System & Settings | SchoolAdmin Help Center

General Information

Admin Settings Video Tutorial

This is a full length video tutorial of the Admin Settings Training!

Written by Courtney Single
Updated over a week ago

Supersite/Subsite Configuration

Information for schools using a supersite/subsite configuration.

Written by Cheyenne Rohmann
Updated over a week ago

General Settings

Basic Setup

Learn about the features included in basic setup settings such as school name, number of contacts per page, and file upload limits.

Written by Courtney Single
Updated over a week ago

Contact Information

The Contact Information page is where you can manage the contact details that display in the Parent Portal.

Written by Courtney Single
Updated over a week ago

Grades

Learn how to manage grade advancement, what grades you collect applications for and and which ones you auto-waitlist.

Written by Courtney Single
Updated over a week ago

Activity Items

Learn how to add, edit, and delete the activity types that are set within the student record.

Written by Courtney Single
Updated over a week ago

File Management

Learn how to store image or video files within SchoolAdmin to use in communication templates, or upload documents to link in checklists.

Written by Courtney Single
Updated over a week ago

User Notifications

Learn how to receive notifications for reminders, form imports, checklist completion, candidates to review, and calendar registration.

Written by Jessica Yates
Updated over a week ago

Communication Settings

Communication Tools & Settings

Learn about the communication tools available to you within SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Admin Portal Account Management

Admin Account Permissions Video Tutorial

Learn how to create Admin/User accounts and set access controls for each.

Written by Courtney Single
Updated over a week ago

Google G-Suite Single Sign-On (SSO)

Learn how to setup Google G-Suite Sign-On (SSO) for Admin log-ins!

Written by Courtney Single
Updated over a week ago

Admin Portal Accounts: Setup & Roles

Learn how to set up Admin Portal Accounts and what the different role types provide access to in the SchoolAdmin system.

Written by Courtney Single
Updated over a week ago

Admin Portal Accounts: Permission & Access Controls

Learn about the different permissions and access controls that your admins or users can have in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Admissions Permissions

Learn more about Admissions permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Enrollment Permissions

Learn more about Enrollment permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Scheduling Permissions

Learn more about Scheduling permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Medical Permissions

Learn more about Medical permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Secure Permissions

Learn more about Secure permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Financial Permissions

Learn more about Financial permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Data Permissions

Learn more about Data permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Reader Permissions

Learn more about Reader permissions in the SchoolAdmin system.

Written by Cheyenne Rohmann
Updated over a week ago

Portal Settings

Admin Portal Content: Contact Widget

Learn how to customize the contact widget, where you can display key information at the top of a student record.

Written by Courtney Single
Updated over a week ago

Parent Portal Content

Learn how to manage customized messaging, fee instructions, and thank you pages within the Parent Portal.

Written by Courtney Single
Updated over a week ago

Parent Portal Accounts

Learn how to look up, edit and remove parent portal account emails and passwords.

Written by Courtney Single
Updated over a week ago

Parent Portal Design

Learn how to bring your brand to the Parent Portal with customized colors and a logo!

Written by Courtney Single
Updated over a week ago

Financial Settings

Payment History Report

This report is a log of all payments that have been made in the system, historically.

Written by Jessica Yates
Updated over a week ago

Financial Line Items Report

Learn how to view and export a log of all financial line items you can expect to be paid.

Written by Courtney Single
Updated over a week ago

Application Fee Setup & Waiver Codes

Learn about how to turn the Application Fee on or off, set fee amounts and payment methods, and configure waiver codes.

Written by Courtney Single
Updated this week

Deposit Setup

This settings page allows you to turn your deposit on and off and choose the methods of accepted payment.

Written by Jessica Yates
Updated over a week ago

Contract Fees

Learn how to rename, update amounts and amount types that appear on contracts.

Written by Jessica Yates
Updated over a week ago

Contract Fee Rules

View the business rules that are setup for your contract fees.

Written by Courtney Single
Updated over a week ago

Custom Form Fee Management

Learn about how to collect fees on adhoc forms in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Payment Plans & Payment Schedules

How to create and manage payment plans and payment schedules that appear on contracts.

Written by Jessica Yates
Updated over a week ago

Convenience Fees

Learn about how Convenience Fees work in SchoolAdmin when passing the fee to the parent.

Written by Cheyenne Rohmann
Updated over a week ago

Stripe Payments

Learn how payments are handled with Stripe, payment rates, and how it works with SchoolAdmin Billing.

Written by Jessica Yates
Updated over a week ago

Checklist Settings

Checklist Overview

Learn about the core concepts of checklists in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Checklist Management & Settings

Learn how to add, edit, and manage checklist items and their settings.

Written by Courtney Single
Updated over a week ago

Checklist Item Types

Learn about the different type of checklist items and how they are used to collect information and drive dynamic workflows.

Written by Cheyenne Rohmann
Updated over a week ago

Common Checklist Items

Learn all about Common Checklist Items - How they work, how to configure them, and what families and admins will see

Written by Braxton Smallwood
Updated over a week ago

Forms Settings

Online Forms Video Tutorial

Watch our full-length video tutorial on editing and customizing existing Online Forms in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Creating New Online Forms

Learn how to create a new online form and add pages for content!

Written by Courtney Single
Updated over a week ago

Editing Online Forms

Learn how to edit online forms in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Form Types & States

Learn about the different types of online forms and the states for editing and publishing them.

Written by Courtney Single
Updated over a week ago

Form Fields & Options

Learn about the different types of fields and customization options available to you on your online forms in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Field Dependencies & Filters on Forms

Learn how to use field dependencies and filter options on your online forms to create a customized, dynamic experience.

Written by Cheyenne Rohmann
Updated over a week ago

Making Form Payments in SchoolAdmin

Learn what payment gateways and payment methods are available for forms, and what the form payment experience looks like for parents.

Written by Braxton Smallwood
Updated over a week ago

Lottery Settings

Running a Lottery

Learn how to run a lottery in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Lottery Settings

Learn how to customize what appears on the waitlist, lottery results, and lottery presentation.

Written by Courtney Single
Updated over a week ago