Programs & Registration Form Setup Checklist for Admins¶
| # | Action | Status |
|---|---|---|
| 1 | Activate the required workspace modules: Programs, Enrollment, Agreements (Agreements, Session Agreements, Program Agreements, Platform Agreements if needed) and Signatures*. | ☐ |
| 2 | Check permissions for these modules, including the separate Dismissal Methods permissions in the «ACL Manage» menu tab (see ACL Manage permissions doc tab for reference). | ☐ |
| 3 | Create an academic year and terms for the future programs. | ☐ |
| 4 | Create dedicated sections for the programs and select «Attendance Only» for the Grading System. | ☐ |
| 5 | Create the session(s) via Programs → School → Session. | ☐ |
| 6 | Create a Program Template after setting up the session. | ☐ |
| 7 | *Create Program Types if Before/Aftercare, Class, or Course default options are not sufficient | ☐ |
| 8 | Create Program Categories, such as Online/Offline, Healthy/Sport, Creative Activities, etc. | ☐ |
| 9 | Add New Programs. | ☐ |
| 10 | Create a Pricing List for the Programs. | ☐ |
| 11 | Set up the Program Classes. | ☐ |
| 12 | Add Agreements via Settings → Agreements. Once the agreements are uploaded, they will appear in the Session Agreement dropdown when assigning agreements to a session. | ☐ |
| 13 | Add the Dismissal Methods via Settings → Dismissal Methods (walker/pick up/taking bus etc.) | ☐ |
| 14 | In the initiated registration form, add the «Custom field» on the Child Step. Select the «Linked Record» custom field type and select «Dismissal Methods» as the linked record. | ☐ |
| 15 | Review other custom fields types and configure any additional fields required for the registration form. | ☐ |
| 16 | Create the Relationships of two types for the Parent/Guardian and Authorized Pick-Up roles. | ☐ |
| 17 | Add Sign-Up Blocks, including the program name, description, and cover image for the registration page. Configure the page background and block placement (left/right). | ☐ |
| 18 | Go to the Schools → Sign-Up Template and configure the registration page structure, including program blocks, their order, and registration fields. Leave the template block empty if the registration fields where parents input their login information are required on the signup page. | ☐ |
| 19 | Generate the registration link only after all the above steps have been completed. | ☐ |
| 20 | Check the **"Sign Up Flow" guide. | ☐ |
| 21 | Share this link to the «Parent Dashboard Overview» guideline with parents → https://docs.lummio.com/programs/parent-dashboard/ | ☐ |
Download the New Program Setup Checklist here:
New Program Set Up Checklist