SchoolAdmin Office Hours
Join us in a virtual classroom to ask how-to questions or learn about new/existing features. Please work with SchoolAdmin Support for all site changes, form builds, new field creation, import templates, integration troubleshooting, and site-specific issues. I cannot display anyone's site during these sessions to maintain privacy and security of your data. Click here to learn what changes Support needs to manage for you. Everything else can be taught within an Office Hours session!
Click here to register for an upcoming session, held every Wednesday morning and Thursday afternoon.
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Professional Training & Consulting Services
Empower yourself and your team with a customized training and consulting session that's available in a variety of formats based on your needs:
Web-based for 3 hours (half day) or 6 hours (full day or two 3 hour sessions).
Austin-based training at the SchoolAdmin Office in Texas for 1 or 2 days.
On-site training at your school. Click here to learn more!
Email courtneysingle@schooladmin.com for pricing information and a customized training plan.
SchoolAdmin User Community
SchoolAdmin Enrollment Leaders Slack Community
Click here to learn how to join the online community of SchoolAdmin users to ask questions to each other and share ideas!
New Features and Updates
Click here to read about new features and updates thanks to your valuable feedback! We announce major features via an alert within the product that you can access by clicking on the Help icon and then click on the back arrow in the upper left of the chat window.
SchoolAdmin Blog
Click here to read thought leadership pieces on how to better manage your admissions and enrollment process.
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Parent Help Center
All parents have access to 24/7 support within the 'Online Parent Help Center' which can be accessed via the 'help' icon in the upper right of the Parent Portal. Best Practice: Link to this page within your email signature so parents can get help when your school is closed for the day or over the weekend. Within this page, parents can find answers to topics such as:
Submitting an Application
Student Checklist
Authentication Codes
Contracts/Registration
Multiple Signatures
And more!
If you have suggestions on additional topics/questions you receive that are not answered in the parent help center, please email courtneysingle@schooladmin.com so I can review your request!
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Webinar Courses and Recording Links
The Child Centric Model (30 Mins)
Can't attend? Click here for the full video tutorial!
In this webinar, we'll discuss the following:
What it means to be a "child-centric" system
Definition of "in workflow" and "out of workflow"
Role Types and Statuses Explained
How Students vs Parents, Siblings and Consultants are stored in the system
Household Management
Introduction to Prospects (30 Mins)
Can't attend? Click here for the video tutorial!
Learn the difference between a Prospect and an Inquiry and how you should capture this information in the system so it works best for your Admissions workflow. This session will cover the following:
Prospect vs Inquiry
How to add additional information to a prospect record
Reporting on and managing your prospects
Converting prospects to inquiries
Custom admissions statuses
Introduction to Inquiries: Establishing Relationships through Early Engagement (1 Hr)
Can't attend? Click here for the full video tutorial!
In this webinar, we’ll discuss how to engage your potential candidates and manage the inquiry process for a stronger yield. In order to make the most of your first impression, some of the topics we’ll review are:
How to ask compelling questions on your inquiry form to get more students on campus
Checklist management
Communication tracking
Event registration
Bulk actions
Search and Reports
Admissions Report
Dashboard and Funnel
Contact Record Navigation (1 hr)
Can't attend? Click here for the full video tutorial!
The Contact Record is where you'll manage all important details of your prospective and current family's journey through your admissions and enrollment processes. This course will review the following:
Key Information Area
Student Profile Picture
Communicate, Edit, and Manage Contract menu's
Primary Parent Info area
Summary Tab (Checklists, Related Contacts, Reminders, Recent Activity, Form and Document Submission History).
Personal Tab (How to edit fields and how to customize what fields display in this tab).
Admissions Tab (How to edit fields and how to customize what fields display in this tab).
Households Tab (Household Details, Household Membership, and Parent Portal Access)-History Tab (Track a complete history of status changes, notes, activities and emails).
Parent Portal Customization & Management.
Click here for the recording.
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.
Building Dynamic & Streamlined Checklists (1 hr)
Click here for the recording. Passcode: +3+y?uQ@
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.
Calendars and Event Scheduling: Connecting with Families to Set Yourself Apart (1 hr)
Can't attend? Click here for the full video tutorial!
