Registration questions
Limits, waitlists, payments, refunds, private answers, managers and exports for sign-ups, answered briefly.
Who can create sign-ups?
Admins, staff and people with the Registration role. An event's managers can run and edit that one event without a church-wide role. See Create a sign-up.
Do people need a Trellis account to sign up?
No. The sign-up page is public. They give their name, email and, if they like, phone, and Trellis emails them a confirmation with a private link to see or cancel their sign-up.
Can one person sign up their whole family?
Yes. They add each person with Add another person, and can untick themselves if they're only signing up others, such as their children. One sign-up holds up to 20 people.
Can we limit how many people come?
Yes. Set Places in all, if limited for the whole event, Places, if limited on each option, or both. When it's full, the page says so and stops taking sign-ups.
Is there a waitlist?
Not yet. When an event is full, the page says it's full and points people to the church office. If someone cancels, their places open up for the next person to sign up.
Can we charge for an event?
Yes. Give an option a price, and people pay by card when they sign up, on the church's own Stripe account. Trellis takes nothing; Stripe's fee comes off each payment. The church's Stripe account must be connected first.
What if someone starts paying and doesn't finish?
Their places are held for thirty minutes while they pay. If they don't finish, the places go back. Their private link lets them hold the places again and pay, if there are still places.
Can people pay by cash or check instead?
Yes. Sign them up, then on their sign-up use Record cash, a check, or what the church covers. You can also mark part or all of a cost as covered by the church.
How do we give a refund?
Open the sign-up and press Refund next to the payment. A card refund goes back through Stripe. See Manage sign-ups.
If someone cancels, do they get their money back?
Not automatically. Cancelling frees their places, and whether to refund is the church's choice. Put your policy in Refunds when you create the sign-up, so people see it.
Who can see allergies and medical answers?
Only admins, the Registration role and the event's managers. Other staff see "Private". These answers are cleared a set number of days after the event, or straight away with Clear private answers now.
Can we close sign-up early?
Yes. Press Close sign-up on the event. The page stays up and says it's closed. Otherwise it closes on its own at the time you set, or the night before the event starts.
How do we get the list into a spreadsheet?
Press CSV next to Who's coming. If you're allowed to see private answers, CSV with private answers includes them. Print gives a list for the door.
Are payments for sign-ups counted as giving?
No. They're payments for the event, not gifts, so they aren't tax-deductible and don't go on giving statements. The confirmation email says so.
What if the confirmation email didn't send?
The sign-up shows Not emailed next to Confirmation. Check they gave an email address, then press Send the confirmation again. If the button isn't there, Trellis can't send email for the church yet; see Send from your domain.
Still stuck? Ask Silas