The Forms page is your central hub for creating, configuring, and managing enrollment forms that parents and guardians use to enroll their students. This page is designed for administrators managing Aeries Enroll Path.

From this page, you can:

• Create new enrollment forms using the Aeries Enrollment Template
• Build and customize forms using a drag-and-drop editor
• Configure form windows by schools, grades, and programs
• Set up branding
• Preview forms before publishing
• Publish forms to make them available to families
• Manage translations for multilingual support, including AI-powered Auto Translate

To access this page, navigate to Enrollment Setup > Forms in the left sidebar.

Table of Contents ↑

Prerequisites
Forms List View
Creating a New Form
Edit Form
Enrollment Template
Form Settings
Publishing a Form
Form Translations
Form Preview
Best Practices

Prerequisites ↑

To access the Forms page, you must have the Administrator security role assigned to your account.

Forms List View ↑

The Forms page displays all your enrollment forms in either list or grid format. Use the toggle in the top-right corner to switch between views.

A dismissible promotional banner at the top of the page summarizes the page's capabilities. You can close it with the X icon in its top-right corner.

All Forms and Archived Tabs

Two tabs appear below the search and filter controls:

• All Forms - Shows every form that has not been archived, including Draft and Published forms.
• Archived - Shows only archived forms. Use this tab to retrieve historical records.

Form Information Displayed

Each form card or row shows:

• Title - The form title
• Status - Draft or Published
• School Year - Academic year the form applies to
• Sections - Number of form sections
• Windows - Number of form windows configured
• Last Updated - Most recent modification date

Form Status Definitions

• Draft - Form is being built or edited and is not visible to parents
• Published - Form is live and accessible to parents (requires at least one active window)
• Archived - Form is no longer active but preserved for records, and appears only on the Archived tab

Filter and Sort Options

Use these tools to find and organize forms:

• Search - Find forms by title or description
• Status Filter - Show only Draft, Published, or Archived forms
• School Year Filter - Display forms for specific academic years
• Column Sorting - Click a column header to sort by that column (list view only; the Windows column can't be sorted)

Form Actions

The 3-dot (ellipsis) menu on each form lists actions that depend on whether the form is active (Draft/Published) or Archived.

Available for active forms (Draft or Published) on the All Forms tab:

• Preview - See how the form looks to parents
• Duplicate - Create a copy of the form, including its fields, settings, windows, and translations
• Edit - Open the Form Builder
• Settings - Configure windows, branding, and geographic boundary enforcement
• Translations - Manage multi-language content
• Archive - Preserve the form but remove parent access (see Archiving a Form below)

Available for archived forms on the Archived tab:

• Preview - See how the archived form looked to parents
• Settings - Configure windows, branding, and geographic boundary enforcement
• Unarchive - Restore the form to Draft status and move it back to the All Forms tab
• Delete - Permanently deletes the form and all associated artifacts

Creating a New Form ↑

To create a new form, click the Add Form button in the top-right corner of the Forms page. This launches a guided wizard with four steps.

Step 1: Select Form

Click the Enrollment Template card to select it (a checkmark appears), then click Next. The Enrollment Template is pre-configured with all standard sections and is recommended for standard enrollment workflows.

Step 2: Form Details

Enter the basic information for your form:

• Title - Give your form a clear name (for example, 2026-2027 Enrollment Form).
• Description - Optional brief description (up to 500 characters; a character counter shows your remaining count).
• School Year - Select the academic year this form applies to.

A blue info banner inside the step confirms: Using Enrollment Template - all standard sections will be pre-loaded.

Step 3: Form Window

A form window controls when and where your form is available to parents. Choose one of two options:

• Skip for now - Configure windows later in Form Settings. You must add a window before you can publish (see Requirements to Publish below).
• Add Enrollment Window - Configure the window now. The fields are the same as in Form Settings; see Form Windows below for a description of each.

Step 4: Review

Review all your selections before creating the form:

• Form template (Enrollment Template)
• Title, description, and school year
• Window configuration (if added)

If you chose Skip for now in Step 3, a No Form Window Configured reminder appears here. You can still create the form, but you'll need to add a window in Form Settings before you can publish it.

Click Save & Continue to finish. The form opens in the Form Builder automatically and is ready for editing.

