Claire Frank
- Total activity 156
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 71
Articles
Votes on activity by Claire Frank-
Shared Access: Parent/Guardian Experience
Overview Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account. In this article Important Notes Parent/Guardian...
-
Billing: In School Payments Report
Overview The In School Payments Report, located within the Billing menu, allows you to view and track all payments that have been manually added to your site. Who can access this feature? Admin A...
-
Text Message Opt-In
Overview For schools utilizing our Text Messaging feature, when parents or guardians provide a cell phone number on a form, they are required to choose whether they wish to receive or opt out of r...
-
Finalsite Advantage
The Advantage service offers Finalsite EMS clients - both current and incoming - access to a new kind of partnership with experienced admissions + enrollment consultants. If you are interested, p...
-
EMS Design: Custom Design Service
Overview Want to take your parent portal’s branding to the next level? We offer custom design services to help build your school’s design sensibility into forms and portal pages across the site. Ta...
-
FACTS: Overview and Integration Options
Overview FACTS is a software that offers tuition management through different platforms. The Finalsite Enrollment platform has a partnership with FACTS to offer an integration for Tuition Managemen...
-
Payments: How to Manage Customer Disputes
Overview Payers have the option to dispute a payment directly to their bank or card merchant. Continue reading to learn more about the process of disputes and where/how they can be managed within y...
-
Billing: How to Make Changes to Past Charges/Payment Plans with Contract Regeneration
Overview In some cases, it is necessary to regenerate a contract in order to adjust past charges on a parent/payer's ledger. There are different ways to accomplish this, depending on certain scenar...
-
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...
-
FACTS: Creating a Test Account
Overview Setting up a test student and connecting them to a test FACTS account is a great way to make sure your integration is working as expected before sending out contracts. It also allows you ...