A practical checklist
- 1Create a person for the student and save their legal name and date of birth.
- 2Add parent or guardian names, contact details, and addresses as needed.
- 3Save school identifiers, health-insurance references, emergency contacts, or custom fields only when relevant.
- 4Use a Form Pack for the fields one school repeatedly requests.
- 5Review each answer against the school’s current requirements before submitting.