Do you need to ask for information based on a particular Program selection? You can easily create and add a Program Form to your Enroll Form and gather specific information for certain Programs. For example, if you have youth and adult programs, you can ask questions geared toward each program.
Important Information About Program Forms
Program Form questions are attached to a specific Program, so they will be on that Enrollment Card (see example below).
If the Enrollment is archived, the Program Form questions will also be archived. If the Enrollment is deleted, the Program Form questions will also be deleted.
How to Create a Program Form
Customizing the Program Form is much the same as customizing the Enroll Form. Check out this support article, "How to customize the Enroll Form," for more information.
Follow these steps below to create a Program Form.
Step 1 - Program Selection Section
Go to My Company > Forms > Enroll Form. Scroll down to Program Selection.
Step 2 - Add Title
Click the plus sign and add your title.
Step 3 - Add New Field
After adding your title, go down and click the plus sign to add a new field:
Step 3 - Enter Label
Next, type in your label (see example below) and whether you want the field required:
Turn on any other settings at the bottom of the field. For more clarification on what the hide and not editable fields do, please see this article.
Program Forms on E-signature Documents
Program Forms on E-signature Documents
If you want a Program Form to show up on an E-Signature Document, on the Setup, "Required at" has to be set at the Enrollment level (Per Enrollment). If the document is "Per Enrollee," then that means that data that is different per Enrollment shouldn't be included.
How to Add a Program Form to your Program(s)
Once you are finished creating your Program Form, it has to be attached to a specific Program(s) for it to show up on the Enroll Form. Here's how to attach the Program Form:
Head over to your Programs page.
If you need to add it to just one Program, go to your Program Setup Form (My Company > Programs > Pencil icon on the right side). If you need to add it to multiple Programs, select the Programs on the left, then click the bulk edit icon.
Click on the Enroll Form section, then select the down arrow under Additional Program Fields.
Select the name of your Program Form(s) to add it to the Program(s).
In the example below, we added our "Financial Aid Form" Program Form to the Program.
Add Program Form Fields to the Enrollment Confirmation Email
You can also add certain Program Form fields to show up on the enrollment confirmation email. These are found within EACH field setting under "Other Settings." You can include the field in the parent/Account Holder confirmation email or the admin confirmation email, or both.
NOTE: The field cannot be a Header or Formatted Content field. These fields DO NOT have the option to be included in the confirmation emails.
Where to View Completed Program Form Fields
All Program Form fields are attached to a specific Program(s), so they will show up under that Program enrollment. Here's how to view Program Form questions:
Search for the Enrollee or Account Holder's name in the search bar
Click on the Enrollee's name to see all enrollments that the Enrollee has (active and inactive).
The form fields or questions will be listed below the enrollment (see below).
