Create a consent form or survey for your school, choose who should receive it and review the settings before publishing.

1. Start a new form

1. Open Main dashboard → Forms → Consent Forms & Surveys.
2. Click Add.
3. To use an existing template, choose it from Templates. Otherwise, leave it unselected.
4. Choose who should complete the form: Student, Staff or Parent/Guardian.
5. Enter the Title and Form Content. If using a template, review and update its wording.

2. Add or review questions

Click Add Question for each question you need. Choose the question type and add the answer options where relevant.

• Short Answer: The user types an answer.
• Multiple Choice: Provide a set of answer options. Check the response control, such as Radio Button, matches how you want users to answer.
• Checkboxes: Allow users to select multiple answers.
• Add option: Add another answer choice, such as Yes or No.
• Enable Comment: Allow a typed comment alongside the answer.
• Comment Mandatory: Require the user to enter a comment before submitting.

3. Set the deadline and responsible staff

1. Choose the Reminder Settings.
2. Enter the Last Date of Form Submission.
3. Select the teachers/staff who should see the form in their Administrator’s App.
4. Select One Per Family if one response per family is appropriate.

4. Choose who receives the form

1. Use Filter by to choose Groups, Students or Family Type.
2. Select the relevant group, years/classes and any family-type filter.
3. Click Apply Filter.
4. Select all or the individual students you need, then click Add Selected.
5. Review the Final List carefully.

5. Review and submit

1. Choose the final options explained below, including consent, notifications and opt-out where appropriate.
2. Click Preview. Check the wording and test the answer options.
3. When the form and recipient list are correct, click Submit.

Edit an existing form

1. Open Main dashboard → Forms → Consent Forms & Surveys.
2. Find the form and click its Edit icon.
3. Make your changes and click Submit.

Understand the form settings

Reminders

Choose a frequency that suits the deadline. Reminders go only to users who have not completed the form and continue until the last submission date.

Last Date of Form Submission

Users cannot submit after this date. You can edit the date later if you need to extend the deadline.

One Per Family

Assigns the form to one student per family, using the parent’s mobile number to identify the family. Select this when a parent only needs to respond once for all their children.

Require Consent

Adds an overall consent question, allowing the user to choose whether they give permission. This makes consent responses easy for staff to review.

School app: what the user sees

Administrator’s App: what staff see

Show Medical Details

Lets the staff assigned to the form view students’ submitted medical and emergency information in the Administrator’s App. Information is available only if the parent/guardian has submitted the medical form.

• Red cross: A medical condition has been reported.
• Green cross: The parent has submitted the form and reported no medical condition.
• Grey cross: Medical information has not been submitted.

Send SMS

Sends an SMS to users who have not registered on the school app, with a message and app download links.

Send Notification

Sends an app alert to let users know that a form is ready to complete.

Email notification

Emails the staff assigned to the form each time a response is submitted.

Optout

Allows users to opt out of an optional form and stop receiving reminders. Do not enable this for a mandatory form.