Josh
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Recent activity by Josh-
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...
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Zoom Virtual Events in Finalsite Enrollment
Overview Incorporating virtual meetings into Finalsite Enrollment can be done quickly and effectively. You can use the example templates and workflow chart below to help you along the way. --Templa...
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Marketing & Event Staff Onboarding
Overview "Easy to manage and track accounts. Great to communicate to a bulk of students!" - Executive Assistant & Admissions Associate @ a Private Christian School Marketing and events are key to y...
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Rollover for Returning Students
Overview Each school year, your returning students will need to be rolled over in the system so that they can complete the enrollment process for the new term. This typically takes place after you'...
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Document Request Overview
Overview Document Request Forms (aka Checklist Item Request Forms) provide flexibility for schools to electronically receive confidential admissions or enrollment documents directly from other scho...
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Contract Preview
Overview Before you generate contracts for your new or returning students, a best practice is to preview them to make sure that all contract fees (e.g. tuition, fees, and discounts), custom scholar...
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How to Use & Create Virtual Backgrounds in Zoom
Overview With virtual events and meetings taking center stage for schools (and most businesses) this spring, online video platforms like Zoom have become an essential part of reaching and communica...
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Convenience Fees with Stripe Legacy
Important: Please Read The information in this article is only relevant to schools still using the Legacy version of Stripe. If your school is using Payments, please reference this article inste...
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Enrollment & Business Office Onboarding
Overview Enrollment and Business Office staff need streamlined enrollment workflows for new and returning families, coupled with on-demand reports to monitor contract and checklist progress. A few ...