School
This section contains resources for school reps, admin, and financial managers.
96 articles
- Tax Form FAQsImportant Disclaimerđź’ˇ This document is for informational purposes only and does not constitute tax or financial advice. Schools and studen...
- Booking a Meeting With Your School Success ManagerYour School Success Manager is here to support you with onboarding, payments, student questions, and best practices to help you and your s...
- Viewing Custom Payment Plan Terms Sent to a StudentReview the custom payment plan terms sent to a student from their contact record.
- Lumion APIÂ Create unique experiences, streamline your student's payment processes, and focus on providing the best possible education to your studen...
- 403 ErrorReceiving a 403 error while trying to view the student application process?Please make sure you are fully logged out of your Lumion dashbo...
- How to Contact Lumion SupportNeed help? Click the blue chat button in the bottom-right corner of your Lumion Dashboard to connect with a Lumion Support team member.Sup...
- Reset Your Password or Regain Access to Your AccountHow to change your password, reset a forgotten one, and what to do if you're locked out of Lumion.
Payment
Here are resources for managing payments and sending invoices.
- When Payouts Are Held for a Negative BalanceWhy payouts stop when your balance goes negative, what the notification tells you, and what makes them start again.
- Working the Invoices ListThe Invoices page shows what you've billed, what's unpaid, and what's been collected — plus filters, exports, message templates and the two ways to start a new charge.
- Choosing the Right Schedule ChangeCreate Schedule Change offers four types — Date Change, Bulk Schedule Shift, Extension and Start Date Change. Which one to pick, and why Start Date Change is sometimes greyed out.
- Cancel an Application Before It's Fully SignedWhile a signature is still outstanding — yours, the student's, or both you can cancel the application yourself. Do it from the application, not the contract.
- Invoice Actions: View, Edit, Resend, Delete, and VoidEvery invoice row has a menu on the far right with five actions — including Resend Invoice, which sends the payment link to the student again by both text and…
- Quick Checkout: Take One-Time Payments on Your Own WebsitePut a payment form directly on your school's website so anyone can pay an application fee, registration deposit, or supplies kit in two steps — no account, no sign-in, no…
- Updating Your Banking InformationPlease contact your Customer Success Manager if you need to change the banking information you have on file with us.
- How Students Connect Their Bank AccountStudents have two options for connecting their bank account to Lumion:1. Connect instantly with PlaidPlaid is a secure service also used b...
- Understanding the Receipts Tab in PaymentsWhat the Receipts records contain and where to find them now.
- Sending an Invoice to a StudentSend an invoice to a student from their contact record.
- Change a Student's Payment Due DateMove one or more upcoming payments to a new date yourself with Create Schedule Change → Date Change.
- Reschedule All Payments to a New Cadence (Bulk Schedule Shift)Move a student's whole remaining schedule onto a new anchor day or frequency with Bulk Schedule Shift.
- Extend a Payment Plan (Extension)Move selected unpaid payments to the end of the schedule to give a student more time.
- Mark a Payment as Paid to SchoolMark a payment period as Paid to School when a student pays your institution directly.
- Processing a Student RefundIssue a refund for a completed payment from the student's Payments tab.
- Viewing Your PayoutsWhere to find your payout records in Lumion.
- Where Receipts Data Lives Now (Legacy Payouts and Collections)What the Receipts records contain and where to find them.
- Accept Payments Over The Phone
- Accept Payments Over the Phone ("Take Payment" Button)Take a one-time card or ACH payment from a student over the phone using Take Payment, and keep it tracked to the right contact.
- POS Terminals — Getting StartedAccept in-person card payments with a Lumion POS terminal — setup, taking payments, refunds, and reconciliation.
- Student Welcome Letters (Sent Automatically at Signing)When a student's financing agreement is fully signed, Lumion automatically sends a formal welcome letter emailed as a PDF and posted to their portal — confirming servicing details and full…
- Viewing a Student ContractFind and open a student's payment plan contract from their contact record.