Edit Form ↑

The Edit Form page provides a comprehensive interface for building and customizing your enrollment forms using a drag-and-drop editor.

To open Edit Form, locate the form on the Forms page, click the 3-dot (ellipsis) menu, and select Edit. New forms also open here automatically after you finish the creation wizard. This page is referred to as the Form Builder throughout this article.

Page Header Elements

Form Builder Layout

Left Panel - Field Palette (collapsible)

• Contains all available field types to drag onto the form
• Scrollable list with field icons and descriptions
• Collapse to maximize workspace

Center - Section List

• Displays the form structure, including sections and their fields
• Drag-and-drop interface for reordering
• Expandable/collapsible sections

Top Bar

• Editable form title
• Editable form description
• School Year dropdown (disabled if the form has been published)
• Add Section - Add a section to the form
• Settings - Opens Form Settings (see Form Settings below)

Available Field Types

Understanding Field Types vs. Surveys

When building a form, you can add field types and surveys within any section. These are distinct architectural components:

• Field Types: Individual, reusable form inputs that can be placed directly into a section. Each field type appears as a standalone input in the form (for example, a text box, date picker, or checkbox).
• Surveys: Section-bound containers that group related questions together. Surveys function as sub-sections within a form section and can hold their own array of field types internally. Surveys are useful for organizing logically related fields or enabling conditional logic between groups of fields. A section can hold more than one survey. Once a survey type has been added anywhere in the form, it appears greyed out in the survey picker with a tooltip explaining it's already present in this form — the restriction is form-wide, not per-section.

The choice depends on your form structure: use field types for independent inputs, and surveys when you need to group, organize, or enable conditional visibility across related fields.

Working with Sections

• Toggle section visibility on or off using the eye icon — available even for locked sections, since locking protects a section’s structure and position, not its visibility
• Reorder sections by dragging or using the up and down arrows
• Expand or collapse sections to show or hide fields from view
• Edit section title and description inline
• Add new sections using the Add Section button

Working with Fields

• Drag fields from the palette into any section
• Click the pencil (edit) icon on a field to open its edit dialog, where you can change the field label, tooltip, answer options (Dropdown, Radio Buttons, and Checkbox fields; see Editing Answer Options below), required status, and conditional questions
• Reorder fields within a section by dragging
• Delete fields with the trash icon

Changes to the form save automatically a few seconds after you stop editing; the save status in the page header shows when the save completes.

Editing Answer Options

Dropdown, Radio Buttons, and Checkbox fields show parents a list of answer options. You can add, rename, reorder, and remove these options from the field's edit dialog.

To edit a field's answer options:

1. In the Form Builder, expand the section that contains the field.
2. Click the pencil (edit) icon on the field. The edit dialog opens with the field's current options listed under Options.
3. Make your changes:
   • To rename an option, edit the text in its box.
   • To add an option, click Add Option. A new, empty option box appears at the end of the list.
   • To reorder options, drag an option by the handle to the left of its box.
   • To remove an option, click the trash icon to the right of its box.
4. Click Save.

If the form is already published, click Publish in the page header so parents see the updated options. Use Preview to check the result first.

Example: The Race & Ethnicity (select at least one) field in the Student Information section is a Checkbox field, so your district can add, rename, reorder, or remove its options using the steps above. Each option is a label only; the Aeries race code saved during import comes from the field's code value mapping in SIS Integration.

Adding a Deleted Template Field

Some templated fields, such as Birth Country and the Email Address field in the Guardian Information and Emergency Contacts sections, are not locked and can be deleted like any other field. When a section contains at least one field of this kind, an Add Template Field button appears in that section's field list, alongside the existing Add Survey and Add Field buttons.

To restore a deleted template field:

1. Expand the section that previously contained the field.
2. Click Add Template Field.
3. Select the field from the list. Fields already present in the section appear greyed out with an Already on this section.

The field is restored with its original configuration, including any conditional follow-up questions and their answer options, so you do not need to rebuild them by hand. Answers to those follow-up questions on already-submitted enrollments are not restored; see the Warning under Working with Fields above.

