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Planning Single Day SignUps

Planning a single-day activity or event is easy with SignUp. The video below will walk you through planning step-by-step and we've included screenshots below to help get you started.

 

Note: Some screens in this video may differ in color and layout due to recent design updates; fresh screenshots below.

To begin planning a new SignUp, click the Create New SignUp button on your Dashboard to launch the Planning Wizard.

Dashboard Create New SignUp Button.png

As you go through the Planning Wizard steps, keep these tips in mind:

1. Provide Details: Set the SignUp Kind as Single or Multiple Days then complete the rest of the SignUp details on this page and click Next at the bottom of the page. 

2. Add Spots:

Screen two prompts you to add Spots to your SignUp by clicking, the +Create New Spot button:

Committee Picker Create New Spots Planning WIzard.png

Spots can be anything someone can sign up for, such as things to...

    • Do - like a specific job or shift
    • Bring - like food or supplies
    • Attend - like a conference or meeting appointment
    • Pay for - like fees, dues, items for sale, or contribution levels (To learn how to collect money with SignUp, click here.)

Add a Spot

Complete this section as if you would be telling someone what you need when you are speaking to them. We think you'll find it easy to answer the questions and proceed with adding all your Spot details. Give it a try now!

Want more guidance? Below is detailed information about each step you'll see in the Add a Spot window.

1: What do you want people to sign up for?

25.PlanningWizard.117.3.AddASpot.pngmceclip0.png

Each entry field captures your Spot information.

  • First, choose how many people you wish to have sign up for this Spot, select a number from the pull-down menu or choose "Any number" to let an unlimited number of people sign up.
  • Choose what kind of Spot this is - something for people to "do or attend" or something to "bring".
  • Enter the Spot description that will show as the item title when people sign up.
  • Choose when this spot happens - a start time, start and end time, or no specific time.
  • Select Quick Entry Options: Add Another or Add Shifts (orange buttons)

25.PlanningWizard.117.4.AddAnotherButton.png makes it easy to add more Spots to this day that will share the same extra details (added in step 3 - like a map link, food allergy information or parking instructions). This is helpful when planning a party or potluck or where you have several items to add to your SignUp, all having the same general details.

25.PlanningWizard.117.5.AddAnotherSpot.png

25.PlanningWizard.117.6.AddShiftsButton.png makes it easy to create a series of shifts on the same day(s). Click here to add shifts for any job, or for a series of appointments, such as conferences, interviews or office-hours.

NOTE: If Spots have different extra details, complete steps 2 and 3 for this Spot and click Save at the bottom of the page before adding a new Spot.

Add shifts

25.PlanningWizard.117.7.AddingShifts.png

Create a number of shifts all in one step by clicking the Add Shifts button. The example above is adding 3, 2-hour shifts between noon and 6pm. Learn more here: How do I add shifts to my SignUp?

Step 2: What day(s) does this Spot happen?

  • Select the date of your event by clicking on the calendar - a date will turn green when the Spots are added.

25.Spots.173.3.SelectDays.png

3: Add Extra Details (optional)

This is a place to add anything important about your event or about these Spots and is helpful for several reasons:

  • Extra Details display when participants choose their Spot(s) - consider adding things like food allergy information, where to park, or dress code
  • This information is included in all confirmation and reminder emails
  • You can add important links to documents, maps or videos from Dropbox, Google Drive, YouTube, Google maps, or your website.

25.Spots.45.8.AddExtraDetails.png

Click Save at the bottom of the screen to add this Spot or batch of Spots to your SignUp.

Want to add more Spots? Clicking the Add a Spot button again and answer the prompts. Once you get started, it will be quick to proceed through the steps.

Happy with all your Spots? Click Next to proceed through the next two Planning Wizard steps, 3 Choose Theme where you can upload a logo and select a creative SignUp background and 4 Invite to get a Shareable Link or invite your Participants to sign up.

 

Learn fast-track tips for planning these special single-day SignUps:

Parties, Potlucks and Community Meals

Parent-Teacher Conferences

Giving Tree, Adopt-a-Family, and Group Gifts

 

 

 

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