All videos
AdminsFinancial aid
Review a family's aid application and decide
A 60-second screen recording of a real school doing exactly this — and the same 8 steps written out below, in the labels you'll see on screen.
Watch on YouTube
How to review a family's aid application and decide
- 1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
- 2Click Review queue — the badge shows how many families are waiting
- 3Read the three tiles on the application: Household, Income, and "Band suggests"
- 4Click Start review, then Mark as in review
- 5Click Award…, check "Percent off tuition (%)" (prefilled from the family's band), set "Record as" and School year, and add a note to the family
- 6Click "Award & notify family" — one award is created for every child on the application
- 7Or click Decline…, then "Decline & notify family"
- 8The application moves to Decided with an awarded badge and a link to the awards
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.
Next in this group
Do it yourself in the live demo
Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.