Edit Group Member's Sign Up

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Learn how an administrator can edit a group member's sign up.

Posted by Dan Rutledge


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Posted by Betsy Lytle on Tue May 9, 2017 8:40 AM EST
Hi Terri,
We responded to your question directly via email. If you have incorrectly entered a name when you signed someone up using the Add/Edit/Delete tool, you can correct the spelling by editing the sign up using the same tool. However, if the name is already associated with the email in our system, only the owner of the email address can update the spelling in their Profile. As an admin, you cannot make changes to names displayed in the Groups area. We are also happy to assist.


Posted by Terri Lehman on Mon May 8, 2017 10:00 PM EST
I need to correct a spelling of a members name; how do I do this as administrator?


Posted by Betsy Lytle on Sat Apr 15, 2017 10:31 AM EST
Hi Roger,
To add someone to your sign up, locate the *Add/Edit/Delete People* button from the *Admin. Toolbar* just above your sign up. From the next page select the option to, *Sign Someone Up* in the top right corner for a standard format sign up. If your sign up is an RSVP format, select *RSVP for Someone*.

Select the green button to select a person from your group. Select the *Group* from the drop-down options and select the email of the person you wish to add to the sign up. Select the *Add Items* button.

If the person is not in a group, choose the option to *Add New Person*. Enter the first name, last name and email address. If the person does not have an email address, you can leave that field blank. Select the *Add Items* button.

Check each item to add, click *Submit & Continue* at the end of the page. Now you should see a table listing the item(s). Choose either to send or not send an email to this person. Click *Save and Finish* or *Save and Add Another Person*.


Posted by Roger Lundberg on Fri Apr 14, 2017 4:24 PM EST
As administrator, I want to sign someone up. When I click the Sign someone up, it gives me two steps. In step one it shows A-Z buttons and asks if I want to match First names, Last names, or email. The only action button is CANCEL!!!!

How do I sign someone up.


Posted by Betsy Lytle on Tue Mar 14, 2017 10:53 AM EST
Hi Pension Advisors,
Here are step by step directions for editing someone's sign up:
To edit someone's information entered on your sign up, please go to SignUpGenius.com and log in to your account. From the *Created* tab click the sign up you wish to edit. When you view the sign up, click the *Add/Edit/Delete People* option from the Administrator Toolbar. On the next page click *Edit* next to the group member's name you wish to edit.

From the edit screen, you can make any changes needed. You can also choose to send an email notification directly to the group member. Remember to check *Save* before moving to the next step. You can now review the changes made on the sign up.

If you are working with an RSVP sign up, the steps to edit are slightly different. Select the *Add/Edit/Delete People* option from the Administrator Toolbar. Choose the *Edit* option next to the group member's name on the slot you wish to change. From the edit screen, you can change the name, edit the response to the RSVP and edit any items that are the person signed up for as well.

Check the box to send a notification directly to this group member. Select *Update RSVP* to save any changes.


Posted by Betsy Lytle on Tue Mar 14, 2017 10:51 AM EST
Hi Vicki,
When using the Groups page for group management, you may see names in the column next to the email addresses. These names are automatically added by our system when you import contacts from your address book or CSV file. If one of your contacts has an account on our site associated with a name that is different than the name you have listed in your contacts, our system will override your entry and insert the account name in that field.

If you manually enter an email address, and a user has an account with us, the name on the account associated with that email address will automatically be displayed. If the email does not have an account, no name will be displayed.

You cannot add or edit the names in this area of the site.


Posted by Pension Advisors on Tue Mar 14, 2017 10:23 AM EST
can you print out the screen shots for this? with directions?


Posted by Vicki Shaw on Thu Feb 2, 2017 3:31 PM EST
I have email addresses entered, but I'd like to add their names. How? Thank you!


Posted by Betsy Lytle on Tue Dec 6, 2016 9:29 AM EST
Hi Amber,
To remove someone's name from the sign up you created, log in to your account and click to view the sign up. From the Administrator's Toolbar, select the Add/Edit/Delete People option.
Check the box(es) next to the names that need to be deleted and click Delete Selected at the top of the page.

This will remove the name(s) from the slot entries without deleting the slot itself so that other people can sign up.


Posted by Amber Mohr on Tue Dec 6, 2016 9:24 AM EST
I had someone who accidentally signed up for the wrong items. How can I remove that person without removing the items on the sign up list?


Posted by Betsy Lytle on Mon Nov 28, 2016 7:32 PM EST
Hi Joan,
To locate this setting, log in with your email and password and go to the *Created* tab to locate the sign up.
Select the *pencil icon* to the right of your sign up
Move to *Step 5: Settings*. Scroll down until you see *Advanced Settings* and check the option for *Enhanced Security*
Turn *On* the toggle switch located to the right of that setting.
Check the box: 'Reject sign ups from emails other than ones in my group'.
Remember to select *Update* to save the changes.

Before sending invites, you will want to be sure all emails for group members are included in the group and it's a good idea to specify to your group members that sign ups will only be accepted from the email address where the invite is received to avoid possible confusion for someone who uses two different email addresses. You can add this text to *General Details* in Step 1.


Posted by Joan Brown on Tue Nov 22, 2016 4:45 PM EST
How do I restrict a sign up to only the people to whom I e-mail it?


Posted by Betsy Lytle on Thu Jun 16, 2016 9:09 AM EST
Lori,
Inactive groups are those groups currently assigned to archived sign ups with dates that have already passed. You can choose to show all groups associated with your account when you go to the Groups option located on the left side of your account page. Scroll to the end of the groups listed and select the white button that reads: 'Show Inactive Groups.'

You can assign any sign up to a group that is active or inactive from Step 1- General Details when you choose the option to assign the sign up to an existing group.


