Create a sign-up form

1. From your dashboard, click “+ New sheet.”

   Log in and you'll land on your dashboard — the + New sheet button is at the top right.

2. Pick what you're organizing.

   Volunteer sign-ups (time slots people claim), Event RSVP (a simple yes/no with headcount), or both. The RSVP options start your form with a ready-made “Can you attend?” question — you can rename it or add slots alongside it later.

3. Give it a title.

   Something volunteers will recognize, like “Easter Sunday Greeters” or “Meal Train for the Johnsons.” You can also add an optional description, event date, and location — they show on the public page and in confirmation emails.

4. Create the sheet.

   It's created as a draft — nobody can see it until you publish — and you're taken to its editor.

Slots are the individual things people sign up for. Under Form content, use the Add a slot card:

• Slot name — e.g. “9am Greeter” or “Main dish.”
• Start / end time (optional) — free-form text like “9:00 AM,” shown next to the slot.
• Capacity — how many people (or dishes, or cars) you need. Once it's filled, the slot closes automatically. Check No limit instead for things that don't need a cap (like “bring a lawn chair”) — the slot stays open no matter how many sign up.

Add as many slots as you like. You can drag slots to reorder them, edit them in place, or group them under headings — see Organize with sections.

Sometimes you don't need people to claim a spot — you just need to know who's coming. Pick Event RSVP when creating a sheet and your form starts with a “Can you attend?” question — or add one to any existing sheet with the Add an RSVP question card under Form content. It works on every plan, and you can mix it with regular slots — one page can ask “Can you attend?” at the top and still fill the potluck dishes below it.

• People answer yes (with how many are coming) or no — there's no capacity and no cap on responses.
• Answering again with the same email updates their earlier response, so changed plans never need a phone call.
• A yes gets the usual confirmation email (and reminder, on paid plans). A no on its own is just recorded — no emails, and it never syncs to your ChMS.
• Your dashboard shows every answer with a yes/no badge and the total coming; the CSV export has an RSVP column with each answer and headcount.

For events people travel to — retreats, youth trips, conferences — add a carpool question with the Add a carpool question card under Form content (e.g. “Need a ride or can you drive?”). It works on every plan and mixes with slots and RSVP questions on the same page.

• Drivers tap “I can drive” and say how many seats they can offer, with an optional note like “Leaving from the north lot at 8:30.” Each driver shows on the form as a car with seats remaining.
• Riders claim a seat in a specific car — the driver gets an email with the rider's contact info so they can sort out pickup — or tap “I need a ride” to join the looking for a ride list until a seat opens up.
• A car can never be overbooked: once its seats are claimed it shows as full. If a driver drops out, their riders move back to the looking for a ride list instead of disappearing.
• Answering again with the same email updates the earlier answer — a rider can switch cars, and a rider who ends up driving can flip to offering seats.
• Your dashboard shows each answer with a driver/rider badge (and who's riding with whom); the CSV export has Carpool and Riding with columns. Carpool answers are travel logistics, so they never sync to your ChMS.

Once published, your public page lists every open slot. A volunteer picks everything they're signing up for — a serving slot, a potluck dish, an RSVP answer, a carpool answer, all in one visit — and each pick lands in the Your sign-up summary at the bottom of the page. There they enter their name and email once (plus an optional phone number — no account needed) and hit one Confirm sign-up button for the lot. If any pick can't go through (say a spot filled up a moment earlier), nothing is saved — they adjust that pick and confirm again.

They get one confirmation email listing everything they signed up for, with a cancel link per slot and — when the sheet has an event date — add-to-calendar buttons and an attached calendar invite whose details recap every commitment, so nobody forgets what they said they'd bring. On paid plans a reminder email follows before the event.

You don't have to publish to check your work: while a sheet is a draft, the Preview form button on its editor opens the volunteer-facing page exactly as it will look — content, field settings, and design — visible only to your church's admins, with the sign-up buttons disabled.

Those are just the defaults. On the sheet's editor, the Sign-up form fields card lets you tune the form for each sheet — on every plan:

• Name is always required — a sign-up needs one.
• Email is required by default, but can be made optional.
• Phone is optional by default, and can be made required (handy for day-of coordination) or hidden.
• The note field can be hidden if you don't need it.

These rules are enforced when the form is submitted, so a required phone number really is required — not just marked that way. The phone and note settings apply to RSVP and carpool questions too; email is the one exception — a sign-up that includes an RSVP or carpool answer always asks for it (even on email-optional sheets), because it's how answering again updates the earlier response, and how a driver hears who's riding along. A required phone is only demanded of people actually coming — a lone RSVP no isn't blocked for skipping it.

For something that happens every week (or day, month, or quarter) — Sunday greeters, a monthly meal train — you don't have to rebuild the form each time. On the sheet's editor, the Recurring form card lets you set it to repeat daily, weekly, monthly, or quarterly. Then, on the morning of each event day:

• The next occurrence is created automatically, with the same time slots and sections and a fresh, empty sign-up list.
• Each occurrence is named with its date — e.g. “Sunday Greeters | Sep 13, 2026” — so you can tell them apart on your dashboard.
• If the current occurrence is published, the next one goes live immediately at its own link, so people can sign up for the next date right away. The current sheet and its sign-ups stay put.

Repeats are scheduled from the sheet's event date, so it needs one. To stop the series, set the form back to Does not repeat (or archive it) — past occurrences and their sign-ups are kept.

• The Free plan includes one active sheet; Basic and Pro are unlimited.
• Duplicate copies a sheet's slots and sections into a fresh draft — a one-off copy, separate from recurring forms above.
• Archive unpublishes a sheet and tucks it out of your list without losing any sign-ups; restore it any time. Sheets with an event date are archived automatically the day after the event (recurring forms keep going — each past occurrence is archived as the next one takes over). Sheets from before automatic archiving launched in September 2026 are left as they are.