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Managing your SignUps - Quick Video Tour

Congrats on setting up your SignUp! This article (and video) will cover your Organizer views and options including managing your SignUp, making edits, messaging and reporting to track hours or see who's coming when.

After completing the planning steps to set up your SignUp, you will access your activity by logging in at SignUp.com and opening your SignUp in the My SignUps section of either your smartphone menu, or the Organize tab or your Dashboard on a large 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.

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Click on the SignUp title to open your Organizer view.

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The 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.


Managing Your SignUp - Tabs

 

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The Details tab is where you modify the general SignUp information as well as the location address or the "Welcome" message (displayed at the top of the Participant's SignUp screen).

You will also choose from many options here including, allowing Participants to see who else is signed up (or not), enabling sharing or Swap, a 12-hour clock, and a notifications waitlist. Organizer information and adding Assistant Organizers and Custom Questions is also on this tab along with setting Limits for how many times someone can sign up. 

For more information see:  Tour of My SignUps Details Tab

 

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The Spots tab gives you access to view or edit your SignUp in List View or Calendar View.

The Calendar View shows your SignUp at-a-glance. You can see how many people have signed up and how many people or items are still needed. (Please see details below). From either List View or Calendar View, you can make changes to your list of tasks/shifts/items, copy a day's schedule to other days or SignUps, view and print SignUp status, and give participants specific assignments.

For more information see:  

How to Add Spot(s) to your SignUp

How to make Participant Assignments Manually

 

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The Participants tab is used to see who has signed up for spots, and who has viewed/not viewed your invitation. You may also view or edit participant names, phone numbers, or additional fields here.

For more information, see:  Tour of My SignUps Participants Tab

 

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The Messages tab allows you to send messages or Thank You notes to your participants at any time. You can select recipients by response status, date scheduled, by spot or individually. Messages always include a direct link to your SignUp sheet.

For more information, see:  Tour of My SignUps Messages Tab

 

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The Reports tab is where you can print 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

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The Invite tab allows you invite participants via personal invitations or a Shareable Invitation link posted in your own email, newsletter or social media feeds, or Remind (secure group texting). Smartphone users also have the option to send personal Text message invitations.

For more information, see:

Tour of MySignUps Invite tab

 

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The Collect Money tab allows you to solicit contributions via your Signup form 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?

 

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The Settings tab has four options for customizing your SignUp:

 

Other Options

On the main screen of My SignUps, you have other tools to Manage your SignUp

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Preview

Choose Preview to see the "participant" view of your SignUp - this is the exact view your people (volunteers, parents, participants) see when they sign up. Note: To enable this view, you must accept pop-ups from www.SignUp.com. To override a pop-up blocker, click in your browser:

Tools

Choose Tools to Pass the Baton, Duplicate or Archive the SignUp.  See the options below.

  • Pass the Baton will move your SignUp completely to another SignUp.com account.  You will no longer have access to the SignUp on your account.
  • Duplicate allows you to either make an exact copy of the SignUp on the same date, or to make a duplicate of the SignUp starting on a specific date in the future.
  • Archive makes your SignUp inactive.  Invitation links will no longer work and the SignUp's data will not be included on any Premium Reports.

 

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