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Build your welcome packet

Build the email every new family gets when they enroll: start from a ready-made format, add your app badges, preview it on a phone, send yourself a test, and switch it on.

Watch the videoPrint this guide (PDF)Video, 3 minutes 8 seconds · 21 steps

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Step by step

The same steps as the video, with what to look for on each screen. The orange box shows where to look.

Where welcome packets live

  1. Step 1: Admin, Settings, Members & enrollment (open the picture full size)

    Admin, Settings, Members & enrollment

    A welcome packet is the email every new family gets the moment they enroll. You find it in Admin, Settings, Members and enrollment.

  2. Step 2: Welcome packets (open the picture full size)

    Welcome packets

    Welcome packets is in this list. It says what new families receive.

  3. Step 3: Your packets (open the picture full size)

    Your packets

    Your packets are listed here, with which one is switched on. Click New packet to build one.

Pick a format

  1. Step 4: A name, then a starting point (open the picture full size)

    A name, then a starting point

    Give the packet a name only you will see. Then pick a starting point: five ready-made formats, or start from blank.

  2. Step 5: Classic welcome (open the picture full size)

    Classic welcome

    We'll pick Classic welcome. It fills the email with friendly words, in your school's colors, and every part can be changed.

Add blocks

  1. Step 6: Drag a block onto the email (open the picture full size)

    Drag a block onto the email

    On the left are the blocks. Drag one onto the email, right where you want it. Here, the App Store and Google Play badges go under the button.

  2. Step 7: Or click to add (open the picture full size)

    Or click to add

    No need to drag: click a block, and it goes under the one you selected. Here is a callout box, for a tip.

Change a block

  1. Step 8: Click a block to change it (open the picture full size)

    Click a block to change it

    Click any block in the email. Its settings open on the right: its words, alignment, colors, and the space around it.

  2. Step 9: Insert a field (open the picture full size)

    Insert a field

    Change the words here. Insert a field adds something that's filled in for each family, like the parent's first name.

  3. Step 10: Alignment and color (open the picture full size)

    Alignment and color

    Center it, and pick a color. Your school's own colors come first.

Move, copy and delete

  1. Step 11: Move up, Move down, Duplicate (open the picture full size)

    Move up, Move down, Duplicate

    The buttons above a selected block move it up or down, or make a copy. Move the callout up, above the badges.

  2. Step 12: Delete, and Undo (open the picture full size)

    Delete, and Undo

    Delete removes a block. Removed one by mistake? Click Undo, and it comes back.

Preview and test

  1. Step 13: Preview (open the picture full size)

    Preview

    Click Preview to see the whole email the way families get it, with sample names in the fields.

  2. Step 14: Computer or phone (open the picture full size)

    Computer or phone

    Switch to Phone to check it on a small screen.

  3. Step 15: Send me a test (open the picture full size)

    Send me a test

    Send me a test emails it to you, with sample names filled in, so you can see it in your own inbox.

  4. Step 16: Print (open the picture full size)

    Print

    Print makes a paper copy to hand out at the desk, with blank lines for each family's name.

Save it

  1. Step 17: Active (open the picture full size)

    Active

    Active means the packet goes out by itself whenever a new family enrolls. Save an active packet, and it becomes your default: the one that's sent.

  2. Step 18: Create packet (open the picture full size)

    Create packet

    This one is only a demo, so we switch Active off before we save. Then it can't replace the packet families get.

  3. Step 19: Default and Off (open the picture full size)

    Default and Off

    On the list, the packet that's sent says Default. Ours says Off, so nothing changes for families.

An older packet

  1. Step 20: Rebuild in the designer (open the picture full size)

    Rebuild in the designer

    A packet written before the designer opens in the simple editor. Click Rebuild in the designer.

  2. Step 21: My current email keeps your words (open the picture full size)

    My current email keeps your words

    Pick My current email. Your words come across as they are, ready for buttons, pictures and app badges. Nothing changes until you save.

Shown with a demo school. Your screens show your own school, and may look a little different.

Read the whole video as text

In this video you'll build your welcome packet: the email every new family gets the moment they enroll.

A welcome packet is the email every new family gets the moment they enroll. You find it in Admin, Settings, Members and enrollment.

Welcome packets is in this list. It says what new families receive.

Your packets are listed here, with which one is switched on. Click New packet to build one.

Give the packet a name only you will see. Then pick a starting point: five ready-made formats, or start from blank.

We'll pick Classic welcome. It fills the email with friendly words, in your school's colors, and every part can be changed.

On the left are the blocks. Drag one onto the email, right where you want it. Here, the App Store and Google Play badges go under the button.

No need to drag: click a block, and it goes under the one you selected. Here is a callout box, for a tip.

Click any block in the email. Its settings open on the right: its words, alignment, colors, and the space around it.

Change the words here. Insert a field adds something that's filled in for each family, like the parent's first name.

Center it, and pick a color. Your school's own colors come first.

The buttons above a selected block move it up or down, or make a copy. Move the callout up, above the badges.

Delete removes a block. Removed one by mistake? Click Undo, and it comes back.

Click Preview to see the whole email the way families get it, with sample names in the fields.

Switch to Phone to check it on a small screen.

Send me a test emails it to you, with sample names filled in, so you can see it in your own inbox.

Print makes a paper copy to hand out at the desk, with blank lines for each family's name.

Active means the packet goes out by itself whenever a new family enrolls. Save an active packet, and it becomes your default: the one that's sent.

This one is only a demo, so we switch Active off before we save. Then it can't replace the packet families get.

On the list, the packet that's sent says Default. Ours says Off, so nothing changes for families.

A packet written before the designer opens in the simple editor. Click Rebuild in the designer.

Pick My current email. Your words come across as they are, ready for buttons, pictures and app badges. Nothing changes until you save.

That's your welcome packet. Every new family is greeted the moment they join.

Up next · Run your day

Add a new family

Add a student and the parent who pays in one form, set who to call in an emergency, and find the family page.

Watch next: Add a new family

Before this: Get paid

Stuck?

In QuickKicks, open Admin, then Support (or Help, in the simpler menu), and send us a message. Or email hello@quickkicks.app.

Email hello@quickkicks.appRead the help center