The key to a strong recruitment program is the ability to convert inquiries into campus visits and set yourself apart from the competition. Campus events allow you to connect with families and help them see their place in the story of the school. In this webinar, you’ll learn how to:
Create calendars and appointments
Manage scheduling and email options
Link calendars to checklist items
Create reports and directories on calendar events
Introduction to Admissions: Finding the Perfect Match for Matriculation (1 hr)
Can't attend? Click here for the full video tutorial!
Click here for the PPT
In this webinar, you’ll be introduced to the Admissions Process, using your Application Form and Checklist. We’ll explore both as a parent and then as an Admin with some best practices put into place. In addition, we’ll explore the following:
Parent Portal Account Creation and log-in
Form Imports and Duplicate Matching
Bulk Actions within the Admissions List Page
Communication Management
Application Checklist Management
Admissions related Search and Reports
Admissions Report
Admissions Refresh (1 Hr)
This training session is seasonal.
Click here for the help article!
Learn how to update all key areas of the system so your Admissions Process is up to date for the next school year!
Parent Accounts, Authentication and Portal Views (30 Mins)
Can't attend? Click here for a video tutorial!
Learn how to manage parent accounts, authentication and what parents can/cannot see in the Parent Portal. In this webinar, we'll discuss the following:
Parent Portal Account Creation
How to Reset Parent Passwords
How to Update Parent Portal Email Addresses
How to Send Authentication Codes
How to See if Parents are Authenticated
How to Revoke or Re-Assign Authentication
What statuses are viewable by the parent
Contact Communication Area
Communication Template Creation and Customization (30 Mins)
Can't attend? Click here for a video tutorial!
Creating a personalized and timely communication flow to engage with your prospects over time is critical to your yield. In this course you'll learn how to do the following:
Create personalized email and letter templates using merge fields and school images
How to send emails individually and in bulk
How to generate PDF's of letters
Create customized name badges for events
How to send text messages
Sent and Failed Email History
Email history within contact records
A brief introduction to automated messages
Communications (1 Hr)
Creating a personalized and timely communication flow to engage with your prospects over time is critical to your yield. In this course you'll learn how to do the following:
Communication Best Practices
Create personalized email and letter templates using merge fields, school images and signatures with links to important pages and media.
How to send emails individually and in bulk
How to generate PDF's of letters
Create customized name badges for events
How to send text messages
Sent and Failed Email History
Email history within contact records
A brief introduction to automated messages
Automated Communication Plans (1 Hr)
Can't attend? Click here for a full video tutorial!
Learn how to setup mission-appropriate communications to engage candidates at the right time to boost enrollment. This training will cover:
Best Practices to create a communication plan
Triggers
Actions
Information-based messages
Interest-based messages
New Admin Training (3 hours)
Click here to register! This training is held on the third Tuesday of each month and is a great starting point for anyone new to SchoolAdmin! It’ll provide you with a high level overview of your daily workflows, touching upon each key are of the system, including:
Dashboard
List Page Functionality and Bulk Actions
Admin/Parent Checklist Management
Contact Record Attributes
Search and Reports
Inquiry Workflow
Application Workflow
Enrollment Workflow
The Fab Four Features to Work Smarter, not Harder this Admissions Season (1 hour). (Recording not available)
Learn how to disconnect from your desk with personalized automation, while optimizing the parent experience using the following features:
Build an Inquiry Checklist for Engagement Tracking
Admin and Parent Portal Widgets/Landing Pages
Bulk File Upload
Automated Communication Plans
Bulk File Upload (30 Mins)
Can't attend? Click here for the online help article.
Uploading documents such as transcripts in bulk is a huge time-saver. In the Bulk File Upload course, you'll learn how to do the following:
Upload a bulk PDF file
Navigate through a contact matching process for document assignment
Manually assign documents with undetected contact names
Review and confirm matches to assign to checklist
Search and Reports Training: Making the Most of Your Data (1 Hr)
Can't attend? Click here for the full video tutorial!
This webinar will not only cover how to conduct a search and create a report, but you’ll learn how to find contacts in the system and the bulk actions you can perform on these contacts. In order to make the most of your data within SchoolAdmin, you’ll need to know where and how to populate the information that’s most important to you. You’ll gain an understanding of the following search types and their application:
Quick Search
Admissions Funnel and Current Counts within the Dashboard
Contact lists within the Admissions and Enrollment pages
List Page columns and sorting
How to use filter options within the Dashboard and a List Page.
