With Interest and Follow-up forms, you can build your own forms to collect the information you need, whether it's from families expressing interest or those already attending. These forms help reduce admin, streamline your processes, and ensure you always have up-to-date information.
Famly offers two types of forms:
Interest forms: for new families expressing interest in your center (previously, these were called Registration forms)
Follow-up forms: for collecting extra details from families already active in Famly. They prevent parents from re-entering information you already have and streamline mid-enrollment updates
Finding Your Forms
You’ll find both types of forms in Attendance → Registration → Forms.
Each form is clearly labelled as Interest or Follow-up, so you can quickly spot what you need. From here, you can create, manage, publish, share, and view responses by clicking on an existing form to see your options, the ••• menu, or New form.
Interest Forms
Interest forms are for families who are not yet enrolled but want to express interest. They collect all the essential details up front and automatically create a lead child profile in Famly. If the child joins your center later, the information carries over to save time.
What you can do with Interest forms
These forms are designed to collect everything you need from a family before they enroll. You can:
Gather key details like child, parent, doctor, and registration information
Add your own fields, including terms and conditions, file uploads, and digital signatures
Share the form using a public link, ideal for your website or emails
How to create an Interest form
To build an Interest form:
Click New form, then choose Interest form
Use drag and drop to add Profile or Custom fields from the left-hand menu
Edit section names and add descriptions using the ••• menu
Save your changes, then Publish the form to get a shareable link
Each submission creates a lead child profile connected to the center the form was shared from.
Key features of Interest forms:
Profile fields map directly to child or contact profiles
Custom fields collect additional data; responses are stored under About → Documents → Forms
File attachments let you add downloadable documents
Document collection allows parents to upload scanned files (PDF or JPEG, max 200 MB); all files are virus-scanned
Terms and Conditions can include a required checkbox, digital signature, and timestamp
Managing Interest forms
Copy the link to share the form via email or your website
Use Edit, Duplicate, Centers (to share with other locations), or Unpublish/Delete to manage your form
View responses for each child or download as CSV (with optional date range filter)
Follow-up Forms
Follow-up forms help you gather extra or updated information from existing leads or families already enrolled. They’re ideal for keeping records current without needing to ask for the same details more than once.
When to use Follow-up forms
You might use a Follow-up form to:
Collect new emergency contact details
Request signed documents or updated dietary needs
Send extra forms after initial interest
How Follow-up forms work
Follow-up forms are sent to individual families via email or through the Famly app. They aren’t available as public links. Families only need to update the relevant information. When submitted, the details update the child's profile.
☝️ Follow-up forms can add new contacts (for example, a second parent) but cannot overwrite existing contact details. To update existing contacts, edit directly in the child’s profile.
How to create and send a Follow-up form
Click New form, then choose Follow-up form
Choose between the templates, Registration, Enrollment, or start from a blank form
Build your form using the same drag-and-drop tools as with Interest forms
Publish the form, then send it from an lead or a child's profile
Select the form and choose the contact to send it to
💡 Unauthenticated form links expire after 7 days, but you can send a new one if needed. Logged-in parents will always have access to the form as long as it's still open
Key features of Follow-up forms
Only request what’s needed: Families won’t have to re-enter information already in Famly, such as child names or contact details.
No duplicate data: Forms are only accessible to existing contacts in your Famly platform, which helps prevent duplicate profiles or conflicting information.
Supports the enrollment process: Follow-up forms can be used during enrollment to collect additional details without repeating steps from the original registration form.
Customisable fields: You can choose exactly what to include in each form, and set whether each field is required, optional, or hidden.
How do Follow-up and Interest forms differ?
| Follow Up Forms | Interest Forms |
Purpose | Update Existing Records | Register New Interest |
Target Users | Existing Contacts | Prospects |
Form Access | Logged-in or via Email Link | Public URL |
Reduces filling out the same information again | Yes | No |
Profile and Custom Fields
When building your form, you can choose between two types of fields:
Profile fields match fields on a child's profile or waitlist. When a form is submitted, the information is automatically added to the corresponding profile field. Profile fields can only be placed in specific profile sections.
Custom fields provide more flexibility, allowing you to collect additional details that don’t link to a child’s profile. Responses to these fields are only available in the submitted form under Responses or in the child’s profile by going to About → Documents → Forms. Custom fields can be placed in both custom and profile sections and can be used multiple times.
Editing and Customizing Form Fields
As you build your form, you can:
Drag fields between sections using the handle on the left
Add more contacts, such as a second parent or emergency contact
Rename or delete sections, and add descriptions to guide families
Use Form text blocks to explain what you’re asking for
Descriptions are helpful for clarifying what you're looking for. For example, the Language field can include a note asking families to list all the child’s languages in order of fluency.
💡 There are some fields for Interest forms which are mandatory to create an lead child profile and cannot be removed from the form. There are no mandatory fields for Follow-up forms
Collecting Files and Agreements with Forms
There are two ways to collect or share documents in your forms:
Attach files for families to download, such as a PDF of your terms and conditions
Collect files by allowing families to upload documents like scanned forms or care plans. Files can be up to 200 MB and must be PDFs or JPEGs. They are automatically scanned for viruses
You can also add a Terms and Conditions field where families tick a box and sign digitally. A separate Signature field is also available and includes a timestamp.
Permissions and Access for Forms
You can manage permissions in Settings → Staff → Manage roles and permissions. Staff can be given access to:
View forms: See the Forms overview and copy links
Add/edit forms: Create and customize forms
Manage forms: Publish, unpublish, share, and edit settings
💡 Staff only keep manage or edit access for centers they’re linked to. Once a form is shared with a center they can’t access, those permissions are removed for that form
To view all forms across your organization, select the organization from the location selector at the top of the page. Each form will show which centers it has been shared with. When you export the form as a CSV, the responses from all shared centers are included. For example, if a form is shared with 100 centers, the CSV will include responses from all 100. These responses can also be viewed on each child's profile under the Registration tab.
Managing Forms
The Forms overview shows all of your published and draft forms. From here you can:
Open a form to preview it
Copy the link (Enquiry forms only)
Edit, Duplicate, or change Settings like the success message
Share the form with other centers in your group
Unpublish or Delete it
Deleted forms can’t be restored, but existing responses still appear in the child’s profile. If you want to keep the form but stop receiving entries, just unpublish it.
You can also download responses as a CSV file and filter them by submission date. Each form version is labelled, so you can track changes over time.
Use the sorting and filtering tools to quickly find a specific form by name, last edit, or publication status.
Submissions and Lead Profiles
When a form is submitted:
Families see a confirmation and can print or save a copy
All details are added to the child’s lead profile or their existing Famly profile
In the Activity section, you'll see status updates for the type of form you submitted
Follow-up forms can be sent as follow-up tasks for specific children. Clicking Send form leads to a selection of the follow-up form type and a selection of the child’s contact that should receive the email to fill out the information.
💡 Forms are tied to a specific child and show which contact submitted the form. If a link expires, a new one can be sent
Any updates made in forms will replace the previous details, helping you keep the lead information accurate and up to date from the first contact right through to enrollment.