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Blog / Feature Tips


5 WAYS TO AUTOMATE YOUR SIGN UP

Posted by Steven Borders







Sign ups save valuable time by streamlining the work of scheduling and
recruiting. But managing the sign up can turn into another task. The last thing
you need is to constantly manage and adjust a sign up when it’s supposed to
simplify your group organizing efforts. This is why we’ve developed some helpful
features that automate your sign up management tasks.

Stop wasting time performing tasks that you can easily automate. This way you
can get back to doing what you do best. Here are several of our favorite tools
that help automate your sign up management tasks.


ALLOW PEOPLE TO SWAP SLOTS 

Sometimes things come up and people need to make changes to their
schedule, and it can be a lot of work trying to manage the musical chairs of
swapping sign up slots. That’s why we created slot swapping as a feature for
participants.  

With slot swapping, you don’t have to worry about manually changing people’s
shifts on the sign up. Instead, sign up participants can select the swapping
option and send a request to other participants with whom they wish to
potentially swap slots on the sign up. 




HIDE DATES TO KEEP YOUR SIGN UP CURRENT 

If you are constantly deleting old sign up dates and adding new ones, you are
working too hard. Keeping a long list of dates on your sign up can result
in endless scrolling for your participants. With our Hide Dates feature, you can
easily set your sign up to hide dates once they are in the past.  

Additionally, you can set your sign up to show a limited number of sign up slots
into the future. This creates a window in which sign up dates display to show
the most current opportunities. Need to access the information about past date
slots that are now hidden on the sign up? No problem! Simply run a report on
your sign up to view this information.  




CREATE A CUSTOM CONFIRMATION EMAIL  

You never want to underestimate the power of your confirmation email. Instead of
using a generic template, customize the confirmation email with additional
instructions. You can even attach documents to provide forms or follow-up
information to your participants.  

By entering your custom text or attaching a document, you can provide those
specific details without needing to manually do this each time someone signs
up. 




CREATE A CUSTOM QUESTION TO COLLECT INFORMATION 

Whether planning an event or recruiting volunteers, sometimes you need
additional information from your group. Our custom question fields are a great
way to automatically acquire information on the sign up, whether you need to
know the t-shirt size for each volunteer or the dish that someone will deliver
for a meal sign up.  




LOCK SLOTS TO PREVENT ANY LAST-MINUTE CANCELLATIONS 

No one likes last-minute changes — especially if you are the sign up creator.
The last thing you need is someone deleting their sign up without notice
or signing up ten minutes before an appointment when you have no time to
prepare.

With our lock slots feature, you can prevent last-minute sign ups and deletions.
Set the time parameters for when you need your slots to lock and the sign up
will automatically lock slots. This prevents anyone from signing up or deleting
their slot on short notice. This way you don’t have to constantly monitor your
sign up to ensure there aren’t any last-minute changes.



Adding a few additional features to your sign up will save you lots of time.
Instead of manually performing tasks, these features will do the work for you.
It’s just one less thing on your to-do list.

Create a Sign Up



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Read More


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Related Articles
Make the Switch to SignUpGenius & Get Started in 3 Easy Steps

Read More





I have used SignUpGenius for a number of years now and have introduced a number
of other groups to it. From school groups & church events to sporting team
responsibilities, it is super easy to use and customize. The more you use it,
the more you will see how you can change and adjust as the needs for your event
change. 

Z. Hayes






Blog / Feature Tips


5 WAYS TO AUTOMATE YOUR SIGN UP

Sign ups save valuable time by streamlining the work of scheduling and
recruiting. But managing the sign up can turn into another task. The last thing
you need is to constantly manage and adjust a sign up when it’s supposed to
simplify your group organizing efforts. This is why we’ve developed some helpful
features that automate your sign up management tasks.

Stop wasting time performing tasks that you can easily automate. This way you
can get back to doing what you do best. Here are several of our favorite tools
that help automate your sign up management tasks.




ALLOW PEOPLE TO SWAP SLOTS 

Sometimes things come up and people need to make changes to their
schedule, and it can be a lot of work trying to manage the musical chairs of
swapping sign up slots. That’s why we created slot swapping as a feature for
participants.  



With slot swapping, you don’t have to worry about manually changing people’s
shifts on the sign up. Instead, sign up participants can select the swapping
option and send a request to other participants with whom they wish to
potentially swap slots on the sign up. 






HIDE DATES TO KEEP YOUR SIGN UP CURRENT 

If you are constantly deleting old sign up dates and adding new ones, you are
working too hard. Keeping a long list of dates on your sign up can result
in endless scrolling for your participants. With our Hide Dates feature, you can
easily set your sign up to hide dates once they are in the past.  



Additionally, you can set your sign up to show a limited number of sign up slots
into the future. This creates a window in which sign up dates display to show
the most current opportunities. Need to access the information about past date
slots that are now hidden on the sign up? No problem! Simply run a report on
your sign up to view this information.  






CREATE A CUSTOM CONFIRMATION EMAIL  

You never want to underestimate the power of your confirmation email. Instead of
using a generic template, customize the confirmation email with additional
instructions. You can even attach documents to provide forms or follow-up
information to your participants.  



By entering your custom text or attaching a document, you can provide those
specific details without needing to manually do this each time someone signs
up. 






CREATE A CUSTOM QUESTION TO COLLECT INFORMATION 

Whether planning an event or recruiting volunteers, sometimes you need
additional information from your group. Our custom question fields are a great
way to automatically acquire information on the sign up, whether you need to
know the t-shirt size for each volunteer or the dish that someone will deliver
for a meal sign up.  








LOCK SLOTS TO PREVENT ANY LAST-MINUTE CANCELLATIONS 

No one likes last-minute changes — especially if you are the sign up creator.
The last thing you need is someone deleting their sign up without notice
or signing up ten minutes before an appointment when you have no time to
prepare.



With our lock slots feature, you can prevent last-minute sign ups and deletions.
Set the time parameters for when you need your slots to lock and the sign up
will automatically lock slots. This prevents anyone from signing up or deleting
their slot on short notice. This way you don’t have to constantly monitor your
sign up to ensure there aren’t any last-minute changes.



Adding a few additional features to your sign up will save you lots of time.
Instead of manually performing tasks, these features will do the work for you.
It’s just one less thing on your to-do list.



Create a Sign Up



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