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Enrollment

Tracking and chasing required forms

For center admins: where to see which families still have forms to finish, how to send reminders, and how to block check-in until required forms are done.

Last updated About 3 hours ago

Use Enrollment > Forms in Admin OS to see who still owes a form and what came back. Open the child's forms record and check the child, the form and its status before you act. Which forms a child needs depends on the programs that ask for them.

Ask for a form or remind a family

Use Send a form to ask a program, a room, some children or everyone. Children who already have the form are skipped. For one family, open the child's forms record and use Send forms reminder.

A form a child already signed counts for that child's next registration, as long as it is the same form and still in date. To ask for a form only once, use one form for the whole center instead of a copy for each program.

These buttons can email families. Read the box before you press, then read the receipt: it says whether the family was emailed. Opening or approving a form emails nobody.

Build or change a form

Open Enrollment > Setup, then Forms and who signs them, and press New form:

  • Upload your existing form copies every heading, paragraph and question word for word into a draft. The original shows beside the draft, page by page, so you can check it. Card and bank questions are left out, because payments go through Stripe.

  • Start from a template has general starter forms, plus your state's forms when Bloomily has them for your state and kind of program.

  • Blank form starts empty.

A new form is a draft. Families see it only after you turn it on.

Every part of a form can be edited, including the paragraphs families only read. A question can go with the paragraph above it. Families then read the paragraph first and answer right under it, like on paper.

Form settings holds who fills it in, when it's due, whether it's required, how families complete it, and Renewal. A required form has no Skip for families.

A question can save its answer to the child's or parent's record (Saves to). On the website, families see it filled in from what they gave before, and can change it. Health answers are never filled in from the child's record.

Edit with AI and Check this form suggest changes. Nothing changes until you press Apply. They show when AI is on for your school.

Forms sent since November 4, 2026 keep the words the family read, even after you edit the form.

A new school year

  • New version on a live form's row copies it under a new name. Turning the new version on retires the old one and moves its programs to it.

  • Families are asked for the new version. A copy of the old one still counts only when the form has an expiry and no Renew, and the copy is still in date.

  • Duplicate makes a separate draft copy, not a new version.

  • To remove a form, turn it off and take it off its programs. Delete shows when no family was ever asked for it. Otherwise Archive keeps the form and its answers, and families already asked can still send it. Restore is under Archived.

Only school admin logins see New version, Delete, Archive and Restore. In the newer look, they are under the form's ⋮ button.

Automatic reminders

Automatic form reminders are set on Enrollment > Forms, under Automatic reminders, not in Who gets told. The line there says whether they are off, waiting on Bloomily, or on. They are not on the free Home plan.

Required forms and check-in

An administrator can open Settings > Safety, then Compliance, and turn on Block check-in when required forms are incomplete. This check-in safety gate is off by default. Kiosk phone and PIN sign-in is separate from this check.

When it is on, a missing required form can block check-in, and the kiosk asks the family to see the front desk. Admin OS has no screen to record a waiver for one child, and a waiver does not complete the forms. To let the child check in, the family completes the form, or an administrator adds the paper copy from the child's forms record with Upload for family or Enter existing form. Check-out is never blocked, and this does not block pickup or sign-in. Staff must not get around the check-in decision.