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Admissions packets

[For Admins + Managers] Bundle multiple forms into a single packet that can be sent to families and completed in brightwheel digitally!

Audrey avatar
Written by Audrey
Updated today

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.


The Parent Experience

Once an Admissions packet is sent, families will receive a notification with your request to complete 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. Visit Complete Forms with brightwheel for the guardian steps to complete a packet.

💡 Click Preview on a packet to view what parents 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.

  1. Log in to brightwheel on the web

  2. From the purple menu, select Admissions

  3. Go to the Admissions packets tab

  4. Click + New Packet

  5. Enter a Packet name, optional Welcome message and Due date

  6. Click Next, then + Choose Forms
    💡 New to forms? Use our ready-made "Student and guardian Information" form template under the Forms list!

  7. Add forms and click Done. Drag to reorder the forms in the order they should appear to families.

  8. Click Create when finished

  9. To send the packet, click Share in the top-right corner

💡The Due date is only visible to admins to help you stay aligned on parent progress. Families can submit applications after the Due date.


Share Admissions 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.

Steps to share a packet

  1. Log in to brightwheel on the web

  2. From the left side menu, select Admissions

  3. Go to the Admissions packets tab

  4. Click Actions next to the packet, then choose Send to Parents

  5. To send directly to families, select the relevant student(s) then then click Send

  6. 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 Admissions 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.

  1. Log in to brightwheel on the web

  2. From the left purple menu, click Admissions

  3. Go to the Admissions packet tab

  4. Click the packet name

  5. Select the Submissions tab near the top of the page

  6. Use the filters at the top to narrow your view by student, status, room, etc.

  7. To message families, select student(s) and click Message Selected Families


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

Follow the steps below to change a packet name, welcome message and due dates.

  1. Log in to brightwheel on the web

  2. From the left purple menu, click Admissions

  3. Go to the Admissions packet tab

  4. Click Actions next to the packet and choose Edit packet

  5. Under Settings, click the pencil icon to edit the Packet name, Welcome message, or Due date

  6. Click Save when finished

Reorder, add & remove forms in a packet

Follow the steps below to add new forms to an Admissions packet and reorder how forms appear to families.

  1. Log in to brightwheel on the web

  2. From the left purple menu, click Admissions

  3. Go to the Admission packet tab

  4. Click Actions next to the packet and choose Edit packet

  5. Select the Paperwork tab

    1. To reorder forms, click and drag the form(s)

    2. To add forms, click + Add paperwork

    3. To remove forms, click the X next to the form

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.

  1. Log in to brightwheel on the web

  2. From the left purple menu, click Admissions

  3. Go to the Admission packet tab

  4. Click the packet name

  5. Select the Submissions tab

  6. Click Actions next to the desired student

  7. Click Remove and select Yes, Remove 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

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.

  1. Log in to brightwheel on the web

  2. From the left purple menu, click Admissions

  3. Go to the Admission packet tab

  4. Click Actions next to the packet, then choose Edit packet

  5. Locate the ‘Status & sharing’ tile:

    1. To close the entire packet, select Disable packet. To reopen the packet, click Activate packet in the banner at the top of the page.

    2. 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?

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.

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