PTA Volunteer Sign Up Sheets

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Easily create and manage sign-up sheets for volunteer activities, while protecting the privacy of the volunteers' personal information.

Author:Stephen Sherrard (profile at wordpress.org)
WordPress version required:3.3
WordPress version tested:6.3.2
Plugin version:4.4.2
Added to WordPress repository:16-02-2014
Last updated:19-10-2023
Rating, %:98
Rated by:41
Plugin URI:http://wordpress.org/plugins/pta-volunteer-si...
Total downloads:122 315
Active installs:2 000+
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PLEASE DO NOT USE THE SUPPORT FORUM FOR FEATURE REQUESTS!!
You may submit new features here:
https://stephensherrardplugins.com/support/forum/feature-requests/pta-volunteer-sign-up-sheet-feature-requests/

PLEASE READ THE DOCUMENTATION BEFORE POSTING SUPPORT REQUESTS
Read the documentation here:
https://stephensherrardplugins.com/docs/pta-volunteer-sign-up-sheets-documentation/

An alternative to sites like Signup Genius for your events, this plugin lets you keep your signup sheets on your own site. Easily create and manage sign up sheets for your school, organization, business, or anything else where need people to sign up.

Features:

  • Version 3.6 adds the ability to Reschedule a sheet to new date and times, copy a sheet with new dates and times, or create multiple copies of a sheet at specified day intervals. These new functions allow optionally copying the signups, and have a new email template to notify those signups of the new dates and times.
  • [pta_user_signups] shortcode allows you to show a list of the current logged in user’s signups on any page (with clear links, if allowed).
  • Integrates with the GDPR privacy functions of WordPress 4.9.6. Exported personal data from WordPress will include any signups for the specified email or user ID associated with that email. If the user requests their data be deleted, that same user signup data will be deleted along with all other WordPress data for that user.
  • Option to output lists as divs instead of tables (for easier custom styling and mobile responsive design).
  • Extensive hooks and filters that make it easy to extend or modify functionality
  • Supports the calendar display extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-calendar-display/
  • Create custom fields that can be used for sheets, tasks, or signup forms, with the Custom Fields extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-custom-fields/
  • Customize public side text and layout options with the Customizer extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-customizer/
  • Group, or categorize, sheets/events with the Groups extension, which can also import groups from the WP Groups and BuddyPress plugins: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheet-groups/
  • Specify any type of sheet as a “No Signup Event”. This allows you to create non-volunteer events for display only (no signup links or available spots will be shown). You can still create tasks/items with dates, start and end times for these sheets, which could be useful for showing the schedule/agenda for an event, but you won’t be able to specify quantity or other normal task options. This is useful for a combination volunteer sign-up and event calendar type of list/display, especially when used with the Calendar Display extension.
  • You can now move tasks from one sheet (they will be deleted from that sheet) to another sheet that you specify (they will be merged/added-to the selected sheet). Useful for merging two or more sheets into one for easier management.
  • Admin can live search user or sign-up tables for volunteers on the public sign-up form, to sign up volunteers from the public side.
  • Admin can view, edit, add, and clear signups from the View Signups page in the Admin dashboard.
  • Signups are shown on the Admin side using jQuery DataTables for easy sorting/filtering/searching, showing/hiding columns, and organizing your signup data for quick and easy export to Excel, CSV, PDF, or Print.
  • You can optionally enter a description for each task (in addition to the main content area for the whole sheet) that will be shown above the task signup table for each task (when not empty)
  • The ability to allow duplicate signups on a per task basis, changing the label for the item details form field on a per task/item basis, as well as allowing volunteers to specify quanitites on a per task/item basis.
  • Easily create volunteer sign-up sheets with unlimited number of tasks/items for each
  • Supports Single, Recurring, Ongoing or Multi-Day Events
  • All Sheets can be hidden from the public (visible only to logged in users)
  • No volunteer contact info is shown to the public (emails and phone are always hidden). Default public view shows only first name and last name for filled spots, but you can optionall show the full name, and there is also an option to simply show “Filled” for filled spots.
  • Hidden spambot field helps prevent automatic spambot form submissions
  • Up to 2 automatic reminder emails can be set up at individually specified intervals for each sheet (e.g., 7 days and 1 day before event)
  • Shortcodes for all sheets, or use argument to show a specific sheet on a page
  • Widget to show upcoming events that need volunteers in page sidebars
  • Individual sheets can be set to hidden until you are ready to have people sign up (useful for testing individual sheets)
  • Test Mode for entire volunteer system, which displays a message of your choosing to the public while you test the system
  • “manage_signup_sheets” capability so you can set up other users who can create and manage sign-up sheets without giving them full admin level access.
  • Integration with the PTA Member Directory & Contact Form plugin to quickly specify contacts for each sign-up sheet, linked to the contact form with the proper recipient already selected. https://wordpress.org/plugins/pta-member-directory/
  • Gutenberg Block Editor “Sign Up Sheets” block for creating shortcodes with all possible arguments, or use the free Shortcodes extension ( available at https://wordpress.org/plugins/pta-shortcodes/ ) to easily generate shortcodes with all possible arguments in the Classic Editor
  • WordPress Multisite compatibility

