General Packets : How to guide

General Packets are a SchoolMint feature that allow you to collect information outside of your Application, Registration, or Re-Enrollment workflows. Organizations and schools use General Packets for year-round purposes: field trips, athletics, donations, etc.

If you are interested in implementing this feature for your organization, please contact your SchoolMint Customer Success representative, or [e-mail].

How-to Guide

1) From the Settings page, go to create and manage General Packets.

2) Create and manage General Packets from this page. 

3) When creating a new general packet, you can set a packet on a Account level or at the Student level:

a) Account level - only one packet will be attached to the family account.

b) Student level - one packet will be attached to each student in the family.

4) Select custom forms for the general packet.

5) Events and Payments can also be attached to a General Packet.

* After creating a general packet, you need to communicate the packet url to individual students or groups of students.

6a) From Admissions-Manage Packets, send a packet to a group of students by sending an email/SMS

6b) Use Manage Registration or Manage Re-enrollments to select individual students to communicate a general packet url link.

 

Best Practices

a) Families need to at least be In Progress with Re-Enrollment or Registration or have submitted a new student Application before starting a general packet. Parents may encounter an error with completing a general packet if they have not started re-enrollment.

b) You are able to post the general packet urls on your school website. However, if you already push general packets to an account/student, when the parent logs in, they will already have general packets waiting for them to complete.

c) When a parent clicks on a general packet url, they will be directed to sign into their SchoolMint account. Upon sign in, they will be prompted to complete a packet:

 d) After a parent selects a students, they completed the required forms.

e) When a parent completes a packet, they will be directed to the Student Dashboard, to view their progress, whether active or inactive.

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Still have questions? Email us at [e-mail].