Enrollment & Registration

Manage your online contract, update all tuition and fee information, personalize enrollment communications, and track and report on key enrollment data.

31 articles in this collection
Written by Ben Phenix, Courtney Single, and Cheyenne Rohmann

Tutorials & Best Practices

Enrollment Management Tutorial

This is a full length recording of the Enrollment Management Training. Duration: 1 hour

Written by Ben Phenix
Updated over a week ago

Continuous or Perpetual Enrollment

Learn about Continuous enrollment and whether it may be a fit for your school

Written by Ben Phenix
Updated over a week ago

Enrollment Checklist

Learn how to manage enrollment-specific checklist items.

Written by Courtney Single
Updated over a week ago

Contract / Registration Management

Contract Management

Learn how to manage your Enrollment Contracts/Registration Forms from setup to parent submission.

Written by Courtney Single
Updated over a week ago

Contract States

The different stages of the contract workflow and how they're displayed within the Parent Portal.

Written by Ben Phenix
Updated over a week ago

Contract Preview

Learn how to preview contracts to check all tuition and fees before and after contract generation.

Written by Courtney Single
Updated over a week ago

Contract Generation and Regeneration

Learn how to generate and regenerate contracts individually and in bulk.

Written by Courtney Single
Updated over a week ago

Electronic Signatures

Learn about what is captured when using an electronic signature field on a SchoolAdmin form.

Written by Cheyenne Rohmann
Updated over a week ago

Dual Signatures on Contracts

Learn about the process and requirements of dual signatures on contracts.

Written by Ben Phenix
Updated over a week ago

Federal Truth in Lending Disclosure (TILA)

An overview of TILA and how to create TILA statements.

Written by Ben Phenix
Updated over a week ago

Tuition & Fees Management

Tuition & Tuition Discounts

Overview of how tuition and tuition discounts work in SchoolAdmin

Written by Ben Phenix
Updated over a week ago

Payment Plans Overview

Learn what a payment plan is and how to utilize it for your Enrollment Process.

Written by Ben Phenix
Updated over a week ago

Required and Optional Fees

Overview of required and optional fees and how they can be used within SchoolAdmin.

Written by Ben Phenix
Updated over a week ago

Deposit and Registration Fees

Overview of deposit and registration fees collected on contracts.

Written by Ben Phenix
Updated over a week ago

Micro Deposits

Learn how Electronic Check withdrawals are verified through micro-deposits.

Written by Courtney Single
Updated over a week ago

Family Fees

Overview of how schools can collect family based fees on the contract.

Written by Ben Phenix
Updated over a week ago

Scholarship Management

Learn how to manage and award scholarships within SchoolAdmin.

Written by Ben Phenix
Updated over a week ago

Sibling Discounts

Overview of how sibling discounts can be structured on contracts.

Written by Ben Phenix
Updated over a week ago

Fee Rules: Overview & Usage

Overview of fees rules and how they are used to create dynamic, data driven contracts.

Written by Ben Phenix
Updated this week

Annual Enrollment Refresh

Enrollment Refresh Process

Prepare for enrollment season by following a checklist of items to review and update, and the steps needed for new and returning kids.

Written by Courtney Single
Updated over a week ago

Term-Based Fields and Enrollment Refresh

Learn what fields in the system store term-based data that reset automatically each year.

Written by Courtney Single
Updated over a week ago

Non Term-Based and Required Enrollment Fields

Learn which fields need to be cleared out manually during your Enrollment Refresh Process each year and how to set them as required.

Written by Courtney Single
Updated over a week ago

Enrollment Year Setup

Learn how to setup the new enrollment year for your upcoming class of mission-appropriate students, and rename your contract and deposit!

Written by Courtney Single
Updated over a week ago

Process & Rollover

Rollover for Returning Students

Learn how to perform rollover for your returning students.

Written by Courtney Single
Updated over a week ago

Moving Applicants (New Students) to Enrollment

Learn how to move accepted applicants into enrollment.

Written by Courtney Single
Updated over a week ago

Enrollment Process for New and Returning Students

Learn about the remaining enrollment steps for your new and returning students.

Written by Ben Phenix
Updated over a week ago

Parent Enrollment Cycle

An overview of the parent process during enrollment.

Written by Courtney Single
Updated over a week ago

Parent Portal Enrollment Walkthrough

See the enrollment process from the parent's view.

Written by Courtney Single
Updated over a week ago

General Information

Enrollment Statuses

Overview of the student statuses available within the Enrollment Module.

Written by Ben Phenix
Updated over a week ago

Enrollment Reporting

Enrollment Reports

A list of all reports you'll find useful during the enrollment process.

Written by Courtney Single
Updated over a week ago

Net Tuition and Fees Report

Written by Ben Phenix
Updated over a week ago