Josh
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Recent activity by Josh-
Custom Data Services: Finalsite Enrollment External API
Overview This article provides a general overview of the concepts underlying the Finalsite Enrollment API and how to best use the API for success. The Finalsite Enrollment API is built on RESTful ...
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Intent to Enroll Form
Overview During the rollover process for returning students, many schools want to track their rate of retention and learn the reasons why some families may decide not to return the following school...
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Online Forms: Parent Experience
Overview Online Forms are a great way to collect information electronically so that you can later search and report on it, or use it to drive checklist items, contract fees, or customized text. Onl...
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User Jobs Page
Overview The User Jobs page allows anyone to track progress and see results of certain reports and/or jobs that are initiated within the system. Accessing the User Jobs page The User Jobs page can...
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Parent Experience: Connecting a Bank Account for ACH/PAD Withdrawal
Overview When making electronic check/ACH/PAD payments within the Application Form, Enrollment Contract, or within the Billing Management tab, parents/payers have a workflow of steps to follow so t...
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Application Form: Parent View
Overview Parents may submit an inquiry before applying to your school, or they may jump straight to the application without ever inquiring first. In either case, the process for starting an applica...
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Enrollment Statuses
Overview Within the Enrollment Module, there are several statuses that students can be placed into, including some with unique behaviors within the system. For information on other statuses and rol...
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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...