How to add a custom question from the Provider Dashboard

Note: This video is from the school dashboard. Navigating to the right place is different in the provider dashboard, but the steps are the same for creating custom questions.

Use custom questions to collect additional information from families during the registration process. These are easy to set up from your Provider Dashboard.

Set up Custom Questions

1. From the dashboard, Manage registration > Customize registration Form.
2. Add a custom question with the "Add a New Question" button. Read more about our built-in questions below.
3. Type your question.
4. Then choose the type or response: "Free form" or "Dropdown."                               
   • Free form will allow parents to type whatever they wish in a text field.
   • Dropdown will allow parents to choose from a list of items that you set.
5. Set the question to active and choose if the question is required or not.
6. Click "Save" once you have set up the question to your liking.

Add Additional Details

To provide more context or detail in your question, click “+ Additional details.” This opens a text box where you can add formatted text and links. The content in the Question field will serve as the title, while the text box will act as the body of your question.

The additional details added to a custom question will not appear in session rosters, CSV downloads, or custom rosters. You will only see a header with the text from the first text field of the question.

Configure Your Questions

There are a few ways to configure the questions you create.

“Ask this question before entry to waitlist/lottery”

Select this option if you’d like to collect information during the waitlist or lottery process. You may want to do this if the responses will help you decide who to invite off the waitlist.

"Want an answer per session"

Check this option if the answer to the question could vary by session. When selected, parents will be required to answer the question separately for each session they register for.

Example: If you’re asking how a student will get home after different activities—such as extended care on one day and a club on another—this option ensures you collect a specific answer for each session.

Show question for specific sessions only

If you want this question to appear for certain sessions only, select “Only sessions selected below” and choose the specific sessions for which the question should appear.

Important: If you choose this option, you’ll need to manually update the question whenever new sessions are added to the program. It will not update automatically.

Where Answers Appear

Check from the roster page (Rosters & attendance > Session rosters > find the session that you want to see the rosters for > click on the blue “Enrolled” link)

Download CSV

Answers to the custom questions appear in the CSV file for a session when you select “Download CSV.”

Show/Hide attributes

Click the “Show/Hide attributes” button in the left corner, select the custom questions, and answers to the questions will then show up on the roster.

You can also click on the pencil icon next to a student’s name to see their answers to the custom questions.

Custom Rosters

From the provider dashboard, you can create a custom roster that includes the questions you created. For more on how to create custom rosters, see this help article.