- Marking a Student as DroppedHow to mark a student as dropped from their record.
- Canceling Incomplete or Pending Applications in the Lumion DashboardHow incomplete or pending payment applications are handled, and where to find them.
- Send a Custom Payment PlanOffer a student a custom payment plan from their contact record.
- Reviewing and Approving Payment Plan ApplicationsReview and approve (or deny) a student's payment plan application from Payments › Pending Review.
- Managing a Payment Plan Contract Signing (Find, Resend, Void, Countersign)Where to find a payment plan contract's signing status in Lumion and how to resend, void, regenerate, or countersign it.
- How can admins regenerate student contracts to reflect updated payment dates?
- Monthly Billing Statements for StudentsEvery active financing contract now gets an automatic monthly statement filed to the student's portal and emailed with a link — covering status, interest, balance, and payments split between principal…
- Workflows & Stages: Video GuideVideo guide to stages and journeys (note: navigation has since been updated).
- Preview a Student's Portal from Their Contact (View Student Portal)See a student's portal exactly as they see it, right from their contact record — open View Student Portal, click between their tabs, and troubleshoot from what's actually on their…
- Attaching Files to a Contact RecordUpload documents straight onto a student's contact record — what you can attach, how to rename and describe files, and who can see them.
- About WorkflowsHow Lumion helps you automate and guide the student journey — now via Customer Journeys and Automations.
- Contact Management: FilesUpload and manage files and documents directly on a contact record.
- Viewing Student Details in the Contact RecordSee a student's full picture — applications, contracts, payments, files, and communications — from their contact record.
Communications
Information and FAQ's for Lumion's Inbox product and capturing student leads.
- Chat Widget Not Showing on Your WebsiteYour chat icon has disappeared from one of your sites. Work through these checks in order — most cases are browser cache or a domain that isn't enabled.
- AI Lead ResponsesHow Lumion's AI responds to and qualifies inbound leads — now part of Lead Capture 3.0.
- Bulk MessagingSend a message to multiple contacts at once — and when to use SMS/Email Marketing or Automations instead.
- SMS Best Practices for Texting StudentsBest practices for texting students compliantly, including transactional vs marketing SMS.
- Lumion Inbox FAQsWhat the Inbox is and how to use it, including the newer Read/Unread/Archive model, Quick Replies, and AI Suggested Replies.
- SMS Marketing: Getting Started
- Email Marketing: Getting StartedBuild, send, and track marketing emails from inside Lumion — domain setup, templates, Inbox, automations, and compliance.
- Customer Journey AI: OverviewAI agents that handle student engagement across SMS, email, and voice. Agents, campaigns, the autonomy dial, and the 4-tier action system.
- Lead Capture 3.0: Getting StartedThe new lead-capture widget: a real chat UX, mobile parity, custom agent name, activity log, exports, and AI-context controls.
- Quick Replies: Getting StartedPre-written message snippets for the Inbox. Personal vs institution-wide, shortcodes, and personalization tokens.
- Set Up an Enrollment FormBuild a form that collects applications, creates applicant records, and starts your enrollment workflows.
- Set Up Lead Capture (Website Widget)Create a Website Widget — an AI Chat Agent or a Lead Capture Form — to start collecting leads from your site.
- Viewing Student CommunicationReview consent status and the full communication/activity history on a contact record.
- Inbox AI: Suggested Replies — Getting StartedHow AI-suggested replies help you respond faster in the Inbox, and how to use or turn them off.
- Automations — Getting StartedTrigger actions automatically based on events in Lumion, and how Automations differ from Workflows.
- Using the Lead Capture DashboardRead the Lead Capture dashboard — trends, sources, and your leads list — and turn on each capture channel.
- Surveys — Getting StartedCreate, send, and analyze surveys to collect feedback from students and prospects.
