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Application forms let you collect structured information from students (e.g. prerequisites, experience, or program-specific questions). You create forms once, then assign one form per program offering and choose when students complete it: before checkout, during enrollment, or after payment.

Where to find this

Go to Program Dashboard → Applications. Here you create and edit forms and view or review submissions.

More detail on building forms

TopicWhat it covers
Sections and fieldsHow sections work, required vs optional, all field types (text, email, phone, date, select, file, image, address, etc.), validation, and options for select/radio/multiselect
Section templatesPre-built section templates (Student Information, Mailing Address, Screening Questions, Additional Information, Custom) and when to use them
Profile field mappingWhich application fields can sync to the student’s profile (name, email, phone, address, profile picture) and how that works on submit

Creating an application form

  1. On the Applications page, click Create New Application.
  2. Set:
    • Form name — Internal label for your team.
    • Form title — Title applicants see.
    • Form description — Optional; shown to applicants.
    • Allow multiple submissions — Whether the same person can submit more than once (e.g. for different cohorts).
  3. Build the form using the editor: add sections and fields (text, dropdowns, checkboxes, etc.) as needed.
  4. Save. The form gets a public slug used in the application URL (e.g. for sharing or embedding).
You can edit an existing form at any time. Changes apply to future submissions; existing submission data is unchanged.

Managing submissions

  • Submissions list: On the Applications page you see submissions across forms. Use filters to narrow by application form, cohort, or status (e.g. submitted, approved, rejected).
  • Per-form view: Open a form, then go to its Submissions tab to see only that form’s submissions.
  • Review: Open a submission to view answers, then Approve or Reject. You can add review notes. Rejected applicants can be given a reason and your organization’s contact info.
  • Submission history: You can view a student’s submission history (e.g. multiple submissions for different cohorts) to see past decisions and notes.
Approved submissions are linked to the student and cohort. For forms set to Needs approval, the student can complete checkout only after approval.

One application per offering

Each program offering can have only one application form assigned. If you need different questions per cohort, you can use multiple forms and assign the right form to each offering.

Assigning an application to a program offering

  1. Go to Program Dashboard → Program Offerings.
  2. Open the program offering.
  3. Open the Settings tab.
  4. In the left sidebar, select Required Applications.
  5. Check the application form you want for this offering.
  6. Choose Application timing (see below).
  7. Click Update Program Offering to save.
To change or remove the application, edit the offering again and update the Required Applications section.

Application timing

When an application is assigned to an offering, you choose when the student completes it:
TimingLabel in UIWhat it does
Needs approvalNeeds ApprovalStudent submits the application first. You review and approve or reject. The student can complete payment only after approval.
As part of enrollmentAs part of enrollmentThe application is filled out during the enrollment flow (e.g. after agreements, before or with payment). No separate approval step required to proceed.
Post-enrollmentPost-EnrollmentStudent completes the application after payment. They can do it from the student dashboard.
Choose the option that matches your process (e.g. screen applicants before payment vs. collect info after they’re enrolled).

Summary

  • Create and edit forms under Applications; build sections and fields in the form editor.
  • View and filter submissions; approve or reject with optional notes.
  • Assign one application per program offering in the offering’s Required Applications section.
  • Set application timing to control whether students must be approved before checkout, fill the form during enrollment, or complete it after enrollment.