What's the difference between a sheet and a form?

Nothing, really. A sheet is any page people sign up on; the help center sometimes says “form” because that's what the New sheet screen calls the design and the public page. A “plain form” (started as “Just a form”) is the special case with questions and no slots.

Is a slot a time, or a job?

Whatever you need people to claim — “9am Greeter,” “Main dish,” “Thursday dinner.” Each slot has a capacity (or no limit). Sections group slots under a heading; dated slots give each slot its own calendar day.

What's an occurrence?

One week (or day, month, quarter) of a recurring sheet. The live occurrence is the one taking sign-ups; on its event day a fresh copy is created for the next date, with the same slots and an empty sign-up list, and the series title gains that date.

Who is an Owner and who is an Admin?

The Owner is the one account that registered the church — it holds billing, the team, deleting sheets, and emailing the whole People list. Admins build and run sheets and volunteers. Every plan includes at least one admin seat besides the owner.

a cheat sheet

Key terms: sheets, slots, sections & more

Every tool has its own vocabulary. Here is ours, alphabetical-ish, each with a link to the article that goes deeper.

The short answer: A sheet is one sign-up page. It holds slots (the things people claim), optionally grouped under sections. A sheet starts as a draft, goes live when you publish, and is archived when it's done. Everything else below is a variation on those.

