Josh
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Articles
Recent activity by Josh-
Online Recommendations: Admin Experience
Overview This article will explain how to set up online recommendation forms in Finalsite Enrollment as an admin, as well as some best practices for doing so. Click here for more articles on Online...
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Marketing & Event Staff Onboarding
Overview "Easy to manage and track accounts. Great to communicate to a bulk of students!" - Executive Assistant & Admissions Associate @ a Private Christian School Marketing and events are key to y...
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Rollover for Returning Students
Overview Each school year, your returning students will need to be rolled over in the system so that they can complete the enrollment process for the new term. This typically takes place after you'...
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Admissions Refresh Process
Overview During the summer months, we reach out to our schools for an annual "Admissions Refresh," which is an opportunity to determine what changes and updates we need to make for the next Admissi...
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Document Request Overview
Overview Document Request Forms (aka Checklist Item Request Forms) provide flexibility for schools to electronically receive confidential admissions or enrollment documents directly from other scho...
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Contract Preview
Overview Before you generate contracts for your new or returning students, a best practice is to preview them to make sure that all contract fees (e.g. tuition, fees, and discounts), custom scholar...
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How to Use & Create Virtual Backgrounds in Zoom
Overview With virtual events and meetings taking center stage for schools (and most businesses) this spring, online video platforms like Zoom have become an essential part of reaching and communica...
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Convenience Fees with Stripe Legacy
Important: Please Read The information in this article is only relevant to schools still using the Legacy version of Stripe. If your school is using Payments, please reference this article inste...
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Enrollment & Business Office Onboarding
Overview Enrollment and Business Office staff need streamlined enrollment workflows for new and returning families, coupled with on-demand reports to monitor contract and checklist progress. A few ...
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Financial Line Items Report
Overview The Financial Line Items Report is located within Settings > Financial > Line Items. This report is a log of all enrollment fees and payments that are recorded in the system. It does not...