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Manage sign-up forms & access

[For all Staff] Learn how to edit, duplicate, close or delete Sign-ups.

Audrey avatar
Written by Audrey
Updated today

Providers can make adjustments to Sign-up forms in case the event or activity changes. You can also duplicate, close, and delete Sign-ups easily.


Manage the Sign-up form

Edit

  1. Log in on the web

  2. Click Paperwork in the sidebar menu > Sign ups tab

  3. Next to the Sign-up form, select Actions > Edit

  4. Make adjustments, then hit Save

🚩 Editing a slot within existing sign-ups will remove any sign-ups from Parents. You will need to resend the form to any affected families if they wish to sign up again.

Duplicate

You can quickly make a copy of an existing Sign-up form to build off a previous form or create forms for different age groups or Rooms

  1. Log in on the web

  2. Click Paperwork in the sidebar menu > Sign ups tab

  3. Next to the Sign-up form, select Actions > Duplicate

Delete

Programs can completely delete a sign-up form if they no longer wish to see it in their Sign-ups list and see submissions. This action is permanent and cannot be undone so please use care when deleting.

  1. Log in on the web

  2. Click Paperwork in the sidebar menu > Sign-ups tab

  3. Next to the Sign-up form, select Actions > Delete

Note: Deleting a sign-up form will automatically notify signed-up parents that it has been canceled.


Manage family access

Block new slot sign-ups

Programs can Close a sign-up form which lets all parents retain access to the sign-up information, but they can no longer sign up for new slots.

  1. Log in on the web

  2. Click Paperwork in the sidebar menu > Sign-ups tab

  3. Next to the Sign-up form, select Actions > Close

💡 Tip: We recommend closing a submission instead of deleting if you wish to re-open the form in the future and keep records of the sign-ups.

Revoke Parent access

To completely remove a Sign-up form from parent accounts so they can’t view any details, or sign up for slots, you can revoke their access.

  1. Log in on the web

  2. Click Paperwork in the sidebar > Sign-ups tab

  3. Next to the Sign-up, select Actions > Share

  4. Click Remove next to the student(s) and/or room(s)

  5. Hit Save

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