Claire Frank
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Articles
Recent activity by Claire Frank-
CMS/EMS Integration: The Basics
Overview Using Finalsite’s content management system (CMS) in conjunction with Finalsite’s enrollment management system (EMS) provides the optimal experience for parents and school administrators ...
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Better together: Best practices for the Finalsite CMS + EMS family journey
Learn how to use the tools in Finalsite's CMS and EMS systems to nurture and streamline your admissions and enrollment processes. Overview Using Finalsite’s content management system (CMS) in c...
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Integration with Finalsite CMS
Overview Finalsite's CMS and EMS can be connected to share data from Finalsite Enrollment into your Finalsite CMS database to facilitate communications from the Messages and Workflows modules. The...
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Shared Access: Parent/Guardian Experience
Overview Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account. In this article Important Notes Parent/Guardian...
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Refunds (Stripe Legacy)
This article only for schools using Stripe as their payment processor. If your school is using our Payments platform, please refer to this article to learn about processing refunds. Credit Card r...
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Guide to Requesting Contract Fee and Rule Additions and Updates
Overview Our team assists in managing various aspects of your Contract Fees page. Reach out to us to handle the following tasks: Setting up new contract fees Establishing new rules for contract f...
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Payments: How to Manage Customer Disputes
Overview Payers have the option to dispute a payment directly to their bank or card merchant. Continue reading to learn more about the process of disputes and where/how they can be managed within y...
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Finalsite Enrollment Learning Center
Our Finalsite Enrollment Learning Center is a free resource that contains a variety of courses and videos to help you boost your skills in Finalsite Enrollment. Who can access these resources? ...
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Creating and Editing Fields
Overview Under Settings > Fields & Data > Fields you can create new fields and edit existing ones. In Finalsite Enrollment, "fields" are like containers for storing specific information about stud...
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Creating a Test Student
Overview It's smart to have a test student or two in your Finalsite Enrollment system. This helps you see things from a parent's perspective and assist families. This guide will show you how to set...