Jessica Lara
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Articles
Recent activity by Jessica Lara-
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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Dual Signatures on Contracts
The Dual Signature feature lets one parent or guardian sign a contract and then invite a second signer to log in, review the terms, and add their signature. It is more common with split families or...
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Continuous or Perpetual Enrollment: Overview & Best Practices
Continuous Enrollment lets families sign a contract once and renew automatically each year, with an opt-out option, instead of completing a fresh contract every year. Year 1 follows the standard co...
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Online Recommendations: Admin Experience
This article will explain how to set up online recommendation forms in Finalsite Enrollment as an admin, as well as some best practices for doing so. Click here for more articles on Online Teacher ...
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Rollover for Returning Students
Each year, returning students need to be rolled over so they appear in the new enrollment term with the right grade, type, and contract state. The rollover action automates several behaviors and on...
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Admissions Refresh Process
The Admissions Refresh is the annual review your school does to get the system ready for the next admissions cycle, which includes checking terms, the application fee, the admissions checklist, for...
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Contract: Generation, Regeneration, & Closing
Electronic enrollment contracts move through several states from Pending (created but not yet ready for parents) to Generated, In Progress, Pending Signature, Pending Payment, and Submitted. This a...
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Application Fees & Waiver Codes
If your school collects an application fee, this is where you configure the amount, accepted payment methods, fee rules for different applicant types, and waiver codes. The article also covers how ...
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Custom Form Fee Management
Custom Form Fees let your school collect additional fees on AdHoc forms, such as a field trip fee tied to a permission form. These are separate from contract fees and require a small amount of conf...
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Payment Setup
Within Finalsite Enrollment, you have the option to manage various aspects of payments by going to Settings > Financial > Payment Setup. Read on to learn more about what settings you are able to co...