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Simply Programs features

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

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What’s included

Program intake applications

Participants and families apply for a program with eligibility, household, and consent details captured up front.

See how program teams use this
  • Families complete the flow on their phone; the program team sees the structured record immediately.
  • If the intake cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Enrollment and cohort signup

Participants enroll into the right session or cohort, and the roster updates the moment a seat is confirmed.

See how program teams use this
  • Participants complete the flow on their phone; the program team sees the structured record immediately.
  • If the enrollment window fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Eligibility screening forms

Screening answers land on the participant record with the eligibility outcome ready for review.

See how program teams use this
  • Families complete the flow on their phone; the program team sees the structured record immediately.
  • If the eligibility review fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Waitlist and attendance updates

Waitlist offers and attendance confirmations write straight back to the enrollment record.

See how program teams use this
  • Participants complete the flow on their phone; the program team sees the structured record immediately.
  • If the session fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Participant record updates

Guardians and participants update contact and household details through a controlled public flow.

See how program teams use this
  • Families complete the flow on their phone; the program team sees the structured record immediately.
  • If the program year fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where participants and families already are, then write the answer to the right record.

See how program teams use this
  • Participants and families can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Applications and intake

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See how program teams use this
  • An application can collect exactly the fields the decision needs, files included.
  • A review queue can track every application from submitted to decided.
  • Applicants can move through stages with the full history kept.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See how program teams use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how program teams use this
  • Participants and families can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See how program teams use this
  • When capacity fills, the next signup can join a waitlist automatically.
  • An opened spot can go to the next person in line without a scramble.
  • Capacity rules stay honest — no accidentally overbooked lists.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how program teams use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.

Review workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See how program teams use this
  • A submission can require review before it becomes a live record.
  • Approvals can route to the right person with everything they need to decide.
IncludedIncluded on every plan, including Free.

Ready to see Simply Programs in context?

We can walk through the features that matter for program teams and leave the rest out of the way.

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