Customizing Survey Question and Answer Labels

Administrators can customize the display label (wording) of survey questions and answer options directly in the Form Builder, and set whether each survey question is required. These are presentation and validation changes only — the underlying field keys, answer code values, SIS column mappings, and Aeries SIS sync behavior are unaffected by any label change.

To customize a survey question or answer label:

1. In the Form Builder, click the pencil (edit) icon on the survey question you want to edit. The Edit Survey Question dialog opens.
2. Update the display label for the question or any answer option.
3. To mark the question as required, turn on the Required field switch.
4. To revert the labels back to their original wording, click Reset to System Labels.
5. Click Save.

Conditional Questions

Conditional questions allow certain fields to appear or hide based on a parent's response to a previous question. This keeps forms concise by showing only the questions relevant to each family's situation.

For supported field types, the field's edit dialog includes a Conditional questions switch. Turning it on lets you specify a trigger response — the answer that reveals one or more follow-up questions directly beneath it. You can add an unlimited number of follow-up questions to a single trigger response, but follow-up questions cannot themselves trigger additional questions (one level only).

Field Type Compatibility

Not all field types can serve as condition triggers or conditional children. The table below shows which field types support conditional logic:

The Preferred School field's trigger responses are the schools from the form's windows, so they can't be edited in the field's edit dialog. Survey questions cannot trigger a condition, but a survey can be added as a follow-up (see below).

Using Surveys with Conditional Questions

When you enable conditional logic on a field type that supports conditions, you can add a survey containing the conditional child fields. Each trigger response can have only one survey as a follow-up, and a survey that is already used elsewhere in the form can't be added again.

To configure a conditional question:

1. Click the pencil (edit) icon on the field you want to serve as the trigger.
2. In the edit dialog, turn on the Conditional questions switch.
3. Select the trigger response — the specific answer that will reveal the follow-up questions.
4. Add one or more follow-up questions beneath the original. There is no limit to how many you can add.
5. Preview the form to verify the follow-up questions appear and behave as expected.

Enrollment Template ↑

Pre-configured with the standard enrollment sections listed below. Recommended for standard enrollment workflows. Five sections are locked (core and unremovable); the rest are customizable. Some questions appear only when they apply — for example, the California Home Language Survey questions are shown based on the student's prior schooling.

Sections

1. Welcome - Static introductory text. This section is locked.
2. Student Information - Core demographics, contact information, residential and mailing addresses, and race and ethnicity. This section is locked, though not every field inside it is — Birth Country can still be deleted and restored (see Adding a Deleted Template Field above). The Race & Ethnicity options can be edited (see Editing Answer Options above). The Suffix field is a free-text entry, not a dropdown of Aeries Suffix codes.
3. Enrollment Information - Includes the school year and a hierarchical school selection tool. This section is locked.
4. Guardian Information - Primary guardian details, including contact information, portal access options, addresses, and employment information. This section is locked, though Email Address can be deleted and restored (see Adding a Deleted Template Field above).
5. Emergency Contacts - Non-guardian emergency contacts. Fields are similar to those in the Guardian Information section. This section is locked, though Email Address can be deleted and restored, the same as in Guardian Information.
6. Restrained Individual - Conditional section used to record individuals who are legally restricted.
7. Local Physician Information - Optional section for entering physician or clinic contact information.
8. Health & Immunizations - Medical conditions, comments, and basic immunization information.
9. Insurance Info - Student health insurance details (see Insurance Info below).
10. Home Language Survey - State-specific language background survey (see Home Language Survey (State-Specific) below).
11. Other District Enrollments (History) - Up to four previous school records, including enrollment dates, grades, special program indicators, and district details.
12. Authorizations - Yes/No consent questions (for example, internet use, photo/media permission, transcript release, surveys) (see Authorizations below). These questions are optional by default; administrators can mark each one required in the Form Builder.
13. Documents - File upload placeholders, such as proof of residency.
14. Supplemental Questions - District-defined custom questions (see Supplemental Questions below).
15. Residency Survey - Federal McKinney-Vento homeless status question, with optional additional child information (see Residency Survey below).
16. Family Military Survey - Identifies students from active-duty military families (see Family Military Survey below).
17. Foster Survey - Indicates foster care status (see Foster Survey below).

