Josh
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Recent activity by Josh-
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 ...
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Financial Line Items Report
Overview The Financial Line Items Report is located within Settings > Financial > Line Items. This report is a log of all enrollment fees and payments that are recorded in the system. It does not...
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Document Request Form Setup
Overview With Document Request Forms (aka Checklist Item Request Forms), parents or admins can submit a request to a contact at another school/organization/contact and allow them to upload transcri...
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International Site Support
Overview For schools that accept international students, it's best practice to ensure your site is set up for a positive parent experience that shows you value diversity and promote cross-cultural ...
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Integrating Virtual Events with Calendar & Emails
Overview You can run events without having to bring families to campus by integrating a video conferencing software into your existing Finalsite Enrollment workflow. Most video conferencing program...
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Finance & Accounting Onboarding
Overview "This year we added the Billing feature. This will allow our parents to have better access to their account information and, as with the application side of the system, frees up our staff ...
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Federal Truth in Lending Disclosure (TILA)
Overview Depending on the size of your school and the types of payment plans offered, the Federal Truth in Lending Act (TILA) may apply. Here is an overview of TILA and how it can apply to independ...
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Parent Enrollment Cycle
Overview of Parent Enrollment Cycle Parent/Guardian receives an enrollment email from your school with instructions on how to log into the Parent Portal and authenticate to access the Contract/Re...
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Collecting Transcripts & School Records Online
Overview The Document Request Form feature of Finalsite Enrollment can be used to create an Online Transcript & School Records request process for your school during the Admissions or Enrollment Pr...