You need to set up the resource by selecting the relevant parameters.

Forms may be configured to assess or accept fees. When setting up your form you may choose to make the fee a constant, be determined by a choice made by the member or use a formula to calculate the fee. Payment may be done in cash, check or via PayPal/Vanco payments.

This requires the school to have a PayPal or Vanco account.

Click the Settings link on the Forms Home page. You will see the following options.

Image title

Click the Instructions link to enter the messages that would appear on the following pages:
Image title

A short message to appear on the home page: Message displayed on the Home page of School Group.

Instructions to be shown on the forms’ home page: Message displayed on the Home page of Forms resource.

Detailed instructions to users on how to fill the form: Message displayed on the Form page.

Post submission instructions to users: Message displayed on the filled-in page of Forms.

Click the Configurations link to set the payment configuration details that would appear on the payment page.

Image title

The Enable Member/Family Add option in this section is only for SchoolSpeak Support Staff.

Click the Payment link to set the payment configuration details that would appear on the payment page.

Image title

  1. Select/Enter the payment details.
    • If you select Take from field Payment amount option, you can select the required fields for payment using the drop-down list.Image title
    • If you select Calculate using formula Payment amount option, you can construct your own formula for payment.Image title
    • Click the Construct Formula link.
      Image title
    • Select the fields for formula and click Save.
  2. Enter the instructions you want to be displayed on the payment page and click Update.
  3. Click the Edit link in the Payment Configuration section to modify the Payment Configuration options.Image title
  4. Select/Enter the payment configuration and Processor Configuration details and click Add/Update respectively.
  5. Click Go back to go to the Settings page.

To setup resource permissions

  1. Click the Admin link on the Forms Home page. You will see the following options.
  2. Scroll down the page to locate Modify Resource Permission section.
  3. Click the Edit link in the View/Edit/Admin box.
  4. Click the Add Members/Add Groups links to add members/groups.
  5. Select the member(s)/group(s) as appropriate.
  6. Click Add selected members/Add selected groups as appropriate.
  7. Click the Go back link on the top-left to go to the Modify Resource Permission page.
  8. Click Update.