Office Hours

February 4, 2026 at 2:30 PM ET

Learning to troubleshoot in Slate is a skill on its own. In this 100-level introduction, we will walk through tips and tricks on Training Your Team How to Troubleshoot. You will learn how to train your team to ask the right questions, provide relevant information, and find a solution together.  
Who Should Attend:
Slate captains with any level of experience from the worlds of Admissions, Student Success, or Advancement.

February 11, 2026 at 2:30 PM ET

In this session, we’ll share practical solutions for updating Entity rows outside the entity widget on the person record. You’ll see how to pre-populate person-scoped forms, use merge fields to display existing content, and add follow-up notes or comments.
Who Should Attend: 
Users with an intermediate level of understanding of how entities function in Student Success.

February 18, 2026 at 11:30 AM ET

In this session, we’ll break down salutation automation in Slate, when your preferred naming approach should be enforced with rules (rather than defaults or data entry). We’ll also cover the key types of naming conventions (salutations, mailing names, name tags, and more), with examples to help you keep communications consistent, accurate, and respectful.Who Should Attend:
Advancement Slate captains with an intermediate level of experience with rules and naming processes.
 

February 25, 2026 at 2:30 PM ET

We’ll explore portal redirects in Slate and how to use them to guide users to the right experience at the right time. Using the common example of redirecting applicants from an application status portal to an enrolled student portal, we’ll cover key setup considerations, timing and logic, and tips to ensure a smooth handoff that feels seamless for students.Who Should Attend:
Slate users that are interested in learning more about portal redirects and have an intermediate level of experience with portal functionality. 

March 4, 2026 at 11:30 AM ET

Add efficiency to application completion and review using Workflows. In this session, we will unpack the benefits and new features you can expect from Workflows, when to make the transition, and how to migrate your existing Reader process into the Workflows module. We will look at key differences between Reader and Workflows, discuss practical setup considerations, and address your questions or concerns about this project.
Who Should Attend:
Slate Admissions captains who have been putting off this important update, Captains who are currently migrating their process to workflows, and captains from Student Success or Advancement who are curious about taking advantage of the Workflows module.

March 11, 2026 at 2:30 PM ET

In this session, we’ll walk through how to add a new process to your Student Success database—from clarifying the goal and stakeholders to building the permissions, fields, automations, and coms you’ll need. You’ll leave with a simple framework for how to determine which Slate functionality might suite your process best and tips for setting it up cleanly, testing it, and rolling it out without disrupting what’s already working.
Who should attend: 
Those looking to enhance their student success experience in Slate. 

March 18, 2026 at 11:30 AM ET

Join us for a short online session on Slate’s new Deliver Documents functionality. We’ll use Advancement examples—like receipting and acknowledgement letters—but the setup and best practices apply just as well to schools using Slate for Admissions and Student Success. We’ll cover what’s new, how to configure and send letters, and a few common gotchas to avoid, with time for live Q&A.
Who should attend: 
Any Slate captain looking for a new way to configure your documents in Slate.

March 25, 2026 at 2:30 PM ET

Effective checklists set the stage for efficient application packaging and review. In this session, we’ll review core functionality and discuss best practices and options, including how checklists relate to application status and bin movement rules. Bring your questions about transcripts, international requirements, holds, or whatever is puzzling you checklist-wise, and we’ll dig in together.Who Should Attend:
Slate users at any level that are interested in learning more about checklists.