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How to Add a form in the enrollment process?

How to Add a form in the enrollment process?

Learn how to seamlessly add a form to the enrollment process in MyKidReports for efficient enrollment management

MyKidReports avatar
Written by MyKidReports
Updated over 3 months ago

Add a form in the Enrollment Process on the Web

Step 1: Log in to your MyKidReports account.

Step 2: Navigate to the Admissions section on the left menu. Click on Process under Admissions.

Step 3: Click on the "+ Create New Process" button in the top-right corner.

Step 4: Click on the Add a form button.

Step 5: A pop-up window will appear, allowing you to select an existing form by clicking the checkbox next to its name. If you wish to create a new form, simply click on the "Create a New Form" button to proceed.

Step 6: A pop-up will appear again. Enter the Form Name and click on the Save and continue button.

Step 7: Click on the Add Field button.

Step 8: You will be presented with multiple field options, such as Name, Email, Phone Number, Dropdown, and more. Select the fields that suit your requirements, customize them as needed, and then click on the Save Form button to finalize your form.

Step 9: Click on the Save Process button.

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