Module 3 - The Family Application Form

Video Summary

• Navigate to Settings → Applications → Application Forms → Family Application Form to preview and edit the form.

• The form is fully customizable; you can modify or rebuild it from scratch.

• There are two field types:

  • Linked fields: Connected to the Family Info Form and usable throughout the system.

  • Unlinked fields: Exist only within the application and are not reused elsewhere.

• Key decision:

  • Use linked fields for data you’ll need long-term (e.g., ongoing family info).

  • Use unlinked fields for one-time or reference-only information (e.g., acknowledgments, handbook review).

• To create a linked field:

  1. Add the field in the Family Info Form first.

  2. Return to the application form.

  3. Use “Link a field” to attach it.

• Deleting fields:

  • Deleting a linked field removes only the link (data remains in the original form).

  • Deleting an unlinked field permanently deletes all associated response data—use caution.

• Most application fields should be set to “required”, except clearly optional ones (e.g., referrals).

• Some information (e.g., emergency contacts, authorized pickups) should typically be excluded from the application and collected later during enrollment.

• You can include Admin-only fields (e.g., internal notes) by setting visibility to exclude Guardians (Guardians can't see it)

• The family application form should capture shared family-level data (e.g., address) to avoid redundant entry across multiple students.

• You can add content sections (e.g., handbook text or instructions) using a custom content field.

• Common method to review and sign a document:

  • Provide instructions or a link to documents (e.g., handbook).

  • Add a signature field (typed name acts as digital signature).

  • Optionally include a date field.

• Linking to external documents:

  • Insert a hyperlink that opens in a new tab.

  • Allows users to review materials without losing form progress.

• The form length can vary widely—from very short to multi-page applications with extensive agreements and acknowledgments.

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