🔒 Enquiry forms are available on Famly's Professional package. Click here to read more about pricing!
Enquiry forms are for families who are not yet enrolled but want to register interest in your setting. 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.
Finding Your Forms
You'll find your enquiry forms in Attendance, then Registration and 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, using the ••• menu, or clicking New form.
Creating 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 ••• menu
Click Save, then Publish to get a shareable link
Each submission creates an enquiry profile connected to the site the form was shared from.
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 don't link to a child's profile. Responses are only available in the submitted form under Responses, or in the child's profile under About, then Registration and 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 you're 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 child's languages in order of fluency.
💡 Some fields on enquiry forms are mandatory to create an enquiry profile and cannot be removed. There are no mandatory fields for follow-up forms
Collecting Files and Agreements
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.
Key Features of Enquiry Forms
Profile fields map directly to child or contact profiles
Custom fields collect additional data. Responses are stored under About, then Registration and room moves
File attachments let you add downloadable documents such as policy PDFs
Document collection allows parents to upload scanned files (PDF or JPEG, max 200 MB). All files are automatically virus-scanned
Terms and conditions can include a required checkbox, digital signature, and timestamp
💡 Some fields on enquiry forms are mandatory to create an enquiry profile and cannot be removed
Managing Enquiry Forms
From the Forms overview, you can:
Copy the link to share via email or your website
Edit, duplicate, or update settings such as the success message
Share the form with other sites in your group using Sites
Unpublish or delete the form
You can view the number of responses on the Forms page, and download them as a CSV with an optional date range filter. You can also go to Attendance, then Registration and Enquiries to see the enquiry profile created once a parent completes the form. Open the enquiry profile and click Documents to view the form and its status.
If you've created an enquiry profile manually, you can send the form to the parent from the Documents tab. The form will show as Pending until the parent submits their response, at which point it updates to Completed.
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 child's enquiry profile or their existing Famly profile
In the Activity section, you'll see status updates for the submitted form
💡 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 through forms replace the previous details, helping you keep enquiry information accurate and up to date from the first contact right through to enrolment.
Converting an Enquiry Form to a Follow-up Form
You can convert an enquiry form into a follow-up form by clicking Convert form and confirming by clicking Continue, then typing CONVERT.
💡 Once converted, this cannot be undone. Follow-up forms can only be sent to existing children in Famly and cannot be used to create new enquiries
Permissions and Access
You can manage form permissions in Settings, then Staff and Manage roles and permissions. Staff can be given access to:
View forms and responses — see the Forms overview and copy links
Manage forms — create and customise forms
Configure forms settings — publish, unpublish, share, and edit settings
💡 Staff only keep manage or edit access for sites they're linked to. Once a form is shared with a site they can't 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 as a CSV, responses from all shared sites are included.