The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family
Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)
Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.
Ability to trigger automation email based on certain form/document submissions being either received or accepted (Example: Uitilize start date upon acceptance of a pre-registration to trigger final enrollment documentation process 2 weeks prior to start date)
