Docsroom

Use cases / Nursery and school enrolment

Enrolment a parent can finish on their phone, in pieces.

A family client, one pack per child. The parent sees a note about their child’s information first, then works through the child, the carers, who may collect, health, consents and documents, saving as they go. Health answers are special-category data and are treated that way.

Rowan Tree Day Nursery

Enrolment for Amara · starts 6 October

Five short sections before Amara starts. Send each one when it is ready.

Who may collect, and emergency contacts

Fill in

Birth certificate

Upload

Your details

Sent

The privacy note comes first

Before any question, the pack says what the information is for, who sees it and how long it is kept. It is in the template; you edit it to match your own privacy notice.

Health answers, in full

Allergies, medication, immunisations and additional needs arrive as typed answers, in full, for the staff who need them. You choose which staff see which families.

Consents are answers, not a signature

Photos for learning records, photos on social media, outings, sun cream, first aid, sharing with the health visitor: each a yes or no the parent can change later.

Collection

Who may collect, and a password

The collection section names the people allowed to collect, a collection password for anyone unexpected, and who to call in an emergency. It is required before the pack is complete and it is the section staff will look at most.

  • “Nursery enrolment” and “School admission (in-year)” templates included
  • Birth certificate and proof of address requested as their own items, so a missing one is obvious
  • Funded hours code as a plain question

Collection and emergency contacts

Two people who may collect, and one password

Who may collect Amara

Dami Adebayo · Grace Adebayo

Emergency contact

Grace Adebayo · 07700 900461

Collection password

Bluebell

Used only if someone the office does not know arrives to collect Amara.

Submit

What the office sees

Each section arrives as a submitted form with the parent’s name and time on it. Everything exports as CSV for your management system, and every change is dated.

Health form, submitted

Amara Adebayo · every answer in full

Allergies and medication

Peanuts · adrenaline pen in her bag

Answered

Doctor and surgery

Dr Okafor · Hollins Park Surgery

Answered

Dietary requirements

No nuts · kitchen told

Answered

Try it with your own enrolment form.

Free for 14 days, no card. We will help you map your form onto the template.