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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.

Sabrina avatar
Written by Sabrina
Updated yesterday

Providers 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 add preset questions that link to student profiles. Visit Types of fields available on forms & paperwork to learn more.

  1. Log in on the web

  2. Navigate to Paperwork > Forms & Requests

  3. Click Create new and select the Form type

  4. Add necessary fields
    💡To link Custom student profile fields in the form, first add the Child information section, then click Create new field.

  5. Click Create to finish


Share a form

Once you've created a form, you have different options available for how you'd like to share it, including adding it to an Admissions packet. Please visit Sharing Digital Forms for additional information.


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.

Why are student profiles not updating when I approve a form?

Most likely you did not select Approve and Update when reviewing the form or you used a custom field instead of a preset question. Once a form is submitted and you selects Approve and Update, any data included in the questions labeled as Linked to profile will populate on the corresponding fields on the child's profile.


Learn more about Managing and Sharing Forms!

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