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!)


JUNE SCHEDULE

Wednesday Track: 11:30am-12:30pm Central

IMPORTANT: You will need to register for each session. Please do not register for dates that do not have classes assigned to them yet.

Wednesday Track: Register Below

Session Descriptions (Scroll down for past sessions and recordings)

  • June 22nd: Billing - Reports. This session will explore all canned billing reports, and how to search or filter on important billing information.

  • June 29th: Contact Record Customization & Navigation. This course will navigate you through the entire contact record including all content areas and action menus. You will also learn how to customize what fields display on what record types and how to re-organize the groupings that your fields are assigned to.


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

IMPORTANT: You will need to register for each session. Please do not register for dates that do not have classes assigned to them yet.

Thursday Track: Register Below

Session Descriptions (Scroll down for past sessions and recordings)

  • June 16th: Scheduling & 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.

  • June 23rd: How to Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms.

  • June 30th: Product and Customer Engagement: Recent Features and Roadmap. 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.


Past Sessions and Recordings

Please note: Duplicate recording content may not be maintained for the same topics unless new features are covered. If a session recording is from an older date, it's because the content is the same. :) Please also note that any Open Q & A session will NOT be recorded/posted.

June 2022 Office Hours

  • June 15th: Building and Managing Admissions Checklists. Learn how to build best practice 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 some lesser used 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. Click here for the recording. Passcode: pueC3*SS

  • June 8th: Billing - Setup & 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: JX1^=NUp

  • June 2nd: Text Messaging. Learn how to setup and utilize SMS for your workflows including template creation, subscription management, and best practices. Click here for the recording. Passcode: x30S.74G

  • June 1st: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: %FDc054%

May 2022 Office Hours

  • May 26th: Admissions Communications - Automated and Manual. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: 3G&jsv^T

    • IMPORTANT NOTE: The safe sender email that all of your emails are coming from in the system STILL uses the SchoolAdmin domain, so please do NOT replace it with the finalsite domain. Ex. Add info+{{your school's SchoolAdmin domain}}@schooladmin.com to your safe sender list to protect from overzealous spam filters.

  • May 25th: Building 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 while emphasizing your brand and mission. This course will also review checklist item best practices and parent impersonate for testing. Click here for the recording. Passcode: .KzWeUK9

  • May 19th: Product and Customer Engagement: Enrollment Retrospective. Join us for an Enrollment Retrospective with Braxton Smallwood, Director of Product, and Ben Chang, Product Manager. In this session, we'll share success stories from the recent enrollment season, as well as the current challenges we'd like to overcome for next season. Please note, the content of the session will be based upon survey results, so please do not attend without filling it out! Click here for the recording. Passcode: G+Pj+0@w

  • May 18th: Billing - Parent Workflow: Learn about the parent experience within the Billing Management tab and the billing communication workflow. 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: J@=zyK8&

  • May 11th: Building/Editing a Best Practice Inquiry Form: Learn how to build or edit your Inquiry form using best practices for calls to action, event management, dynamic checklist items, and data collection for reports. Click here for the recording. Passcode: ^PCmPsP9

  • May 4th: Admissions Parent Portal Account and Checklist Management: This course will review parent portal account creation and troubleshooting, checklist item best practices and the various checklist item types used during the admissions process. Click here for the recording. Passcode: hjY3c$4A

April 2022 Office Hours

  • April 28th: How to Edit Forms - Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the recording. Passcode: S=&6cMfc

  • April 27th: Text Messaging - Learn how to setup and utilize SMS for your workflows including template creation, subscription management, and best practices. Click here for the recording. This session also included ad-hoc questions and a review of Automated Communication Plans. Passcode: S=1Aezaz

  • April 21st: Billing: 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: r!4=!DmL

  • April 20th: 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. *NOTE: This class was low attendance and turned into a Q & A session. A recording from June 2021 is located here. Passcode: yh2!T*q1

  • April 13th: Inquiry Workflow - 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. Click here for the recording. Passcode: WnRC67*C

  • April 7th: Dashboard & System Overview (New Users) - This session will review the funnel and current counts, the 'quick action' menu, forms inbox, and bulk actions across the system. Click here for the recording. Passcode: 64+H&j@U

  • April 6th: Inquiry Event Management - Learn the different paths an Inquiry can register for an event including self-registration through the Inquiry form, public calendar links, and Admin registration. This course will cover best practices for each, and how to manage registration and attendance through communications and reports. Click here for the recording. Passcode: +m8NY+N6

