Support Plan Meeting Request — shared by the community

Who this template is for

Support Plan Meeting Request is built for schools, tutors and course providers who need to enrol people and record permissions in one place.

• Schools, tutors and course providers working in education & schools.
• Teams who need to enrol people and record permissions in one place without writing code or paying for a custom build.
• Anyone replacing consent forms chased on paper the week before term with one structured record per enquiry.
• Respondents are students, parents and staff — the form asks them 25 questions across 2 screens.

Why this form is useful

It removes the cost of consent forms chased on paper the week before term and turns each submission into a record your team can act on immediately.

• 20 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It pins the request to a specific date.
• It allows multiple selections without free text.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Support Plan Meeting Request lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features conditional validation: if “Is there a support plan in place already?” is Yes, “When it was last reviewed” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you need an interpreter or any accessibility arrangement?” is Yes, “What is needed” becomes mandatory before the form can be sent.
• Features conditional validation: if “Should an outside professional be invited?” is Yes, “Who, and their role” becomes mandatory before the form can be sent.
• Features conditional validation: if “Would your child like to take part?” is Yes, in the meeting, “When you are usually free” becomes mandatory before the form can be sent.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.