Josh
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Articles
Recent activity by Josh-
Payment Plans & Payment Schedules
Overview Payment Plans provide flexibility in offering multiple deferred payment options for your parents. Parents can then select the payment plan option that's best for them while signing the co...
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Enrollment Checklist
Overview The Enrollment Checklist works in the same way as your Admissions Checklist, with the addition of two specialized types of checklist items to manage (i.e. the Contract and Deposit). All vi...
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Online Recommendations: Teacher Experience
Overview This article will detail the online recommendation experience from the perspective of the teacher who receives a recommendation request. Click here for more articles on Online Teacher Reco...
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Electronic Signatures
Overview If you have forms, such as an enrollment contract, that require a signature from a parent, you can take advantage of the Signature Fields in Finalsite Enrollment to capture an electronic s...
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Admissions Onboarding
Overview As an Admissions professional, there are several features in Finalsite Enrollment that will be useful to you as you build and manage your relationships with prospective students and their ...
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Moving Applicants (New Students) to Enrollment
Overview Once decisions have been made on which applicants your school has accepted for the upcoming year, you’ll need to move these students into the Enrollment workflow so that they can complete ...
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Dual Signatures on Contracts
Overview If you have the Enrollment module and collecting electronic contracts through the Finalsite Enrollment system, you might choose to use our Dual Signature feature. This allows for one paren...
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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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Continuous or Perpetual Enrollment: Overview & Best Practices
Overview Continuous enrollment allows families to sign a contract once, with the option to opt-out each year, rather than having them complete and sign a full contract year over year.In the busines...
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Zoom Virtual Events in Finalsite Enrollment
Overview Incorporating virtual meetings into Finalsite Enrollment can be done quickly and effectively. You can use the example templates and workflow chart below to help you along the way. --Templa...