March 2022 Office Hours

  • March 31st: System Automated Communications & Customization. In this course, learn what system emails are sent and when, and what system emails you can brand and personalize during the prospective and current student journey. Click here for the recording. Passcode: =FD@2Ds+

  • March 30th: Parent Account Creation, Authentication & Support. Learn how parents create a parent portal account, the ins and outs of authentication, how to update parent portal account log-in information and how to troubleshoot log-in or access issues. Click here for the recording. Passcode: q%S?NVH9

  • March 24th: Search & Reports: Sample Builds. 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: Nb0*E4Y=

  • March 23rd: Calendars & Event 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. This session will also review event reporting. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the September 2021 link. Click here for the recording. Passcode: bp^57B$Q

  • March 16th: Contact Record Customization & Navigation. Learn how to customize what fields display on what record types, what field groupings live on what tabs, the relationship of field groupings in the contact record and search and reports, and how to re-organize field groupings. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the September 2020 link. Click here for the recording. Passcode: 5+8!C26Q

  • March 10th: Billing - 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. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the April 2021 link. Click here for the recording.

  • March 9th: Building and Managing Checklists. Learn how to build best practice 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 some lesser used 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. NOTE: Only the audio saved for this one unfortunately, so I'm reposting the June 2021 link. Click here for the recording. Passcode: +3+y?uQ@

  • March 2nd: Enrollment Completion Management. Learn how to monitor and manage parent checklist completion with email reminders, filter options and custom reports. This course will also cover enrollment statuses. Click here for the recording. Click here for the recording from Feb 2022, as this is a duplicate session. Passcode: 5M4p%V8$

February 2022 Office Hours

  • 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: Fq!K1ygm

  • February 23rd: Enrollment - Search & Reports. If you attended last week's session on how to build a search, you'll enjoy learning how to build custom reports for intent to enroll form fields, enrollment checklist completion, contract state and enrolled status checks, custom financial reports, and more. Click here for the recording. Passcode: d@9H7Rx$

  • February 17th: 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. Click here for the recording. Passcode: ?G%$6G6J

  • February 16th: 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 the mechanics of how to build a report using search criteria, and/or logic, how to locate fields to display as columns, and how to pick the right fields for your reports from your forms. There's less emphasis on report examples. Click here for the recording from a prior session. (No passcode for this one).

  • February 10th: Billing - Parent Workflow & Communications. Learn about the parent experience within the Billing Management tab and the billing communication workflow. 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: 3?H#.Ubr

  • February 9th: Enrollment Completion Management. Learn how to monitor and manage parent checklist completion with email reminders, filter options and custom reports. This course will also cover enrollment statuses. Click here for the recording. Passcode: 5M4p%V8$

  • February 3rd: Contract Preview, Generation & Communications. This session will review how to preview and generate contracts for you families, with the added bonus of using parent impersonate. This session will also talk through best practices for the enrollment email and parent authentication. Click here for the recording. Passcode: &Fz0k7G?

January 2022 Office Hours

  • January 27th: Rollover & New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: T1!t=ZmZ

  • January 26th: Parent Enrollment Workflow & Impersonate. Learn the parent process for contract access and signing, additional enrollment checklist item management, authentication best practices and troubleshooting and how to use impersonate when helping your families. Click here for the recording. Passcode: C4sn7!x3

  • January 20th: Enrollment Search & Reports. Learn how to build custom reports for checklist completion, contract and enrolled status checks, financial reports, and more. Click here for the recording. Passcode: %fluTG9S

  • January 19th: Enrollment Communications. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families and how to utilize parent portal templates for a positive parent experience. Click here for the recording. Passcode: rtK1*z%X Click here for sample templates and best practices.

  • January 13th: 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: !Z!6ivNQ

  • January 12th: Rollover & New Student Enrollment. Learn how to rollover returning students and how to move Accepted kids into enrollment. This course will also review contract preview and generation, enrollment communications and checklist completion. Click here for the recording. Passcode: 751hSfi$

  • January 6th: Enrollment Refresh Checklist. 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 the recording. Passcode: 2T*H*34p

  • January 5th: Online Reading & 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: +nWVRU8?