Insurance Info

Insurance Info collects health insurance details for the enrolling student: Insurance Type (required), Primary Coverage, Effective Date (required) and Expiration Date, Insurance Carrier, Policy/Member/Group Numbers, and Subscriber information including name and address. Guardians can add up to five insurance records per student.

Home Language Survey (State-Specific)

The Home Language Survey section is part of the Enrollment Template and appears after Insurance Info. If it has been removed from a form, an administrator can add it back with Add Survey. It collects the language background of newly enrolling students so the district can determine whether a student should be assessed for English language services. Which instrument appears is state-specific. California districts receive two instruments — the Home Language Survey (HLS) and the newer Family Language Inventory (FLI), which applies to Pre-K enrollments; both appear in the Form Builder, and families see the FLI only for Pre-K enrollments. Texas districts receive the Multi-Language Survey (MLS), which replaces the legacy Texas Home Language Survey.

California — Home Language Survey (HLS). The HLS opens with a required screening question: Has this student previously attended Transitional Kindergarten, Kindergarten, or a higher grade level at a public school in California? The survey questions appear only when the parent answers No. They are the four standard California Education Code questions; each is a single-language selection and is required:

• Which language did your child learn when he/she first began to talk?
• Which language does your child most frequently speak at home?
• Which language do you (the parents or guardians) most frequently use when speaking with your child?
• Which language is most often spoken by adults in the home? (parents, guardians, grandparents, or any other adults)

California — Family Language Inventory (FLI). A broader, multi-select inventory that captures how the child hears, understands, and speaks languages. Each language question allows up to five languages:

• What language(s) does your child hear at home? — multi-select, required.
• Which language is most used at home? — required; appears only when two or more languages are selected above.
• What language(s) does your child hear in your neighborhood/community? — multi-select, required.
• What language(s) does your child understand? — multi-select, optional.
• What language(s) does your child speak? — multi-select, required.
• Which language does your child most use to communicate? — required; appears only when two or more languages are selected in the “speak” question above.
• Preferred language for written communications from the school — single-select, required.
• Preferred language for verbal communications from the school — single-select, required.

Texas — Multi-Language Survey (MLS). Replaces the legacy Texas Home Language Survey. Each language question allows up to five languages:

• Which languages are used at home? — multi-select, required.
• Which language is most used at home? — required; appears only when two or more languages are selected above.
• Which languages does the child use at home? — multi-select, required.
• Which language does your child most use? — required; appears only when two or more languages are selected above.
• If the child had a previous home setting, which languages were used? — multi-select, optional; left blank if there was no previous home setting.
• Preferred language for written communications from the school — single-select, required.
• Preferred language for verbal communications from the school — single-select, required.
• Acknowledgement checkbox (required) and Parent/Guardian signature (required).

Authorizations

The Authorizations section has five example Yes/No consent questions as a starting point:

• Student Able to Use the Internet?
• Release Records to Military?
• Photo Use in District Brochures and Press Releases?
• Surveys Permitted?
• Release of Student Transcripts?

These questions are not locked: administrators can edit, remove, reorder, or add authorization questions to match what their district actually collects. If your district doesn’t plan to collect authorization information in Enroll Path, you can also hide the entire section (using the section visibility toggle) or delete it altogether — Authorizations is not one of the Enrollment Template’s five locked sections.

Because each authorization question maps to an Authorization Code (AUT.CD) in Aeries during SIS Integration field mapping, it’s recommended that the wording and set of questions in this section mirror the entries in your district’s Authorization Code Table in Aeries Classic (School Info > Configurations > Update Code Table). Aligning the two makes it clear which Aeries code each question should map to.

For instructions on mapping each authorization question to its Aeries code, see SIS Integration > Standard Field Mappings > Authorizations.

Supplemental Questions

The Supplemental Questions section contains an example Yes/No question as a starting point:

• Is your student receiving special services?

This question is not locked: administrators can edit, remove, reorder, or add supplemental questions to collect whatever district-specific information they need. If your district doesn’t plan to collect supplemental data in Enroll Path, you can also hide the entire section (using the section visibility toggle) or delete it altogether.

Each supplemental question maps to a column in Aeries’ School Supplemental (SUP) table. SUP columns are not self-service — your district must submit an Aeries support ticket to have supplemental columns built before they can be mapped. See Supplemental Data Tables for details.

