1.  Create a Form

• First create your trip and save it - see Add a Trip or Event. 

• Click on the Trips and events tab

• Click once on the relevant trip

• Click on Change trip

• Click the Save and configure form button

• Select Yes

• Click Add form

Form Builder (Trip Details)

Select trip

• From the drop down select the relevant trip.

Select cut-off date

• Select the date the form needs to be completed by (this is optional).

Select cut-off time

• Select the cut off time. Parents won't be able to complete the form after the above date and time selected here (this is optional).

Required for attendance

Tick this box if you require the form to be completed before paying for the trip/event. Parents can't pay until the form is completed.

If the trip/event is optional and has a zero cost, the form will need to be completed before they can secure a place.

For school use only

Tick this box if you require the form for school use only.  Parents will not see the form online.

Untitled Form

Click here and add a form name.  We recommend including the trip name within the form name. 

2.  Question Types

You are able to create multiple questions when building the form.

There are 4 different question types you can select:

Text

Use this if you would like a short answer from parents.
For example: Contact phone number. The answer will be entered on 1 line.

Paragraph

Use this if you would like parents to add answers over more than 1 line.
The amount of text the parent can enter is unlimited.
For example: listing medical conditions.

Choice

Use this option if parents needs to make a selection.
The number of options is unlimited, but the parent can only select 1 option.
For example: use this for the parent to select Coach or Own transport.

Confirmation

This is a box that parents are required to tick.
For example: use this for parental consent.

3.  Creating Questions

• Click Add question

• Select the question type (see guidance notes above)

• Add a Title for the question; for example Consent 

• Add Text - this would be a description; for example; Please tick the box to give consent or Please add emergency contact number

Continue to add questions by repeating the above steps.

• Click Save once you have added all your questions.

4.  Make the Trip available online

• Switch back to Schools Cash Office

• On the Trips and events tab, select the trip

• Select Change trip

• Select Trip available online

• For an Optional trip, select the pupils on the right hand side only (Online eligibility)

• Enter a Minimum online top-up amount, if required

• Select Save and exit.

The form is now available online for parents to complete and make a subsequent payment.

5.  How does this look for the parent on SCOPAY?

The parent logs in to their SCOPAY account and they will see Complete form against the trip name. 

If the Required for attendance option was selected at step 1 above, the parent will not see the MAKE PAYMENT button for this trip until they have completed the form.

The parent selects Complete form and they complete the questions listed.

Once complete, they click on Submit.

They can use their browser's back button to return to SCOPAY.

The form will show as Submitted and they will see the MAKE PAYMENT button.