December 2021 Office Hours

  • December 22nd: Enrollment for New & Returning Families. Learn how to move Accepted kids into enrollment and how to rollover returning students. This course also includes enrollment communications and contract generation that are needed for both workflows. Click here for the recording. Passcode: 8T02J^k^

  • December 15th: Contract Fees & 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: M?@L9&@F

  • December 9th: 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: Z!XDj&8$

  • December 8th: Enrollment Checklist Best Practices. Learn best practices for your enrollment checklist including how to utilize an Intent to Enroll form, parent explanation text, contract visibility, and general best practices for a streamlined parent experience. Click here for the recording. Passcode: vC9+5d0p

  • December 2nd: Enrollment Communications & Parent Views. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families and how to utilize parent portal templates for a positive parent experience. Click here for the recording. Passcode: S4H7f@z7

  • December 1st: Contract & Enrollment Form Edits (Makeup Class from Last Week): Learn how to edit your contract/registration form, ad-hoc enrollment forms such as an "Intent to Enroll" form and best practices for each. Click here for the recording. Passcode: Gve97HJ@

November 2021 Office Hours

  • November 18th: Contract & Enrollment Form Edits. Learn how to edit your contract/registration form, ad-hoc enrollment forms such as an "Intent to Enroll" form and best practices for each. No recording available because Zoom locked me out this day so this session unfortunately didn't take place. :( It has been rescheduled for December.

  • November 17th: Field Management: Term and Non-Term Based. Learn about term based and non term based fields, including newer functionality to set custom term based fields. This course will also review how to customize what fields display on what record types and how to re-organize field groupings. Click here for the slide deck. Click here for the recording. Passcode: 0Q%BmI0d

  • November 11th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording from September. Passcode: SGE*fU11

  • November 10th: Enrollment Refresh Checklist. 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 the recording. Passcode: 05R%Nvtt

  • November 4th: 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. Click here for the recording. Click here for the recording. Passcode: bp^57B$Q

  • November 3rd: 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: aE4?gmBB

October 2021 Office Hours

  • October 28th: Parent Impersonate. Learn how to help families navigate your portal using the parent impersonate feature. This session will also review how to use this feature for parent portal customizations. *DISCLAIMER: The recording for this session has some undesirable background noise and isn't up to my standard, however, I'm posting it since I do not have a better version to post. Click here for the recording. Passcode: V5C9m&Ze

  • October 27th: Product and Customer Engagement. This session will review the most recent features released for Admissions, and what's coming on the roadmap. Braxton Smallwood, Director of Product Management will co-host this session with me. Click here for the recording. Passcode: G7=v5vZ3

    Please Note: Failed payment notifications will be sent for deposits and any other failed payments. It's not specific to our clients that have SchoolAdmin Billing. Click here for the recording. Passcode: G7=v5vZ3

  • October 20th: Text Messaging. Learn how to setup and utilize SMS for your workflows.Braxton Smallwood, Director of Product Management will co-host this session with me. Click here for the recording. Passcode: .s7p&T.N

  • October 14th: Event Management and Reports. 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. Click here for the recording. Passcode: bp^57B$Q

  • October 13th: Admissions Checklist Best Practices. Learn about checklist item types, visibility, customization, and how to best manage an incomplete checklist. Click here for the recording. Passcode: +3+y?uQ@

  • October 7th: Online Reviews - Setup & Workflows. 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.

September 2021 Office Hours

  • September 30th: Contact Record Customization & Field Management. Learn how to customize what fields display on what record types and how to re-organize field groupings. Click here for the recording. Passcode: 5+8!C26Q

  • September 29th: How to Build & Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • September 23rd: Admissions Workflow & Best Practices. 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. Click here for the recording. (There is no passcode for this one).

  • September 22nd: Admissions Communications - Automated & Manual. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: uVn3.Nwj

  • September 16th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: SGE*fU11

  • September 15th: Inquiry Workflow & Conversion Management. 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. Click here for the recording. Passcode: *Qex%T+9

  • September 9th: 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. Click here for the recording. Passcode: bp^57B$Q

  • September 8th: Online Reviews: Setup & Workflows. 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.

