Overview

Please join an 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.  

  • If you missed the Customer Engagement webinar in November, which reviews the feature request journey and recently released features, click here to watch it. Passcode: 9RqM$8$q

Wednesday Morning Track: 10am - 11am Central

How to Join

Session Descriptions (Scroll down for past sessions and recordings)

  • January 6th: Open Q & A. Bring your questions!
  • January 13th: Form Edits. Learn how to create new forms, pages, and edit attributes of existing forms.
  • January 20th: 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.
  • January 27th: Community Idea Share. Bring your ideas for virtual events, automated communication plans, and any other successes you've had using SchoolAdmin features.
  • Feb 3rd: Billing Q & A. This session is for our Billing Customers to ask all of their questions. The session will be led by Ben Chang, Product Manager and Courtney Single, Enrollment Strategist.

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

How to Join

Session Descriptions (Scroll down for past sessions and recordings)

  • 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.
  • 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.
  • January 21st: Communication Types and Best Practices. Learn the differences between automated system emails, custom automated communication plans, scheduled emails, and manually sent emails.
  • January 28th: Open Q & A. Bring your Questions!

Past Sessions and Recordings

  • 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
  • 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$9T
  • November 19th: Enrollment Communications and Reporting. Learn best practices for branded enrollment communications, how to automate submitted contract reminders, how to automate checklist completion emails to families, and how to create a variety of enrollment specific reports. Click here for the recording. Passcode: hn3%6L3G
  • December 2nd: Enrollment Forms - Best Practices and Edits. Learn best practices for using an Intent to Enroll form or document request forms. Also learn how to edit all enrollment forms including your contract/registration form. Click here for access to the recording. Passcode: 3z1&M$i#
  • 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 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 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 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 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

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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