Overview

Within the Parent Portal Content setup page, you can manage templates that allow you to customize messaging, fee instructions, thank you pages, and more within your school's Parent Portal. Learn more by reading on below!

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How-To: Update Parent Portal Content Pages

All Parent Portal Content pages (aka Web Templates) are managed from within Settings -> Portal -> Parent Portal Content.

On this page, all templates will be listed alphabetically by the Template Name (1). You can click the Edit (2) button to the right of any of the templates to view or make changes to them using the Template Editor. Descriptions of each template can be found in the section below titled "How-To: Use Parent Portal Content Pages".


How-To: Use Parent Portal Content Pages

In this section, you will find a description of each Parent Portal Content template and where it appears within the Parent Portal.

Use the links below to jump to a specific template/description in the list.

Inquiry/Application Templates:

Billing Templates:

Enrollment/Contract Templates

Portal Templates:

Other:

Pro Tip: Merge fields can be used on certain Parent Portal Content pages for added personalization - click here for more information.

* Application Fee Check Instructions *

These are the instructions that display on the Application Fee payment page when the 'Check/Cheque' option is selected as the payment method (if enabled as an option in your Application Fee Setup). A best practice is to provide instructions on where to mail the check and who to make the check out to. You may also want to include a statement that you will mark the Application Fee checklist item as complete upon receipt of the check.



* Application Fee Instructions*

These are the general instructions that display on the Application payment page before a payment method is selected from the drop-down menu. A best practice is to notify families of any additional fees for payment by credit card, as well as the type of credit cards accepted. You can also direct them back to the main Parent Portal page to access the student checklist.



* Application Thank You *

This is the thank you page that displays after the Application Form is submitted.

Best Practices:

  • Direct families back to the Parent Portal to complete the student's admissions checklist.
  • Include links to your website, social media pages, blog subscription, etc.
  • Add images or embed a video. Copy the embed code from the video you wish to add, and then paste it into the code view of the template. Click here for more information.
  • If you would like to use merge fields for personalization, the only one that will pull data is: {{contact.preferred_name_or_first}}, which will pull the student's preferred name or first name if there is no preferred name. Parent name merge fields will not work since the form may not be imported automatically due to a potential duplicate contact from an inquiry record.



* Autopay Terms And Conditions *

For schools using the SchoolAdmin Billing Module. This is the information that displays to a parent when enrolling into autopay.

Best Practices:

  • Information on how a charge is defined
  • How to update or terminate AutoPay information
  • Liability waiver
  • Any other service terms

* Billing Management Widget *

For schools using the SchoolAdmin Billing Module. This is the information that appears above the billing account and ledger within the Billing Management tab of the Parent Portal.

Best Practices:

  • Include information on how to contact your Business/Finance Office or whoever handles the tuition and billing questions for your school.
  • Provide instructions on how to enroll in AutoPay.
  • Provide instructions on how to return to the student checklist or contract.
  • Notify families about any convenience fees that you charge for certain payment methods.

* Contact Communication Area *

This is the area that displays above the student checklist.  The information displayed in this area can be dynamic using liquid logic statements/rules - contact our Support Team for help with this!

Best Practices:

  • Include deadlines and/or important dates
  • Include links to a viewbook, student handbook, school calendar, etc.

Important Note about Display Customization:

  • By default, anything added to this template will be visible to all contacts in an active workflow (i.e. both Admissions and Enrollment families). To customize the information for different sets of families, please work with our best-in-class Support Team so they can set up liquid logic statements/rules for dynamic displays. Some examples include admissions vs. enrollment, new vs. returning families, international vs. domestic, day vs. boarding, etc. See below for some examples.

Example for Admissions Statuses Only:

Example for Enrollment Statuses Only:

* Contact Page Sidebar *

This is the fully customizable sidebar that appears when viewing a student's checklist in the Parent Portal. By default, the template includes the contact information you have entered within 'Settings' -> 'General' -> 'Contact Information', but it can be updated to whatever you like.

Best Practices:

  • List the key admissions, enrollment, and other contacts that families might need to reach during the process. You can pull in the information from the Contact Information setup page using merge tokens, or you can simply type in custom information.
  • Get families excited about your school by displaying engaging images or videos from school events, clubs, and more.
  • Be creative! You can use Liquid logic within this template to show different content based on the type of student. Change it up for upper vs. lower school, international vs. domestic, or even based on student interests. Contact our Support Team for help with setup.

* Contact Page Sidebar Header *

This is the header that appears above the information you entered in the Contact Page Sidebar (see above). The default is "Contact [Your School Name]" but this can be customized as you like.


* Contract Thank You *

This is the thank you page that displays after the Contract Form is submitted.

Best Practices:

  • This template is turned off by default so that the parent/guardian is directed back to the Enrollment Checklist once the contract has been submitted. If you’d like to turn this feature on to display the thank you page, you can navigate to 'Settings' -> 'Communication' -> 'Communication Setup', then check the box for 'Contract Thank You Page' and hit save.

