Send or cancel a Registration 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.

The Registration Packet collects the family's and child's details. The family sees it as Action Required in their app.

Before you start

• Finish Open a child's profile first.

Steps

1. Open the child's profile and tap Registration.

   Screenshot coming soon01 · /my-school

   The Registration card with its four items

2. Tap Registration Packet. You can also tap + and choose Registration Packet.
3. If none has been sent, tap Send Registration Packet and confirm with Yes.
4. The row now reads Registration Packet (Pending) with "Awaiting Parent Completion".
5. To cancel a pending packet, open Registration Packet, tap Cancel Request, and confirm with Yes.
6. Once the family completes it, open Registration Packet and tap the packet to view the PDF. On the phone apps, use the share button to save or send it.

Tips

• You can send the packet while adding the child: turn on Send Registration Packet in the New Child flow.

Troubleshooting

• There is no Registration card. It needs the Billing permission.