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Open financial aid applications to families
A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
How to open financial aid applications to families
- 1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
- 2In the Settings row, find "Family applications" and click the edit pencil
- 3In the dialog, set Applications to "Open — families see an apply button" — the menu starts on the current setting, so a closed school has to change it
- 4Fill "Intro text families see (optional)" — who reviews, when decisions go out
- 5Optionally set an "Application deadline" and choose whether to "Collect income documents online" — if yes, list the "Documents to request"
- 6Click Save — the card flips to "Open — families can apply from the portal."
- 7Families who have not applied now see a "Financial aid applications are open." banner on their Billing page, and what they submit lands in the Review queue at the top of the page, with a count of who is waiting
- 8To close applications, edit the card again and set Applications to "Closed — submitted applications stay in your queue", then Save — families who already applied keep a link to where their application stands
Part of Financial aid, scholarships & ESA
Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.
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