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Packets overview

A packet is a step-by-step onboarding flow you send to a family. Each step must be finished before the next one unlocks. A packet can combine:

  • Forms for parents to fill in.
  • Documents for parents to review and sign.
  • Actions that run automatically when a step is finished (e.g., create a Grow card, send an email).
  • Conditions that branch the flow based on what a parent answered.
  • Single form / document share — one-off paperwork, a single permission slip.
  • Packet — full enrollment, returning-family annual paperwork, anything with multiple steps.

Add a screenshot of the canvas with a simple example packet here.