Welcome to Banner Connect. Start with the four steps below, then use this page whenever you want to know what a tab in your menu is for.
Four steps for your first week.
What each tab in your menu is for, and the first thing to try.
How enrollment is going, at a glance.
Try this first: Open it each morning and work your task list from the top.
Ask a question about your account in plain English.
Try this first: Ask it which families are waiting on a reply.
Every family, every conversation and every follow-up.
Try this first: Open Opportunities and find the newest family in New Inquiry.
Visits, tours and assessments, booked online by families.
Try this first: Connect your Google or Outlook calendar.
What families fill out, sign and send you.
Try this first: Copy your inquiry form onto your website.
Emails and pages that bring families in and keep them close.
Try this first: Read the three emails new families already receive.
The follow-up that happens on its own.
Try this first: Look through what's already running before you build anything new.
Where your families come from and what's working.
Try this first: Check which lead source sent you the most families this year.
Application fees, deposits and invoices.
Try this first: Ask Banner 61 to connect your payment account before you send anything.
Set once, rarely touched. Banner 61 handles most of it.
Try this first: Check that your school name and phone number are right in Custom Values.
Your staff, your phone number and your email sending.
Try this first: Add everyone who answers family questions.