Josh Fulton
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Articles
Recent activity by Josh Fulton-
Liquid Overview
Overview Finalsite Enrollment uses the template language Liquid, created by Shopify, which is designed for quickly developing dynamic content. Designed for accessibility by non-programmers, it allo...
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Contact Record: Household Details
Overview The Household Details page, within the Households tab of the contact record, allows you to view, edit, or delete any of the household addresses associated with the contact you're viewing. ...
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Contract Fees
Overview The Contract Fees page (located within Settings > Financial > Contract Fees) lists your contract fees and any rules attached to them. If you need to add new Contract Fees or add/edit Contr...
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Calendar Event Search
Overview Calendar Event searches can be used to find contacts who are registered for an upcoming appointment on a calendar, or who were registered for an event in the past. Please note that this se...
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Creating & Using User Schedules
Overview To better organize your calendars, you can create a variety of Schedules to categorize them. Please note: Schedules are internal-facing only, and parents cannot see the scheduling type of ...
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Billing Communications
Overview During the billing process, it's important to communicate with your families about upcoming, current, and past-due payments for timely collections. To drive this process and save time on y...
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File Management
Overview The File Manager within Finalsite Enrollment replaces the need to rely on external services for hosting files such as logos, infographics, checklist documents, background images, and more....
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Billing: Deposit
Overview This article provides information related to the Deposit that's tailored to those who use our Billing module. We also have a Deposit article that contains more information about managing d...
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Finalsite Enrollment Support: Changes We Manage
Overview Schools can manage most changes to their online process - on the fly or with the help of our online Help Center and Support Team - such as creating new checklist items, creating or editing...
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Contract Fee Rules
Overview Your Contract Fee Rules are found on the Contract Fees page (Settings > Financial > Contract Fees.) Essentially, Contract Fee Rules tell Contract Fees how to work. They look at the field d...