Office Hours

January 21, 2026 at 11:30 AM ET

Unlock the full potential of your Slate instance with Custom Datasets! In this 100-level introduction, we’ll guide you through the steps to create a custom dataset and explore the core concepts and best practices that make them so powerful. You’ll see a live demonstration, discover practical use cases, and join an open discussion on all things dataset-related. Bring your questions, and your current projects, as we dive into the world of custom datasets together.
Who Should Attend:
Users new to creating custom datasets or those developing new processes involving datasets in Admissions, Student Success, or Advancement.

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.