With UpBup you can request your forms at your convenience. Typically we will do the initial request, during launch, and moving forward our customers can manage the form requests to happen at the dates that make sense for their program.
If there are no changes to your forms from the previous school year to the next, you are all set to move forward with the request. If you want us to make any changes to your forms please submit the details of those changes through a ticket, filling out this form: Configuration request
Here are some key points for you to take into account before hitting that REQUEST button:
1. Make sure your roster is up to date:
Clone/transfer children from other centers in your network, add new children or siblings to existing children. Ensure that all children are assigned to the correct status. Children that have withdrawn or aged out of the program should be set as Inactive.
2. Make sure your request message has all the content that you want to include.
This is the email that parents receive to inform them of the form's request. This is fully customizable by you and details on how to edit this message can be found in this article.
3. REQUEST!
Select your entire center, or specific children that you want to request forms from and request an entire enrollment packet, or an individual form.
4. Start receiving enrollment packets!
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- Requesting forms after CLONE action - Why?