Building Your Own Forms

Neztio includes a set of ready-made forms you can send as they are. The form builder lets you make your own, or duplicate an included form and adjust it. Go to Enrollments in the left sidebar and open the Forms tab.

Creating a Form

1. 1Click Create new form, or open an included form and choose Duplicate to start from it.
2. 2Give it a Title, for example Emergency Contact Form, a short description, and a Type: Form, Document (for something families upload) or Contract (something they sign).
3. 3Click Add section, then Add field inside it. Pick the field type, write the label, and tick Required field if it must be answered.
4. 4Use Save draft while you work. Click Publish when it is ready to send.

Field Types

• Text, Paragraph, Email, Phone, Number, Date and Address.
• Yes / No, Single Select and Multi Select for choices.
• Signature (typed) and Drawn Signature for authorizations.
• File Upload for documents such as immunization records.
• Heading and Divider to organize a long form.
• A Repeatable section lets families add more, for example several authorized pickups.

Time Savers

• Link a field to the child's profile (First Name, Date of Birth, Allergies, Physician Phone and others) and the answer fills the profile when you approve the submission.
• Show conditionally hides a field until another answer matches, for example asking for medication details only when the answer to Takes medication is Yes.
• Validation rules set minimum and maximum lengths or values.

Sending It

Open the form and click Send form. Choose the families, or filter to New enrollments or Not yet sent, add a due date and a note, and send. Families complete it in the parent app; see Reviewing Form Submissions.

Sending the included forms is part of the Standard plan and higher. Building or duplicating forms needs the Growth plan or higher.