Claire Frank
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Activity overview
Latest activity by Claire Frank-
Claire Frank created an article,
Payment Methods Available in Finalsite Enrollment Payments
The payment methods available to parents differ depending on where they are making a payment: contract deposits/application fees/custom form fees support more options than the Billing module. 💡Quic...
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Claire Frank created an article,
Managing Admin Transitions in Finalsite Enrollment
When an admin who manages key system functions leaves your school, there are two critical steps: updating the Payments account owner (for Payments schools) and ensuring at least one System Admin ac...
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Claire Frank created an article,
Embedding Finalsite Explore into Finalsite Composer
You can embed Finalsite Explore directly into a Finalsite Composer page using an iframe embed code, giving prospective families access to the school browser without leaving your website. 💡Quick Ans...
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Claire Frank created an article,
Customizable Portal Terminology for Admissions & Enrollment
You can customize the Admissions and Enrollment terminology displayed in your Parent Portal from Settings > Portal > Parent Portal Content, replacing default words like 'Apply' or 'Enroll' with alt...
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Claire Frank created an article,
Inquiry Form DIY: Remove an Option From the Call to Action Section
To remove a Call to Action (CTA) option from the Inquiry form, you must first delete the dependent form sections tied to that option, then remove the option from the field itself on the Fields page...
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Claire Frank created an article,
Payments: Link
Link (powered by Stripe) is a secure payment feature that lets parents save their credit card details during a Finalsite Enrollment payment for faster future transactions. It is automatically enabl...
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Claire Frank created an article,
Merge Token Reference Guide
A merge token (or merge field) is a placeholder that pulls dynamic information from a contact (name, address, age, dates) into emails, letters, labels, forms, the Parent Portal, and contact records...
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Claire Frank created an article,
Embed Finalsite Explore into Your Website
You can embed the Finalsite Explore school browser directly into any website using an iframe URL, giving families access to the school search experience without leaving your site. 💡Quick Answers ...
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Claire Frank created an article,
Duplicate Appointment Bookings
Duplicate appointment bookings can occur when families use a public calendar link, since no login is required to book. Finalsite Enrollment surfaces these duplicates in the checklist, calendar sear...
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Claire Frank created an article,
How to Find Field Values
To see the selectable options for any single-select or multi-select field, open the field's Edit pop-up on the Fields page (Settings > Fields & Data > Fields) and look in the Options box.Who can ac...