Overview
Within the Basic Setup page (Settings > General > Basic Setup) you can manage a variety of basic setup options.
Who has access to this page?
Types: System Admin and Admin
Permissions: Any
In this Article
Please remember to Save your changes at the bottom of the page when you make any adjustments!
Basic
Website: Web domain of your school website.
Name: Name of your school, which is displayed in the top left of your site. It can be pulled into your communication templates by using the merge field #{{school.name}}. Example: FE Academy.
Long name: Longer name of your school (if applicable). It can be pulled into your communication templates by using the merge field #{{school.long_name}}. Example: Finalsite Enrollment Academy.
Portal name: Name of the Parent Portal, which is visible to all parents on their Finalsite Enrollment login page. Example: SA Academy Admissions & Enrollment Portal.
Contacts per page: Customizable number of contacts that display per page on list pages and search results. The maximum number of contacts per page is 500.
Default salutation: If a salutation merge field is used in a communication template and there is no parent/guardian, this is the default salutation that will be used.
School entry date: The date that your school year starts or the first date that new students attend. This is used for calculating the Entry Age.
Time zone: The time zone in which your school is located.
Country: The country in which your school is located. Important: For schools using Payments, this controls the Stripe onboarding workflow. Based on your location, you may be asked for different verification when onboarding your payments account and this dropdown is what tells the system which onboarding to provide you.
To read more about, Payments, refer to our Payments: Overview & FAQ.
For more about the Stripe onboarding process for each country, please refer to this documentation from Stripe: Required Verification Information.
Currency: The currency that your school processes refunds in. So, if the currency is set to "US Dollar", the payments and refunds submitted to your school will be processed in USD.
The preview text under the Locale dropdown will update whenever the currency is changed.
Locale: Origin of your location, which indicates how the currency and date are displayed throughout the site.
- It can not be siphoned to certain parents (all users will see the same currency).
- For all locales except for English (US), the date format will be DD/MM/YYYY. For English (US), the date format will be MM/DD/YYYY.
- Some selections in this field affect the country dropdown that families encounter when entering their address on forms:
- English (US) = United States will appear at the top of the country list.
- English (UK) = United Kingdom will appear at the top of the country list.
- English (Canada) = Canada will appear at the top of the country list.
- In addition, for Canadian schools, the "enrollment" text will be converted to "enrolment" in the Parent Portal.
Auto-Import Inquiries and Applications: Check this box if you want all inquiry forms and application forms to automatically import into the system. If this box is left unchecked, you will need to manually import all Inquiry and Application forms. Please note: If there are any potential duplicates detected, these will still show up in your forms inbox.
Auto-Merge Forms With Strong Matches: Check this box if you want all inquiry and application forms to automatically merge into existing contacts/households when the duplicate match strength is strong or herculean. Medium and weak matches will still require review and manual import. Click here for more information.
Allow Users To Stay Logged In: Check this box if you want to allow users to select the "Remember Me" checkbox when they login to Finalsite Enrollment. The Remember Me checkbox allows them to stay logged in for two weeks. When not enabled, users will automatically log out after 30 minutes of inactivity. Please note: This option is not available when using Google SSO.
Parent Portal
New app caption: Caption that displays in a larger font at the top of the Parent Portal when a parent is filling out a new application form.
File Upload Options
The size limit in MB: Maximum size (in MB) allowed for file uploads on the student checklist.
Please note: This size limit applies to files uploaded from the parent portal and the admin portal and the maximum allowed file size is 1000MB.
A limit of 5-10 MB should be sufficient for uploading the majority of documents and image files. You may need to increase it for larger files, such as videos. At this time, limits cannot be set per checklist item.
Facebook Domain Verification
If your school is using Facebook Domain Manager for marketing purposes, you'll need to retrieve your unique meta tag from Facebook Business Manager.
Here's how to get your meta tag from Facebook:
- In Facebook Business Manager, go to Business Settings > Brand safety > Domains.
- Click Add, then + Create a new domain.
- Click on the Meta Tag Verification tab and copy your meta tag code.
Please input the verification code only. For example, if the meta tag is <meta name="facebook-domain-verification" content="abc123"/> please enter abc123 into this field.
Additional Assistance can be found in this support article from Facebook: https://developers.facebook.com/docs/sharing/domain-verification/verifying-your-domain/
Comments
0 comments
Article is closed for comments.