SchoolAdmin Leads to Streamlining Success
February 28, 2021

SchoolAdmin Leads to Streamlining Success

Erik Rogers | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with SchoolAdmin

We use SchoolAdmin for both our Admissions and Enrollment Processes, from Inquiry through application tracking, interviews, and acceptance, as well enrollment contracts and forms. We use communication templates and plans to connect with both customers and fellow administrative staff. SchoolAdmin helps us collect the data we need, track our applicants' and enrollees' progress, manage our contracts, and communicate well.


  • The online application and checklist - because it is highly customizable, fairly intuitive, and quite effective for managing all the moving parts of our application process.
  • The online enrollment checklist, forms, and contract - because of the level of customization, the level of professional appearance, the ease of tracking and managing students in the enrollment process, the integration it provides to our FACTS billing and payment system.
  • The communications system - because of the possibilities for both internal and external communications are so vast, the ability to produce highly customized, personalized, and segmented emails, text messages, and/or physical letters, and the relative ease of use.


  • I would like to see the ability to send a single email to mulit-child families that include merged information from specific data fields for each of their kids, rather than having to send a separate email for each student. Although it is possible to send "family-based" emails, at present, it's not possible to include student specific information for multiple students in a single email.
  • There needs to be more flexibility in combining whole family and individual student (contact) data. There are certain data that either cannot be produced easily in a report, or cannot be combined within the same report.
  • Our re-enrollment deadline for returning students falls a couple of months prior to the time when new students begin enrolling. With completely new families, this isn't a problem, but with returning families, this causes an issue. At present, we cannot complete enrollment for a returning student if they have a sibling in an active status in the admissions application process. The only way around this is to move all the newly applying sibling to an inactive status for the duration of our re-enrollment window for returning students. This, however, causes problems for our Admissions team as they try to sort and review applications.
  • There needs to be a lot more flexibility in report formatting and customization.
  • There needs to be a "customer view" option for system administrators, so we can see what our customers are seeing.
  • SchoolAdmin has helped streamline our admissions and enrollment processes significantly, resulting in a better customer experience.
  • It has helped us reduce paper use, moving from sizable hard copy information packets, applications, and contracts, to having almost everything online and digital. This reduces waste, contributes to environmental well-being, and significantly reduces the need for physical storage and archival space.
  • The system has helped improve accuracy and timeliness in data collection, transmission, and communication, allowing our staff to dedicate more time to relational work and less on administrative busywork.

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SchoolAdmin is well suited to application and enrollment management. On the whole, it provides a clean, straightforward means of gathering and managing data. It is less well suited to interacting with multiple children in the same family at the same time. If you want a high level of report customization, at present, this isn't so great.


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