Claire Frank
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Articles
Recent activity by Claire Frank-
Billing: Managing Autopay
Overview Providing Autopay as an option saves time for your school and families. It helps you manage payments easily and speeds up the process of collecting them. For parents, it's simpler than re...
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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 ...
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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...
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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...
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Billing: How To Restore a Deleted Ledger Item
Overview Manually added charges, credits, and payments that have been deleted can be restored through the Audits tab. Who can access this feature? Admin Account Types: System Admin, Admin, and...
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SchoolAdmin is becoming Finalsite Enrollment!
Table of Contents Our Backstory The New Look What You Need to Know Managing the Changes in Your Site FAQs At a Glance We are working on changing our name (and logo) from SchoolAdmin to Finalsite...
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Parent Portal Design: Custom CSS
Overview Within Settings > Portal > Parent Portal Design, you can add custom CSS to change the design of certain aspects of your portal. This article provides a simple overview of how to add basic...
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Billing: How-to Merge or Delete Contacts with Billing Accounts
Overview Parent/Guardian records with Billing ledgers attached to them can be merged or deleted if necessary. In this article How to Merge Billing Records How to Delete Billing Records How to M...
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Rollover for Continuous Enrollment Schools
Overview Schools using the Continuous Enrollment feature will have additional workflows to consider when it's time to rollover returning students in preparation for the next term. This article outl...
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Tags
Overview Tags are a way to organize all of your communication templates and saved searches for easy sorting and visibility. Within this article Tag Examples Creating and Editing Tags Adding Tags...