Managing Your SignUp: Organizer Views & Options
🎉 Congrats on setting up your SignUp! This article (and video) will walk you through your Organizer views and tools, including:
✔️ Managing & editing your SignUp
✔️ Inviting Participants and sending messages
✔️ Tracking hours & generating reports
✔️ Seeing who’s coming and when
After setting up your SignUp, you can access it anytime by logging into SignUp.com. Navigate to the My SignUps section—either from your smartphone menu or your Dashboard when using a larger screen device.
- Use the Filter By pull-down menu (large-screen only) to show All your SignUps, Past SignUps, Favorites, or Archived SignUps.
- Click on the SignUp Title to open your Organizer view.
The SignUp's Organizer View has a series of menu items to help manage your SignUps. Nearly 98% of what you need to manage the SignUp is on one of these tabs. (Details, Spots,. Participants, Messages, Reports, Collect Money & Settings). See each Tab description below.
Organizer View Tabs
Details Tab
The Details tab allows you to modify key SignUp settings, including the SignUp Name, Location address and Welcome Message (displayed at the top of the participant’s SignUp screen).
In this tab, you can also:
- Choose whether participants can see who else has signed up (or not)
- Enable Sharing, Swap, a 12-hour clock, or a Notifications Waitlist
- Add Organizer contact information and Assistant Organizers
- Create Custom Participant Questions
- Set SignUp limits to control how many times someone can sign up
For more information see: Tour of My SignUps Details Tab
Spots Tab
The Spots tab allows you to view and edit your SignUp with ease. By default, it opens in List View, but you can switch to Calendar View using the option to the right of the orange Create New Spot button.
The Calendar View provides a quick, at-a-glance look at your SignUp, showing the Total signed up vs. remaining spots/items needed.
From either List View or Calendar View, you can:
- Add new Spots
- Edit tasks, shifts, or items
- Copy a day's schedule to other days or SignUps
- View and print SignUp status reports
- Assign Participants to specific Spots
- Delete days or Spots
For more information see:
How to Edit Spots (shifts, jobs, slots, items, appointments) on your SignUp
How to Add Spot(s) to your SignUp
How to make Participant Assignments Manually
Participants Tab
The Participants tab is used to see who has signed up for spots, and who has viewed your SignUp. You may also view or edit Participant names, phone numbers, answers to Custom Questions and assignments.
For more information, see:
Tour of My SignUps Participants Tab
Messages Tab
The Messages tab allows you to send messages or Thank You notes to your Participants at any time. You can select recipients individually or by their response status, date scheduled, by Spot.
For more information, see:
Tour of My SignUps Messages Tab
Reports Tab
The Reports tab is where you can run a report to see Who's Coming and also includes SignUp and Check-in Sheets by day or month, participant Roster and an Export option. Export allows you to download a .CSV file of your SignUp details to an Excel spreadsheet. Save a copy of the file for your records or share it with others.
Premium and Campus Plan members will see additional report options which includes Tracking Volunteer Hours and Extra Registration Fields reports.
For more information, see:
Tour of My SignUps Reports tab
Premium Hours Tracking Reporting
Invite Tab
The Invite tab has several options for inviting Participants including Personal Invitations, a Shareable Invitation link posted in your own email, newsletter or social media feeds, SignUp Buttons or Remind (secure group texting). Smartphone users also have the option to send personal Text message invitations.
For more information, see:
Collect Money Tab
The Collect Money tab allows you to collect money or contributions using one of our trusted and secure payments partners, PayPal or Stripe.
For more information, see:
How do I collect money for contributions, dues & fees, or to sell tickets, t-shirts & other items?
Settings Tab
The Settings tab has four options for customizing your SignUp:
- Change your Organizer Email Notification Preferences
- Change background Themes or add a logo to your Signup
- Post your SignUp to a published Group Page
- Adding a Waiver or Required Form (Premium members only)
Dashboard Options
Back on the main Dashboard/My SignUps area, you have other tools to Manage your SignUp. Click the gear icon (⚙️) to Preview, Pass the Baton, Duplicate, or Archive your SignUp:
- Preview - Shows the Participant view of your SignUp (disable your pop-up blocker to view).
- Pass the Baton – Transfers the SignUp to another account, removing your access to it.
- Duplicate – Creates an exact copy of the SignUp, either on the same date or starting on a future date.
- Archive – Makes the SignUp inactive. Invitation links will no longer work, and its data will be excluded from Premium Reports.