Josh
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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
Admins can fill out application forms internally, which is useful when a parent submits a paper form, doesn't have internet access, or is on the phone. Use the Quick Action menu (the plus sign in t...
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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
The Scheduling > Appointments page is your at-a-glance view of every appointment booked across all calendars. Upcoming shows what's coming today, tomorrow, and beyond. Recently Scheduled shows when...
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Adding Available Appointment Slots
Once you've created a calendar, you can add available time slots that parents or the public can book. Each slot can be a one-off appointment or set to recur on a schedule. 💡Quick Answers Where do...
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The Admissions Funnel & Current Counts
The Admissions Funnel on the Dashboard shows cumulative totals at each admissions stage (Inquiry through Enrolled) for the selected term, alongside the Yield Comparison percentages between stages. ...
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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
Readers see their assigned candidates under Admissions > My Reviews on the My Assigned Reviews tab. The scoring flow is: open a candidate's cover sheet, walk through the documents (leaving optional...
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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...