Activity Examples

Activities are recorded on Activity Timelines. These historical records are not deleted and are available to the Admin, Instructor, and Customer Account views of Enrollsy and the apps. Here are a few things to make a note of:

There are endless potential uses for activities. See this article with detailed instructions on how to create an Activity and how to create an Activity Form.

Here are a few ideas/examples of Activities we've seen our clients use:

Set up announcements for birthdays, family or school events, etc. Add an Activity Form that includes all the details (date, time, location, etc.).

You may want Enrollees or Account Holders to tell you their size (i.e., Summer Camp attire).

Many schools send out Student Progress Reports. Create a "Progress Report" (or whatever you prefer to call it). Include an Activity Form with questions or a "File Upload" field.

Create a Homework or Assignments Activity and add an Activity Form that has a long text field to enter the homework assignment and a date field for the due date.

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

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.

Have an optional lunch? Keep track of who is opting in and what choices they want with a Lunch Activity. Create an Activity Form listing the lunch options.

Add an Activity/Activity Form that collects requests from either Customers or Instructors, including next year's enrollment, what classes they are interested in, when an Instructor will be off, etc.

Keep track of preplanned absences or vacation requests by staff or Customers by gathering dates of absence and reasons.

Many businesses require immunization records for students enrolled. You can include an Activity Form with questions or upload a Policy Document that Account Holders can download in the Customer Portal.

You may want to have an Activity where customers can request a transfer out of a class. Add an Activity Form with a list of classes to transfer in and out of, as well as a text box asking for the reason for the transfer.

This is a way for Customers to request a day to drop in. Include an Activity Form asking for drop-in dates and any other information needed.

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. You can ask 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.

Instead of using Enrollsy's built-in Class cancellation option for Account Holders, you can make your own. Include the Class name and/or Class date(s) in an Activity Form.

Keep track of late pick-ups by creating a specific Activity so that Instructors or Admin users can record the date and time of the pick-up. Include date and time of pickup, the pickup person's name and method in the Activity Form.

Directors may need to include notes on an Enrollee's account. You can add a form to upload a document containing notes or add fields like an email (subject line, message, and salutation).

Create an Incident Report, 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.

Create a Report for misbehaviors that Instructors or Admin users can fill out and make available on the Customer Portal. You can add an Activity Form with questions, or just include a file upload and upload your own PDF.

Create a permission request form outlining what the permission is for (field trip, medicine, etc.) and fields for contact information.

Include a "File Upload" Activity Form for customers to upload a food allergy form.

You may require insurance or have travel information to relay to Customers. Create an Activity with a form with all the information Customers need. Include fields asking for insurance information, etc.

Need parents to apply for a scholarship or tuition assistance? Create one or more Activities with Forms asking all the pertinent information for financial assistance.

Would you like to get feedback on your Programs/Classes? Easily create Evaluations or send links to surveys through Activities/Activity Forms.

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.

These are only SOME of the possible Activities you can create!