The terms

Sheet: One sign-up: a meal train, a Sunday serving schedule, an event RSVP. Holds sections and slots, has its own public link, and starts as a draft nobody can see until you publish it. Create a sign-up form
Slot: One thing people can put their name on — a shift, a dish, a role. Has a capacity (how many people) or No limit. Once a slot is full it closes by itself, or opens a waitlist. Create a sign-up form
Section: A heading that groups slots — “Food,” “Setup crew,” “Sunday 9am.” Purely for organizing the page; a slot doesn't need one. Organize with sections
Capacity · No limit: How many people a slot takes. “No limit” means it never fills — “bring a lawn chair.” A sheet can also hide the “How many?” box so every sign-up takes exactly one spot. Create a sign-up form
Dated slot: A slot with its own calendar day instead of following the sheet's event date — altar flowers by Sunday, a meal train by night. Reminders, calendar invites, and the sign-up deadline follow each slot's own date, and the slot closes once its day is over. One slot per date
Dated-slots generator: The “+ Add dated slots” button: one slot per date across a range, every day, week, or other week, optionally named by the liturgical calendar (“First Sunday of Advent”). Create a sign-up form
Sign-up deadline: The Settings-tab card that closes each dated slot a set number of days before its date — flowers claimed by Wednesday, meals planned the night before. Create a sign-up form
RSVP question: A yes/no “Can you attend?” with a headcount, unlimited responses, and no capacity. Answering again with the same email updates the earlier answer. A “no” is recorded, never emailed, never synced. Event RSVPs
Carpool question: Drivers offer seats, riders claim one in a specific car (the driver gets their contact info), “I need a ride” joins the ride list, and “I don't need a ride” is simply recorded. Carpool sign-ups
Plain form (“Just a form”): A sheet with questions and no slots: a connect card, a prayer request, an interest list. Every response lands on the Responses tab, in your sign-up emails, in the CSV, and on People. Build a plain form
Custom question · Conditional logic: Anything you ask beyond name, email, and phone — a t-shirt size dropdown, an allergies box, a yes/no, checkboxes — required or optional, and shown only when an earlier answer calls for it. Custom questions & conditional logic
Sign-up form fields: The Questions-tab card that decides which contact fields the form shows: email required or optional, phone required/optional/hidden, the note shown, public, or hidden (with your own wording), whether names show on the page, and whether “How many?” appears. Create a sign-up form
Private details: Text shown only to people who have signed up — on the thank-you page and in their emails, never on the public page. Addresses, gate codes, what to bring. Create a sign-up form
Draft · Published · Unpublished: A new sheet is a draft only you can see. Publish makes it public at its link. Unpublish takes the page down again, keeps every sign-up, and stops reminders and waitlist offers. Publish, share & embed
Archive: Unpublishes a sheet and tucks it out of the main dashboard list, sign-ups kept, restorable any time. One-off sheets archive themselves the day after their event. The reversible alternative to Delete, which is Owner-only and removes the sign-ups too. Organize your dashboard
Folder: A dashboard grouping you name — “Fall 2026,” “Meal trains.” Changes nothing on the public page or in sync; deleting a folder never touches a sheet. Organize your dashboard
Permalink · Slug: The ending of a sheet's public link, signupchurch.com/s/easter-greeters. You can change it; the old link keeps forwarding, so printed QR codes still work. Publish, share & embed
Embed: A snippet that puts the sheet on your own website, inline or as a popup button. Sign-ups made there work exactly like the public page. Publish, share & embed
Recurring form · Occurrence · Series: A sheet on repeat (weekly on Basic; daily, weekly, monthly, quarterly on Pro). Each repeat is an occurrence with its own sign-up list; the series is the chain of them, titled “Sunday Greeters | Oct 12, 2026.” Create a sign-up form
Waitlist: What a full slot offers instead of a dead end. When a spot frees up, the first person in line is offered it by email, one at a time, with a 24-hour window. Every plan, on by default. The next-in-line waitlist
Template: A ready-made sheet to start from on the New sheet screen — the first is the memorial (necrology) list. Collect a memorial list
Import: Paste a public SignUpGenius or Jotform link on the New sheet screen and get the sheet rebuilt as a draft. Import a sheet from SignUpGenius
People page: Everyone who has ever signed up at your church, in one roster, with how often they've served, their milestones, and their latest answer to each question. Export it as a CSV on Basic and Pro. Volunteer milestones & certificates
Invite your regulars · Last call: Two emails to your People roster, both Basic and Pro, both Owner-only: a personal invitation when a new sheet goes up, and a once-per-sheet “spots still open” email to everyone who hasn't signed up. Invite your regulars & the last-call blast
Sign-up emails · Roundup: The admin emails about new sign-ups and cancellations — one per sign-up as it happens, or collected into a daily or weekly roundup, set account-wide or per sheet. Emails & notifications
Spots-still-open heads-up · Monday summary: Two more admin emails: a nudge a few days before an event when capacity-limited spots are unclaimed, and a Monday note with last week's sign-ups and how full every live sheet is. Emails & notifications
ChMS · Sync · Linked team: Your church management software (Planning Center, CCB, MinistryPlatform). On Pro, each sign-up is matched or created in its people list; a sheet linked to a team, group, or tag also places the volunteer there. What sync updates (and what it doesn't)
Owner · Admin: The Owner registered the church and holds billing, the team, deleting sheets, and roster-wide emails. Admins build and run sheets. Every plan includes a backup admin seat. Transfer ownership
Change-or-cancel link: The personal link in every volunteer confirmation and reminder. No account needed: change how many, fix a note, or cancel. Change or cancel your sign-up

Common questions

What's the difference between a sheet and a form?: Nothing, really. A sheet is any page people sign up on; the help center sometimes says “form” because that's what the New sheet screen calls the design and the public page. A “plain form” (started as “Just a form”) is the special case with questions and no slots.
Is a slot a time, or a job?: Whatever you need people to claim — “9am Greeter,” “Main dish,” “Thursday dinner.” Each slot has a capacity (or no limit). Sections group slots under a heading; dated slots give each slot its own calendar day.
What's an occurrence?: One week (or day, month, quarter) of a recurring sheet. The live occurrence is the one taking sign-ups; on its event day a fresh copy is created for the next date, with the same slots and an empty sign-up list, and the series title gains that date.
Who is an Owner and who is an Admin?: The Owner is the one account that registered the church — it holds billing, the team, deleting sheets, and emailing the whole People list. Admins build and run sheets and volunteers. Every plan includes at least one admin seat besides the owner.

Next up: Contact support →