Docsroom

Use cases / Nursery and school enrolment

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

One request pack per child, under the family’s name. 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 · for Isla
  • FormWho may collectand contactsFill in
  • UploadBirth certificateUpload
  • FormYour detailsSent
Send each section when it is ready

Made for a parent, and for the office

Three things the enrolment template gets right before anybody asks.

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.

The pictures are illustrations. The names are made up.

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 and in-year school admission templates
  • Birth certificate and address proof, one each
  • Funded hours code as a plain question
Collection and contacts · Rowan Tree
Who may collectDan Thompson · Grace Thompson
Emergency contactGrace Thompson · 07700 900461
Collection passwordBluebell
Used only if someone the office does not know arrives to collect Isla.
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.

ITHealth form · Isla Thompson
  • FormAllergiespeanuts, pen in her bagAnswered
  • FormDoctorHollins Park SurgeryAnswered
  • FormDietno nuts, kitchen toldAnswered

Try it with your own enrolment form.

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