SchoolPay Permission Slips

Below are instruction for creating a Permission Slip in SchoolPay as well as an overview of what the process looks like from the parent’s perspective.

The admin secretary “Individual Item” or “No Cost Item” for the Activity (see School Pay training for details on how to do this). Under advanced settings, make sure that No Guest Checkout is allowed.
Make sure that the item is marked “Active” and “Not Visible”, this will allow the item to be seen when creating the Multi Item Payment, but not seen by parents.
Next create a “Multi Item Payment” add the details about your activity.
Under item selections make sure it contains the Activity Item and the Permission Slip item for the school.
Make sure that guest checkout is not enabled for the item.
When adding the items to your Multi Item Payment, ensure that the check box for the permission slip is checked. This makes the item mandatory.

Reports can be pulled for the activity item to provide teachers with a list of students who have been approved to attend.

Parents would then add both the activity description and the permission slip to their cart.
When adding the permission slip, the parent/guardian is presented with the liability release items which requires them to complete the permission slip form fields on the right side of the screen and digitally sign the release.
After completing the first item, the parent would click “Add and Continue Shopping” on the bottom left of the screen.
The participant agreement is a no-cost item. If there is an activity fee, schools can attach it to the “activity item” and parents would pay at this point.
Some information will likely be duplicated in the process, but it allows us to capture required information in our form for record keeping.

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