Josh
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Activity overview
Latest activity by Josh-
Josh created an article,
Designing a Great Inquiry Form
Your inquiry form is often a family's first impression of your school, so it functions as more than a data collection tool. This article walks through the basic components every inquiry form needs ...
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Josh created an article,
Advantages of the Finalsite Enrollment Inquiry
Build great relationships through an Inquiry process that… Analyzes the profiles of your candidates Suggests appropriate individual follow-up Communicates highly targeted messages Having a ...
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Josh created an article,
Application Form: Admin Entered
Admins can fill out application forms internally, which is useful when a parent submits a paper form, doesn't have internet access, or is on the phone. Use the Quick Action menu (the plus sign in t...
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Josh created an article,
Inquiry Checklist
The Inquiry Checklist is an internal-only nurturing tool; parents never see it because Parent Portal accounts aren't created until the application stage. Use it to dynamically tailor outreach steps...
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Josh created an article,
Scheduling & Event Management Overview
The Scheduling > Appointments page is your at-a-glance view of every appointment booked across all calendars. Upcoming shows what's coming today, tomorrow, and beyond. Recently Scheduled shows when...
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Josh created an article,
Adding Available Appointment Slots
Once you've created a calendar, you can add available time slots that parents or the public can book. Each slot can be a one-off appointment or set to recur on a schedule. 💡Quick Answers Where do...
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Josh created an article,
The Admissions Funnel & Current Counts
The Admissions Funnel on the Dashboard shows cumulative totals at each admissions stage (Inquiry through Enrolled) for the selected term, alongside the Yield Comparison percentages between stages. ...
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Josh created an article,
Online Review Overview
The Review Module packages each applicant's submitted forms, documents, and notes into a single read-ready packet that reviewers can score and the admissions committee can use for decisions. Setup ...
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Josh created an article,
Scoring a Candidate as a Reader
Readers see their assigned candidates under Admissions > My Reviews on the My Assigned Reviews tab. The scoring flow is: open a candidate's cover sheet, walk through the documents (leaving optional...
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Josh created an article,
Review Committee
The Review Committee meets to make admissions decision recommendations after Readers have finished scoring candidates. Admins manage the process from the Candidates in Review tab (Admissions > Stud...