Claire Frank
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Articles
Recent activity by Claire Frank-
Billing: Overpayments
Overview During the Billing Process, parents can overpay the amount due in their Billing Management tab, however, they can not allocate what fees their payment is applied to. This is dictated by th...
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Supersite Reports
Overview Within the supersite, you can view important admissions and enrollment data across all subsites, or schools within your configuration. All reports are located within the 'Search & R...
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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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Bulk Updates
Overview Within a search or list page, you can use the Edit menu to make bulk edits to your students. You can update fields, change statuses, update checklists, and much more! Read below to learn h...
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Quick Search
Overview Quick Search is located in the upper right of your site and is used when you need to pull up a contact such as a student, parent, or consultant. You can use Quick Search to find contacts b...
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Communication Setup
Overview Within Settings > Communication > Communication Setup you can customize email settings and enable or disable some automated communications. Who can access this feature? Admin Account T...
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The Admissions List Page Overview
Overview The Admissions List Page (Admissions > Students in Admissions) is where you can manage your prospective students as well as those in your Admissions workflow. The lists within this page ca...
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Quick Action Menu
Overview The Quick Action menu can be used to add individual contacts to your Finalsite Enrollment system, including prospects, consultants, inquiries, and applicants. This menu can be accessed by ...
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Creating New Online Forms and Form Pages
Overview Online Forms can be used to collect information from applying/enrolling families or even for inputting internal notes from your team. Within Finalsite Enrollment, you have access to create...
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Form Types & States
Overview Online Forms in Finalsite Enrollment allow you to easily collect information from your applying/enrolling families or internal notes from your team - no paper needed! In this article, you ...