Claire Frank
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Articles
Recent activity by Claire Frank-
Form Fields & Options
Overview With your Online Forms in Finalsite Enrollment, you have many different customization options. You can collect information from students and parents, you can add custom text with formattin...
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Field Dependencies & Filters on Forms
Overview One of the benefits of using Online Forms in Finalsite Enrollment is that you can use custom logic (through field dependencies) and filters to ensure that each applying or enrolling family...
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Making Form Payments in Finalsite Enrollment
Pay Now Option for Form Payments If a parent completes a form fee or deposit payment using an offline method (e.g. paper check or a custom option defined by your school), they will see the option t...
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Payments: Setup & Onboarding
Overview Payments - powered by Stripe - is a simple and powerful way to accept payments inside Finalsite Enrollment. For an overview and frequently asked questions (FAQ) on Payments, please check o...
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Payments: Refunding a Payment
Overview One of the benefits of Payments is the ability to issue full or partial refunds to parents/guardians directly within the Finalsite Enrollment system. Electronic check or credit card paymen...
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Online Forms Overview
Overview Online Forms are a great way to collect information electronically so that you can later search and report on it, or use it to drive checklist items, contract fees, or customized text. Onl...
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Billing Category Group Best Practices
Overview Learning how to best organize your billing ledger items for both students and parents/payers is important for your ledger and reporting needs. This article will outline best practices for ...
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Finalsite Enrollment Support: How to Submit Form Requests
Did you know? Did you know that you can create and edit your own fields? Check out this article to learn more: Creating and Editing Fields. This article will outline the requirements and best pra...
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Enrollment Process for New & Returning Students
Overview In this article, you'll learn about the various steps you and your new or returning enrolling families will take in the enrollment process. First, you should make sure that you've complete...
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Continuous/Perpetual Enrollment: Bulk Submit Contracts Feature
Overview Continuous enrollment allows families to sign a contract once, with the option to opt out each year, rather than completing and signing a full contract year over year. This article reviews...