Posted by Lori Hubbard on Wed Jun 15, 2016 9:51 PM EST
One of my e-mail groups is showing as inactive. How can I make it active again so I can send e-mails to that group? I'm not sure how it became inactive. It is the one I use most frequently.


Posted by Amy Tidwell on Sat Dec 12, 2015 5:13 PM EST
Mod,
Can you please contact our support team directly via the "Help" tab at the top of the page so we can accurately assist you with your specific sign up and issue? Thank you so much!


Posted by Mod Coletti on Fri Dec 11, 2015 3:12 PM EST
I am having difficulty adding new members to my group without having to 'RSVP' for them. I also can't edit people already in the group without having to RSVP for them. I watched the tutorial and it says to click on the view button of my sign-up and then add/edit/delete.........I don't have a 'view' option and when I click add/edit/delete takes me right to the RSVP page. What am I doing wrong???


Posted by Teresa Clark on Thu Oct 15, 2015 8:41 AM EST
When using the *Groups* page for group management, you may see names in the column next to the email addresses. You can enter parent email addresses, but the student's name may not populate with the email. If one of your contacts has an account on our site associated with a name that is *different* than the name you have listed in your contacts, our system will override your entry and put the account name in that field.

If you manually enter an email address, and a user has an account with us, the name on the account associated with that email address will automatically be displayed. If the email does not have an account, no name will be displayed.

You cannot add or edit the names in this area of the site.

If you have additional questions, our support team will be happy to assist.


Posted by Sue Lavene on Wed Oct 14, 2015 2:35 PM EST
Hi! I've created my sign up and now I want to add in student names and their parent's email addresses. Is this possible to do BEFORE I send the initial invite out? I've been trying from different screens but no success yet. Thanks!


Posted by Teresa Clark on Wed Aug 26, 2015 1:45 PM EST
Hi Carol! Our Pro options do offer the option to limit the quantity on a sign up that people can sign up for. If you are a Pro user and want help with that feature, our support team will be happy to assist. Thanks for using SignUpGenius!


Posted by Carol's VolunBEERs on Mon Aug 24, 2015 10:55 AM EST
I LOVE SIGN-UP GENIUS!!!!
A few questions:
-Can I limit the number of people someone signs up? (I had someone sign up 3 people for an event last weekend and then no showed for all 3) - I'd like to limit people to sign up only themselves.
-Is there any way to limit who can sign up for what? I.e., using tabs, can I restrict a sign up to a limited (subgroup) of people on one tab and not on another?
-General comment - to everyone using Sign Up Genius and admins - what is the most courteous way to let people know that if they sign up for a spot and then subsequently no-show, it is disrespectful to both other volunteers (who couldn't sign up because the slots were full) and to the event organizers. I understand 10% either forget/just don't bother/don't care (and I can plan for that) - but sometimes it's more than that and it's embarrassing when we have to impose on those who show up to do more than they committed to do. What's worked for you and your events? (Thank you!)


Posted by Teresa Clark on Thu Jul 9, 2015 12:44 PM EST
Hi Tara! Yes, if someone signs up and then later goes back to the sign up and removes their name, the 'slot' will become available for someone else to access. If you have any other questions, please feel free to email our support team and someone will be happy to assist!


Posted by Tara Gotwalt on Wed Jul 8, 2015 12:20 PM EST
If I have a person sign up for a slot, then cancel, does it automatically free up a spot?


Posted by Teresa Clark on Fri Jun 5, 2015 10:38 AM EST
Hi Mary!
We have a feature called "Duplicate a sign up." If you log into SignUpGenius.com and scroll down your account page, you'll see "Sign Ups I've Created" at the bottom. You can click the text that reads "View archived past sign ups also." Now, in the top right corner of the "Sign Ups I've Created" box you will see the "Duplicate" button. Click that to create a copy that will *not* include the names of those signed up.

Go back to your account page, and you'll see the unpublished copy under "Sign Ups I've Created." Click "Edit" and you can edit the dates/times/slots and any other step for this new sign up. If you want to send this to a different group than the one originally assigned, make sure you edit that group at Step 1:General Details and click "Update" at the bottom of the page to save the changes. When you take it live, it will be given a unique URL link that is different than the original.

If you make a duplicate, *make sure* you change the date on the original sign up back to a past date to archive it...otherwise it will remain active and create confusion as people signed up on the original might get email reminders for this year's date!

If you want to use the original that you have already been working on, here's how to delete the names:

From your account page, click "View" beneath the sign up. When the sign up displays, locate the Admin Toolbar at the top. Click "Add/Edit/Delete People." Check the boxes next to all the names and at the bottom of the page click "Delete Selected."

I hope this clarifies. If I can be of further assistance, please email our support team at: http://www.signupgenius.com/help for additional assistance.


Posted by Hempfield Rec Tennis on Thu Jun 4, 2015 2:22 PM EST
I am using the same sign up for this year. I have gone in and changed the dates but I want to delete all the names of people that signed up last year. I am afraid it will delete everything.


Posted by Teresa Clark on Fri Feb 20, 2015 8:26 PM EST
To make changes to your slot entries, log into SignUpGenius.com with your email and password. Scroll down your account page to "Sign Ups I've Created" and click "Edit"beneath your sign up. Go to Step 4: Slots. Go to the item you wish to edit. Check the "Edit" option and scroll up to click the "Edit Selected" button. From there, you will be given the edit screen and can modify the comments, change the # wanted or other info associated with that slot. Click "Update" when you are finished making changes.

If group members have already signed up and you would like to edit the number needed for any of those entries, please email the support team and someone will be happy to assist. The support team can be reached at: http://www.signupgenius.com/help

I hope this is helpful for you!


Posted by Patty strobel on Fri Feb 20, 2015 5:22 PM EST
How do I change the number of signs I want?


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