Jessica Lara
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Activity overview
Latest activity by Jessica Lara-
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
In Finalsite Enrollment (EMS), you can offer families flexibility by providing payment options beyond standard credit cards or electronic checks. One common requirement for international or high-va...
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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, award data and application milestones flow automatically into Finalsite Enrollment, ensuring your student records and contracts stay accurate in real-time....
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Jessica Lara created an article,
Setting Up the Clarity Integration
Ready to connect your systems? Follow these steps to enable the sync between Finalsite Enrollment and Clarity.In this Article Getting Started as a New Client Enabling Individual Awards For Existing...
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Jessica Lara created an article,
Application Form & Application Fee FAQs
Getting Started with the Application Form and FeesQ: Where do I edit the application form?A: Your application form can be found and edited under Settings > Forms > Application Forms. Locate the act...
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Jessica Lara created an article,
Managing and Removing Admin Accounts
Once your admin accounts are established, you may need to update their access levels or deactivate accounts as staffing changes. This article covers individual edits, bulk management, and offboardi...
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Jessica Lara created an article,
Log In To Finalsite Enrollment: The Connected SSO Experience
Finalsite’s new login experience is built to boost security, simplify authentication, and create a seamless gateway across products. Whether you're logging in for the first time or switching betwee...