Overview

Please join Courtney Single, Enrollment Strategist, in a complimentary weekly offering to learn how to use SchoolAdmin in a virtual classroom.  Office Hours is where you can ask how-to questions, learn about existing features you may not be using, as well as new features that we release!  You'll also have the added benefit and opportunity to collaborate with your peers!  

HouseKeeping Items

  • Office Hours is a place to learn how to do something using a training demo site only.

  • Office Hours is NOT the same as Support, nor will it expedite a response to a ticket in Support. Your individual site cannot be displayed to troubleshoot issues you're having or to make site changes. Please contact our best-in-class Support team for these items.

We look forward to supporting you all in different ways so we can continue to be better, together!

Please note the dates and content for each session you'd like to attend, as displayed in the calendar below.  

IMPORTANT: Recordings of past sessions can be found below the current sessions. (Keep scrolling!)

Wednesday Morning Track: 10am - 11am Central

IMPORTANT: Please note the new webinar registration link starts May 12th! You will now need to register for each session as they are posted to keep registration accurate.

How to Join: MAY 5th ONLY

How to Join: MAY 12th & LATER

Session Descriptions (Scroll down for past sessions and recordings)

  • May 5th: Application Workflow. This class will explore both the Admin side and the parent side of the application process including parent portal account creation, form submission, checklist views for both, and follow-up communications for checklist completion.

  • May 12th: Exports & Imports. Learn how to create a search with custom columns, how to export it, and how to import with or without validations.

  • May 19th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. This session will also review event reporting.

  • May 26th: Search & Reports: Criteria Builder/Examples. Learn how to use search criteria to build status reports, event registration vs attendance, grouped and summary reports for demographic data, and more. The focus of this session is on building report examples. A great pre-requisite to this course is either a live or recorded version of "How to Use Search & Build That Report!"

  • June 2nd: Building Dynamic & Streamlined Checklists. Learn how to build good checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. This session will also review newer checklist item types such as parent facing basic checklist items and dynamic checklist explanation text to help reduce having multiple checklist items for the same requirements.

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Thursday Afternoon Track: 1:00pm-2:00pm Central 

IMPORTANT: Please note the new webinar registration link starting May 13th! Please note, you will now need to register for each session.

How to Join: MAY 6th ONLY

How to Join: MAY 13th & LATER

Session Descriptions (Scroll down for past sessions and recordings)

  • May 6th: Communication Design & Best Practices. Learn about the different communication options (email, letter, and text messages), how to build a branded and personalized email template, and what system emails are automated that should be branded and personalized.

  • May 13th: How to Use Search & Build That Report! Learn how to build searches with more ease so you can create better reports for your daily workflows and to stay on track of your admissions and/or enrollment goals. *Please note, this class will focus on how to build reports and pick the right fields for your reports, with less emphasis on example searches.

  • May 20th: Billing - Parent View & Change Management. Learn about the parent experience within the Billing Management tab, including the new portal widget customization. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger.

  • May 27th: Open Q & A. Bring your questions!

  • June 3rd: Inquiry Workflow & Checklist Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist so that you can properly utilize the 'Inquiry Complete' status, and a communication plan to increase your conversions.

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Past Sessions and Recordings: Duplicate recording content will no longer be maintained for the same topics.

April 2021 Office Hours

  • April 29th: Designing a Dynamic Parent Portal. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families. Click here for the recording. Passcode: 7=YfXp=i

  • April 28th: Building Great Teams & Internal Workflows. This is a thought leadership session on best practices for building great internal teams (even if you're a "team" of 1), the importance of cross team communication, defining roles and responsibilities, and the value this all has on the products you use. Click here for the recording. Passcode: U95*1QJm

  • April 22nd: Billing - Setup and Admin Workflow. This session is for SchoolAdmin Billing Customers or anyone that would like to see our product in action. This session will review Billing Category best practices, global billing settings, billing communications, and the actions you can take as an Admin to manage parent/billing accounts. Click here for the recording. Passcode: 0twD9?VH

  • April 21st: Exports. Learn how to create a saved search for your exports, how to run an export, and how to import with or without validations. Click here for the February recording. Passcode: rvZ5YW##

  • CANCELLED: April 15th: Calendars & Event Management. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance.

