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

How to Join

Session Descriptions (Scroll down for past sessions and recordings)

  • March 3rd: Open Q & A. Bring your questions!
  • 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, dual signature challenges, and ways to
  • 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.
  • 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.
  • 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.

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

How to Join

Session Descriptions (Scroll down for past sessions and recordings)

  • March 4th: CANCELLED (Courtney is OOO)
  • 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.
  • March 18th: How to Build & Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms.
  • 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.
  • 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.

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Past Sessions and Recordings

  • 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 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 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 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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