Josh

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Activity overview

Latest activity by Josh
  • Josh created an article,

    Designing a Great Inquiry Form

    Overview In today's competitive admissions landscape, your inquiry form is often the first impression a prospective family has of your school. It's not just a simple data collection tool; it's a cr...

  • 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 ...

  • Josh created an article,

    Application Form: Admin Entered

    Overview Application Forms can be filled out for a family internally by an Admin, which is useful for two cases: If a parent is unable to submit an online application form, you can copy the infor...

  • Josh created an article,

    Inquiry Checklist

    Overview The Inquiry Checklist is a powerful internal* tool for managing outreach to prospective students.  *Reminder: Because Parent Portal accounts aren't created until the application stage, pa...

  • Josh created an article,

    Scheduling & Event Management Overview

    Overview To access calendars, click on Scheduling > Appointments. Along the left you can view all Calendar Names that have been created and the Schedule they’ve been assigned to. A schedule is like...

  • Josh created an article,

    Creating New Calendars

    Overview Within Finalsite Enrollment, you can create different calendars for each event your school hosts, such as tours, open houses, parent/student interviews, welcome events, and more. Learn how...

  • Josh created an article,

    Adding Available Appointment Slots

    Getting Started Once you create a calendar, you can add available time slots. To do this, click on  Scheduling and then click on Calendars. Select the Calendar name you wish to access.   Add a Tim...

  • Josh created an article,

    The Admissions Funnel & Current Counts

    Admissions Funnel The Admissions Funnel is located within the Dashboard (1) where you can view, at a glance, your key admissions metrics according to the Term (2) selected from the drop-down menu....

  • Josh created an article,

    Online Review Overview

    Overview The Finalsite Enrollment Review Module allows schools to combine the information collected during a student’s application process into an easy to read package for readers to score and make...

  • Josh created an article,

    Scoring a Candidate as a Reader

    Overview When a reader logs in, they will be presented with their Review List Page, which will show all outstanding candidates left to be reviewed within the “My Assigned Reviews” tab and any compl...