Signup Sheets

Allow users to schedule themselves! After creating needed positions, enable signups for each team to allow users assigned to those positions to schedule themselves to their positions for available dates.

Set Up Needed Positions

In order to use Signup Sheets, you have to have some needed positions. Add needed positions by hovering over add people then clicking Needed Positions.

Enable Signup Sheets for a Team

Hover over the the yellow question mark icon. The number represents needed positions and unconfirmed people.

To enable Signup Sheets for this team in this plan only, check the box next to Enabled. Once clicked, any person assigned to those positions in that team will be able to sign up for this plan until all the positions are filled.

If you'd like to enable Signup Sheets for a Team in all plans, you can do that from the Team Settings.

If you check this box but don't already have a Replies To Person assigned for this team, you will be set as Replies To Person and receive all signup notifications.

You can see which Teams have Signups enabled because the question mark bubble has a green filter:

View Available Signup Sheets

After you enable signups for all appropriate plans, you can email people in those positions to let them know signups are available.

When you email, choose Needed Positions under the SignupSheets tab, and people will receive an email with a link to View the Signup Sheet:

They can also sign up by following the link in their dashboard:

Viewing Available Signup Sheets

As soon as Signup Sheets are enabled, people who are in those positions will immediately see a link to the Signup Sheet on their dashboard. Each Service Type has one signup sheet which will show signups for any teams with Signups enabled. If a signup sheet has dates the user hasn't seen before, the signup sheet will be in green.

Click sign up now to view the Signup Sheet.

Sign Up

Signing Up

Each person will see sign up now for any of their assigned open positions. Any teams they are assigned to will be at the top of the Signup Sheet, but other service information like Order of Service, Plan Notes, and other Teams can be viewed at the bottom of the Signup Sheet by expanding each section.

Signup Sheets are only used for signing up. People with higher permissions won't see anything different than others; they'll only see buttons to sign up for their assigned open positions.

Confirm your choice

When someone clicks sign up now, they will see all the times associated with that position with a note to let them know they are confirming the date(s). If they have any conflicts, they will see those here, too. Clicking Accept adds them to the plan as Confirmed.

Check out this video!

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