Enrollment Packets
Last updated 2026-09-29
This feature is included in the Standard plan and higher. If you do not see it in your account, your center is on a different plan. Compare plans
In this article
A packet is a set of forms sent together: registration, emergency contacts, medical information, the tuition agreement. The family sees one card in the parent app and works through the forms in order.
Creating a Packet
- 1Go to Enrollments in the left sidebar and open the Packets tab.
- 2Click Create packet.
- 3Give it a name, for example New Student Enrollment, and a short welcome message families will see.
- 4Tick the forms to include. Only published forms are listed.
- 5Under Review & reorder, drag the forms into the order families should complete them, set a Due date if you want one, and save.
Sending a Packet
- 1On the packet, click Assign (or open it and use Send packet).
- 2Choose the families, or filter to New enrollments or Not yet sent.
- 3Add a note and a due date, and send. The family gets a notification and the packet appears in their app.
Tracking Progress
Open the packet to see each family's status: Not started, In progress, Complete, Approved or Changes requested. Sending a packet to a lead also moves that lead to Application Sent.
Make one packet for new families and a smaller one for the yearly update, so returning families are not asked to redo everything.
Packets are included in the Standard plan and higher.
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Building Your Own Forms
Create or duplicate a form, add the fields you need, publish it, and send it to families to fill in and sign on their phone.
Reviewing Form Submissions
Open what a family submitted, approve it so profile fields update, or send it back with a note about what to fix.