Creating Registration Forms

Registration is designed to improve the management of your leads funnel, saving you time during the student registration process. Registration allows your center to create multiple registration forms with unique fields and requirements, giving you more freedom to customize registration for different purposes.

In this article you will find:

• Overview of form features

• How to create a registration form

• Support resources

Registration Form Features

• Create and manage multiple custom lead registration forms

• Target specific lead funnel groups

• Manage your lead registration form reply-to email address

• Receive daily summarized emails of your newly registered leads

• Store a copy of the submitted registration form within the Leads system

• Documents submitted through the lead registration system are securely stored against student profile

Create a Registration Form

1. Go to Enrollment > Registration.

   

2. Click Create Registration.
   

3. Enter a unique Form Name and select the Recipient Type.

   • Leads: Select to create the registration form for new students

   • Active Students: Select to create the registration form for existing students

4. Click Continue to create the form or click Save & Exit to save the form name and edit at a later time.
   

5. Navigate through each tab to edit or add fields.
   

   Note

   Each tab has multiple fields included by default; some are required and can only be edited, while others can be edited or deleted. To edit or delete a field, hover over the field and click Edit or Delete .

   Student Info

   Default Fields	Description
   First Name Last Name Date of Birth Allergies Medication Address Line City State Zip Code	Required Edit Only Note These fields are pre-determined and cannot be deleted. While you can edit these fields, it is not recommended. Pre-determined fields are transferred to the student profile upon enrollment of the lead.

   
   

   Parent Info

   Default Fields	Description
   First Name Last Name Email Mobile Phone	Required Edit Only

   
   

   Authorized Pickup Info

   Default Fields	Description
   First Name Last Name Mobile Phone	Edit Only
   Relation	Edit or Delete

   
   

   Policy & Waiver

   Default Fields	Description
   Liability Waiver	Required Edit Only
   Photo Release	Edit or Delete
   Cancellation and Refunds	Edit or Delete

   
   

6. Click Add Form Field on any tab to add additional fields.

7. Select the type of field to add to the form.

8. Complete the Registration Form Field popup.
   

   Field	Description
   Field Type	Select the type of field to display: Short Answer Checkbox Drop-down Date Picker Paragraph Line Divider File Upload
   Save to Profile	Select Yes to add answers from the registration form to the lead profile. Select a custom field or create a new custom field from the drop-down. This selection is where the data will display on the lead's profile. Select No if you do not want the data from the registration form to save to the lead's profile. The data from the registration form will still be available via PDF.
   Field Details	This section displays different options based on the field type selected. Some options include making a field required, allowing multiple lines, adding a confirmation checkbox, etc.

9. Click Add Form Field.

10. Once the form fields are complete, click Add Payment at the bottom of the form to collect registration fees. See: Receive Payments for Enrollment Fees for more information.

11. Do one of the following:

    • Click Save as Draft to save the form and continue editing it later

    • Click Share when you are ready to share the registration form with families. See: Share your Registration Form for more information.

Form Status

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 will not 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.

Support Resources

This video demonstrates how to build and customize registration forms and share forms with existing leads in your system and prospective students.

Note

Once a form has been submitted, the student will display in Leads. You can view our help center collection on Leads here. If the system identifies a submitted registration as a potential duplicate in Leads, you can review and manage the lead in the Submitted Registrations section.

This PDF contains a step-by-step guide on creating and sharing multiple registration forms.