Josh
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Articles
Recent activity by Josh-
Application Form: Parent View
Overview Parents may submit an inquiry before applying to your school, or they may jump straight to the application without ever inquiring first. In either case, the process for starting an applica...
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Consultation & Training
Jump to Virtual Training: Micro-Learning for Success On-Site Training Virtual Training: Micro-Learning for Success Overview Virtual training provides personalized attention and consultation tai...
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Enrollment Statuses
Overview Within the Enrollment Module, there are several statuses that students can be placed into, including some with unique behaviors within the system. For information on other statuses and rol...
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Deposit Setup
Overview The Deposit page (Settings > Financial > Deposit) is where you can manage two very important things: Enable or Disable the collection of a Deposit. Select which Payment methods that you w...
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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 Management
Setup Financial Responsibility Assignment and Parent/Guardian Contract Access Contract Fees Contract Fee Rules Deposit/Registration Fees Required and Optional Fees Tuition and Tuition D...
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Online Recommendations: Parent Experience
Overview This article will detail the online recommendation experience from the perspective of the parent or student sending a request from the Finalsite Enrollment Parent Portal. Click here for mo...
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Front Office Onboarding
Overview Working in the Front Office of a school requires lots of organization and often involves fast-paced work. Finalsite Enrollment is here to help make your life easier with some key features ...
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Enrollment Emails: Samples & Best Practices
Overview During the Enrollment Process, it's important to have key information and links within the 'Enrollment email' and 'Contract Thank You email' so that your parents can enroll their students ...
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Admissions Checklist
Overview The Admissions Checklist is comprised of the items that a parent needs to complete in order for their student to be considered a status of Application Complete, as well as the items that y...