SignupGuide

The following guide will explain the function of the Signup module and how to use it.

What is the Signup Module?

The Signup Module allows you to set up events that users can then sign up for. You set up an event, set when the sign ups will end, and create slots for users to sign up. Users can then sign up for these slots by entering information about themselves. The Signup Module also can give you a report telling you exactly who signed up for each slot.

How do you use the Signup Module?

The Signup Module is very easy to use. The first step is to go to the Content tab of your Control panel and select the Signup icon.

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Once you have selected the Signup icon, select the 'New' tab and create your event. The screen you will be brought to will have space for a title, a description and the date/time you want the sign ups to close. The title should make it clear what the event is. The description should go into more detail about the event, it is also the place where you should put information such as where and when the event will take place. The date/time for closing the sign up is is formated to be read YYYYMMDD HH:MM. Also, since there is no AM or PM for the time, it uses 24 hour time. Once you are finished, click on the 'Create' button.

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Once you have clicked Create, you will be taken to Slot Setup. Slots are the areas that users will actually sign up. You can use slots to be different times, different locations or you can create just a single slot that everyone can sign up for. (For example, an event goes from 8 to 9 but you set up slots for small groups to see a demonstration or meetings for 8:00-8:15, another for 8:15-8:30, etc). To create a slot simple select 'Add slot'.

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When you click 'Add slot' a window will pop up. In the window you can enter a title and the number of openings. The title should explain what the slot is for exactly, so if it is for a specific time name the slot 8:00-8:15 meeting, or something similar so that your users will know exactly what they're signing up for. The number of openings is the maximum number of people that can sign up for the slot. When you are done, select 'Add'.

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Once you have added a slot, you can continue to add more or move onto the next step. However you may notice that there are several options that show up next to your new slot. The first is to 'Add applicant'. This is for if you specifically want to input a person into the group signed up. Otherwise you can just leave this for users to sign up themselves. The next option is to 'Delete Slot' which will delete the slot. Then you have the option to move the slot Up and Down, this will only do anything if you have more then one slot. If you have more then slot you are able to use the Up and Down actions to rearrange which order the slots appear.

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Once you have created your new Signup sheet and slot(s) for the sign up sheet, click on the 'List' tab. Here you will see all the sign up sheets you have created before and you will have several actions for each. You can select the title of the Signup sheet and that will allow you to sign up for the event. The next action is to Edit the Signup sheet. This will allow you to change the title, description and end time. The Slots option will take you back to the slots page where you can add, remove and rearrange the slots for that Signup sheet. Then there is the Report function. If you select this it will take you to a page that will give you a report on everyone that has signed up for the event, what slot and what their information is they entered. The final option is to delete the Signup sheet. Note: See more about the Report function below.

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When you set up a sign up sheet and people start signing up, you will have access to reports. These reports will tell you how many people have signed up for each slot, the names and contact information of the people signing up. You have several options for viewing this information. There is the option for the print view, which is a very simple text only look at the names that can be easily printed off. Then there is the option for the CSV file which will allow you to open and save the file with Excel. There is also an option to view sign ups by slot and finally an option to e-mail the participants that have signed up.

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That is everything in the Signup Module.

Permissions

All modules have a set of permissions that can be set to allow a user/user group or users/user groups to have different access to each module. These options are available through the User Administration module and you can learn more about permissions in the Permissions Guide. The Signup module allows you to give users none or unrestricted permission. If users are given unrestricted permission, they will be able to have full access to the module the same as you do as the site administrator. If they are given no permission, they will not be able to modify the module. You can also give the user(s) the ability to edit sheets.

Return to the Content Guide.

Return to the User Documentation main page.


Last modified 05/06/2008 10:46:11 AM by Matt McNaney

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