Jessica Lara
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Activity overview
Latest activity by Jessica Lara-
Jessica Lara created an article,
Troubleshooting Guide: Parent Cannot Access the Parent Portal
When a parent contacts your school because they can't log in or can't see their child's checklist, use this guide to identify the cause and resolve it quickly. Most issues fall into one of five sym...
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Jessica Lara created an article,
Billing: School Voucher Best Practices
As school voucher programs continue to expand across the United States, including in Florida, Indiana, Texas, Arizona, and many other states, more families are enrolling with voucher awards that of...
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Jessica Lara created an article,
Lead Automated Communication Plans (ACPs)
When a new Lead is created in Finalsite Enrollment (EMS), an Automated Communication Plan (ACP) can immediately start the conversation, sending a welcome email to the family, notifying the right st...
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Jessica Lara created an article,
Fields: What You Can Edit Yourself vs. What Requires Support
Most field changes, such as renaming dropdown options, adding new custom fields, hiding fields from forms, and reordering fields, are self-service on the Fields page (Settings > Fields & Data > Fie...
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Jessica Lara created an article,
Business Rules for Checklist Items
A business rule is dynamic logic that shows or hides a checklist item based on a student's data. For example, "show the placement test only for grade 9+ new students" or "hide the application fee i...
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Jessica Lara created an article,
Helping a Parent Find and Resume Their Draft Application
When a parent says they can't find their in-progress application, or that their draft has disappeared, the draft almost always still exists; the parent typically just isn't logged in with the right...
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Jessica Lara created an article,
Billing Cleanup for a Midyear Withdrawal Student
This article is for Billing schools and covers Step 3 of the mid-year withdrawal workflow. Use it after you've already updated the student's status. If you haven't done that yet, start with the art...
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Jessica Lara created an article,
Set Up Wire Transfer as a Custom Payment Method
Wire Transfer can be configured as a custom payment option in Finalsite Enrollment for schools that need to accept international or high-value payments outside the standard payment gateway. 💡Quick ...
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Jessica Lara created an article,
Clarity Integration: Troubleshooting Student Data Synchronization Issues
If you are noticing that a student's data is not synchronizing from Clarity to Finalsite, or if you suspect a student is missing from the data push, the most common issue is a missing or incorrect ...
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Jessica Lara created an article,
Managing Clarity Award Data, Fields, & Statuses
After the Clarity integration is enabled, four primary fields automatically appear in Finalsite Enrollment and update in real time with award data and application status from Clarity. 💡Quick Answer...