Send another form to one child

• Director
• Admin
• Needs: CRM
• Phone
• Desktop
• Draft

If you don't see this

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

Other Forms lists every non-policy-book form sent to a child, and lets you send one more.

Before you start

• Finish Add a permission slip or other family form first.

Steps

1. Open the child's profile from My School.
2. Tap the Enrollment CRM card, then Other Forms.

   Screenshot coming soon01 · child_detail

   The Other Forms tile in the Enrollment CRM card

3. Tap Send a form.
4. Tap the form you want to send. It is sent immediately.

Tips

• When you add a new child, the Send Forms section on the new child screen lets you pick forms to send at the same time.
• Only family forms appear here. Staff forms go out from School Forms.

Troubleshooting

• "No forms have been created for this school yet." Create one first: Add a permission slip or other family form.