Customizing the Parent Form

Customizing the Parent Form

The Parent Form is found in the List of Open Forms. It is Step 1 in the "Family Information" forms. It includes any Custom Fields you have set to be visible to users as well as the basic contact information fields you have selected.


To edit/customize this form:
  1. Go to People / Configuration / Parent Form.


You also have the option to control which users have access to this form.
  • Scroll down below the Preamble and Postamble.
  • Select Parents or Students or Both.


    • Related Articles

    • Restricting Parent Access to Edit Data

      Both the Parent and Student Forms are found in the List of Open Forms. These forms collect basic information about parents and students such as name, address, phone, etc. You have the option to set the forms so that only an Admin can edit this ...
    • Customizing the Student Form

      The Student Form is found in the List of Open Forms.  It is Step 2 in the "Family Information" forms. To edit/customize this form: Go to People > Configuration > Student Form. The numbers in the screen shot above correspond to the fields below. You ...
    • Creating A Volunteer Form

      Creating a volunteer form consists of a number of steps, including naming the form, setting up the publish and unpublish dates and times, entering your volunteer opportunities, and configuring your emails to go out. Clicking on the "save and continue ...
    • Customizing Membership Forms

      Form Conditions If you want to re-use your membership form again and offer it to users who haven't purchased membership, or if you create a new form that offers membership and want to be sure it is only seen by those who haven't already purchased, ...
    • Customizing Open Forms

      Open Forms List - Re-ordering Forms On the Open Forms page, Family/Contact Information forms will always present first.  Volunteer forms will always present second, and Sales & Data Forms (New Forms) will always present last. However, you CAN change ...