Flexible Contracts
Building off our previous feature update to allow for multiple Contract Templates, TADS has significantly expanded Enrollment flexibility with our new
Flexible Contracts
feature!This optional, new functionality is included as part of the TADS Suite for schools wanting to collect enrollment contracts for the 2027-2028 school year, so keep it in mind as you plan your school's next enrollment cycle.
Reach out to TADS Implementation if you'd like to use this new feature or have questions. A thorough knowledge article and visual aid of the new features will be provided soon as well.Contract templates list:
What has changed:
By enabling a new “Contract First” setting in Enrollment Configuration, Enrollment Contracts can be separated into their own touchpoint for families. This creates a new workflow where the Enrollment Contract (which includes only the contract and Tuition Deposit/other enrollment fees) must be completed first as a standalone form. Once the contract is completed, then the Enrollment Registration (student and household information, emergency contacts, health information, etc.) and Tuition Agreement (payment plan elections) can be completed as separate forms, now or later.
Using the new Contract First workflow, here is the contract as a standalone step from a parent's perspective (when they are only being asked to pay a Tuition Deposit and sign the school's Re-Enrollment Contract):
Who is this for:
This feature offers significant value to any school who wants a lightweight initial touchpoint with families to get their enrollment commitment as quickly and easily as possible.
By eliminating friction with the initial commitment, this new workflow will help schools reduce enrollment form abandonment, get an earlier, clearer picture of the enrollment for the coming year, and accelerate their cashflow with easier and faster collection of enrollment deposits. For families, the new workflow offers a less daunting initial enrollment step with a clear picture of their progress throughout the enrollment process.
How it works:
The feature can be enabled for a school within a given school year by enabling the “Contract First” setting in Enrollment. This is a sub-setting of the Enrollment Contracts feature, so both must be enabled to turn on the new workflow.
- Under the new workflow, the Enrollment Contact must be completed before the Enrollment Registration and Tuition Agreement (Payment Plan) are available.
- Enrollment Registrations and Tuition Agreements can be ‘sent’ to the family at any point, but they will only become accessible to the family after the Enrollment Contract is submitted.
- Enrollment Registrations and Tuition Agreements can be completed in any order, assuming the school has sent both. If the school prefers, however, they can also stagger these forms to be sent at different times, months apart if needed. For example, Contracts can be sent for completion in February, Tuition Agreements in June, and Enrollment Registrations in August.
Contract templates and assignments work the same as they did under the Enrollment Contracts update that is already available, with a few minor changes:
- Enrollment Contracts must now be “sent” to the family before they become accessible. Sending the contract triggers an email much like the Enrollment Registration notice that contains a link to their contract with an embedded access code to grant the user access. This allows the school can to make and review their assignments before allowing families in to submit their contracts.
Contract email sent to a family:
Enrollment Registration statuses have changes slightly under the Contract First workflow:
- Not Sent– these operate like “Pending” enrollments but are not accessible to the family. This allows the school to control when these forms are requested of families
- Sent– these operate the same a “sent” tuition agreement. It means the email notice has been initiated. If the contract has already been completed, the email will be sent immediately and the Enrollment Registration will be accessible to the family. If the contract has not been completed yet, then the email will not be sent and the form will not be accessible until the contract is completed. Once the contract is submitted, the email will be sent and the form will become accessible.
Sending contracts for specific students:
