Courtney Single
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Recent activity by Courtney Single-
Billing: Rearrange Installments (Payment Plan Changes)
Overview During the Billing Process, Admins may need to modify payment plans post contract submission. The 'Rearrange Installments' feature allows Admins to customize the payment plan schedule and ...
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Forms: Basic Form Editor (Text Edits)
Overview The Basic Form Editor allows you to edit text displayed on the form as explained in the sections below. This includes: Header and Subheader Text Field Prompts (The questions on your form)...
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Forms: Basic Editor, Advanced Editor and Support Edits Comparison
Overview The Online Forms Editor has two different layouts for edits. These include: Basic Forms Editor: When a form is in a draft state, you can access the basic forms editor by clicking on the ...
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Billing: Revenue Recognition Report
Overview The Revenue Recognition Report gives schools the ability to see what you booked for the year with some custom set parameters, and when you expect to receive it. Recognition Period Setup T...
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How to Contact Support & Best Practices
Methods to Reach Support Our best-in-class Support Team is available between 7AM and 6PM Central Standard Time, Monday through Friday. Support Request: Click 'Help' in the top right of your site...
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CMS and EMS Calendars and Event Management: A Guided Approach for Schools Using both Finalsite Products
Overview Event Management is a key piece of your lead nurturing and relationship building with prospects and current applicants/students. This article will explain what platform to use for event re...
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CMS and EMS Communications: A Guided Approach to Communication Bliss Using Both Finalsite Products
Overview Using Finalsite’s Content Management System (CMS) with our Enrollment Management System (EMS) provides the optimal experience for parents and school administrators alike. This combination ...
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CMS and EMS Forms: A Guided Approach for Schools Using both Finalsite Products
Overview Using Finalsite’s Content Management System (CMS) together with our Enrollment Management System (EMS) provides the optimal experience for parents and school administrators alike. This com...
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Using Images & Video in Templates
Overview Images and video are a great tool for branding your communications and Parent Portal experience. They can also help engage applying or enrolling families with your school. In this article,...