Student Registration Form

Use the Student Registration Form to manage new or returning student information. These customizable forms allow you to collect important details, track submissions, and optionally collect payments.

You can send the form to students who are currently enrolled, on hold, or graduated. Share the form directly, embed it on your website, or send it as part of the re-registration setup process.

Once submitted, the system automatically searches for potential student profile matches based on name and date of birth. You can review, update, approve, or decline the registration. Approved submissions update the student profile and are stored under Student Profile > Documents for future reference.

Creating and Sharing Forms

Create the Form

1. Go to Enrollment > Registration.

   

2. Click Create Registration.

3. Enter a name for the form.

4. Select Active Student for the Recipient Type.

   

5. Click Continue.

6. Customize the registration form by adding form fields. 

7. Save the form as a draft to make edits later before finalizing.

8. Open the form for submissions when ready, allowing students to register.

9. Close the form to prevent further submissions or edits if needed.

See: Profile Field Mapping for more information on how to save fields to profiles and transfer them upon enrollment.

This process gives you full control over form creation and management. Users must have the appropriate permissions to access Student Re-registration, similar to the Leads+ & Lead Registrant Management system.

Share the Form

Once your form is ready, you can share it via a link, embed a button on your website, or send it directly to selected students or leads.

1. Link: Click the copy icon to copy the direct form link and share it.

2. Embed a Button: Copy the code and embed the button on your website.

3. Send the Form: Select leads or active students to send the form to. When sending to active students, you can filter by room and tags. You can also filter and send the form to leads.

Dynamic Form Sections

The option to hide a section on the registration form is available for the 'Authorized Pickup Info' and 'Policy & Waiver' tabs. This allows you to remove these sections from the form so they won't be visible to the registrant during the registration process, simplifying the form and focusing on essential information.

Pre-authorized pickup information will be retained if a profile is updated using a form that has Authorized Pickup Info hidden.

Form Submission and Review

Submitted registrations appear in the Submitted Registrations tab with a New status. You can filter by different criteria and take several actions.

Actions include Review & Approve, Decline Registration, View Registration, Delete Registration and Issue Refund.

Once reviewed and processed, a registration moves to Completed.

Student Registrant Match

When a registration is submitted, the system will search for any existing student profiles that match the provided information.

1. Choose a name from the list of profiles that match the Name and Date of Birth on the registration form. Select the profile you want to update with the new registration details.

2. If there is no true match, you can select Add Student.
   

3. Upon selecting a profile to compare if there is a match, you can choose to update/change fields. If you hover over the fields in update dprofile there is a pencil icon and you could make updates different from the form.
   

4. Select Cancel, Decline or Approve the registration.

   

   

Once you approve the registration, the updated information will be reflected in the student’s profile. If no match is found, you have the option to add a new student and create their profile.

No Matches Found

1. If there are no existing matches for the registration, a prompt will appear to either decline or save and approve it. The registrant's details will display under the updated profile.
   

2. A prompt will then appear to add the student from the registration. Select a room, confirm by choosing Yes, Add Student, and approve the registration.

   

3. Select Yes, Approve . The student will now be listed under MySchool > Students.

   

Updating Profiles

• When you approve a registration, the student’s profile is updated with the submitted information. This update is permanent.

• A PDF copy of the completed registration form is saved under Student Profile > Documents.

Additional Notes

• Leads vs. Active Students: Leads are not yet enrolled and appear in the Leads area. Active students are already in the system.

• Room Assignments: Approving a registration does not change the student’s room assignment. This must be done manually afterward.