Josh
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Articles
Recent activity by Josh-
Deposit Setup
Overview The Deposit page (Settings > Financial > Deposit) is where you can manage two very important things: Enable or Disable the collection of a Deposit. Select which Payment methods that you w...
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Finalsite Enrollment Support: Changes We Manage
Overview Schools can manage most changes to their online process - on the fly or with the help of our online Help Center and Support Team - such as creating new checklist items, creating or editing...
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Online Recommendations: Parent Experience
Overview This article will detail the online recommendation experience from the perspective of the parent or student sending a request from the Finalsite Enrollment Parent Portal. Click here for mo...
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Front Office Onboarding
Overview Working in the Front Office of a school requires lots of organization and often involves fast-paced work. Finalsite Enrollment is here to help make your life easier with some key features ...
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Enrollment Emails: Samples & Best Practices
Overview During the Enrollment Process, it's important to have key information and links within the 'Enrollment email' and 'Contract Thank You email' so that your parents can enroll their students ...
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Admissions Checklist
Overview The Admissions Checklist is comprised of the items that a parent needs to complete in order for their student to be considered a status of Application Complete, as well as the items that y...
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Individualized Consultation & Training: Virtual & On-Site
Jump to Virtual Training: Micro-Learning for Success On-Site Training Virtual Training: Micro-Learning for Success Overview Virtual training provides personalized attention and consultation tai...
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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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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 ...