Creating an Account for the Parent Dashboard
Creating an Account for the Parent Dashboard
In order to create an account for your Parent Dashboard, families can complete either your Request for Information or New Family Enrollment form.
- Note that admin users can also create a family's account on their behalf. When this happens, the family will not fill out the Request for Info or New Family Enrollment form since they already have an account.
How can I see these forms?
Both forms have a specific URL. The URL for each form is as follows:
Request for Information form: [yoursubdomain].campmanagement.com/info
New Family Enrollment form: [yoursubdomain].campmanagement.com/enroll
If you don't know what your subdomain is, look at the URL bar of your web browser when you're logged into the Admin side of CampSite. Your subdomain is the text listed before .campmanagement.com/admin.
How do I customize these forms?
Both forms have their own customization settings, so you can configure each form to ask different questions (or, the forms can be identical, if you prefer).
Manage the questions that appear on each form and/or add custom header text via Step 1 of the Camper Setup Wizard. To learn more, click here.
You can also customize the header images that display at the top of each form via Admin > DB Management > Responsive Theme. To learn more, click here.
What's the difference between these two forms?
Both forms allow parents to create an account, but the forms differ in how parents are redirected after each form is submitted.
Request for Information Form Submission
After submitting the Request for Information form, parents are presented a confirmation message and offered to return to your camp's official website. At this point, the family is waiting to be contacted by your camp before moving forward with enrollment.
In order to enroll, the family must be given their account credentials, log into your Parent Dashboard, and then access your enrollment form.
You can either issue parent dashboard credentials automatically (via email, as soon as the form is submitted), or have an admin user reset the family's password manually (e.g. when your camp establishes the family will move forward with enrolling).
To provide credentials automatically, update your Request for Information form settings via Step 1 of the Setup Wizard to "include Parent Dashboard credentials." Click here to learn more. To provide credentials manually, an admin can reset the family's password via the action menu of the family's profile page. Click here to learn more.
New Family Enrollment Form Submission
After submitting the New Family Enrollment form, parents are immediately logged into their new account and presented your enrollment form. That said, the New Family Enrollment form allows families to create an account and enroll for camp in the same continuous process.
Overall, the New Family Enrollment form is meant for parents who are ready to enroll for camp now, where the Request for Information form is meant for families who need to touch base with your camp before they proceed to enrollment.
With the Request for Information form not redirecting parents to the enrollment form immediately, there's a "drop off" point that could decrease the chance of the family enrolling, so use this form accordingly.
Can a family fill out both forms (or resubmit one of the forms)?
No. Each time one of these forms is submitted, CampSite double checks if the email address that P1 provided is already on file for a parent in your database.
If yes, the form content is not entered into your system (so as not to create a duplicate family account), and the parent is told that they already have an account. They're also given the links for logging in with their existing account or resetting their password, as pictured below.
Request for Information Form
The Request for Information Form is one of two forms that a family can use to create their account for the Parent Dashboard (and indicate that they'd like to learn more about your camp). For an overview of the two forms parents can complete to create an account, click here.
After the form is submitted, parents need to retrieve their account credentials and manually log into your Parent Dashboard if they want to proceed with enrollment. Depending on your camp's preference, families can receive their credentials immediately in the submission confirmation email, or your camp can issue credentials manually after making contact with the family and confirming that the family is ready to move forward with enrollment.
Accessing the Request for Info Form
Provide access your Request for Information Form via link.
The link begins with the same CampSite URL you use to access the admin portal (e.g. firewood.campmanagement.com) but ends with .com/info, as pictured above.
How do I customize the Request for Info form?
From Step 1 of the Camper Setup Wizard, add custom header text; manage the questions that appear on the form; and designate a saved email to be sent each time the form is submitted. Step 1 is also where you control whether login credentials are included with the submission confirmation email. To learn more, click here.
You can also customize the header image that displays at the top of the Request for Info form via Admin > DB Management > Responsive Theme. To learn more, click here.
What happens after parents submit the Request for Info form?
After submitting the Request for Information form, parents are presented a confirmation message and offered to return to your camp's official website. At this point, the family is waiting to be contacted by your camp before moving forward with enrollment.
In order to enroll, the family must be given their account credentials, log into your Parent Dashboard, and then access your enrollment form.
You can either issue parent dashboard credentials automatically (via email, as soon as the form is submitted), or have an admin user reset the family's password manually (e.g. when your camp establishes the family will move forward with enrolling).
To provide credentials automatically, update your Request for Information form settings via Step 1 of the Setup Wizard to "include Parent Dashboard credentials." Click here to learn more. To provide credentials manually, an admin can reset the family's password via the action menu of the family's profile page. Click here to learn more.
New Family Enrollment Form
The New Family Enrollment Form is one of two forms that a family can use to create their account for the Parent Dashboard. For an overview of the two forms parents can complete to create an account, click here.
After the form is submitted, parents are immediately logged into their new account and presented your enrollment form to complete.
Accessing the New Family Enrollment Form
Provide access your New Family Enrollment Form via link.
The link begins with the same CampSite URL you use to access the admin portal (e.g. firewood.campmanagement.com) but ends with .com/enroll, as pictured above.
How do I customize the New Family Enrollment form?
From Step 1 of the Camper Setup Wizard, add custom header text; manage the questions that appear on the form; and designate a saved email to be sent each time the form is submitted. To learn more, click here.
You can also customize the header image that displays at the top of the Request for Info form via Admin > DB Management > Responsive Theme. To learn more, click here.
What happens after parents submit the New Family Enrollment form?
As soon as parents click Submit on the New Family Enrollment form, they'll receive the submission confirmation email (designated on Step 1 of the Camper Setup Wizard). They'll also be logged into their new account immediately.
Upon being logged in, they'll be presented your enrollment form to complete. That said, the New Family Enrollment form allows families to create an account and enroll for camp in the same continuous process.