Jessica Lara
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Articles
Recent activity by Jessica Lara-
Linking Calendars to Checklist Items
Overview You can link calendars to checklist items so that families can sign up for events right from their checklist! In this article, we'll walk through the steps of setting up a calendar checkli...
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Public Calendar Links
Overview Public Calendar Links allow your families to sign up for events in your Finalsite Enrollment site, such as Open Houses or Tours, with a direct link from your school’s website or emails. Th...
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Syncing Calendars with External Calendar Programs
Overview Finalsite Enrollment calendars can feed into external calendar programs like Microsoft Outlook, Apple Calendar (desktop, iPhone, or iPad), or Google Calendar. Finalsite Enrollment uses the...
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Terms Page & Data Management
Overview Under Settings > General > Terms, you can manage a variety of settings related to your terms and data management. Definition: Terms Terms in Finalsite Enrollment refer to the periods...
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Using Images & Video in Templates
Overview Images and video are great tools for branding your communications and Parent Portal experience. They can also help engage applying or enrolling families with your school. In this article, ...
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Contact Record: History Page
Overview Within the History Page on the contact record, you can view a history of all of the statuses, activities, notes, and communications relating to the contact. Click here to return to the Con...
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Parent Portal Content
Overview Within the Parent Portal Content setup page, you can manage templates that allow you to customize messaging, fee instructions, thank you pages, and more within your school's Parent Portal....
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Parent Portal Design
Overview The Parent Portal Design page gives you the ability to customize the design of the parent portal so it matches the branding of your school. How-To: Use the Parent Portal Design Page On t...
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Communication Setup
Overview Within Settings > Communication > Communication Setup you can customize email settings and enable or disable some automated communications. Who can access this feature? Admin Account T...
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Running a Lottery
Overview This article provides a step-by-step guide on how to conduct a lottery using the Lottery feature in Finalsite Enrollment. It covers testing the lottery process and accessing the results fo...