Josh
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Recent activity by Josh-
Document Request Form Setup
Overview With Document Request Forms (aka Checklist Item Request Forms), parents or admins can submit a request to a contact at another school/organization/contact and allow them to upload transcri...
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International Site Support
Overview For schools that accept international students, it's best practice to ensure your site is set up for a positive parent experience that shows you value diversity and promote cross-cultural ...
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Contract Generation & Regeneration
Overview With the enrollment module in Finalsite Enrollment, you can generate electronic enrollment contracts so that a student's parent(s) can complete and sign the document from their Parent Port...
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Integrating Virtual Events with Calendar & Emails
Overview You can run events without having to bring families to campus by integrating a video conferencing software into your existing Finalsite Enrollment workflow. Most video conferencing program...
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Finance & Accounting Onboarding
Overview "This year we added the Billing feature. This will allow our parents to have better access to their account information and, as with the application side of the system, frees up our staff ...
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Federal Truth in Lending Disclosure (TILA)
Overview Depending on the size of your school and the types of payment plans offered, the Federal Truth in Lending Act (TILA) may apply. Here is an overview of TILA and how it can apply to independ...
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Parent Enrollment Cycle
Overview of Parent Enrollment Cycle Parent/Guardian receives an enrollment email from your school with instructions on how to log into the Parent Portal and authenticate to access the Contract/Re...
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Application Fees & Waiver Codes
Overview For schools using the Admissions module in Finalsite Enrollment, an Application Fee can be collected from families upon submission of their student's Application Form. You can also use cus...
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Collecting Transcripts & School Records Online
Overview The Document Request Form feature of Finalsite Enrollment can be used to create an Online Transcript & School Records request process for your school during the Admissions or Enrollment Pr...
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Data & IT Onboarding
Overview As a Data Manager or IT staff member, the integrity of your school's data is crucial to all operations from admissions to matriculation and class management. Some key features to help you ...