Overview

"I have been able to streamline our enrollment process saving me time and saving our school money. The year we started using SchoolAdmin, we experienced a 20% increase in enrollment." - An Admissions Director at an Archdiocesan school.

Enrollment and Business Office staff need streamlined enrollment workflows for new and returning families, coupled with on-demand reports to monitor contract and checklist progress. A few features to facilitate these needs include:

  • Contract Management - Learn how to preview, generate and manage contract completion.
  • Fee Management and Reporting - Learn how to update fee amounts, view fee rules and run dynamic reports on all tuition and fees.
  • Custom Enrollment Reporting - Learn how to build custom enrollment reports for tuition and fee management, contract or checklist statuses, current family directories, and more!

Read on for more! We look forward to working with you.

Article Links

Finance and Accounting Onboarding Article

Overview

Contact Record Navigation

Contract Management

  • Contract Setup - Learn how to manage your Enrollment Contracts/Registration Forms from setup to parent submission.
  • Contract States - The different stages of the contract workflow and how they're displayed within the Parent Portal.
  • Contract Preview - Learn how to preview contracts to check all tuition and fees before and after contract generation.
  • Contract Generation and Regeneration - Learn how to generate and regenerate contracts individually and in bulk.

Enrollment Checklist and Communications

Checklist Management

  • Enrollment Checklist - Learn how to manage enrollment specific checklist items and best practices.
  • Checklist Settings (General) - Learn how to add, edit, and manage checklist items and their settings.

Enrollment Communications

Admin and Parent Workflows

Admin Workflow: New and Returning Student Enrollment

Parent Workflow: New and Returning Student Enrollment

Reporting

Standard Reports

Custom Searches & Reports

We hope this information gives you a good place to get started with using SchoolAdmin. If you need extra help, click here to learn how to contact our best-in-class Support Team!

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