Claire Frank

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Activity overview

Latest activity by Claire Frank
  • Claire Frank created an article,

    Text Message Opt-In

    Overview  For schools utilizing our Text Messaging feature, when parents or guardians provide a cell phone number on a form, they are required to choose whether they wish to receive or opt out of r...

  • Claire Frank created an article,

    Making Calendars Inactive

    Overview  By utilizing the inactivation feature, you can maintain a clean and up-to-date list of calendars, ensuring that only relevant and active calendars are utilized. Who can access this featu...

  • Claire Frank created an article,

    Finalsite Advantage

    The Advantage service offers Finalsite EMS clients - both current and incoming - access to a new kind of partnership with experienced admissions + enrollment consultants. If you are interested, p...

  • Claire Frank created an article,

    Billing: Understanding AdHoc and Application Form Fees

    Overview  Learn more about how to manage AdHoc and Application fee payments within the checklist and the parent/payer ledger. In this article Ledger and Checklist Item Behavior Payment within th...

  • Claire Frank created an article,

    EMS Design: Custom Design Service

    Overview Want to take your parent portal’s branding to the next level? We offer custom design services to help build your school’s design sensibility into forms and portal pages across the site. Ta...

  • Claire Frank created an article,

    SchoolDoc Export

    Overview  SchoolDoc is a health record system designed specifically for K-12 schools and educational institutions. If your school is using SchoolDoc, we can build you an export that will allow you ...

  • Claire Frank created an article,

    Billing: Managing Autopay

    Overview  Within this article, you'll learn what to keep in mind when changing a payer's autopay date or allowing them to skip a payment.   Who can access this feature? Admin Account Types: Admin...

  • Claire Frank created an article,

    Custom Filter Options

    Overview  We can add custom filter options for all list pages as long as the field is a boolean, single-select, or multi-select field. Each custom filter option will display on all list pages, the ...

  • Claire Frank created an article,

    Managing a Deceased Parent/Guardian

    Overview  From time to time we know that, unfortunately, you may be tasked with managing a family with a deceased guardian or parent. This article contains our recommendations for navigating this s...

  • Claire Frank created an article,

    Language Translation with Weglot

    Overview Weglot is a translation software that can be used within your site. It integrates seamlessly into your parent portal and will allow the parents/guardians to translate their view of the por...