- Inbox V2: What's New (Read, Unread, Archive)A real Read/Unread/Archive model, keyboard shortcuts, bulk actions, and saved filters.
- Facebook and Instagram: Connect Pages, Answer DMs, and Capture Lead AdsConnect your Facebook Pages and Instagram accounts to Lumion — social DMs open in the Inbox, lead-ad submissions arrive as contacts, and an AI agent can reply automatically.
- Add Knowledge to Your AI Knowledge LibraryFour ways to add answers your AI agents can use, crawl a website, upload a document, paste text, or write Q&A pairs — plus how the AI Knowledge Library is…
- Get Notified When Someone Starts a Lead Capture FormYour school can now be alerted when a prospect begins filling in a lead capture form, not just when they finish it.
- Embed a Form on Your Website and Style It to MatchTurn a Lumion form into an embeddable widget on your school's website — button or inline, button styling, and which domains it's allowed to load on.
- Student Status Guide1. Applicant IncompleteMeaning:Â The student has started but not finished their application.Action:Â The student automatically receives remi...
- Updating a Student’s ProfileUpdate a student's name, contact details, and other profile fields from their contact record.
- Understanding the “Not Servicing” Contract MessageThis message appears on all student accounts until the contract becomes “Live” in the Lumion system.Once both the student and the school h...
- Changing Your PasswordChange your password from Settings › Account › Security.
- Viewing Past Due Student AccountsWhere to see students with past-due (delinquent) payments.
- School Admin V3: What's ChangedContacts is now top-level, payments consolidate under a new Lumion Payments group, and Applications/Contracts are unified. Here's where every screen moved.
- How can I access and manage student payment and delinquent payment reports in Lumion?
- Adding, Editing, and Removing UsersManage your team — add, edit roles/notifications, and remove users — from Team Management.
- Adding New Team Members to LumionAdd a team member and set their roles from Settings › Team and Organization › Team Management.
- Lumion Assist ("Mia") — Getting StartedWhat Lumion Assist (Mia) is, how to open it, and the actions it can take for you.
- Report Builder — Getting StartedBuild, save, schedule, and export custom reports on students, payments, and activity.
- Navigating Your SettingsA tour of the Settings area — Account, Team and Organization, Notifications, API Tokens, Email, Payments, Integrations, Billing, AI Assistant, Phone Numbers, and Voice Users.
- How Students View Their Contract in Lumion Student will need to login to their Lumion dashboard and follow these steps:On the navigation bar, select “Document Center”. To view your...
- How Students Change Their Payment MethodThe student will need to login to their Lumion account. On the navigation bar, select “My Payment Methods”. Add a new bank accountUse the ...
- Getting Started with Course SchedulingGet started with Course Scheduling — where it lives and its key concepts.
- Managing Curriculums and CoursesCreate and manage curriculums (programs) and their courses in Course Scheduling.
- Managing Cohorts and Student EnrollmentsCreate cohorts, enroll students, and track enrollment status in Course Scheduling.
- Scheduling Course Offerings and SessionsSchedule course offerings and individual class sessions in Course Scheduling.
- Managing Instructors in Course SchedulingSet up instructors and assign them to courses and sessions in Course Scheduling.
- Course Scheduling Reports and AnalyticsAccess Course Scheduling reports and analytics.
- Connect QuickBooks to LumionConnect your school's QuickBooks so student invoices and payments recorded in Lumion sync to your accounting automatically — how to connect, reconnect, and what to expect.
- Managing Access via Team Management > RolesView team members and manage the roles that control what each person can access, from Settings › Team and Organization.
- Managing Your Notification PreferencesControl how Lumion notifies you across email, SMS, and in-app channels from Settings › Notifications.
- Organization Management + Adding InstitutionsView your organization structure, request new institutions, and manage multi-location setups from Settings › Team and Organization.
Forms
Learn how to create, manage, and use forms in Lumion.