Josh
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Articles
Recent activity by Josh-
Parent Portal Enrollment Walkthrough
Overview This article is designed to give you an overview of the process that parents/guardians will go through in the Parent Portal to enroll their students in your school. Please note that before...
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Contract Fee Rules
Overview Your Contract Fee Rules are found on the Contract Fees page (Settings > Financial > Contract Fees.) Essentially, Contract Fee Rules tell Contract Fees how to work. They look at the field d...
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Document Request: Parent Experience
Overview Parents and students can send document requests from the Parent Portal in the same manner as online teacher recommendations. This is a great way to allow families to request online transcr...
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Countersignature Overview
Overview If you have the Enrollment module and are using electronic contracts through the Finalsite Enrollment system, you might choose to use our Countersignature feature on those electronic contr...
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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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Custom Form Fee Management
Overview Schools using payment processors integrated with Finalsite Enrollment can collect additional fees from families on AdHoc forms. For example, you might want to have parents complete an annu...
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Countersignatures on Contracts: Setup Process
Overview If you have the Enrollment module and are using electronic contracts through the Finalsite Enrollment system, you might choose to use our Countersignature feature on those electronic contr...
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Countersignatures on Contracts: Admin Experience
Overview If you have the Enrollment module and are using electronic contracts through the Finalsite Enrollment system, you might choose to use our Countersignature feature on those electronic contr...
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Payment Setup
Overview Within Finalsite Enrollment, you have the option to manage various aspects of payments by going to Settings > Financial > Payment Setup. Read on to learn more about what settings you are a...
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Countersignatures on Contracts: Parent Experience
Overview If you have the Enrollment module and are using electronic contracts through the Finalsite Enrollment system, you might choose to use our Countersignature feature on those electronic contr...