Create a sign-up

Registration gives an event its own public sign-up page. People sign up without a Trellis account, and everyone who signs up is tied to People.

Admins, staff and people with the Registration role can create sign-ups. The Registration part must be on (see Turn parts on).

Start a sign-up

1. Open Registration. The Events tab lists your sign-ups.
2. Press New sign-up.
3. Fill in the form (each section is below).
4. Press Save as a draft.

A new sign-up stays a draft, seen only by the office, until you open it.

The basics

• Name, and One line about it.
• Starts, and Ends, if it runs over several days.
• From and Until, if it has times.
• Where.
• What it is, for the people signing up: what to bring, who it's for. Leave a blank line between paragraphs.

What people sign up for

Each sign-up has at least one option. One is enough for most events. Add more with Add an option when people choose between things, such as Adult and Child, or a cabin and a room.

For each option:

• Price a person: leave it blank for a free event.
• Places, if limited: leave it blank for no limit.
• A line about it, such as "Ages 18 and up".

Below the options, Places in all, if limited caps the whole event. Use either kind of limit, or both. When an event or an option is full, the page says so and stops taking sign-ups for it.

Charging for an event

If any option has a price, people pay by card when they sign up, on the church's own Stripe account. Stripe's fee comes off each payment; Trellis takes nothing. Their places are held for thirty minutes while they pay.

Paid sign-ups need the church's Stripe account connected (an admin does this under Church settings, Payments; see Set up giving). You can save a paid event before that, but it won't open until payments are ready.

Two more fields appear for a paid event:

• Refunds: your refund policy. It's shown on the page and in the confirmation. The office makes each refund.
• If the cost is hard: a line for anyone who can't afford it.

About each person

• Ask each person's birthday helps match children already in People. Use it for kids' events.
• Ask each person's grade in school.

Name, email and phone are always asked.

Questions

Press Add a question for anything else you need, like a T-shirt size or a roommate. For each one, choose the kind of Answer: Short answer, Paragraph, Pick one, Pick any, Yes or no or Date. Then choose:

• Ask of each person or Ask once for the whole sign-up.
• Required, if they must answer.
• Private: health or medical, for allergies and the like.

Add an allergies question adds a private one for you.

Private answers are seen only by admins, the Registration role and the event's managers. They're cleared a set number of days after the event; you choose how many under Clear private answers this many days after the event.

Agreement

Tick People agree to a waiver or permission form and type the words. People tick that they agree and type their name, and Trellis keeps the exact words they saw. Have your church's lawyer check the wording.

The page and the email

• Web address: the end of the page's address. Trellis suggests one from the name.
• Sign-up opens: When you publish it, or On a date.
• Sign-up closes: The night before it starts, or On a date.
• Added to the confirmation email: anything people need to know, like check-in times.

The line under these says when sign-up runs, so you can check it before saving.

Who runs it

Admins and people with the Registration role can add managers under Who runs it. A manager sees this event's list, private answers included, and can edit it, without needing a church-wide role. They need to be on the church's team first.

Open sign-up

On the event's page, press Open sign-up. The page goes public, and you get its link and a QR code (PNG, or SVG, for print) to share.

An event needs at least one option to open. A paid event also needs the church's Stripe account ready.

Next

• Manage sign-ups: see who's coming, add people, take payments, close and export.
• Registration questions

Still stuck? Ask Silas