Overview

You can add a permission form to an item in SchoolCash Catalog so a parent or guardian must acknowledge the terms before completing checkout in SchoolCash Online. This is commonly used for field trips and in-school events.


Before you begin

  • Permission forms are a SchoolCash Online feature and are not tracked in SchoolCash Register.
  • You must be signed in with a role that can create or edit items in SchoolCash Catalog.


Steps

  1. Open the item you want to update (or create a new item).
  2. Complete the item details (for example, name, description, pricing, and dates).
  3. In Extras, select Add Permission Form.
  4. Enter the permission form text the parent or guardian must acknowledge before checkout.
  5. Optional: Enable the volunteer checkbox if your district uses volunteer sign-ups for this item, and add any volunteer instructions.
  6. Select Preview to confirm the item and permission form display as expected in SchoolCash Online.
  7. Select Save (or your district’s save option).

What parents or guardians see

  • When a parent opens the item in SchoolCash Online, the permission form displays with the item details.
  • The parent must select Agree and grant permission before continuing to checkout.
  • If a paper copy is also required, the parent can print the permission form (when available) and return it to the school.

Outcome

The item includes a permission form, and parents or guardians must acknowledge it before they can complete payment in SchoolCash Online.

Troubleshooting

  • Parents do not see the permission form - Confirm Add Permission Form is enabled in Extras, then save the item.
  • Parents cannot proceed to checkout - Confirm the parent selected Agree and grant permission before continuing.