Send or cancel an Onboarding Packet

• Director
• Admin
• Finance
• Needs: My School
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the My School permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Onboarding Packets are the getting-to-know-your-child questionnaires families fill in before the first day.

Before you start

• Finish Open a child's profile first.

Steps

1. Open the child's profile, tap Registration, then Onboarding Packet.
2. Tap Send Onboarding Packet.

   Screenshot coming soon01 · /my-school

   The Onboarding Packet screen before anything is sent

3. In Select Onboarding Packet, choose from Select onboarding packet. Tap Preview Onboarding Packet to check it.
4. Tap Send. The screen shows "Awaiting Parent Completion" until the family finishes.
5. To cancel a pending packet, open Onboarding Packet, tap Cancel Request, and confirm.

Tips

• The New Child flow can send the school's onboarding packet automatically: leave Onboarding Packet on.

Troubleshooting

• The New Child flow warns "There are no active onboarding packets in this school". Your school has no active packet, so there is nothing to send.