Schedule with 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 team members assigned to needed positions will see the signup sheet.
Important
Signup sheets will only display the first 100 spots that are available to your volunteers.
For one plan
To enable signup sheets for just one plan:
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab.
Select the dropdown arrow next to a team's name.
Check the Enable Signups box.
Once signup sheets have been enabled for your team and there are needed positions, members can sign up for plans using the Sign up button on their My 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 the team settings page
This checkbox only enables signup sheets for new plans. To enable them for existing plans, go to each plan.
For a template
You can also enable signup sheets for a template.
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select the ⚙️ settings icon to the right of the service type that contains your template.
Choose Templates from the dropdown.
Select a template from the list.
Select the Teams tab of the template.
Select the dropdown arrow next to a team's name.
Check the Enable Signups box.
Whenever you import this template onto a plan, signup sheets will be enabled for that team.
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. You can only email a signup sheet from a plan where there are needed positions for that team.
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type.
Select a plan from the service type.
Select the Teams tab.
Select the ✉️ email icon in the top right.
Select the Signup Sheets option from the popup.
Choose which teams to email in the Teams section. The teams you lead will be displayed by default.
If you are a scheduler, these are the only teams you can email.
If you have higher permissions, select Add to email additional teams.
Select Next.
Edit the signup sheet email, if necessary.
Select Send [number of team members] to send the email.
If you want to send signups for multiple plans at once, you can also send a signup sheet email from the matrix.
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.