Creating Custom Enrollment Forms

The form builder lets you create custom forms to collect the specific information you need from families during enrollment. You can add text fields, dropdowns, checkboxes, file uploads, and signature fields.

Creating a New Form

1. 1Go to Enrollment > Forms in the left sidebar.
2. 2Click Create Form.
3. 3Enter a form name and optional description.
4. 4Add fields by clicking the Add Field button. Choose the field type and configure its label, placeholder text, and whether it is required.
5. 5Drag fields to reorder them.
6. 6Click Save Form when complete.

Available Field Types

• Short Text: Single-line text input for names, emails, etc.
• Long Text: Multi-line textarea for notes or special instructions.
• Dropdown: Select one option from a predefined list.
• Checkbox: Yes/no toggle for agreements or preferences.
• Date: Date picker for birthdays, start dates, etc.
• File Upload: Allow families to upload documents like immunization records.
• Signature: Capture a digital signature for authorizations.