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Create digital forms

[For Admins & Managers] Learn how to build general, enrollment, registration, or admissions forms to collect key information from families.

Written by Sabrina
Updated yesterday

Admins and Managers can seamlessly send digital forms to families in brightwheel, enabling programs to collect information from families for registration, program selection, and more! Submissions are stored in one place, making it easy to track the families that still need to submit any program forms.

Providers can also share paperwork and documents with families using options like Document Requests, Fillable Documents, and Contracts with Tuition Agreements.


Create a new form

When creating a form, you can create a form from scratch, start from one of brightwheel's pre-built form templates or from any templates created for your location by a multi-site administrator. You can even include preset questions that link form fields to student profiles.

  1. Log in on the web

  2. Navigate to Paperwork > Forms & Requests

  3. Click Create new and select the Form type

  4. Build the form from scratch or start from a pre-built template. Hit Done to save.

  5. Share the form via an Admissions packet or as a single form

💡 Tip: To learn more about form fields (E.g. fields linked to profiles), visit Types of fields available on forms.


Collect family contact information

Use the preset Parent/Guardian and Emergency contact fields to collect family and approved contact info on your form. When you approve it, you can automatically add those contacts to the student’s profile.

If contacts are already on the profile when the form is shared, they’ll auto-populate on the form. You only need one Parent/Guardian field which will give families the option to add more contacts as needed.

Just click + Add section > Parent/Guardian information and/or Emergency contact information to include these fields.


Review form submissions

After a form is created, you will have a few options for managing these forms such as requesting changes on a guardian's submission or approving a form submission.

See Review form submissions resource for more information.


Frequently Asked Questions (FAQs)

Can I collect a registration fee with forms?

While there is not currently a way to collect fees on a individual form, you can charge a submission fee when sending a Admissions packet! To learn more, visit Add a packet submission fee.

What if I need to edit a form I’ve already sent to families?

You can easily edit and reorder sections within a form. Editing a form will not affect or change any historical submissions. For any other additions or changes, we suggest making the needed edits and then re-sharing the form with your families.

How do I make changes to a form that has already been submitted and approved?

We recommend re-sharing the form that needs updating so guardians receive a new copy and submit the updated information.

Why am I receiving the error message, "The form must have at least one field" when sharing a form?

This is occurring because there are no editable fields added to the form! If this was sent to families, they wouldn't be able to fill out the form digitally. To correct this, edit the form you've created and select at least one editable field following the guidance above.

I have multiple program locations. Can I share forms with all locations?

Yes! Multi-site adminitrators can create form templates and share them with local admin to create and build off of! Visit our resource Create form templates across multiple locations to learn more.

Can I share forms with staff?

Forms are built for families to complete and submit their own information.


Learn more about Managing and Sharing Forms!

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