Claire Frank
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Articles
Recent activity by Claire Frank-
Incremental Billing Activity Report
Overview This article provides an overview of the Incremental Billing Activity Report. We'll explore its purpose, key features, and how to effectively utilize it to track changes in revenue. Who ...
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Inquiry Form DIY: Add a calendar to the Call to Action section
Overview In the quick, interactive tutorial attached to this article, you will practice adding a calendar to the call-to-action section of the Inquiry form. In this Article Overview of the ...
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Customizable Portal Terminology for Admissions & Enrollment
Overview It's possible to customize some of the Admissions and Enrollment terminology displayed in your parent portal. Read on to learn how to accomplish this and what does and doesn't change with...
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Inquiry Form DIY: Remove an option from the Call to Action section
Overview In the quick, interactive tutorial attached to this article, you will practice removing an option from the call to action section of your Inquiry form. In this Article Why Remove a ...
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Hide from Form and SSN Privacy
Overview Understanding how field visibility and Social Security Number (SSN) privacy work is essential for managing your site effectively. This article explains the “Hide from Form” setting, which...
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Payments: Link
Overview During the payment process, parents can choose to use Link (powered by Stripe) to securely save their payment information. This will make their future payments easier by auto-filling thei...
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Merge Token Reference Guide
Overview A merge token is a placeholder that pulls in information from a contact, like their name or address, and adds it to emails, letters, labels, forms, parent portal, and contact records. Thi...
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Embed Finalsite Explore into Your Website
Overview By using the embed tools in your CMS, you can easily add the Finalsite Explore page to your website. Embedding Finalsite Explore into your Website In your CMS, select the tool that allo...
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Duplicate Appointment Bookings
Overview How do duplicate appointments happen? When you share a Public Calendar link, families can easily click the link, select a date, and input their information. Since it's a public link witho...
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Finalsite Explore: Student Information Form
Overview Finalsite Explore allows families to manage their school search and application process from one location. Schools can enable Finalsite Explore (with the assistance of our team), offering...