đ Enquiry and Follow-up forms are available on Famly's Professional package. Click here to read more about pricing!
With Enquiry and Follow-up forms, you can build your own forms to collect the information you need, whether it's from families registering interest or those already attending. These forms help reduce admin, streamline your processes, and ensure you always have up-to-date information.
Famly offers two types of forms:
Enquiry forms: for new families expressing interest in your setting (previously, these were called Registration forms)
Follow-up forms: for collecting extra details from families already active in Famly. They prevent parents from re-entering information you already have and streamline mid-enrolment updates
Finding Your Forms
Youâll find both types of forms in Attendance â Registration â Forms.
Each form is clearly labelled as Enquiry or Follow-up, so you can quickly spot what you need. From here, you can create, manage, publish, share, and view responses by clicking on an existing form to see your options, the â˘â˘â˘ menu, or New form.
Enquiry Forms
Enquiry forms are for families who are not yet enrolled but want to register interest. They collect all the essential details up front and automatically create a child enquiry profile in Famly. If the child joins your nursery later, the information carries over to save time.
What you can do with Enquiry forms
These forms are designed to collect everything you need from a family before they enrol. You can:
Gather key details like child, guardian, doctor, and registration information
Add your own fields, including terms and conditions, file uploads, and digital signatures
Share the form using a public link, ideal for your website or emails
How to create an Enquiry form
To build an Enquiry form:
Click New form, then choose Enquiry form
Use drag and drop to add Profile or Custom fields from the left-hand menu
Edit section names and add descriptions using the â˘â˘â˘ menu
Save your changes, then Publish the form to get a shareable link
Each submission creates an enquiry profile connected to the site the form was shared from.
Key features of Enquiry forms:
Profile fields map directly to child or contact profiles
Custom fields collect additional data; responses are stored under About â Registration & room moves
File attachments let you add downloadable documents (e.g. policy PDFs)
Document collection allows parents to upload scanned files (PDF or JPEG, max 200 MB); all files are virus-scanned
Terms and Conditions can include a required checkbox, digital signature, and timestamp
Managing Enquiry forms
Copy the link to share the form via email or your website
Use Edit, Duplicate, Sites (to share with other locations), or Unpublish/Delete to manage your form
View responses for each child or download as CSV (with optional date range filter)
Follow-up Forms
Follow-up forms help you gather extra or updated information from existing enquiries or families already enrolled. Theyâre ideal for keeping records current without needing to ask for the same details more than once.
When to use Follow-up forms
You might use a Follow-up form to:
Collect new emergency contact details
Request signed policies or updated dietary needs
Send extra forms after initial enquiry
How Follow-up forms work
Follow-up forms are sent to individual families via email or through the Famly app. They arenât available as public links.Families only need to update the relevant information When submitted, the details update the child's profile.
âď¸ Follow-up forms can add new contacts (for example, a second guardian) but cannot overwrite existing contact details. To update existing contacts, edit directly in the childâs profile
How to create and send a Follow-up form
Click New form, then choose Follow-up form
Choose between the templates, Registration, Enrolment or start from a blank form
Build your form using the same drag-and-drop tools as with Enquiry forms
Publish the form, then send it from an enquiryâs or a child's profile
Select the form and choose the contact to send it to
â
đĄ Unauthenticated form links expire after 7 days, but you can send a new one if needed. Logged-in parents will always have access to the form as long as it's still open
Key features of Follow-up forms
Only request whatâs needed: Families wonât have to re-enter information already in Famly, such as child names or contact details.
No duplicate data: Forms are only accessible to existing contacts in your Famly platform, which helps prevent duplicate profiles or conflicting information.
Supports the enrolment process: Follow-up forms can be used during enrolment to collect additional details without repeating steps from the original registration form.
Customisable fields: You can choose exactly what to include in each form, and set whether each field is required, optional, or hidden.
How do Enquiry and Follow-up forms differ?
| Follow Up Forms | Enquiry Forms |
Purpose | Update Existing Records | Register New Interest |
Target Users | Existing Contacts | Prospects |
Form Access | Logged-in or via Email Link | Public URL |
Reduces filling out the same information again | Yes | No |
Profile and Custom Fields
When building your form, you can choose between two types of fields:
Profile fields match fields on a child's profile or waitlist. When a form is submitted, the information is automatically added to the corresponding profile field. Profile fields can only be placed in specific profile sections.
Custom fields provide more flexibility, allowing you to collect additional details that donât link to a childâs profile. Responses to these fields are only available in the submitted form under Responses or in the childâs profile by going to About â Registration & room moves. Custom fields can be placed in both custom and profile sections and can be used multiple times.
Editing and Customising Form Fields
As you build your form, you can:
Drag fields between sections using the handle on the left
Add more contacts, such as a second guardian or emergency contact
Rename or delete sections, and add descriptions to guide families
Use Form text blocks to explain what youâre asking for
Descriptions are helpful for clarifying what you're looking for. For example, the Language field can include a note asking families to list all the childâs languages in order of fluency.
đĄ There are some fields for Enquiry forms which are mandatory to create an enquiry profile and cannot be removed from the form. There are no mandatory fields for Follow-up forms
Collecting Files and Agreements with Forms
There are two ways to collect or share documents in your forms:
Attach files for families to download, such as a PDF of your terms and conditions
Collect files by allowing families to upload documents like scanned forms or care plans. Files can be up to 200 MB and must be PDFs or JPEGs. They are automatically scanned for viruses
You can also add a Terms and Conditions field where families tick a box and sign digitally. A separate Signature field is also available and includes a timestamp.
Permissions and Access for Forms
You can manage permissions in Settings â Staff â Manage roles and permissions. Staff can be given access to:
View forms: See the Forms overview and copy links
Add/edit forms: Create and customise forms
Manage forms: Publish, unpublish, share, and edit settings
đĄ Staff only keep manage or edit access for sites theyâre linked to. Once a form is shared with a site they canât access, those permissions are removed for that form
To view all forms across your organisation, select the organisation from the location selector at the top of the page. Each form will show which sites it has been shared with. When you export the form as a CSV, the responses from all shared sites are included. For example, if a form is shared with 100 sites, the CSV will include responses from all 100. These responses can also be viewed on each child's profile under the Registration tab.
Managing Forms
The Forms overview shows all of your published and draft forms. From here you can:
Open a form to preview it
Copy the link (Enquiry forms only)
Edit, Duplicate, or change Settings like the success message
Share the form with other sites in your group
Unpublish or Delete it
Deleted forms canât be restored, but existing responses still appear in the childâs profile. If you want to keep the form but stop receiving entries, just unpublish it.
You can also download responses as a CSV file and filter them by submission date. Each form version is labelled, so you can track changes over time.
Use the sorting and filtering tools to quickly find a specific form by name, last edit, or publication status.
Submissions and Enquiry Profiles
When a form is submitted:
Families see a confirmation and can print or save a copy
All details are added to the childâs enquiry profile or their existing Famly profile
In the Activity section, you'll see status updates for the type of form you submitted
Follow-up forms can be sent as follow-up tasks for specific children. Clicking Send form leads to a selection of the follow-up form type and a selection of the childâs contact that should receive the email to fill out the information.
đĄ Forms are tied to a specific child and show which contact submitted the form. If a link expires, a new one can be sent
Any updates made in forms will replace the previous details, helping you keep the enquiry information accurate and up to date from the first contact right through to enrolment.