1. Can I create checklists to manage Room supplies via Forms?
Enquiry Forms: No, these forms are specifically designed for gathering new registrations from outside the school.
Student Forms: No, these forms are not intended for room supplies.
Staff Forms: Yes, you can use the "Table" field type to create a checklist. Once shared, staff can complete and submit the form.
2. Is there a way to manage Daily Checklists with Forms?
Enquiry Forms: No, Enquiry Forms are meant for registration purposes only.
Student Forms: Yes, use the additional field type to create checklist items. Parents can complete and submit them.
Staff Forms: Yes, use the additional field type to create checklist items. Staff can complete and submit them.
3. Can Forms submission data be automatically updated in Student or Staff Profiles?
Enquiry Forms: Yes, limited fields like "Child Information," "Mother Details," and "Father Details" sync when a lead is converted.
Student Forms: Yes, similar syncing happens when the form is approved. You can add custom fields in Settings > Forms > Student, Parent, and Teacher Profile Fields > Add Item.
Staff Forms: Yes, if fields match existing staff profile fields. Custom fields can be added under the same path.
4. Can I ask staff to review Form submissions made by parents?
Enquiry Forms: Yes, staff can review and edit submissions. Note: multiple submissions create multiple leads, which must be manually managed.
Student Forms: Yes. Staff can approve, reject, or edit submissions with appropriate permissions (Settings > Access Control > Forms).
Staff Forms: Yes. Staff can approve, reject, or edit submissions with appropriate permissions (Settings > Access Control > Forms).
5. How can I share a form with an enquiring parent?
Enquiry Forms:
Direct Link: Go to Inquiries > Enquiry Forms > Copy Link
QR Code: View QR Code > Download and print
Website Embed: Copy the iFrame and give it to your developer to embed on the website
6. Can I add my school brand logo in a Form?
All Form Types: The logo is pulled from the system. To change it:
Go to Settings > School Details > Change Logo.
(This updates the logo across all forms.)
7. Can I customize font colors in Forms?
All Form Types: Yes, customization is available in Step 3 while creating a form.
8. Can I provide instructions to fill the form within each Form?
All Form Types: Yes, you can use the "Instruction" field type to add guidance text.
9. What are some common ways to use Forms within childcare to ease daily operations?
Enquiry Forms: For collecting new registrations and details from prospective parents.
Student Forms: Use for Trip Consent, Parent Feedback, etc.
Staff Forms: Use for Trip Suggestions, Staff Checklists, Feedback, etc.
10. Can I collect payments with Forms?
Enquiry Forms: Yes.
Enable Payments: Settings > Other Settings > Allow payment in forms
Set Up in Form: Enable "Fee" in Step 1, set amount and choose payment method (Online/Offline/Both)
11. Where can I view invoices for payments collected with Forms?
Enquiry Forms:
Go to Leads > Select Lead > Invoices tab
Note: These invoices won't appear in Billing & Accounting > Invoice (only for active students).
12. Can I send parents reminders to fill forms?
All Form Types: Yes, you can click on 3 dots against the share form and click on “Send Reminder Email”.
13. How can I ask them to resubmit information?
Enquiry Forms: Parents can resubmit the form multiple times via the open link, QR, or website.
Student Forms: Parents can resubmit via Connect > Forms. If already approved, the school must re-share the form for a new submission.
Staff Forms: Staff can resubmit via Connect > Staff > Forms. If already approved, the form must be re-shared for resubmission.
14. Can I download form submission data?
Enquiry Forms: Download is not supported.
Student Forms:
Go to Forms > Student Forms > Submissions=
Download individually (3-dot menu > Download Excel) or in bulk (Top-right 3-dot menu > Download Excel)
Staff Forms:
Go to Forms > Staff Forms > Submissions
Same download options as above