How to create an App for our Business Management?

We have an early learning daycare center network that consists of 6 locations, about 80 employees- owner, directors, lead teachers, assistant teachers, and support staff. We utilize Crew currently for communicating with one another, file sharing, request offs, meeting dates, and posting a pdf or photo of the schedule. After years of searching for an alternative and coming up empty handed, Crew announced they are merging with Square which will limit the functionalities that I rely on. Any guidance on creating or finding a template similar to this is appreciated.

Hello Keysha,

Thanks for reaching out to Jotform Support. I suggest you use our Jotform App feature. You can create and customize your Jotform Apps by including any number of forms, and elements, like Images and Documents. Jotform Apps lets you share multiple forms at once as a bundle. Let me walk you through the 3 ways to create a Jotform App: 

1. Use the Jotform Form Builder to create a Jotform Mobile App.

• In Form Builder, click on the Publish tab at the top of the page, and then click on Quick Share on the left side of the page. 
• Scroll down and click on Create App to go to the App Builder page.
  
  

2. Select multiple forms on your My Forms page to create an app.

• On your My Forms page, choose the forms you want to include in the app, and then click Create New App at the top of the page.
• Now, on the App Builder page, you can customize the app the way you want it. 

3. Use the Jotform My Apps page to create a new app

• On your My Forms page, click on the My Forms menu at the top of the page, and in the dropdown menu, click on My Apps to open the My Apps page.
• On the top left side of the My Apps page, click on the purple Create App button. 
• Now, in App Builder, click on the Add Element menu on the left side of the page, and in the dropdown list, click on Form.  
• In the window that opens up, choose the forms that you want to add. You can also sign documents using the Sign Document element.

We also have lots of Jotform App Templates for you to choose from. Let me help you find them:

• On the App Builder page, click on the Add Element menu on the left side of the page to 
• Scroll through and add different Form Elements and Widgets to your app. 

You can also customize the fields. Let me show you how:

• Add your forms to your app, and then click on the Gear icon on the right side of the form. 
• In the Form Properties window, you can customize the fields under the General and Style tabs.

You will also find a wide range of visual customization options in App Designer. To open App Designer:

•  Click on the blue Paint Roller icon on the upper-right side of the screen.

Customizing the App Header, App Logo, and Header content is also easy to do. Let me show you how: 

• Click on the App Logo icon to open the App Header Properties section and customize it the way you like.

You can also customize the App Settings, App Name & Icon, and Splash Screen. Let me walk you through that:

• In App Builder, click on the Settings tab in the purple navigation bar at the top of the page. 
• In the menu on the left side of the page, click on App Settings to change the status of your app, enable the Continue Forms Later feature, add a Home Screen Modal, enable the App Progress Bar, or add a Restart button. 

Customizing the name of the app and the app icon is also really easy. Let me show you how:

• Click on App Name & Icon. 
• On the right side of the page, click on Customize. 
• In the App Icon Properties window, you can choose an icon or upload an image, and change the color.

If you want to customize the Splash Screen, like changing the background and text color, I can show you how to do that:

• Click on Splash Screen to open the Splash Screen Properties window. 
• On the right side of the section, click on Customize and make the changes you want to make.

Sharing your app is also easy. Let me show you how:

• In App Builder, click on Publish in the purple navigation bar at the top of the page. 
• In the menu that opens up on the left side of the page, click on Quick Share.
• Here, you can share your App 3 different ways, by using a copied link, email, or QR code. 

You can also use the Embed Code to embed the app on your website. 

In addition to all of the steps above, you can also add a product field to your app. With adding that, you can ​​sell products, services, and subscriptions; collect donations, and receive payments through one of our 25+ supported payment gateways. It’s really easy to do. Let me show you how:

• In App Builder, click on the Add Element menu.
• In the menu that comes up, drag and drop the Product List element to your app.

After adding it, you can add items and integrate them with payment gateways. Let me show you how to set that up:

To add items:

• In App Builder, select your Product List element and click on the List icon.
• In the menu that appears on the right side of the screen, click on Add A New Product.
• Then, enter Names, Prices, Descriptions, and Images for the items.

To integrate with payment gateways:

• In App Builder, select your Product List element and click on the Credit Card icon.
• In the menu that appears on the right side of the screen, click on Add Payment Integration and select a payment gateway.
• Then, click on the Connect button.
• After connecting it, click on Save

If you want to add sub-users to your account, please note that our standard plans (Starter, Bronze, Silver, and Gold) are individual, single-user plans.

If you need an account allowing multiple users, we encourage you to consider upgrading to Jotform Enterprise. But, if you want to just collaborate with other team members without upgrading your plan to Enterprise, you can utilize these features like Add Collaborators to your Form or Share Your Submission Table and Collaborate.

Give it a try and reach out again if you have any other questions.