IntelliForms Just Got Better: Here's What's New
- Daria Hall
- May 6
- 2 min read
Updated: May 7
IntelliForms keeps getting smarter, and these latest updates mean less friction for families and less follow-up for your team.
Payments and Submissions on Autopilot
Enrollment nights are busy. Parents are squeezing in paperwork between bedtime routines, and your team shouldn't have to chase every payment to the finish line.
Now parents have real-time visibility into where their submission stands, and once everything is confirmed, the process moves forward automatically. No guesswork, no phone calls to the office.
And if something doesn't go through on the payment side, parents are notified automatically and can resolve it on their own, without ever needing to contact your team. Everyone stays informed, and your staff stays focused on what matters most.
IntelliForms in Action: Explore It Yourself!
Want to see IntelliForms in action at your own pace? Use our self-guided IntelliForms demo for a hands-on preview. It's a great way to understand how form flows can work for your center!
Promo Codes: Because Not Every Family Pays the Same Way
Scholarship families. Staff enrollments. Voucher programs. Every center has situations where waiving a payment is the right call, but managing those exceptions manually takes time your team doesn't have.
Now there's a cleaner way to handle it. Eligible families can move through the process seamlessly without payment, and your team retains full visibility every step of the way. Every action is logged and accounted for, so you always know exactly what happened, who did it, and when.
Current IKS users can learn how to set up and use promo codes in IntelliForms here.
A New Way for Admins to Support Families
When situations fall outside the norm, families may need extra help crossing the paperwork finish line.
Administrators with the appropriate permissions can now override required fields, giving your team greater control and flexibility to handle these situations with complete transparency and a full audit trail.
Note: This is an admin-only capability inside the IKS environment and is not accessible to families on their end.
Current IKS users can learn more about the admin tools available for managing document submissions here.
More Visibility, Less Guesswork
Your team can now see exactly where every lead stands at a glance. Updated visual indicators across your fillout list make it easy to understand the status of every document and every package without having to dig for answers.
It's a small change that makes a big difference at the start of every workday.
Smarter Automation With New Workflow Triggers
Two new Lead Package statuses are now available in workflows, unlocking the ability to automate staff nudges and lead record updates without any manual effort.
Think automatically sending a follow-up email when a payment fails, or updating a lead record the moment a promo code is used!
Current IKS users can explore all new package statuses and configurations in IntelliForms here.
IntelliForms in Action: Explore It Yourself!
Want to see IntelliForms in action at your own pace? Use our self-guided IntelliForms demo for a hands-on preview. It's a great way to understand how form flows can work for your center!