* Custom Fee Check Instructions *

These are the instructions that display on the payment page for any custom/adhoc fees (i.e. fees not tied to the contract) when a check option is selected, if applicable. If you do not offer a paper check as an option, you can leave this template blank. If you do offer a paper check option, include information on who the check should be payable to and the mailing address. You may also want to include a statement that you will mark the associated fee checklist item as complete upon receipt of the check.

* Custom Payment Instructions *

These are the instructions that display on the payment page when a custom payment method (e.g. wire transfer) is selected, if applicable. If you do not have a custom payment method set up, you can leave this template blank. If you do offer a custom payment method option, include detailed instructions on submitting the payment. You may also want to include a statement that you will mark the associated fee checklist item as complete upon receipt of the payment.

* Deposit Check Instructions *

These are the instructions that display on the payment page for the contract deposit when a check option is selected, if applicable. If you do not offer a paper check as an option, you can leave this template blank. If you do offer a paper check option, include information on who the check should be payable to and the mailing address. You may also want to include a statement that you will mark the Deposit checklist item as complete upon receipt of the check.

* Deposit Instructions *

These are the general instructions that display on the contract deposit payment page before a payment method is selected from the drop-down menu. A best practice is to notify families of any additional fees for payment by credit card, as well as the type of credit cards accepted. You can also direct them back to the main Parent Portal page to access the student checklist.



* Inquiry Thank You *

This is the thank you page that displays after the Inquiry Form is submitted. You can use this page, as well as the automated 'Inquiry Thank You Email', to increase your conversions by showcasing your value proposition.  

Best Practices:

  • Thank the family for their interest!
  • Invite families to fill out an Inquiry Form for another student with a direct link to the form, or provide a link to the Parent Portal with instructions on how to start an application. Click here for more information on these links.
  • Let families know you'll be reaching out and any additional steps in the process. 
  • Provide links to different social media pages and/or important pages on your website.
  • Invite families to view or subscribe to your blog or newsletter via provided links.
  • Include testimonials or fun images/videos that are compelling about your school's mission and community. 
  • Mention upcoming events and link to a calendar on your website or public calendars that you have set up in SchoolAdmin.
  • Embed a video by copying the embed code from the video you wish to add, and then paste it into the code view of the template. Click here for more information on using the template editor.



* Login Page Description *

This is the welcome message displayed at the top of the page in the Parent Portal before the parent/student logs into their account.

Best Practices:

  • Make it warm and friendly.
  • Include information on why parents are creating an account and what they can manage in the Parent Portal.
  • Include contact information. If someone has trouble logging in, they know who to contact without needing to look for a phone number on your website. The contact information in the Parent Portal isn't displayed until after they've successfully logged in.

* Pay Now Instructions *

These are the instructions that display if a parent uses the "Pay Now" button on a form fee or deposit checklist item. Click here for more information.

* Portal Widget *

This is the messaging that displays above the student list after someone has logged into their account, but before they have clicked into a specific student in the Parent Portal.

Best Practices:

  • Make it warm and friendly.
  • If your admissions season is only open for a defined period of time, you can let parents know when applications will be accepted and available online.  
  • Link to the Parent Portal Online Help Center in the upper right, as noted by the 'Help' icon, which answers a list of FAQs that parents can use throughout the process. You can drive traffic to this page in this template so that parents can help during off-hours when they're working on forms and checklist items in the evening. An example is provided in the image above. 

* Summary Page Sidebar *

This is the fully customizable sidebar that appears next to the student list after someone has logged into their account, but before they have clicked into a specific student in the Parent Portal. By default, the template includes the contact information you have entered within 'Settings' -> 'General' -> 'Contact Information', but it can be updated to whatever you like.

Best Practices:

  • List the key admissions, enrollment, and other contacts that families might need to reach during the process. You can pull in the information from the Contact Information setup page using merge tokens, or you can simply type in custom information.
  • Get families excited about your school by displaying engaging images or videos from school events, clubs, and more.



* Summary Page Header *

This is the header that appears above the information you entered in the Summary Page Sidebar (see above). The default is "Contact [Your School Name]" but this can be customized as you like.


How-To: Additional Parent Portal Content Settings

Enable/Disable Enrollment and Admissions Checklists for Parents

Below the Parent Portal Templates are Enrollment and Admissions Settings. To manage these settings, use the checkbox next to them and make sure to hit Save at the bottom after making any changes.

  • Parent enrollment enabled: Turning this off means parents cannot access their enrollment checklist or contract/registration form, which is contained within the checklist. Even if you generate contracts with this turned off, parents will not be able to view anything until you mark the checkbox to enable parent access.
  • Parent admissions application enabled: This allows families to submit application forms. This setting does not grant access to the checklist. When turned off, families are unable to submit application forms.
  • Parent admissions workflow enabled: The admissions workflow is the application checklist. If you turned the parent admissions application off so that no new families can apply, then it would be a best practice to leave the admissions workflow enabled (turned on) so that families that did submit an application form can still access their checklist and complete it.
  • Click save to apply your changes.

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