How to Use the Signups Feature

Need to know how many folks are coming to Church on Sunday, track who is bringing what to the parish potluck, or take a quick poll on where your next retreat should be? We’ve got you covered with our fully customizable Signups tool.

Getting Started

Create a new Signup by clicking on the Signups and Registration tab on the left-hand side panel. Select the blue Create a new Signup button and start building your Signup from there.

Next, you will need to decide what type of Signup you would like to create. No matter what info you need to collect, we've got you covered! You can choose:

• one of our premade templates, OR
• start from scratch with one of these 5 options:
  • General Event — create a Signup for a general event and allow members to list other members of their party. (When you enable online giving within Flocknote you can also collect registration feeds for classes and retreats)
  • Tickets or Seats — create a Signup for your members to reserve seats (or buy tickets to an event when online giving is enabled)
  • Simple Selection or Poll — create a Signup to allow items of shifts to be selected without slots. This works great for a quick poll (or fundraiser if online giving is enabled)
  • Items — allow volunteers to sign up to bring a specific item. Great for potlucks and class parties! (When you enable online giving within Flocknote you can collect money for pizza or fish-frys, sell t-shirts, and more.)
  • Volunteers Scheduling — create a Signup for specific time slots of tasks for volunteers

Not sure which Signup type will work best for you? Reach out to us at help@flocknote.com.

Next, click in the text box under "Signup Title" to type in a name for your Signup. Once you have picked the perfect title, click Let's Go to continue the setup process.

How to add items to your Signup

You can add multiple items/options to your Signup in just a few clicks!

1. Type in a title for your first item/option.
2. Set the max slots per item (the maximum number any individual can claim for this particular slot.)
3. Add the total available slots (the total number of slots allocated for this item. When this many have been claimed, this slot will no longer be available as a selection for members signing up.)
4. You can check this box to show how many people have signed up for the item. Deselect it if you'd like that information to be hidden.

Once you have made all the necessary adjustments for that item, click Add Item.

Repeat this process as many times as you need by selecting Add another Item. Once your last item has been added, select I'm Done.

Customizing your Signup

There are several other settings you can modify and customize on your Signup. You can customize with branding colors and an image from the Items tab. Select Customize to:

1. Change the background color of your Signup
2. Add a picture or video
3. Add a description (this is a great place to add additional information if your Signup has agree/don't agree questions)

To review other custom settings, select the Signup Options tab. These settings include:

• Allowing members to sign up for multiple items
• Setting an automatic reminder to send out to members about their Signup (please note, this can only be set and sent once. However, you can send out a text reminder after that!)
• Automatically closing the Signup at a certain time
• Showing confetti when a member completes a Signup
• Editing the Confirmation Email

*Note: Signups have the "Show confetti when a member completes a Signup" option selected by default. If you have created a Signup where you do not what confetti to be shown, be sure to deselect this box.

Privacy Settings

Signups are public and shared with other groups/admins on your network by default. To disable either of these features, be sure to uncheck both boxes under the Privacy section. Check out the image below for more details about these options.

What will my members see?

When opening up a Signup from a Flocknote email/text or by visiting the Signup's unique URL, members will see a list of all of the items on that Signup. To sign up for a spot members will simply select the item(s) they want to sign up for, add others to their reservation if applicable, and then click the green Sign Me Up / Sign Us Up button to submit their selection. Just like that, they are all set. 👍

Tracking respondents 

Admins can easily track respondents by returning to the Signup page. On your Flocknote network, click Signups and Registration in the dark, lefthand menu, then click the name of the Signup you are looking for.

1. Click the Items tab
2. Select the item that you would like to see the respondents for.
3. Click the Respondents tab in the far right column.

This will show a list of all of the members that have Signed up for that particular item so far. If you have previously removed a member from this signup or if members have canceled their own sign-ups, a Show cancellations option will appear at the bottom of the page.

Respondent data options

• export a spreadsheet of your respondent data (who signed up and for which slots)
• add everyone who signed up to a specific group
• or create linked groups, which you can learn more about here.

We hope this helps! If you have any questions about how Signups can best fit your needs, please reach out to us at help@flocknote.com – we love brainstorming with you! 😃