Overview
While the student application lets you attach custom forms, it's only available to brand new students. What if you need to collect information from returning students or each time a student registers for a schedule or enrolls in a class?
Enter enrollment forms. You can attach required forms to a schedule, program or class as a means of collecting information pertaining to their enrollment (e.g. permission form for a field trip; student questionnaire that a teacher needs; etc.).
Enrollment forms can also be used for disclaimers and legal agreements that students/parents need to acknowledge before enrolling.
How to Add Required Forms to a Schedule, Program or Class
- Go to Enrollment -> Schedule/Program/Class
- Click on the Forms tab
- Click Attach form
- Select a form
- Click Attach
Whenever a student enrolls, they'll be asked to complete these forms before checkout during the enrollment process.
How to Add Forms to an Enrollment Record
Not only can you attach forms to schedules, programs, and classes; you can also attach forms directly to enrollment records. In cases where you need to request a form from a specific student, you can attach it to their enrollment record.
- Go to Enrollment
- Click on a Student
- Click on a class the student is enrolled in
- Click on the Form response tab
- Click Add form
- Select a form
- Click Add