Admission 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.
ℹ️ I was using the old Admission processes feature. How is the upgraded experience of Admission packets different? This upgrade still allows you to bundle forms to match enrollment steps, but providers can now group forms together for families and control the order in which they appear. Previously, forms were ungrouped and not listed in order.
Parent Experience
Once an Admission packet is sent, families will receive a notification with your request to complete the forms. Forms within the packet will be conveniently grouped together under a dropdown view for Guardians to complete.
Visit Complete Forms with brightwheel for the Guardian steps to complete a packet.
Create Admission packets
Creating a new Admission 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 Admission packets.
Log in to brightwheel on the web
From the purple menu, select Admissions
Go to the Admission packets tab
Click + New Packet
Enter a Packet name, optional Welcome message and Due date
Click Next, then + Choose Forms
Add forms and click Done. Drag to reorder the forms as needed.
Click Create when finished
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 Admission packets with Families
Admission 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
Log in to brightwheel on the web
From the purple menu, select Admissions
Go to the Admission 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 Admission packet Progress
After sharing an Admission 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 Admission packet tab
Click the packet name
Select the Submissions tab near the top of the page
Use the filters at the top to narrow your view by student, status, room, etc.
To message families, select student(s) and click Message Selected Families
Manage Admission 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 Admission 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 in a packet
Reorder, add & remove forms in a packet
Follow the steps below to add new forms to an Admission packet and reorder how forms appear.
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 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 amilies 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