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

  1. 1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
  2. 2Click Review queue — the badge shows how many families are waiting
  3. 3Read the three tiles on the application: Household, Income, and "Band suggests"
  4. 4Click Start review, then Mark as in review
  5. 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
  6. 6Click "Award & notify family" — one award is created for every child on the application
  7. 7Or click Decline…, then "Decline & notify family"
  8. 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 in your own school

Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.