Josh
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Articles
Recent activity by Josh-
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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Payment Plans & Payment Schedules
Overview Payment Plans provide flexibility in offering multiple deferred payment options for your parents. Parents can then select the payment plan option that's best for them while signing the co...
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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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Online Recommendations: Teacher Experience
Overview This article will detail the online recommendation experience from the perspective of the teacher who receives a recommendation request. Click here for more articles on Online Teacher Reco...
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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 ...
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Moving Applicants (New Students) to Enrollment
Overview Once decisions have been made on which applicants your school has accepted for the upcoming year, you’ll need to move these students into the Enrollment workflow so that they can complete ...
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Contract Fees
Overview The Contract Fees page (located within Settings > Financial > Contract Fees) lists your contract fees and any rules attached to them. If you need to add new Contract Fees or add/edit Contr...