Josh
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Articles
Recent activity by Josh-
Designing a Great Inquiry Form
Your inquiry form is often a family's first impression of your school, so it functions as more than a data collection tool. This article walks through the basic components every inquiry form needs ...
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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
The Inquiry Checklist is an internal-only nurturing tool; parents never see it because Parent Portal accounts aren't created until the application stage. Use it to dynamically tailor outreach steps...
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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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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....
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Online Review Overview
The Review Module packages each applicant's submitted forms, documents, and notes into a single read-ready packet that reviewers can score and the admissions committee can use for decisions. Setup ...
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Scoring a Candidate as a Reader
Overview When a reader logs in, they will be presented with their Review List Page, which will show all outstanding candidates left to be reviewed within the “My Assigned Reviews” tab and any compl...
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Review Committee
The Review Committee meets to make admissions decision recommendations after Readers have finished scoring candidates. Admins manage the process from the Candidates in Review tab (Admissions > Stud...