STEP 1 - Access
Go to CRM > Students (Leads) in the top menu.
STEP 2 - Select the Student
Choose the student for whom you want to enable the form. Click on the student’s name to access their profile.
STEP 3 - Activate the Student Public Form
Click the "Activate Public Form" button on the right side of the student’s profile picture.
STEP 4 - Send the Link to the Student
Once the form is activated, you’ll see three options:
Open Form
Copy Link
Deactivate Form
Copy the link and send it to the student.
When the student completes the form and clicks "Save", all the information will be automatically updated in the system.
After the student has submitted the form, you can deactivate the form by clicking "Deactivate Form" to prevent further edits.
To Select the Information Included in the Public Form:
STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Student Public Form.
STEP 2 - Customize the Form Fields
In this section, you can:
Edit the names of the fields.
Mark specific fields as mandatory.
Select which fields will be visible for the student to complete.
If you still have questions, please contact support or reach out via WhatsApp.