Have more questions? Submit a request

Signup Sheets

Signup sheets allow volunteers to place themselves on the schedule. As soon as you enable signups for a team, they'll see the option on their My Schedule page, but you can also email them to let them know that positions are available!

Enable Signup Sheets

You can enable Signup Sheets for a team in just one plan or every time a plan is created. When signup sheets are enabled, team members can see them on their My Schedule page. Only those in positions with open spots will see the signup sheet.

Important

Only the first 100 spots available are displayed to your volunteers. 

For One Plan

To enable signup sheets for just one plan, hover over the dropdown next to a team and check the box next to Enable Signups.

enable signups_arrow.png

Tip

Once signup sheets have been enabled for your team, you can sign up for plans using the Sign up button on your Schedule page.

For All New Plans

If you want to enable signup sheets every time a team is added to a plan in the future, check Auto-enable for new plans from Team Settings.

auto-enable signups_arrow.jpg

Note

This checkbox only enables signup sheets for new plans. To enable them for existing plans, go to each plan.

Email People

After you enable signups for all appropriate plans, email your team. Everyone in the position will get an email informing them that a signup sheet is open. 

From a plan, go to the Teams tab and select the email icon.

email_arrow.png

Note

The teams that you are a leader of will be displayed. If you are a scheduler, these are the only teams you can email. If you have higher permissions, you can add additional teams.

Choose Signup Sheets, and add additional teams if you have permission.

modal_email recipients_signup sheets.png

Follow the prompts to send the emails to your team.

When a team member uses a signup sheet to sign up for a request, it is treated as accepting a request.

Warning

If the default replies are set to Current Scheduler, no one is notified about the person signing up. Set the replies to All Team Leaders or a specific team leader instead.

Articles in this section

Was this article helpful?
279 out of 388 found this helpful