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Create & share Admissions packets

[For Admins + Managers] Learn how to create a new Admissions packet and share it with families.

Audrey avatar
Written by Audrey
Updated over a week ago

Admissions packets simplify enrollment by consolidating all required forms into a single digital packet, easily shared with families with brightwheel. Providers can organize the forms, add a welcome message, submission fee, and save time by eliminating the need to send paperwork individually.


Create a Admissions packet

Before creating a packet, you must first create digital forms. If you don't have time to create a form, you can still create a packet and take steps below to include our pre-made form titled "Student and Guardian Information."

  1. Login to brightwheel on the web

  2. Click Admissions from purple sidebar

  3. From the Admissions packets tab, click + New Packet

  4. Enter the packet name, a welcome message, due date & submission fee

  5. Click Next > + Choose Forms

  6. Select Create

  7. Click Share in the top-right corner to send the packet

ℹ️ Important notes

  • If you include a Due date, note is only visible to admins to help you stay aligned on parent progress. Families can submit applications after the Due date.

  • Learn more about submission fees here: Add a packet submission fee


Access drafted Admissions packets

You can easily save your packet progress as a draft and return later to make edits. When you click the X to exit the packet modal, you'll see the option to save it as a draft.

When you're ready to finish creating the packet, ake the steps below:

  1. Open Admissions

  2. Go to the Admissions packets tab

  3. Under the Status column, locate the "Draft" packet

  4. Click Actions to finalize and share


Share packets with families

Ways to share

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

  1. In the purple sidebar menu on the web, click Admissions

  2. Go to the Admissions packets tab

  3. Click Actions next to the packet > Send to parents

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

  5. 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.


Unshare packets with families

If a family no longer needs to complete or see a packet, you can delete it from the student's profile.

  1. In the purple sidebar menu on the web, click Admissions

  2. Go to the Admission packet tab

  3. Click the packet name

  4. Select the Submissions tab

  5. Click Actions next to the desired student

  6. 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.


How will this look for families?

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.

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