Prepare: User Checklist to Open Registration

What is covered in this article?

• User Checklist for Registration Launch: Please review this list of settings to prepare for a successful registration launch
  1. Calendar Dates
  2. Finalize Edits to Registration Forms
  3. Edit Registration Packets
  4. Test the registration process on behalf of a student in Sandbox! 
  5. Update Communications and Messaging to Families
     • Update Custom Messages
     • Update Automated Text Message & Email Templates

User Checklist for Registration Launch in SchoolMint

1) Set Registration Start Date and Registration End Dates *Required

• Settings > Set Up Calendars & Dates 

2) Finalize Edits to Registration Forms *Required

• Settings > Manage Forms > Custom Forms
• Ultimate Guide to Editing Forms
• * Tip: A common update needed is to refresh custom text with school year dates (For example, changing “2019-2020 form” to “2020-2021 form”)
• *Tip: For help on which custom fields to use, click on "Show Me How" in your form editing view and refresh  

3) Edit Registration Packet

• Settings > Manage Registration Packets
• How to create a registration packet
• How to add milestones to your registration packet
• * Tip: If you have new schools or grades this year, make sure you add them to the registration packet

4) Test the registration process on behalf of a student in Sandbox! *Required 

• Step 1: Navigate to Application Index to manually make offer to a student in Sandbox
• Step 2: Application Index > Select Student > Bulk Action > Make Offer
• Step 3: In Application Index, click View next to the student in "Offered" status
• Step 4: Go to Student Profile and “Accept” Offer > Click Register
• Step 5: Begin Registration process and complete forms > Press Submit Forms

5) Update Communications and Messaging to Families *Optional but Recommended

A) Update Custom Messages

• Settings > Manage Custom Messages
• Update the custom messages that families see when they log in to SchoolMint to check registration status
• * Tip: Popular Custom Messages: Log In, Student Dashboard or Header Message

B) Update Automatic Text / Email Text Messages

• Make Offer, Accept Offer, Decline Offer, Rescind Offer
• Registration Completed, Registration Verified
  • Settings > Manage Email/Text Messages
  • * Tip: Customize lottery and registration-related notifications to inform families of school-specific information, dates, and next steps for your school.

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