  • April 14th: Inquiry Process Best Practices. Learn how to build a great inquiry form to engage your potential candidates, best practices for your internal inquiry checklist, and a communication plan to increase your conversions. Click here for the recording. Passcode: 88LXY$R

  • April 7th: Search and Reports - Criteria Builder. Learn how to use search criteria to build status reports, event registration vs attendance, grouped and summary reports for demographic data, and more! Click here for the recording. Passcode: @*X6g1Xq

  • April 1st: Enrollment Retrospective. This session is to learn what features had the biggest positive impact to your enrollment efforts this season, and to learn what features are of highest priority for next season in light of the changing COVID landscape. Braxton Smallwood, Director of Product Management will co-host this session with me. *RECORDING UNAVAILABLE as this session was for feedback and sensitive conversations around feature requests and unknown timelines. All new features can be found in your Settings homepage along the right (click on "Settings").

March 2021 Office Hours

  • March 31st: Contact Record Customization & Navigation. Learn about the different tabs and key information areas within the contact record, how to customize what fields are displayed, and how to use the action menus. Click here for the recording. Passcode: aNG!0+7F

  • March 25th: SchoolAdmin Billing: Reports. This session will explore all canned billing reports, and how to search or filter on important billing information. Ben Chang, the SchoolAdmin Product Owner will co-host this session with me. Please note, a separate reconciliation session will be offered in April. Click here for the recording. Passcode: Udt#SDd3

  • March 24th: Calendars & Scheduling. Learn how to build a calendar, how to use schedules, how to setup virtual meetings, how to customize communications for each event, and how to mange registration and attendance. Click here for the recording. Passcode: Sd^4^J?a

  • March 18th: How to Build & Edit Forms. This is a repeat session of ones prior. Please refer to the February 14th or January 13th recording link.

  • March 17th: Building & Managing Checklists. Learn how to build good checklists, the benefits of different checklist item types and visibility options, and how to manage/search on complete and incomplete checklist items. Click here for the recording. Passcode: 7Y85?QFc

  • March 11th: How to Use Search & Build That Report! Learn how to build searches with more ease so you can create better reports for your daily workflows and to stay on track of your admissions and/or enrollment goals. *Please note, this class will focus on how to build reports and pick the right fields for your reports, with less emphasis on example searches. Click here for the recording. Passcode: XzKx#%5&

  • March 10th: Enrollment: Parent Communications & Troubleshooting. Learn best practices on parent communications to push them through completion. This session will also explore troubleshooting with parent portal access and authentication, and dual signature challenges. Click here for the recording. Passcode: =YShJJ19

February 2021 Office Hours

  • February 25th: Billing - Parent Views and Change Management. Learn about the parent experience within the Billing Management tab, including the new portal widget customization. This session will also review micro-deposits, payment plan updates, and how to add charges/credits to a parent ledger. Click here for the recording. Passcode: u5v4Qi?x

  • February 24th: Exports & Imports. Learn how to create a search with custom columns, how to export it, and how to import with or without validations. Click here for the recording. Passcode: rvZ5YW##

  • February 18th: Automated Communication Plans. Learn what's needed to create a communication plan for your school, and the fundamentals of how to create your plan within SchoolAdmin using parent communications as well as internal reminders. Click here for the recording. Passcode: C+PgT95e

  • February 17th: How to Use Search and Build That Report! Learn how to build searches with more ease so you can create better reports for your daily workflows and to stay on track of your admissions and/or enrollment goals. Click here for the recording. Passcode: $Fq7UwsG

  • February 11th: Parent Portal Customization & Management. Learn how to troubleshoot parent authentication coupled with best practices for your email templates. This session will also review new and existing parent portal template customizations, and checklist best practices. Click here for the recording. Passcode: %y&7cbdI

  • February 10th: Online Reviews. Learn how to setup an easy to read online Review process, create reader accounts with notifications, assign candidates to readers, read and score online review packets and make committee decisions. Click here for the recording. Passcode: rG2Y.8gv

