Josh
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Recent activity by Josh-
Introduction to Inquiries
Overview When students begin their admissions journey, you might initially meet them at an event or through a form they fill out to learn more about your school. Finalsite Enrollment offers tools a...
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Designing a Great Inquiry Form
Overview In today's competitive admissions landscape, your inquiry form is often the first impression a prospective family has of your school. It's not just a simple data collection tool; it's a cr...
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Advantages of the Finalsite Enrollment Inquiry
Build great relationships through an Inquiry process that… Analyzes the profiles of your candidates Suggests appropriate individual follow-up Communicates highly targeted messages Having a ...
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Application Form: Admin Entered
Overview Application Forms can be filled out for a family internally by an Admin, which is useful for two cases: If a parent is unable to submit an online application form, you can copy the infor...
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Inquiry Checklist
Overview The Inquiry Checklist is a powerful internal* tool for managing outreach to prospective students. *Reminder: Because Parent Portal accounts aren't created until the application stage, pa...
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Inquiry Form: Admin Entered
Overview Inquiry Forms can be filled out by members of your internal team in Finalsite Enrollment. This is particularly helpful if you receive a phone call from a parent or you meet a family in per...
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Scheduling & Event Management Overview
Overview To access calendars, click on Scheduling > Appointments. Along the left you can view all Calendar Names that have been created and the Schedule they’ve been assigned to. A schedule is like...
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Creating New Calendars
Overview Within Finalsite Enrollment, you can create different calendars for each event your school hosts, such as tours, open houses, parent/student interviews, welcome events, and more. Learn how...
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Adding Available Appointment Slots
Getting Started Once you create a calendar, you can add available time slots. To do this, click on Scheduling and then click on Calendars. Select the Calendar name you wish to access. Add a Tim...
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The Admissions Funnel & Current Counts
Admissions Funnel The Admissions Funnel is located within the Dashboard (1) where you can view, at a glance, your key admissions metrics according to the Term (2) selected from the drop-down menu....