Speed Up Enrollments with Custom Forms
Good tutoring management software allows you to streamline your business with great time saving features. At Teachworks we’re always adding and enhancing features to help you save time and work more efficiently. A prime example is our Custom Enrollment Forms Add-on. This handy add-on allows you to gather information about new students and employees through a customized form.
Once you’ve created a form for employees, families or independent students, a URL will be rendered and you can add a button or link to your website to direct prospective clients and employees to your customized form(s). You can also email the link to prospective clients after they’ve enquired about your services.
When an enrollment is submitted, a new profile is automatically created in Teachworks. The profile will appear under the “prospective” tab initially, and the only thing you need to do is activate it.
How to customize it:
1. Add Additional Fields
Once you’ve enabled the add-on, you’ll be able to start building a form right away by adding all the standard Teachworks profile fields to the form. If you require a more detailed form, you can easily add as many custom fields as you require by following these steps:
- Go to the Integrations & Add-ons page and enable the Custom Profile Fields Add-On. Click on the “Add New” link below it to add a new field. When adding custom profile fields, remember to select the type of profile that you’ll create the form for. If you want to make a form for families for example, you’ll need to choose the “Customer” profile field type when adding a new custom field.
- Go to the Integrations & Add-ons page and click on the “Add New” link under the Custom Enrollment Forms add-on. Click on the “Add Row” link to add more fields to your form. Your newly created custom fields will appear in the drop-down menu under the “Custom Fields” heading.
2. Add Credit Card Fields
If you’re using our Stripe Integration to collect credit card payments, you can collect a client’s credit card information directly from the enrollment form.
To add the fields to an existing form, go to Account & Settings -> Integrations & Add-Ons -> Select the form you wish to modify -> Edit. You can then scroll down to “Form Fields” -> Add Row -> Select “Credit Card Fields under Stripe integration -> Save
3. Add Terms
You can also add a “Terms” field to your form. Each time you revise your terms, a time stamp will be saved with the exact terms customers/employees opted in for. You can click on the “Past Terms Versions” link in the sidebar on the Forms page to view all past terms.
For more information about the Custom Enrollment Forms add-on and how to configure it, please visit our knowledge base.
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