Jessica Lara
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Articles
Recent activity by Jessica Lara-
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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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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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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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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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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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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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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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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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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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...