Overview
Hi there! New to SchoolAdmin? Welcome to our community. To help you get started, we compiled a list of our live training resources, our most comprehensive tutorials that you can watch when it's convenient for you, and guidance on contacting our Support team for any questions you have during your learning journey. Let's get started!
Important Training and Support Resources
- Click here to learn about attending a complimentary Office Hours session, which is your virtual classroom to ask how-to questions.
- Click here to access training recordings of content-specific webinars.
- Click here to learn how to contact our best-in-class Support team for questions, site changes, and more.
- Click here to stay up to date on all product updates and fixes.
- Click here to learn how to join the SchoolAdmin Enrollment Leaders Slack channel, an online community for all of our current schools to share ideas and questions with each other!
- Click here to learn about individualized 1:1 training for you and/or your team either virtually or on-site at your school (Please note: this option is currently not offered due to current COVID restrictions).
Role Specific Onboarding Articles
- Front Office Onboarding
- Admissions Onboarding
- Marketing and Event Staff Onboarding
- Enrollment and Business Office Onboarding
- Finance and Accounting Onboarding
- Data and IT Onboarding
System Basics
- Training Video: Child-Centric Model
- Roles and Statuses Explained
- Contact Record Overview
- Legacy Role
- Checklist Overview
- How to Test the Parent Portal Experience
- SchoolAdmin Support: Changes We Manage
Communications
- Training Video: Introduction to Communications
- Email Best Practices
- Merge Fields / Tokens
- Letter Templates
- Label Templates
- Text Messaging
- Training Video: Automated Communication Plans
- Parent Communications
Admissions Workflow
- Introduction to Inquiries Tutorial
- Calendars and Scheduling Tutorial
- The Application Process Tutorial
- Search and Reports Tutorial
- Online Reviews
- Annual Admissions Refresh Process
Enrollment Workflow
- Enrollment Process Tutorial
- Contract Management
- Financial Responsibility Management
- Electronic Signatures
- Multiple Signatures
- Annual Enrollment Refresh Process
Billing
Technical Basics
- Admin Settings Tutorial
- How Fields Work
- Exports
- Bulk File Upload
- ID Generation and Synching to Third Party Systems