Residency Survey

Collects the student's housing situation for federal McKinney-Vento eligibility. The dwelling options are state-specific. One required question:

Please select one of the following options to complete the residence survey:

• Temporary Shelters — a temporary residence for individuals who would otherwise sleep on the street or in emergency situations (including children awaiting foster placement).
• Hotels/Motels — a temporary residence usually requiring payment or vouchers on a daily, weekly, or monthly basis.
• Temporarily Doubled Up — sharing the housing of others due to loss of housing, economic hardship, or similar reasons.
• Temporarily Unsheltered — a residence not meant for human habitation (cars, parks, abandoned buildings, campgrounds, and similar).
• Permanent Single-Home (California) — living in a permanent single-home residence. Texas shows None of the above in place of this option.

In California, the section also presents the family's educational-rights notice (immediate enrollment, school of origin, transportation, and protections under federal and state law) and an Unaccompanied Youth question.

Family Military Survey

Identifies students from active-duty military families. One required question:

• Please select whether or not at least one parent/guardian of this student is active in the United States Armed Forces: — Yes or No.

Foster Survey

Indicates foster care status. One required question:

• Please select one of the following options to complete the foster survey. — No (this student is not in foster care) or Yes (this student is in foster care).

Income Survey (Optional)

The Income Survey is not part of the default Enrollment Template; an administrator adds it to a section with Add Survey in the Form Builder. It collects household size and income-eligibility information used for Free and Reduced-Price Meals.

• How many people are in your household? — select 1 through 5, More, or Decline to Respond. Choosing “More” reveals an exact-number field.
• What is your total monthly household income? — the parent selects a monthly income range. The ranges are based on the federal income guidelines for the stated household size, and the answer is recorded as Free, Reduced, or Not eligible.

Families may decline to state their income by choosing Decline to Respond.

The dollar thresholds behind the Free, Reduced, and Not-eligible options come from the federal government’s published Income Eligibility Guidelines. These thresholds refresh automatically each year — administrators do not enter or maintain the dollar amounts. The Form Builder shows a badge on the Income Survey indicating which guideline year is currently powering that survey’s thresholds.

Pre-Filled Information

When using the Enrollment Template, the following sections are automatically pre-filled with existing student data.

Student Information fields pre-filled:

• First Name
• Last Name
• Date of Birth
• Grade
• Address
• Birth Country — selecting a country reveals one follow-up question: Birth State for the United States or Mexico, or Birth Province/Territory for Canada. All other countries have no follow-up question.

Enrollment Information fields pre-filled:

• Grade

Guardian Information & Emergency Contacts:

• If Address is the same as the student is selected, the guardian and/or emergency contact address is pre-filled with the student's address

Using a Previously Enrolled Student

When a guardian adding a new student chooses to reuse a previously enrolled student's information (the Previous Enrollment Information step), the following sections are always pre-filled with shared information from the selected student: Guardian Information, Emergency Contacts, Restrained Individual, and Local Physician Information. Depending on your district's configuration, Authorizations and the Family Military, Foster, and Residency surveys may also be pre-filled.

Form Settings ↑

To access Form Settings, either:

• From the Forms page, locate the form, click the 3-dot (ellipsis) menu, and select Settings.
• While editing a form, click the Settings button in the top bar of the Form Builder.

School Year

Form Settings displays the academic year this form applies to as read-only text. To select or change the school year before publishing, use the School Year dropdown in the Form Builder's top bar — see Form Builder Layout under Edit Form above. That dropdown becomes disabled once the form is published.

Form Windows

Form windows define when and for whom the form is available. Windows are listed in the Form Windows section of Form Settings; click Add Window to add one. Each window includes:

• Window Name - Descriptive title (for example, Main Enrollment Window)
• Start Date and End Date - The dates when parents can access and submit the form
• Schools - Which schools the window applies to (use Select All or choose individually)
• Target Programs - Optional program-based filtering; appears only when the selected schools offer programs
• Target Grades - Which grade levels can enroll through this window
• Age Restrictions - For each selected Pre-K or TK grade, set a Minimum Birthday and Maximum Birthday. Click the calculator icon next to either date to calculate it from an age.

