Create your first sign up
This article walks you through creating your first sign up and describes each of the sections. Sign Ups are great for committee chairs, event managers and anyone else who needs to record volunteerism.
Prerequisites: This task requires the user to have administrative access to creating sign ups.
Instructions
Step 1: Navigate to the All Sign Ups area by clicking the menu item located under the Sign Ups main menu item.
Step 2: Click the Add New button to create a new sign up.
Step 3: Under the Basics tab, enter the information requested.
Title – This is the name for this sign up and will display on the front-end page of this sign up.
Description – This section is a place to provide additional information to your potential volunteers It will display directly below your sign up title on the front-end page.
Location – Here you can add information about where the volunteerism will be taking place. This will also display on the front-end display page.
Sign Up Settings – This setting will display this particular sign up on the All Sign Ups Listing page.
Show volunteer names on sign up – Many volunteers like to sign up to specific slots or tasks based on their friends efforts. This setting will allow your volunteers to see who else has signed up to which slots or tasks.
Banner Image – Setting a banner image will display the uploaded image at the top of your sign up in the size of the original image. For best results, use an image 1920 px X 600px.
Note: You can set a publish date and control the publicity of the sign up by editing the information seen in the Publish meta box.
Step 4: Under the Tasks/Slots tab, enter the information requested.
Task/Slot Occurrence – The options shown here will depend on the whether or not the Premium plugin is being used. You can set a non-specific day, specific day, or recurring day for your sign up to take place. An example of a recurring sign up would be where you’d like a task completed every Monday for 3 months, or the 3rd Tuesday of each month up to a specific date or number of times.
Tasks/Slots – Here is where you can create the tasks/slots you’d like your volunteers to sign up to.
- Click the “+ Add New” button to create a new task or slot.
- Click the “Manage Volunteers” to view and edit the volunteers who have signed up, or to manually add a volunteer to a task or slot.
Step 5: Under the Advanced Options tab, enter the information as desired.
Visibility and Security – The options shown here will depend on the whether or not the Premium plugin is being used.
Checkout Fields – The system allow you to collect additional information from your volunteers upon checkout/sign up. You can collect things like t-shirt sizes, food requests, etc.
Agree to Terms – Here you can set any terms you need your volunteer to agree to prior to signing up. This may be a confirmation of any required certifications, ramifications of no-shows, etc.
Add Additional Administrators – Anyone added here will have full access to managing and editing this specific signup. They will not be able to manage any other sign up unless listed as an administrator on those sign ups as well.
Sign Up Receipts – You have the ability to include a ‘receipt’ after your users sign up to a task/slot. You can further customize the email with dynamic values using the dropdown ‘Insert Field’ option in the menu as well.
Creating and maintaining sign ups is a way to avoid ‘recreating the wheel’ for your event, project or committee. These sign ups can be duplicated each year and simply updated to reflect that specific year’s efforts.