Trellis

Manage sign-ups

See who's coming, sign someone up by hand, take payments and refunds, close sign-up, and export or print the list.

Once a sign-up is open, its page in Trellis is where the office runs it. Admins, staff, people with the Registration role, and the event's own managers run it here. Private answers are for admins, the Registration role and the event's managers, and only the office can remove an event.

Open Registration, then the event. The Events tab has Coming up, Past and Archived.

See who's coming

The Sign-up card at the top shows:

  • Signed up: how many people, out of the limit if there is one.
  • For a paid event, Money in and Still owed.
  • A count for each option, when there's more than one.
  • The page: the public link, and the QR code.
  • Why closed, if sign-up has closed on its own.

Under Who's coming is every person, with their option, grade, who signed them up, and their answers. Filter by option, or switch to Cancelled to see who dropped out. Press a name to open their sign-up.

A sign-up that might be a family you know

When someone signs up online with an email already in People, Trellis doesn't file them with that family on its own, because anyone can type any email. A note at the top of the event lists these. Open each one and press Yes, same family or No, someone else. If that person has since left People, press Add them to People.

Sign someone up by hand

For a phone call, the front desk, or a paper form:

  1. On the event, press Sign someone up.
  2. Fill in the form, the same one the public sees.
  3. Leave Email them a confirmation, if they have an email ticked to send one.
  4. Press Sign them up.

The limits still hold. Signing someone up by hand doesn't record a waiver agreement, so keep their paper form.

One person's sign-up

Open a sign-up to see the contact details, every answer, the agreement, payments, and each person who's coming. From here you can:

  • Write an Office note and press Save note.
  • Send the confirmation again. It carries a new private link, and the old one stops working.
  • Cancel the sign-up. Their places open up for others. The record stays.
  • Put them back on the list, if there are still places.

People can also cancel their own sign-up from the link in their confirmation email. Whether they get a refund is up to the church.

Payments and refunds

On a sign-up for a paid event, the Payments card lists every payment and refund, and what's still owed.

  • Record cash, a check, or what the church covers: choose Cash, Check or Covered by the church, enter the amount and a note, and press Record it.
  • Refund next to a payment: enter how much. A card payment is refunded through Stripe and shows here once Stripe confirms, usually within a minute. A cash, check or covered amount is recorded as a refund.

Sign-up payments are kept with the event, not as gifts. They don't go on giving statements.

At the door

Tick Here next to each person as they arrive. The count of people here shows above the list. Or press Print for a list with a box to tick on paper.

Export the list

Next to Who's coming:

  • CSV: a spreadsheet of everyone coming, with their answers, but without private answers.
  • CSV with private answers: only for admins, the Registration role and the event's managers. Trellis notes in the activity log who took it.
  • Print: a clean list for a clipboard. Press Include private answers first if you need them, then Print.

Change the event

Press Edit on the event. Changes show on the page straight away. Once people have answered a question, you can reword it but not remove it. An option people have signed up for is set aside rather than deleted.

Close, archive or remove

The buttons on the Sign-up card change with the event's state:

  • Close sign-up: the page stays up and says it's closed. Sign-up also closes on its own at the time you set, or the night before the event.
  • Open it again: reopens a sign-up you closed.
  • Archive: moves an event you closed to Archived, off the main list. Bring it back undoes it.
  • Remove: only for an event nobody has signed up for.
  • Clear private answers now: deletes every private answer for the event straight away, instead of waiting. This can't be undone.

The office can still sign someone up by hand after sign-up closes, as long as there are places left.

Still stuck? Ask Silas

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