Admissions packets (formerly known as Admission processes) simplify enrollment by consolidating all required forms into a single digital packet, easily shared with families via brightwheel. Providers can organize the forms, add a welcome message, and save time by eliminating the need to send them individually.
Parent Experience
Once an Admissions packet is sent, families will receive a notification with your request to complete the packet. If you include a Welcome message, it will appear in the email notification sent to families when you share the packet.
The forms will be conveniently grouped together in a single flow for guardians. After completing all the forms in the packet, families can submit the entire packet. See Complete Forms with brightwheel for the guardian steps to complete a packet.
ℹ️ Providers can click Preview on a packet to view what families will see.
Create Admissions packets
Creating a new Admissions packet requires that administrators have admissions forms, fillable documents, contracts, or document requests already created. When there is a library of forms ready, Admins can create Admissions packets.
Log in to brightwheel on the web
From the purple menu, select Admissions
Go to the Admissions packets tab
Click + New Packet
Enter a Packet name, optional Welcome message and Due date
ℹ️ the Due date is only visible to admins to help you stay aligned on parent progress. Families can submit applications after the Due date.Click Next, then + Choose Forms
💡 New to forms? Use our ready-made "Student and guardian Information" form template under the Forms list!Add forms and click Done.
Drag to reorder the forms in the order they should appear to families.
Click Create when finished
To send the packet, click Share in the top-right corner
💡 Need to step away while working on an Admissions packet? Easily save your progress as a draft and pick up right where you left off whenever you're ready.
To save a packet as a draft, click the X on the top left of the packet creation modal and choose Save as draft.
When you're ready to finish creating the packet and share it, access it by:
Opening the Admissions page
Jumping to the Admissions packets tab
Using the Status column to locate the "Draft" packet
Using the Actions menu to finalize and share the packet
Share packets with Families
Admissions packets can be shared with families in two ways:
Direct sharing: Share via brightwheel if student profiles and contacts are set up. Parents are notified the packet is ready in their account.
Link Access: Share a URL with prospective families.
New families are prompted to create a brightwheel account (if they don’t already have one) and create a new profile for their child before completing the packet.
Existing families are prompted to login to their existing brightwheel account and complete the packet.
Log in to brightwheel on the web
From the left side menu, select Admissions
Go to the Admissions packets tab
Click Actions next to the packet, then choose Send to parents
To send directly to families, select the relevant student(s) then then click Send
To share a URL link with families, click Copy in the 'Enable Link Sharing' tile
💡 Not seeing the option to share a packet? If the packet has been disabled, it is closed and cannot be shared. You'll need to re-open the packet before sharing.
View packet Progress
After sharing an Admissions packet, providers can track which families have completed, not started, or are in progress and easily message those who haven't finished.
Log in to brightwheel on the web
From the left purple menu, click Admissions
Go to the Admissions packet tab
Click the packet name
Select the Submissions tab near the top of the page
(Optional) Click Actions on the student row, then select Message to send the family a message in brightwheel
Review packet Submissions
Providers can review individual forms from the Paperwork tab but often prefer reviewing the entire packet at once. Take these steps to review a packet holistically to approve or request changes as needed.
Log in to brightwheel on the web
Click Admissions from the sidebar
Go to the Admissions packet tab
Click the packet name
Select Actions next to the students' row, then Review all
Click Form actions and choose to Approve or Request changes
Select Next to proceed to the next form
Manage Admissions packets
ℹ️ Edits to a packet or the forms won’t impact past submissions. Updates apply only to new recipients. To share an updated packet, you can remove it from the student and resend it.
Edit packet information
Edit packet information
Follow the steps below to change a packet name, welcome message and due dates.
Log in to brightwheel on the web
From the left purple menu, click Admissions
Go to the Admissions packet tab
Click Actions next to the packet and choose Edit packet
Under Settings, click the pencil icon to edit the Packet name, Welcome message, or Due date
Click Save when finished
Reorder, add & remove forms
Reorder, add & remove forms
Follow the steps below to add new forms to an Admissions packet and reorder how forms appear to families.
Log in to brightwheel on the web
From the left purple menu, click Admissions
Go to the Admission packet tab
Click Actions next to the packet and choose Edit packet
Select the Paperwork tab
To reorder forms, click and drag the form(s)
To add forms, click + Add paperwork
To remove forms, click the X next to the form
Remove packets from student profiles
Remove packets from student profiles
If a family no longer needs to complete or see a packet, you can delete it from the student's profile.
Log in to brightwheel on the web
From the left purple menu, click Admissions
Go to the Admission packet tab
Click the packet name
Select the Submissions tab
Click Actions next to the desired student
Click Remove and select Yes, remove student again to finalize the action
ℹ️ Removing a packet for a student does not delete the forms Guardians have already submitted. Forms remain accessible to Admins, but the packet disappears from the Guardian view.
Close & reopen a packet
Close & reopen a packet
Providers can disable a packet to close submissions and packets can be reopened at any time.
Providers can also disable link sharing, blocking URL access while allowing families with direct invites to complete the packet. This is useful if you've shared the link on your website or via brightwheel messaging and no longer wish for families to make submissions.
Log in to brightwheel on the web
From the left purple menu, click Admissions
Go to the Admission packet tab
Click Actions next to the packet, then choose Edit packet
Locate the ‘Status & sharing’ tile:
To close the entire packet, select Disable packet. To reopen the packet, click Activate packet in the banner at the top of the page.
To disable or enable link sharing, toggle the Enable link sharing switch on or off
FAQs
How can I request changes to a form submitted in a packet?
How can I request changes to a form submitted in a packet?
Providers can request changes as usual through the Paperwork tab, which will reopen the submitted packet for the family. Once the request is made, families can review the packet to see which forms require updates and then resubmit it.