Josh Fulton
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Recent activity by Josh Fulton-
Settings: Billing Setup Page
Overview To get started with Finalsite Enrollment Billing, you'll need to define some important criteria for all of your collections and reporting. These criteria are located within Settings > Fina...
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Email Template Categories
Overview Within Settings > Communication > Email Templates, you can access all of the email templates available to use in the system. Some of these templates will be custom (ones that your school o...
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Email Best Practices
Overview When crafting emails to send in Finalsite Enrollment, there are some best practices that are helpful to keep in mind to ensure that you are getting the best open and click rates, and that ...
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Creating & Editing Letter Templates
Overview Letter Templates allow you to create and save pre-written letters that can be generated in bulk (from list pages/search and reports) or for individual students (from the contact record). Y...
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Template Editor
Overview The template editor in Finalsite Enrollment can be used to customize the look and feel of your emails, letters, and even Parent Portal content pages. This article will show you how to use ...
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Parent Billing Workflow
Overview The Billing Management tab in the Parent Portal allows parents to manage all tuition and fee payments and a history of payments made. In this article Contract Process Billing Managemen...
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Document Request: Admin Experience
Overview Admins/Users can send new document requests or track the status of any existing ones within a student's checklist on their contact record. This works the same way as an online teacher reco...
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Parent Portal Content
Overview Within the Parent Portal Content setup page, you can manage templates that allow you to customize messaging, fee instructions, thank you pages, and more within your school's Parent Portal....
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Finalsite Enrollment Links to Use on Your Website
Overview You can link families to your Finalsite Enrollment Parent Portal login page, public Inquiry Form, or public link calendars directly from your school's website or elsewhere. This article wi...
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Assign Readers to Candidates
Overview Readers are assigned to candidates by Admin or System Admins with Admissions permissions. They can be assigned individually from the student record, or, in bulk on the Applicants Workflow ...