Bulk Action menu's within a List Page
Search criteria defined
How to build an "and" search as well as an "or" search
4 Report Types
Add additional columns to a report and how to navigate the field groupings list
Save a report
How to mark a field as searchable
Review Module Training (1 Hr)
Can't attend? Click here for the full video tutorial!
The SchoolAdmin Review Module allows schools to combine the information collected during a Student’s application process into an easy to read package for readers to score and make recommendations. Input from the readers is collected into a summary list that facilitates the Review Committee's decision-making. This webinar will cover the following:
Setting up the documents for review, the candidate cover sheet, rating criteria, review list columns and filters, and preliminary decision types
Setting up reader-only access and assigning reader access to existing users
How to review a candidate as a reader-only
How to review a candidate as an existing user
Committee review page and decision making
Review searches
How to make status changes after decisions have been made
Enrollment Management: Establishing a Streamlined Process for New and Returning Students (1 hr)
Can't attend? Click here for the full tutorial.
This training will walk you through the steps needed for your returning students and your new students. Topics include:
How to rollover returning students and how to move new students into Enrollment
Enrollment Communications
Contract Lifecycle
Checklist Management
Tuition and Fee Management
Financial Line Items and Payment History Reports
Enrollment Report
Enrollment Searches
Authentication Codes and Parent Portal Password Reset
Enrollment Statuses Explained
Tuition and Deposit Override Fields
How to view contract fees and fee rules
Rollover and New Student Enrollment (30 Mins)
Can't attend? Click here for Returning student rollover and click here for New Student enrollment.
Learn how to rollover returning students into Enrollment for the new school year, and how to move your new students into enrollment after decisions were made. This training will also review contract communications for enrolled families, parent authentication and checklist management.
Contract Generation and Management (30 Mins)
Can't attend? Click here for a video tutorial!
Learn how to preview, generate, and view contracts for new and returning students. This session will also review the different contract states and how to manage contract amounts.
Enrollment Checklist Management (1 Hr)
Can't attend? Click here for the online help article.
Learn how to monitor the completion of enrollment checklist items to get families fully enrolled before the deadline. This session will cover the following:
Contract states
Deposit/Registration Fee completion
FACTS integration
How to create and save custom enrollment searches
Enrollment checklist follow-up communications
Enrollment Reports (30 Mins)
Can't attend? Click here for an online help article!
Learn how to create Enrollment specific reports to capture student and contract statuses, contract amounts, and checklist reports. Additional examples can be shown based on client request.
Enrollment Refresh Process (1 Hr)
Can't attend? Click here for the full video tutorial!
This training will guide you through the Enrollment Refresh tool located in your general settings. You'll learn how to prepare for the upcoming enrollment year by updating items such as communications, contract language, tuition and fees, and more. You'll also use the enrollment process checklist to learn how to rollover your returning students and enroll your new students.
Admin Settings Training (1 Hr)
Can't attend? Click here for the full video tutorial!
In this session, all users with “Admin” access to Settings will learn how to manage all subheadings within the following Setting menu’s:
General
Communication
Portal
Financial
Checklist Management
Fields and Data
Duplicate Matching (30 Mins)
Can't attend? Click on the links below for a tutorial!
In this webinar, we'll discuss the following:
Reasons for Duplicate Matches
How Duplicate Matching Works
Merge Scores
Duplicate Contact Matching
Duplicate Household Matching
How to Create and Edit Forms Training (1 Hr)
Can't attend? Click here for the full video tutorial!
Admins can create new forms and pages as well as edit the following on existing forms:
Page Name
Prompt Text
Header & Sub-header Text
Comment Text
Arrangement of Questions
Show / Hide Dependencies
Option List Filtering
Selecting calendars
Options such as required, read-only, hidden, and default value
Field Management (30 Mins)
Can't attend? Click here for the full video tutorial!
In this webinar, we'll discuss the following:
What is a field and how does it work in the system?
How fields work on forms
Where to view fields and their groupings
How to mark fields as searchable and what it means
How to customize fields in a student record
Understanding and Running Exports (30 Mins)
Can't attend? Click here for the full video tutorial!
In this webinar, we'll discuss the following:
How to build a search for an export and save it
How to run an export for all records and since last export
How to mark an export as exported
How to view and download exports
Imports (30 Mins)
Can't attend? Click here to learn more!
Learn how to create and/or update data in SchoolAdmin using the Import Data tool. This training will cover the following:
Create new contacts
Update new contacts
Setup an import mapping template
Manage duplicate matches
Validate an import
Best Practices