We try to have people electronically sign their Blackbaud Enrollment Management (BBEM) enrollment contracts to make the process easier for integrating with Tuition Management. We have a physical signature on very few contracts where the family had difficulties signing from within their Blackbaud online portal. I imagine…
We have a checklist item for our open house Events. Parents usually only need to sign up for one of half a dozen dates. Rather than having each open house be its own Event and own checklist item, I made one “Open House Event” with multiple registration options. I am running into trouble trying to figure out the best way to…
Hi there. I am trying to pull an advanced list showing the candidates who attended our Open House. I marked the candidates as attended, however, when I try to preview the list it is showing their status as “false” (i.e. not attended).
I am trying to run a report of an admissions event we did that has the parents email and not the candidates email. I am wondering how to go about it. The only options in events is the candidate's email
Hello There, We have utilized an admission checklist for years to monitor progress from our end. However, we are interested in generating a checklist for families to monitor progress on their end. Being very green to this, I am curious if other schools do this via a “student checklist” or if you make certain steps visible…
We've received feedback from parents of candidates that they would prefer to engage with our admissions process using cell phone text messages in addition to email. So many of our admissions checklist steps involve automated email notifications, and this is great, but is there a way that these can go out via SMS text…
We imbedded the inquiry code onto our admission webpage (Finalsite). The box now shows just an empty space where the form used to populate. If I log into Finalsite, I can see it from the back end, OR if I log into my organization with the SSO. This is a public-facing page, and we anyone should be able to view it. Does…
Under Enrollment Management > Communication > Official Notes > Templates: We would like to create some templates to communicate to parents. When we copy and paste an email signature into the template, it comes out on the preview, but in the actual email (I compose and send an Official Note to a test email), the image does…
Has anyone used a contract for anything other than a traditional school enrollment? Our school trips need two signatures (where appropriate), agreeing to terms and conditions, and paying both a deposit and a fee (tuition equivalent).
We have a former family visiting from overseas and they would like to enroll their kindergarten student in her old class for the two weeks they're here. Does anyone have any experience with such a request? I'm wondering what the best practice is for something like this. We want to generate a non-integrated contract so it…
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