  • September 2nd: Billing - New Features, FAQ, and Open Q&A. Learn about the latest billing features, answers to some common conundrums and an open Q&A at the end. Click here for the recording. Click here for the recording. Passcode: 6D3?kT8l

  • September 1st: Admissions Parent Portal Best Practices. Learn what templates and you should brand, update, and customize for your families during the Application process. This session will also review checklist item best practices and customization for your families. Click here for the recording. Passcode: !!LcKj6s

August 2021 Office Hours

  • August 26th: Admissions Communications. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: M%AbC+5R

  • August 25th: Admissions Search & Reports. Learn how to build searches for demographics to help with your conversions, how to manage event registration and attendance, and more. Click here for the recording. Passcode: Uy$Bku1%

  • August 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. Click here for the recording. Passcode: bp^57B$Q

  • August 18th: Inquiry Workflow & 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. Click here for the recording. Passcode: 3nj0@ZAf

  • August 12th: How to Build and Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • August 11th: Application Workflow: Parent Side. This session will focus on the Parent workflow for Admissions from form submission to each checklist item type. This session will also review the new parent impersonate feature for Admins! Click here for the recording. Passcode: 3nbgrg@t

  • August 5th: Admissions Refresh Process. Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admission season. Click here for the recording. Passcode: !!Rrpg=5

  • August 4th: Application Workflow: Admin Side. This session will focus on the Admin workflow for Admissions including form imports, draft application management, checklist best practices, how to increase your conversions, and manage events. Click here for the recording. Passcode: ywSf9E!L

July 2021 Office Hours

  • July 28th: Admissions Communications. Learn what communications are automated for you and your families during the Admissions process and how to customize them. You'll also learn what custom email templates you can create for individual communications, bulk communications and/or automated communications. Click here for the recording. Passcode: #QNZy1De

  • July 22nd: Parent Portal Best Practices. Learn what templates and you should brand, update, and customize for your families during the Application process. This session will also review checklist item best practices and customization for your families. Click here for the recording. Passcode: F6JG@6#7

  • July 21st: 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. Click here for the recording. Passcode: Us1#t.=7

  • July 15th: Billing - New Features, Roadmap, and Change Management. This session will review newer features such as SA Payments, split payments, and the payout summary. Some upcoming roadmap features will also be discussed, along with some common questions around change management when working with parents during the billing process. Click here for the recording. Passcode: 78=^D6bh

  • July 14th: How to Build & Edit Forms. Learn how to create new forms, pages, and edit attributes of existing forms. Click here for the February recording.

  • July 8th: Inquiry Workflow and 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. Click here for the recording. Passcode: 3nj0@ZAf

  • July 7th: Admissions Features Highlight and Open Q&A. Learn about the newer Admissions features we've released since last season for draft applicants, calendars, checklists and inquiry forms. The rest of the session will allow for open Q & A. Click here for the recording. Passcode: V@nNBkm7

  • July 1st: 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: f19b%wxJ

June 2021 Office Hours

  • June 30th: Admissions Refresh Process. Learn how to use the Admissions Refresh Checklist within your General Settings to get prepared for the new Admission season. Click here for the recording. Passcode: 93#=M^Zg

  • June 24th: Admin and User Permissions. Learn about the different user types and permission settings so you can manage site access for your teams. *Only System Admins have access to this page. Click here for the recording. Passcode: J4#eKF+L

  • June 23rd: Admissions Searches. Learn how to build reports for your Admission workflows and events. Click here for the recording. Passcode: w^fR5^B8

  • June 17th: 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 the new iCal subscription links in calendar emails. Click here for the recording. Passcode: !ZGs^x2+

  • June 16th: Parent Portal Customization & Branding. Learn about all of the parent portal templates you can customize to build a more personalized experience for your prospective families while emphasizing your brand and mission in sidebar templates. Click here for the recording. Passcode: F6JG@6#7

  • June 10th: 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. Click here for the recording. Passcode: yh2!T*q1

  • 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. Click here for the recording. Passcode: XM0#VFi$

  • 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. Click here for the recording. Passcode: +3+y?uQ@

May 2021 Office Hours

  • May 20th: Billing - Parent View & Change Management. *New Feature* 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. This session also covers the new 'Schedule' tab within billing account/parent records. Click here for the recording. Passcode: xi5uJ8=K

  • 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. Click here for the recording. Passcode: Sd^4^J?a

  • 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. Click here for the recording. (No passcode for this one).

  • May 12th: 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 recording.

  • 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. Click here for the recording.

  • 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. Click here for the recording. Passcode: yh2!T*q1

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.

  • 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.

  • 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 recording.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • March 18th: How to Build & Edit Forms. This is a repeat session of ones prior. Please refer to the February 4th 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.

  • 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.

  • 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.

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.

  • 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.

  • 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.

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

  • 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.

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.

  • 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.

  • 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.

  • 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.

  • 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.

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.

  • 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.

  • 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.

  • 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.

  • 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.

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.

  • 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.

  • 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.

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Additional Resources

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

  • 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.

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