Activity Forms are forms you attach to an Activity. Account Holders fill them out on the Enrollee's timeline in the Customer Portal, and Instructors fill them out in the Instructor Portal. You build Activity Forms in the same editor as the Enroll Form, using the same field elements.

Before You Start

To build a form, see [How to Create an Activity Form](existing link)
To attach a form to an Activity, see [How to Add a Form to an Activity](existing link)
To learn about each field element, see [Field Elements](existing link)

NOTE: Account Holders need to choose a Class when they fill out an Activity Form within an Activity.

Use Conditional Logic for Follow-Up Questions

Many of the examples below use conditional logic. It shows a follow-up question only when someone gives a certain answer. You can add follow-up questions under Yes/No, Single Select, and Multiple Select fields.

For example, if How is the student doing? is answered with Not Good, an Explain field appears. To learn more, see [Conditional Logic](existing link).

Enrollsy Activity Form builder showing an Explain field nested under the Not Good response and the matching Customer Portal view

Document Upload Forms — Collect Files From Account Holders

File Upload

Use this form when Account Holders need to upload a document to their account, such as an immunization report, vaccine card, emergency medical card, or intake notes. To create it, add a File Upload field.

Immunization Records

Some schools need immunization records, which usually come straight from the doctor's office. Create a simple form with one File Upload field labeled for the immunization report.

Enrollsy Immunizations Activity Form with an Upload Immunization Report field in the builder and Customer Portal

Food Allergy Form

Share a blank allergy form for Account Holders to download, fill out, and upload again. This form uses:

A Formatted Content field with instructions and a link to the blank form
A File Upload field for the completed form
A second Formatted Content field that reminds Account Holders to upload the completed form

Enrollsy Food Allergy Activity Form with a download link, a File Upload field, and upload instructions in the Customer Portal

Health Policy

Share a health policy and ask a screening question in one form. This example uses:

A Header with the policy name
A Yes/No question asking whether the Enrollee has any symptoms
A File Upload field with the policy document attached so Account Holders can download it

Enrollsy health policy Activity Form with a symptoms question and a downloadable policy document in the Customer Portal

Enrollee Information Forms — Keep Details Up to Date

Emergency Contacts

Account Holders, Instructors, and Admin users can post emergency contacts to an Enrollee's timeline. This example uses:

A Header for the section
Short Text fields for the contact's name and relation
A Phone field for the contact's phone number
A Yes/No question asking whether to add another contact, which shows a second set of contact fields when answered Yes

Enrollsy Emergency Contacts Activity Form with name, phone, and relation fields and an Add Another question

Size Chart

Collect clothing sizes for things like summer camp attire. This example uses:

A Header and a Formatted Content field with instructions
A Short Text field for the Enrollee's name
Single Select fields for shirt, pants, shoe, sock, underwear, and coat sizes
Conditional logic that shows the right size options based on an earlier answer

Enrollsy Size Chart Activity Form with dropdown size questions in the builder and Customer Portal

Permissions

Get permission for field trips or extracurricular activities. Add a Yes/No question for each activity, such as a rock wall, water activities, inflatables, or the swimming pool.

Attendance and Daily Care Forms — Track the Day

Pick-Ups

Instructors and Account Holders can record who picked up an Enrollee. This example uses:

A Single Select field for the pick-up method
A Single Select field for who picked up the Enrollee, with an Explain field when Other is selected
A Short Text field for the name of the person who picked up

Enrollsy Pick Ups Activity Form with pick-up method, person, and name fields in the builder and Customer Portal

Make-Ups

Find out why an Enrollee missed class. This example uses a Single Select field with Sick, Holiday, and Other as options. Choosing Other shows a Short Text field so the Account Holder can say more.

Here's how the Make-Ups Activity and form look in the Customer Portal.

