learning Center, where you'll find a range of videos and courses designed to assist you in acquiring the knowledge you seek!
Finalsite Enrollment Support Team
- Click here to learn how to contact our best-in-class Support team for questions, site changes, and more.
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