  • February 4th: Form Building and Edits. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording. Passcode: PMJ.2#w5

  • February 3rd: Billing Q & A. This session is for our Billing Customers to ask all of their questions. The session was led by Ben Chang, Product Manager and Courtney Single, Enrollment Strategist. Click here for the recording. Passcode: GRf2%2sc

January 2021 Office Hours

  • January 27th: Community Idea Share. Watch and learn from your peers (and Courtney) about custom Parent Portal CSS, international site support within the Parent Portal, parent-facing basic checklist items, file manager, bulk file upload, new parent portal templates and more. Click here for the recording. Passcode: g4+Dde^4

  • January 21st: Communication Types and Best Practices. Learn the differences between automated system emails, custom automated communication plans, scheduled emails, and manually sent emails. Click here for the recording. Passcode: ZbP6C.@8

  • January 20th: January Product and Customer Engagement. Learn about the latest features we released, upcoming features on our roadmap, and engage in an opportunity to provide feedback for features you'd like to see. Click here for the recording. Passcode: VkM2A#!z

  • January 14th: Contract Management. Learn about the different contract states, how to preview contracts, how to generate contracts individually and in bulk, regeneration rules, contract communications to families and how to update contract language. Click here for the recording. Passcode: #0B0rPpx

  • January 13th: Form Edits. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording. Passcode: sUN@J6$Q

  • January 7th: Online Reviews. Learn how to setup an easy to read online Review process, assign candidates to readers, read and score online review packets and make committee decisions. Click here for the recording. Passcode: Wp5@L+Uq

December 2020 Office Hours

  • December 23rd: Online Reviews. Learn how to setup an easy to read online Review process, assign candidates to readers, read and score online review packets and make committee decisions. Click here for the recording. Passcode: &XKvAsC4

  • December 16th: Enrollment - The Parent Experience. Learn best practices for your parent portal communication templates and how to create a positive streamlined workflow for your families. Click here for the recording. Passcode: 1Gv*EzU!

  • December 10th: New and Returning Student Workflows. Learn how to move Accepted kids into enrollment and how to rollover returning students. Click here for the recording. Passcode: N$RTxvW9

  • December 9th: Contract Fees and Payment Plans. Learn how to update contract fees, view fee rules, preview contract fees and rules, how to add and edit payment plans, and how to manage payment schedules. Click here for the recording. Passcode: %fY7i=qT

  • December 3rd: Contract Management. Learn about the different contract states, how to preview contracts, how to generate contracts individually and in bulk, regeneration rules, contract communications to families and how to update contract language. Click here for the recording. Passcode: #0B0rPpx

  • December 2nd: Enrollment Forms - Best Practices and Edits. Learn best practices for using an Intent to Enroll form or document request forms. Also learn how to edit all enrollment forms including your contract/registration form. Click here for access to the recording. Passcode: 3z1&M$i#

November 2020 Office Hours

  • November 19th: Enrollment Communications and Reporting. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families, and how to create a variety of enrollment specific reports. Click here for the recording. Passcode: hn3%6L3G

  • November 18th: Enrollment Refresh Process. Learn how to use the Enrollment Refresh process checklist to update tuition and fees, contract language, checklist requirements, and more. You'll also learn how to move new families into enrollment, rollover returning families, and manage checklist completion for a stronger yield. Click here for access to the recording. Passcode: FMk1M$9T

  • November Product and Customer Engagement. Learn how feature requests are managed and prioritized and learn about our latest feature releases! Click here for the recording. Passcode: 9RqM$8$q

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Additional Resources

  • Click here for the "New User On-Boarding" guides.

  • Click here to join our "Enrollment Management Leaders" online Slack community to share ideas with your peers 24/7. 

  • Click here to view additional training webinars (if available) and learn what courses are available for individualized trainings. 

  • Click here to register for and view our on-demand thought leadership webinars.

  • Click here to learn about the benefits of on-site or in-person training and consulting services hosted at your school or at the SchoolAdmin Office in Austin, Texas. 

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