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A Client Success Manager is your Finalsite advocate.

Here to support you, help you, and guide you throughout the entirety of your partnership with Finalsite.

Not sure where to start?

Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Discover all that Finalsite has to offer.

Schools love how Finalsite finds what makes them unique and translates that into an authentic digital experience.

Improve School-to-Home Communications with Password-protected Portals.

Portals provide a safe and secure place for your community to access information that's just for them on every device.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

A best-of-breed approach to give you the "all in one" solution you need.

We focus on the critical function of marketing and communication, while leveraging relationships and integrations with 70+ partners to provide a more seamless experience between the school and your constituents.

A team of 200, Finalsite has been serving schools worldwide for 20 years.

Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Save Time and Enhance Data Integrity

Our secure integrations with popular SIS providers mean you can replace timely manual data uploads with our automatic transfers for a seamless solution.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

Training Offerings

Listed below are our training offerings from free options to customized training on-site at your organization. Expand each section to learn more! 

Contact your Client Success Manager or clientsuccess@finalsite.com

Free Training Options

  • Daily Product Webinars

We provide a set of 10 webinars that go through the main modules/functions required by someone who runs a Finalsite website. Check out our webinar schedule here. 

  • Finalsite Training Software Guides

Do you prefer more of a self-guided process with shorter videos and assignments to try on your own? Check out our software guides here

  • Finalsite Training Videos

Are videos your preferred mode of learning? We have a video library that can help you get started with Composer or any of our modules. Check out our video training here. 

  • Finalsite’s Knowledge Base

Need a quick answer for a question? Want to see some troubleshooting steps or best practices? Check out our Knowledge Base

  • In-Product Information and Walkthroughs

Want help in the software itself? Check out the Notebook icon in the gray left-hand navigation of Composer. 

This hidden gem has links to walkthroughs in the software, the ability to search the Knowledge Base, and a shortcut to our Software Update blog

Virtual Instructor Led Training Options

These personalized trainings can be purchased for an additional cost through your Client Success Manager, if not already provided in your specific contract.
Virtual training allows your team to receive training from the comfort of your school. This option helps to save on costs but also provides an excellent level of education via screenshare and chat to walk through content that might be new or needs a little extra attention.

Basic Online Composer Core Training

This is a great starter training for new site admins who have just joined a school. Also great for someone looking to brush up on their skills. 

  • Composer navigation / menus / pages / layouts (adding new pages, content elements, links)
  • Resources (adding resources, creating galleries, displaying resources)
  • Posts (creating boards, creating content, displaying on the website)
  • 3 Hours total. Can be split into 2-1.5 hour sessions. 

Premium Online Composer Core and Module Training

A training on the three core components required for editing and updating your website. Great for new admins or those who need more individualized training.

  • Composer navigation / menus / pages / layouts (adding new pages, content elements, links)
  • Resources (adding resources, creating galleries, displaying resources)
  • Posts (creating boards, creating content, displaying on the website)
  • Two Hours (1 hour each) of training on modules of your choice from Forms, Calendar, Portals, Admin Users, Messages, or Workflows.
  • 5 Hours Total: 3 Hours Core + 2 Hours of Modules of choice. 

Individual Module Trainings 

These trainings focus on individual modules and getting the most out of them. Only the following modules are available. For other topics, such as SEO, our Consulting Services Team is happy to assist. 

  • Calendars
  • Posts
  • Resources
  • Forms
  • Messages
  • Portals
  • Finalsite Learn 
  • Registration Manager
  • Admin user
  • Workflows
     

Finalsite Prep

Finalsite Prep is an ideal opportunity for new website administrators to get trained in Composer and the modules you use most frequently. This is a 1.5 day event where we cover a wide amount of information. Learn new tips and best practices together with other site administrators. 

The locations of these events vary each year, but there are at least 3 which will occur in Glastonbury, CT. 

Topics that are covered during this session include: Composer basics, organizing assets with Resources, creating news and blogs with Posts, utilizing Forms Manager and Calendars, and much more. Accessibility is covered within each session and demonstrates what can be done by the content creators themselves.
 

Individualized training at our offices

If traveling to our headquarters in either the United States or the United Kingdom is an option for you, our team can assist with one-on-one or group training on site. Finalsite will provide lunch and a training experience that is fully customizable for you based on your needs and goals. One-day or multi-day trainings may be purchased.

Onsite training at your location

Our on-site trainings in the United States and Asia are performed by our partners Educational Collaborators


These trainings are fully customizable for your needs. Often one day, two days, or multiple days will be purchased. See our Sample Schedules for an example of what type of agenda you can expect to create with the Educational Collaborator trainer. 


When having on-site training, reasonable travel expenses will be billed to the client after the training has been completed.
 

Finalsite Prep 2019 - Glastonbury CT

Finalsite Prep 2019 - Glastonbury, CT

Classroom instruction setting

Finalsite Prep 2019 - Glastonbury, CT