Typical Form Phases for Independent Schools

In this article, we will discuss the typical form phases that an Independent School may use when creating an application journey for parents.

Account Creation Phase:

The first form phase you may need to set up is the Account Creation Phase. In this phase, parents can register by creating an enquiry using the Parent Enquiry Form, which is on the school's landing page when they access the Admissions+ URL.

Here, parents will be prompted to enter their email address once they click on either "Create a Parent Enquiry Account" or "Register a Parent Account", depending on your preferred wording for this button.

Usually schools ask for minimal information in this phase.

 

Application Form Phase: 

The Application Form Phase is the registration stage that begins when a parent continues the enquiry they have submitted. During this phase, you gather more detailed information based on your school's specific requirements. This is where we need to set up your questions for each step of the process.

 

Scholarship Form Phase: 

In this phase, you can decide whether you want the scholarships to be in separate phases or combined into a single phase that includes all your scholarship offerings. 

For each scholarship, you may have different sets of custom questions tailored to your school's specific requirements.

 

Bursary Application Phase

The Bursary Application Phase is optional, as questions related to it can also be included in the Application Form Phase. This phase is designed to gather information on whether parents wish to apply for a Bursary. 

If your school offers a Bursary, there is a separate system specifically designed for Bursary calculations and details, which can be purchased separately. We refer to this system as Bursary+.

  • For more information about Bursary+, please let us know so we can book you for a demo. 

 

Offer  Phase

During this phase, you can gather important details, such as payment information, signatures, and the percentage or amount each parent will contribute based on the family's setup. Additionally, this phase enables you to send the offer contract and related emails, which parents can receive, sign, or decline.

See this guide on How to Setup Offer Contract Phase. 

 

Post Acceptance:

In the Post-Acceptance phase, parents may be required to provide additional information or respond to further questions after they accepted the offer and confirmed that their child will join the school.

This might include forms or responses related to:

  • Additional Medical Details
  • Parental Consents and Acknowledgments
  • Agreement to School Policies

The information you choose to collect during this phase can be customized to suit your school's requirements. Some schools also refer to this as the "Welcome Pack" or "Joining Pack" process.