Choose the forms for each program before you ask families to complete them.

Step 1

Open Enrollment > Setup > Forms.

Step 2

Open an existing form, or choose New form.

Step 3

Build or import the form using the options shown. Review the questions and any uploaded document.

Step 4

Check which answers, signatures, or document dates are required.

Step 5

Check who the form applies to and when it is due. Choose the programs or sessions that need it.

Step 6

Preview the form as a family will read it, then save the template.

Step 7

After saving, read who the form will reach. Use Activate for the chosen programs, or Activate for everyone only when every family at the center should get it.

If no programs or sessions are attached, activation can make the form apply to every family at the center. Check that scope before you activate.

A saved template is not proof that every family has received it. Check existing obligations in Enrollment > Forms. Use the separate send or reminder action for the right family or group.

Before asking for another copy, check whether the child already has a valid submitted form. A program change or another registration does not tell you, by itself, that the family must repeat every form.

If your center requires a form for check-in, review that safety setting separately. A required form and the check-in rule are different controls.

Walkthrough: Uploading an existing Form template in Bloomily

1. Open Enrollment > Forms > Manage forms.

2. Choose New form, then Upload existing to start the upload workflow.

3. Follow the upload and review screens, check the resulting fields and form audience, and complete the applicable save or publish steps.

The recording stops at the start of the upload workflow. Opening Upload existing does not upload, activate or publish a form. Review who needs the form and when it is requested before making it available.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

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