Send the policy book to one family

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

If you don't see this

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

Use this when one family needs the policy book: a new enrollment, or a parent who lost the first request.

Before you start

• Finish Add a policy book first.

Steps

1. Open the child's profile from My School.
2. Open the Registration card and tap Policy Book. "(Pending)" next to the name means a request is waiting on the parent.

   Screenshot coming soon01 · child_detail

   The Policy Book tile in the child's Registration card

3. The Policy Book list shows every request for this child with its status.
4. Tap Send policy book.

   Screenshot coming soon02 · child_detail

   The child's Policy Book list

5. If your school has more than one policy book, pick one. With only one, it is sent right away.

Tips

• The Enrollment CRM card on the child profile has the same Policy Book tile.
• Send Registration from the CRM can include the policy book along with the registration packet.
• A signed row opens the signed copy. A pending row has an eye icon to preview and an X to cancel.

Troubleshooting

• "No policy book". None is set up yet. Create one first: Add a policy book.
• No Registration card. It shows for staff with the Billing permission.