Create a Sign up Sheet

Site Admins and Event Coordinators can create sign up sheets for specific dates on an Event. We'll first go over how the Admin can do it and then show how it looks on the public website for Event Coordinators.

In the main navigation go to Events and then click on the Event you want to add the sign up sheet for.

Then lower down on the Edit Event screen, look for the Upcoming Events area. You will see the event dates and a Sign Up button on each date.

If you tap on the Sign Up button there or if you click Edit Event and then in the top left corner there is a Sign Up button there that will take you to the same page.

Sign ups are simply collections of categories that members can assign themselves too. First you create categories that people can sign up form. This could be things like attendees, chaperones or event elements needed for a potluck.

Let's make a simple Attending sign up sheet just to let members know they will be coming to the Sandwich Event.

You can set both a Minimum and Maximum amount for sign-ups:

• Minimum Amount – This is just informational, it tells members how many people are needed for the assignment or event. It won’t stop anyone from signing up, even if that number is reached.
• Maximum Amount – This is enforced, once this number is reached, no one else will be able to sign up. It’s a great way to limit spots and prevent overbooking.

Example: If you need 3 volunteers but only want to allow a maximum of 5:

• Set the Min to 3 (to inform people)
• Set the Max to 5 (to cap the list)

Adding Events as an Event Coordinator

Event coordinators should navigate to the event they want to add a Sign Up sheet for on the public website of your site. On our testing site we have a page called Events for our Events module.

Then we can see the Summer of Sandwiches event and we need to tap on that.

If we scroll down on the View Event screen, we should see the Create a Sign Up Sheet form.

They can choose a category name and the same details as explained above. Once added then can click edit to modify the details. We are also working on a feature where coordinators receive daily emails with the sign ups.

Tip for Site Admins

In the Pages module you can create a block that just shows events with Sign Up sheets.

One good place for this would be high up on your Members Area page, if there are no events with sign ups the block will not appear but if there are, it will be noticeable when members sign in.