Onespot + Transparent Classroom Enrollment Setup
Step-by-step process to create a complete admissions funnel inside your app
How It Works (End-to-End Flow)
Your entire enrollment process lives in one connected system:
- Families download your app or join on web
- Sign up as a Prospective Family
- Complete your application inside the app, schedule a tour, etc.
- You review and manage applications in Transparent Classroom
- When accepted, families automatically become active in your app (You need to switch their account type)
- Billing and communication begin immediately
👉 No switching systems
👉 No duplicate data entry
👉 No disconnected parent experience
Quick Glance At Onespot Enrollment CRM Setup
- Create Your Application in Transparent Classroom (10–20 minutes)
- Get Your Application Link (2 minutes)
- Create Your Onespot Payment Link (2 Minutes)
- Create a “Prospective Family” Account Type in Onespot (5 minutes)
- Set App Permissions and Lock Account Types & Screens (5 minutes)
- Add your application link to Your App (2 minutes)
- Create your Custom Application Process Screen in the App (10-20 minutes)
- Add your App link and custom domain to your website (20 minutes)
- Message Prospective Parent in the App (Ongoing)
- Switch Accepted Parent Active in Transparent Classroom and Onespot (Ongoing)
Step 1: Create Your Application in Transparent Classroom (10–20 minutes)
Before setting anything up in Onespot, you’ll first need to create and customize your application inside Transparent Classroom, which provides a built-in application template that you can edit to match your school’s enrollment process.
How to access your application form:
- Go to Transparent Classroom [Admin] > [Applications] > [Edit Form]
Once your application is ready, you’ll use its link in the next steps to connect it to your Onespot app.
Tutorial: Editing Your Application Form
Step 2: Get Your Application Link (2 minutes)
This step continues from Step 1 and takes place in Transparent Classroom.
Once your application form is set up, you’ll need to copy your application link. This is the link you’ll share with prospective families so they can apply to your school. You’ll use this link in the next steps to bring your application into your Onespot enrollment flow.
Step 3: Create Your Onespot Payment Link (2 minutes)
This step is where you create a payment link in Onespot that families can use for any enrollment-related fee (for example, an application fee, registration fee, materials fee, etc.).
You’ll do this by creating a product and adding it to a screen, which generates a shareable payment URL. You can repeat these same steps anytime you need to create additional payment links.
Tutorial: How to Create a Payment Link in Onespot
Note (Fees):
If you are using payment links for enrollment (application fee, registration, etc.), keep in mind that these are self-checkout items. Service fees are handled by the school and are not passed on to families. Be sure to factor this in when setting your pricing.
Step 4: Create a "Prospective Family" Account Type in Onespot (5 minutes)
In this step, you’ll create a dedicated account type in Onespot for prospective families.
This allows you to give non-enrolled families access to your app in a controlled way—so they can view key information, complete next steps (like application or payment), and communicate with your school without seeing full parent-only content.
Step 5: Set App Permissions and Lock Account Types & Screens (5 minutes)
In this step, you’ll configure how prospective families access your app and what they’re able to see once inside.
This includes setting whether the “Prospective Family” account type is public or requires a passcode, as well as locking down screens and other account types to ensure families only access the enrollment-related parts of your app.
Recommended setup:
- Account access:
- Use public access for a simple, frictionless onboarding experience
- Or enable a passcode if you want more control over who can join
- Allow access to:
- Application screen
- Payment screen
- Contact or messaging (optional)
- Restrict access from:
- Classroom screens
- Parent chats
- Internal school content

Tutorials:
Step 6: Add Your Application Link to Your App (2 minutes)
This step continues from Step 2, where you copied your application link from Transparent Classroom.
Now, you’ll bring that link into your Onespot app by creating a screen that connects directly to your application form. This allows prospective families to easily access and complete the application from within your app.
You’ll do this by adding a web screen and linking your Transparent Classroom application URL.
Tutorial: Web Screens (Link a Webpage)
You can also watch the short video tutorial attached for a quick walkthrough.
Step 7: Create Your Custom Application Process Screen in the App (10 minutes)
In this step, you’ll create a custom application process screen inside your Onespot app. This allows you to organize all your enrollment steps in one place—such as scheduling a tour, submitting an application, paying the application fee, and outlining next steps.
This screen is fully customizable based on your school’s process. You can structure it however you’d like, similar to the example shown.
Where to Find This
Click ⚡ Administrative Superpowers → New Screen → Start from Scratch
What to Do
- Add a title (ex: Application Process)
- Choose an icon
- Set permissions under settings (ex: Prospective Family, Staff)
- Start adding content using the (+) button
You can add content such as (not limited to):
- Text sections (for instructions or steps)
- Buttons (ex: Schedule a Tour)
- Application form (web screen)
- Payment (application fee product)
- Any additional steps specific to your school
Tutorial: Custom Screens
Step 8: Add your App link and custom domain to your website (20 Minutes)
In this step, you’ll connect your Onespot app to your school’s website by adding your app link (or custom domain). This is the main entry point that allows prospective families to access your app, create an account, and stay connected throughout the application process.
You can place your app link in visible areas of your website, such as:
- A top navigation button (ex: App Login)
- Your homepage
- Admissions or enrollment pages
In addition to your app link, you can also include your application link (web screen) directly on your website—typically on your Apply or Admissions page. This allows families to go straight into completing the application form and payment.
Together, these create a seamless flow where families can:
- Access your app
- Start their application
- Complete enrollment steps in one place
Important:
If you plan to share this application screen on your website, make sure to enable public web pages in your app so non-members can access it.
Learn More: Enable Public Web Pages in the App
Step 9: Message Prospective Parent in the App (Ongoing)
Once prospective families are in your app, you can communicate with them directly using push notifications.
This allows you to send updates, reminders, and next steps (like completing applications or payments), all within the app. You can send messages immediately or schedule them for later, depending on your enrollment timeline.
Tutorial: Sending a Push Notification
You also have the option to allow replies.
If enabled, this creates a one-on-one or direct chat between you and the parent, making it easy for families to ask questions or follow up directly.
Learn More: How to Start a Direct ( One-on-One Chats) Chat
Step 10: Switch Accepted Parent Active in Transparent Classroom and Onespot (Ongoing)
Once a family has completed the enrollment process, the final step is to update their status in both Transparent Classroom and Onespot.
In Transparent Classroom, you’ll move the child’s Application State to Accepted using the drop-down menu. A window will appear giving you the option to create a profile for the child, or to create both the child’s profile and parent accounts in Transparent Classroom.
Next, go into Onespot and update the parent’s account type (for example, from Prospective Family to Parent). This ensures they now have access to the appropriate screens, chats, and features in your app.
Tutorial: Change an App Member’s Account Type