For the window requirements a form must meet before it can be published, see Requirements to Publish below.

Branding and Contact

Choose which branding, phone number, and address appear in the form footer:

• Logo & Name - District / School / Hide
• Phone Number - District / School / Hide
• Address - District / School / Hide

The School option is available only when all of the form's windows use the same school.

Geographic Boundaries

When your district uses Geographic Boundaries, Form Settings includes a Geographic Boundaries section with an Enforce Geographic Boundaries switch. The switch controls whether this form uses your district's boundaries to decide which families see it:

• On (default) - The form is shown only to families whose address falls within the boundary of at least one school in the form's windows.
• Off - The form is shown to eligible families regardless of their address.

To turn boundary enforcement on or off for a form:

1. Open Form Settings for the form.
2. In the Geographic Boundaries section, turn the Enforce Geographic Boundaries switch on or off.
3. Click Save.

Setting up the boundaries themselves is done on the Geographical Boundaries tab under District & Schools. See Geographic Boundaries for Administrators.

Publishing a Form ↑

Requirements to Publish

• At least one form window must be configured
• The window must be currently active or scheduled to become active (valid start and end dates)

How to Publish

1. Open the form in the Form Builder.
2. Click Publish in the page header. If the form is in Draft, you can also click Publish at the bottom of Form Settings.

If the form meets the requirements above, it is published immediately.

After Publishing

• The form appears in the parent portal for eligible families during any active window
• The form's status changes to Published

Unpublishing

Unpublishing returns a form to Draft status. It removes parent access immediately but preserves all form data and configuration.

To unpublish a form:

1. Open Form Settings for the form.
2. Click Unpublish Form at the bottom left of the dialog.
3. In the Unpublish Form confirmation, click Unpublish.

Archiving a Form

Archiving preserves a form and its historical data while removing parent access. Archived forms move to the Archived tab on the Forms page and can be restored at any time using Unarchive. Before archiving, you must close any active windows and return the form to Draft status.

To archive a form:

1. Open Form Settings for the form and, in the Form Windows section, delete any active windows (click the window's trash icon, then confirm). The End Date can't be set to a past date.
2. Unpublish the form to return it to Draft status (see Unpublishing above).
3. On the Forms page, click the 3-dot (ellipsis) menu for the form and select Archive.

Form Translations ↑

To access translations, locate the form on the Forms page, click the 3-dot (ellipsis) menu at the end of its row (or card, in grid view), and select Translations. The Translations dialog opens.

Supported Languages

Form Translations supports the following seven languages. English is the default. Your district administrator controls which of these are enabled for your district — only the enabled languages appear in the language selector inside the Translations dialog.

What Can Be Translated

• Section titles and descriptions
• Field labels, descriptions (tooltips), and placeholders
• Dropdown and checkbox options
• Survey group content

Translation Features

• Manual translation input
• Translation progress tracking per language — this does not need to reach 100%; it is simply a reference to confirm all fields and answer options have been addressed
• Preview translations before saving
• Right-to-left support for Arabic
• AI-powered Auto Translate action (see below)

Auto Translate

The Auto Translate button uses AI to translate every untranslated field for the selected language in one action. This is useful for filling in a new language quickly so you can then review and fine-tune the results, rather than typing each translation by hand.

To use Auto Translate:

1. Open the Translations dialog for the form.
2. Select the language you want to translate into.
3. Click Auto Translate in the top-right of the dialog.
4. The button changes to Stop Translating while the AI works through each field. You can click it to stop early if needed.
5. When the translation completes, review each field for accuracy and click Save.

In the Translations dialog, an AI translation notice appears next to translated content: Generated by AI. Be sure to check for accuracy.

Deleting a Language's Translations

To remove all translations for a language, click the trash icon next to Auto Translate (it appears once the language has translations) and confirm in the Delete Translation? dialog.

Form Preview ↑

To access Preview, either:

• From the Forms page, locate the form, click the 3-dot (ellipsis) menu, and select Preview.
• While editing a form, click the Preview button in the Form Builder's page header.

What You See

• An exact, interactive representation of how parents will see and experience the form
• All sections and fields rendered
• Branding elements displayed based on settings
• Multi-step navigation if applicable

Best Practices ↑

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