Enrollsy Customer Portal showing the Student Make Ups Report Activity with a missed class dropdown and a posted response

Meal Count

Schools in child nutrition programs often track meal counts for each classroom and meal. This example lets Instructors record:

The Class name in a Short Text field
The date in a Date field
Counts for breakfast, AM snack, lunch, and PM snack in Number fields

Enrollsy Meal Count Activity Form with class name, date, and number fields for each meal

Infant Feeding

Help Instructors track infant feeding times. This example uses:

A Single Select field for the type of food
A quantity question that changes based on the food selected
A Short Text field to describe strained or table food
A Single Select field for the next feeding time

Enrollsy Infant Feeding Activity Form with type of food, quantity, and next feeding fields

Diaper Change

Record diaper changes on the Enrollee's timeline. This example uses:

A Multiple Select field for the reason for the diaper change
A Long Text field for notes

Enrollsy Diaper Change Activity Form with a reason multiple select field and a notes field

Incident Report

With an Incident Report form, Instructors can report an incident right after it happens, and the report is available in the Customer Portal right away. You can base it on your current incident report or a state form, or [download an Incident Report template](existing link). This example uses:

A Header with reporting instructions
Short Text fields for the facility name, county, child care consultant, injured child's name, and time of incident
A Number field for the facility ID
A Date field for the date of incident
Single Select fields for the type of injury, body part injured, and medical treatment received

Enrollsy Incident Report Activity Form with facility, child, date, and injury fields in the builder and Customer Portal

Classroom and Progress Forms — Share Updates on Learning

Progress Report

Send student progress reports through an Activity, such as one named Student Progress Report. This example uses:

A Header for the report
A File Upload field for the progress report document
A Single Select question asking how the student is doing, with an Explain field when Not Good is selected
A Yes/No question asking whether to add a photo, with a File Upload field when Yes is selected

Enrollsy Progress Report Activity Form with a report upload, a progress question, and an optional photo upload

Homework

Post homework assignments with a due date. This example uses:

A Long Text field for the assignment details
A Date field for the due date

Enrollsy Homework Activity Form with an assignment long text field and a due date field

Announcement Forms — Share News and Events

Most announcement forms use the Formatted Content field. With it, you can add a block of headings, paragraphs, bulleted or numbered lists, links, images, video, or tables. Select the ellipsis on the field to open the formatting menu. To learn more, see How to Customize the Enroll Form.

Enrollsy Formatted Content field with the formatting menu open showing text, image, and video options

Event Announcement

Share the details Account Holders need for a school event. This example uses:

A Formatted Content field for the event heading
A Date field for the event date
Short Text fields for the time, location, and who posted it
A Long Text field for event details

Enrollsy Event Announcement Activity Form with date, time, location, and details fields

Birthday Announcement

Celebrate an Enrollee's birthday. This example uses:

A Formatted Content field with a Happy Birthday graphic
A Short Text field for the Enrollee's name
A Date field for the birthdate
A Long Text field for comments

Enrollsy Birthday Announcement Activity Form with a Happy Birthday graphic, name, birthdate, and comments fields

Note From the Director

Post a message from the director. This example uses:

A Short Text field for the subject
A Long Text field for the message
A Short Text field for who signed it

Enrollsy Note From the Director Activity Form with subject, message, and signed by fields

Staff and Enrollment Forms — Handle Absences and Withdrawals

Withdrawal Form

Give Account Holders an easy way to give notice when an Enrollee leaves your program. This example uses:

A Header for the notice
A Short Text field for the names of the children withdrawing
A Date field for the effective date
A Yes/No question asking whether a two-week notice is being given
A Short Text field for the primary parent's name
A Date field for the current date

Enrollsy Withdrawal Activity Form with effective date, two-week notice, and parent name fields

Staff Call Out

Staff can use this form when they need to call out. This example uses:

Short Text fields for the employee's name and time of call
A Date field for the date of absence
A Multiple Select field for the reasons for absence, with follow-up questions for Other and Illness
A Short Text field for how long the employee will be out

Enrollsy Staff Call Out Activity Form with employee name, date of absence, reason, and length of absence fields

Activity Form Examples for Common Program Needs