In SchoolsBuddy, we can create custom forms for you to capture transport, medical or other information not currently stored in SchoolsBuddy that the parent has to fill in at the time of sign-up. This information could be anything from special dietary requirements for a school trip to which bus route the student requires each day.
There are three types of Fields you can have in the form (listed below) which can be Required or Optional.
- Free text
- Checkbox
- Dropdown list
How can forms be created?
If you would like a custom form created, please download and complete the SchoolsBuddy Custom Form Request Template and send it to us by contacting our helpdesk . We’ll be happy to assist you with the process.
You’ll find the SchoolsBuddy Custom Form Request Template attached at the very bottom of this help guide for easy download.
After forms are created
Once a form has been created, when you create a Container, you will have the option of adding a Booking Data Form as part of the Terms and Conditions. You can also do this step after a container has been created, and before the sign-up opens.
Parent/Student view after making Choices
When a Parent/Student has made their choices and submits those choices, the form will appear as part of the Terms & Conditions.
If some or all of these fields are 'Required' then the parent/student will have to fill these fields in before they can click 'OK'.
It may be helpful to indicate which fields are required for parents or students to complete by marking them with "(Req'd)" at the beginning of the question.
There are several places to view this captured data:
- Activities & Clubs | Manage | Custom Data
- Reception | Registers / Events, click on event and then Tagged Data
- Reception | Groups, click on Group and then Tagged Data
- To view the data for an individual student, click on Reception | Users, click on the student and then Custom data
The first 3 methods of viewing the captured data allow you to download the information as a CSV file or print the data.
There is also a report which can be accessed from Reception | Reports called Custom Data (500) where you can view all data collected from Custom Forms. Data can be exported to Excel or as a CSV file. More information about using reports can be found here: Using the Reports interface