Go paperless with the Form function in SkoolBag, and collect information from your app users digitally. Once the information has been submitted, a link to download the PDF copy of the submission details will be sent to the designated email address/es.

All submissions will be available within the Console, ensuring you never lose a copy of all the important details.

Note: The link is only valid for 7 days and it is highly recommended that forms should not be used to collect payment or financial information.

Follow the below to learn how to create a form using SkoolBag.

Step 1

From the home screen, create a new form by selecting on the Form icon.

Note: you can also navigate to your list of forms via the left-hand side menu and clicking on forms.

Step 2

A new form template will appear. Follow the template and give the form a title and a description (optional).

Click on the Add button to add fields to the form. Another box will appear with a dropdown menu in the top right-hand corner of the box. Use this dropdown menu to select the type of field (selection includes: User first name, User last name, phone number, email, short response, long response, date, yes/no, dropdown and signature).

  1. Use this function to move or reorder the questions/fields in the form.

  2. Use this to Add additional questions/fields

  3. Use the Clone button to copy the field/question that is currently being edited.

  4. Use Delete to remove the current field/question that is being edited.

  5. Check the Required box in the bottom left-hand corner if applicable.

Step 3

Once all of the fields are set, navigate to the side panel on the right-hand side. To make the form visible (or active), add a group into the 'Visible to groups (optional)' field. To make the form inactive, leave this field blank or remove the group that is currently there.

In the 'Send new submissions to' field, select the user that is required to receive the form submissions. The user can be an Active or Invited user.

Note: This form defaults the submission email to that is linked to your admin login details.

Once completed, select Publish to publish the form. The form will now be visible to the selected groups in the app under the Forms tab (located next to the General tab).

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