Build the forms your customers fill out when they register -- registration details, medical information, waivers and releases -- from Forms in your provider dashboard. You attach forms to a listing, and every customer completes them at checkout before they pay. This article covers building a form, adding a waiver, limiting registration by age, phone number format, how Enrichment.kids makes a signed form legally sound, and where to find signed copies.
Open Forms from the left-hand menu. The page has three tabs: Active forms, Archives and Templates.
A template is a starting point, not a finished form. Every question can be reworded, reordered or removed before you save.
The form builder has four tabs across the top: Form builder, Preview, Logic and JSON. You will spend most of your time in Form builder, with the list of question types on the left and your form on the right.
Click a question type, or drag it into your form, to add it. The question types are:
A few of these do more than they appear to:
Click a question to change its wording, mark it Required, or open Settings for more options. Use Preview to see the form exactly as a customer will.
At the bottom of the page, choose how often customers fill the form out again with This form should be filled out: every month, every 3, 6, 11 or 23 months, or once and never again. New forms default to every 6 months. Then click Save form.
To put a form in front of customers, attach it to a listing in the listing's Required forms step. See Setting Up a Listing with the Wizard.
A waiver is a form like any other. The quickest way to build one is the Waiver template:
The template contains:
Your waiver text. Each agreement holds a placeholder that begins "Replace this text with your..." Click the question and replace the placeholder, which sits under the question's title, with your full text. Customers read it there at the moment they tick the box, and the signed PDF shows exactly what they agreed to. To use a waiver you already have, paste its text in the same place.
More agreements. Keep your release, your medical authorization and your photo release as separate questions. To add one, add a Waiver question from the list of question types; it comes as a required question with a single I agree box, ready for your title and text. If an existing waiver has several parts that each need agreement, give each part its own Waiver question.
Optional permissions. Use a Yes/No question for anything a customer may decline without it affecting registration, such as photo permission.
The signature. End the waiver with a Signature box, after everything the customer is agreeing to. The drawn signature appears on the signed PDF. A signature is never filled in from an earlier visit; the customer signs each time.
To accept only children of a certain age, ask for a birthday and set the latest birthdate you accept. The form builder no longer has a Validation tab; the limit is set on the Date question itself.
If a parent enters a birthdate after the cutoff, the form shows a message under the question and will not let them finish until it is fixed. You cannot change the wording of that message, which is why the requirement belongs in the description.
To test it, switch to Preview, enter a recent birthdate, and click Complete: the message should appear. Then enter a birthdate that qualifies, such as May 31, 2015, and confirm the form submits.
The Phone number question is already formatted for U.S. numbers as (999) 999-9999, so every emergency contact number arrives in the same shape. Add it, give it a title such as Emergency contact phone, and mark it Required if you need it. There is nothing else to set.
To accept a different format, select the question and open Input format in the settings panel. The U.S. format the question starts with is Pattern with (999) 999-9999.
To check it, switch to Preview and type 5555555555. It should appear as (555) 555-5555. Click Complete to confirm the number is captured.
In the United States, the ESIGN Act and the Uniform Electronic Transactions Act (UETA) allow electronic signatures to carry the same weight as signatures on paper, as long as certain conditions are met. Enrichment.kids handles those conditions for you on every form a customer submits:
Enrichment.kids makes the signature valid. What your waiver says is up to you. We do not write or review the wording of your forms, and the Waiver template contains no legal language of its own. Whether your waiver's text protects your program in your state is a question for your own attorney.
The file you download is the same PDF the customer was emailed. It is the latest version the customer signed. For an earlier version, contact us with the participant's name and the form.
To collect answers across many participants at once, use the roster export. Individual forms download as PDFs only.
This is practical advice, not legal advice.
No. A form on file, waivers included, is reused until it is due again under the schedule you chose in This form should be filled out. See Do Parents Have To Fill Out Forms Every Time They Register?
Not to a question marked Required. The Waiver question's I agree box is required, so the form cannot be submitted until it is ticked. A Yes/No question left optional, like the photo release, can be answered either way.
The form builder no longer has one. To limit registration by age, use the Date question's Max setting, as described in Limiting registration by age.
Yes. See Sending (and Resending) Forms After Registration. Forms filled out this way are signed and copied to the customer the same way.
Not one form at a time. Individual forms download as signed PDFs. To get answers in a spreadsheet, export the roster, which includes the form answers for everyone on it.
No. The Waiver template shows where your text goes, but the wording must come from you. We recommend having an attorney prepare or review it.
Customers can download their signed forms from their dashboard at any time, and they receive a PDF by email when they sign. If a customer needs a paper copy, or prefers to sign on paper, you can arrange that with them directly.
No. Each signed form keeps the questions exactly as the customer saw them, so a later edit never changes what someone already signed.