Activity Forms are forms attached to an Activity that Customers have access to on the Customer Portal under the Enrollee's timeline. Instructors can also have access to these on the Instructor Portal. If you need to create an Activity Form or learn how to attach it to an Activity, see the following support articles:

A wide variety of forms can be created and added to Activities. Here are a few of the ones we've seen our clients use:

This is a form where the Customer/Primary Account Holder needs to be able to upload a Document to their Account. To create this form, just add the File Upload field:

This type of Activity Form can be used to upload any Document, such as an Immunization Report, Vaccine Card, Emergency Medical Card, Intake Notes, etc.

During the Covid-19 pandemic, many businesses required a Covid policy and/or survey. In this example, we have a heading and a question. We also uploaded a Policy Document that Account Holders can download in the Customer Portal.

You may want Enrollees or Account Holders to tell you their size (i.e., Summer Camp attire). You can easily make an Activity Form with size questions like so:

Many schools send out Student Progress Reports. Create a Progress Report Activity Form and send it out with an Activity called "Student Progress Report" (or whatever you prefer to call it).

In our example, we have a heading, an upload form field, a question, and an additional photo "yes/no" question with an option to upload a photo.

This Homework Activity form has a long text field to put in the homework assignment and a date field for the due date.

The Makeups Activity Form includes a simple question, "Why did you miss class?" with a text field to specify the answer.

This is what the Makeup Activity with the form looks like in the Customer Portal:

Many schools that participate in child nutrition programs have to keep meal counts for each classroom and for each meal. Create a Meal Count Form and Activity, so Instructors can easily record these. Add your Class name, date, and numbers for each meal.

Sooner or later, you will have an Enrollee who withdraws from your Program for one reason or another. Make a simple form each Enrollee/Account Holder can fill out. In our example, we asked for the name(s) of the children withdrawing, the effective date, whether a two-week notice is/will be given, the parent's name, and the current date.

Every childcare facility needs an Incident Report. Create one here, so your Instructors can fill it out directly after the Incident, and it's available on the Customer Portal right then. You can use your existing company Incident Report or a state form (if available in your state) as a guide to creating your own form. Or you can download an Incident Report template here.

If you're a preschool with infants, you have to keep track of feeding times. Here is a simple way to do that. Make an Activity Form that Instructors can fill out at meal times. Here we have asked about the type of food, the quantity, and the next feeding.

Preschools with infants also have to keep up with diaper changes. Create a simple diaper-changing Form and Activity that shows up on the Enrollee's timeline. You can make it as simple as a multiple-select question (i.e., "Reason for diaper change") and a space for notes.