Forms are part of the Admission feature, which your organization must turn on. You need student update permission to save changes to a form.
Edit a form
1
Open the form
In the left rail, click Admission, then Forms. Click the form you want to change. The editor has Details, Questions, and Documents tabs, with a preview beside them.
2
Set the details
On the Details tab, set the form’s Name and Description. The description is rich text, so you can format it with the editor toolbar. It shows under the name on the form and in the link preview when you share it. See Page design for the logo, banner, and background.
3
Adjust the built-in questions
On the Questions tab, click a Built-in question to rename it, add a placeholder or help text, toggle Required, or turn off Show on form. Questions marked Built-in · always on can’t be hidden.
4
Add your own questions
Click a question type under Add a question to add it to the Additional Information section. Then set its label, options, help text, and whether it’s Required. Drag questions to reorder them.
Built-in questions
Each form collects the student’s name in one field instead of separate first and last names: Student Full Name on the Inquiry Form, and Full Name under Student Information on the Student Form. The Student Form also collects the guardian’s Full Name. Names and the parent email are always required. On the inquiry or application, the Student card shows the Full name. The Intake Year question lets families pick the academic year the child would start. It lists your school’s current and upcoming years. It’s optional, and you can make it required or hide it like other built-in questions. Staff can change the intake year later in the Pipeline card of the inquiry or application. The Admission overview counts open records by intake year.Help text
Every question, built-in or your own, has an optional Help text under the answer (optional) box. Parents see the help text below that question on the form.How did you hear about us?
Both forms have a built-in How did you hear about us? question. Families pick an answer such as Friend or family, A current parent, Search engine (e.g. Google), Social media, Open day or school event, School website, Advertisement, or Other. The answer shows in the Source card on the inquiry or application, and you can filter by it. Hide the question if you don’t need it.Document checklist
On the Documents tab, click Add document for each document you collect, such as a birth certificate or last school report. For each one, set the Document name, an optional Hint, whether it’s Required, and which grades it applies to. Leave every grade unticked to apply it to all grades. Documents without a name aren’t shown on records. Staff then track each document on the inquiry or application. Required documents must be verified or waived before an offer. See Applications.Input types
Short answer, Long answer, Multiple select, Single select, Date, Phone number, Email, Number, Link, Signature, and File upload. For select inputs, enter Options (one per line). For file uploads, choose the Accepted files and a Max size of up to 10 MB.Page design
The Details tab also controls how the form looks and behaves:- Accepting responses — turn this off to close the form. Parents who open the link see that the form isn’t available. Your questions are kept.
- Page colour — colours the title, section headers, and Submit button.
- Logo — shown at the top of the form, above its name. A PNG with a transparent background works best.
- Page banner — a header image across the top of the form page, also used in its link preview. Use PNG, JPEG, or WebP, at least 1600 × 400. Once you add a banner, choose a Banner height: Short, Medium, or Tall crop the image to the centre, and Whole image shows all of it.
- Background image — fills the page behind the form, with the questions on white cards. It isn’t shown when the form is embedded on your website.
- Welcome message — optional text shown above the questions.
- After submitting — choose Show a message (a thank-you on the form page) or Go to a web page, such as a thank-you page on your website. The link must start with
https://. - Submit button — the text on the submit button.
Share the form
Each form has a public link at/apply/<form-id> on your Education site. Parents don’t need an account to submit it. Click Share in the form editor to open Share form:
- Copy — copy the public link.
- QR code — show a QR code for the form and download it as a PNG.
- Embed — put the form on your school website. See Embed the form.
- Campaign link — make a tagged link for each post, email, or flyer. See Campaign links.
- Open — view the public page.