📦Admin

Bundling Forms into Enrollment Packets

Last updated 2026-03-15

In this article

Enrollment packets let you group multiple forms together so families can complete all required paperwork in one flow. A packet might include a registration form, medical information form, and a parent handbook acknowledgment.

Creating an Enrollment Packet

  1. 1Go to Enrollment > Forms.
  2. 2Click the Packets tab.
  3. 3Click Create Packet.
  4. 4Enter a packet name (e.g., "New Family Enrollment").
  5. 5Select the forms to include in this packet.
  6. 6Drag forms to set the order families will complete them.
  7. 7Click Save Packet.

Sending a Packet to a Family

  1. 1Open the child's enrollment record or lead record.
  2. 2Click Send Enrollment Packet.
  3. 3Select which packet to send.
  4. 4The family receives an email with a link to complete all forms in the packet.

Create different packets for different enrollment scenarios. A returning family may only need updated medical forms, while a new family needs the full set.

Was this helpful?

Related Articles

Admin

Creating Custom Enrollment Forms

Build custom forms to collect family information during enrollment.

Admin

Reviewing Form Submissions

View, approve, and manage completed form submissions from families.