At SignUp, we make it easy to reuse plans from one SignUp to another, and from one planned day to another. There are three options for copying your SignUp information, depending on your goals:
- Copy a complete SignUp to create a new SignUp (Duplicate the entire SignUp)
- Copy a day's plan to a new day (or days) within the same SignUp (may include assignments)
- Copy a day's plan from one SignUp to one or more days in a new SignUp
1. Copy a complete SignUp to create a new SignUp (Duplicate the entire SignUp)
Duplicate your SignUp on the same date or set a new start date to create a NEW SignUp with a NEW Name & NEW invitation link. To learn how to Duplicate your SignUp - click here
Examples include:
- Planning multiple carnival booths on the same date
- Duplicating conference schedules for multiple teachers
- Copying tournament needs or event plans from one season to the next
2. Copy a day's plan to a new day (or days) within the same SignUp (may include assignments)
- Start by going to the Spots tab of your SignUp's Organizer view and select the List View. (To access the Organizer view, login and click the SignUp's Title from the My SignUps area of your Dashboard.)
- Find the date you wish to copy FROM and click the gear icon (
) in the right column and select Copy from the pull-down menu.
- Decide if you want to include Participant assignments by adjusting the slider above the calendar, then select the date(s) to copy TO and click the blue Copy button.
IMPORTANT NOTES:
- All Spots (jobs, tasks, shifts, things to bring) will be copied to the new date(s).
- Move the toggle at the top of the calendar to also copy Participants' Assignments.
- If the new date(s) are already planned, you will see the option to Merge Spots or Replace the entire day's Spots.
- Once the Copy is complete, you may Edit the Spots on the new date(s), removing any that are no longer needed or updating times and details.
- To copy only certain Spots or for please see: How do I copy a Spot (shift, job, item) to a new day or to several days in a repeating pattern?
- If you have ongoing regular spots that repeat in a certain pattern, please see: How to Add Spot(s) to your SignUp
3. Copy a day's plans from one SignUp to one or more days in a new SignUp
- Starting in your Dashboard tab, click the orange button to Create a New SignUp and then select 'Finish Later' when you get to step 2 of the Planning Wizard, Add Spots.
- Go back to the Dashboard and open the original SignUp. Follow the steps above in #2 and when you get to the Copy Calendar, select the name of the new SignUp you wish to Copy To from the pull-down menu at the top of the screen.
- Select the date(s) to copy to and click the blue Copy button.
IMPORTANT NOTES:
- You can always edit and make changes to the Spots in the new SignUp after you copy.
- All ToDo and ToBring items (jobs, tasks, shifts, things to bring) will be copied to the new date(s). If the new date(s) are already planned, you will be given the option to Merge or Replace the entire day's Spots.
- Participant assignments can NOT be copied to a new SignUp.
Related:
How do I copy a Spot (shift, job, item) to a new day or to several days in a repeating pattern?