Jessica Lara
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Articles
Recent activity by Jessica Lara-
Form Fields & Options
Overview With your Online Forms in Finalsite Enrollment, you have many different customization options. You can collect information from students and parents, you can add custom text with formattin...
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Import Templates: Creating New Contacts
Overview Within Finalsite Enrollment, you can use a Data Import to create brand-new contacts in your system. This article covers how to import, or “create” new contacts using our import templates. ...
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Field Types
Overview Did you know? Did you know that you can create and edit your own fields? Check out this article to learn more: Creating and Editing Fields. Within Finalsite Enrollment, fields are the c...
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Payments: Overview & FAQ
Overview This article contains an overview of Payments, including info about what it is, key details and benefits of its use, and answers to frequently asked questions. If you are looking for in-de...
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Supersite/Subsite Basics
Overview Schools or groups who purchase multiple different Finalsite Enrollment sites may choose to organize them in a Supersite/Subsite configuration. Some examples include: Diocese schools Sc...
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Contract Management
Setup Financial Responsibility Assignment and Parent/Guardian Contract Access Contract Fees Contract Fee Rules Deposit/Registration Fees Required and Optional Fees Tuition and Tuition D...
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Payment Plans & Payment Schedules
Overview Payment Plans provide flexibility in offering multiple deferred payment options for your parents. Parents can then select the payment plan option that's best for them while signing the con...
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Dual Signatures on Contracts
Overview If you have the Enrollment module and you are collecting electronic contracts through the Finalsite Enrollment system, you might choose to use our Dual Signature feature. This allows for o...
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Continuous or Perpetual Enrollment: Overview & Best Practices
Overview Continuous enrollment allows families to sign a contract once, with the option to opt-out each year, rather than having them complete and sign a full contract year over year.In the busines...
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Admissions Refresh Process
Overview During the summer months, we reach out to our schools for an annual Admissions Refresh, which is an opportunity to determine what changes and updates we need to make for the next Admission...