More Details:

With this plugin you can define four different types of events: Single, Recurring, Multi-Day, or Ongoing events. Single events are for events that take place on just a single date. Recurring events are events that happen more than once (such as a weekly function), but have the same needs for each date. Multi-Day events are events that are spread across more than one day, but have different needs for each day. Ongoing events do not have any dates associated with them, but are for committees or helpers that are needed on an ongoing basis.

For each of these types of events, you can create as many tasks or items as needed. For each of these tasks/items, you can specify how many items or people are needed, a description, a start and end time, the date (for multi-day events), and whether or not item details are needed (for example, if you want the volunteer to enter the type of dish they are bringing for a luncheon), and optionally enable quantities. The order of tasks/items can easily be sorted by drag and drop.

Sheets can also be specified as a “No Sign Up” event, which can be useful for general organization events and meetings, especially when used in conjunction with the Calendar Display extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-calendar-display

Each sign-up sheet can be set to visible or hidden, so that you can create sign-up sheets ahead of time, but only make them visible to the public when you are ready for them to start signing up. There is also a test mode which will only show sign-up sheets on the public side to admin users or those who you give the “manage_signup_sheets” capability. Everyone else will see a message of your choosing while you are in test mode. When not in test mode, admins and users with the “manage_signup_sheets” capability can still view hidden sheets on the public side (for testing those sheets without putting the whole system into test mode).

In the settings, you can choose to require that users be logged in to view and/or sign-up for any volunteer sign-up sheets, and pick the message they will see if they are not logged in. Even if you keep the sheets open to the public, you can choose which personal info to show, or simply show “Filled” for filled slots.

There is also a hidden spambot field to prevent signup form submission from spambots.

If a user is logged in when they sign up, the system will keep track of the user ID, and on the main volunteer sign-ups page, they will also see a list of items/tasks that they have signed up for, and it will give them a link to clear each sign up if they need to cancel or reschedule. If they are not logged in when they sign up, but they use the same email as a registered user, that sign-up will be linked to that user’s account. You can also use the shortcode [pta_user_signups] to show the list of the current user’s signups on any page (along with clear links, if allowed).

Admin users can add/edit signups from the View Signups page in the admin dashboard, or they can use the “live search” option on the front end sign up form to search for volunteers in either the plugin’s signups table, the WordPress users table, or both. If the admin then selects a volunteer, they can sign up that volunteer, and the signup will be assigned to that user’s account (if your volunteers have user accounts).

There is a shortcode for a main sign-up sheet page – [pta_sign_up_sheet] – that will show a list of all active (and non-hidden) sign-up sheets, showing the number of open volunteer slots with links to view each individual sheet. Individual sheets have links next to each open task/item for signing up. When signing up, if the user is already logged in, their name and contact info (phone and email) will be pre-filled in the sign-up page form if that info exists in the user’s meta data. You can also enter shortcode arguments to display a specific sign-up sheet on any page. Additionally, there are shortcode arguments for many other features (see documentation).

There is a sidebar widget to show upcoming volunteer events and how many spots still need to be filled for each, linked to each individual sign-up sheet. You can choose whether or not to show Ongoing type events in the widget, and if they should be at the top or bottom of the list (since they don’t have dates associated with them).

Admin users can view sign-ups for each sheet, and add, edit, or clear any spots with a simple link. Each sheet can also be exported to Excel, CSV, PDF or Print formats. Admin side signups are displayed using the jQuery DataTables plugin, which allows sorting, filtering, searching, and showing/hiding columns, so you can arrange the data anyway you want before exporting or printing.

Committee/Event contact info can be entered for each sheet, or, if you are using the PTA Member Directory plugin, you can select one of the positions from the directory as the contact. When a user signs up, a confirmation email is sent to the user as well as a notification email to the contacts for that event (can be optionally disabled).

Automatic Email reminders can be set for each sign-up sheet. You can specify the number of days before the event to send the reminder emails, and there can be two sets of reminders for each sheet (for example, first reminder can be sent 7 days before the event, and the second reminder can be sent the day before the event). You can set an hourly limit for reminder emails in case your hosting account limits the number of outgoing emails per hour.

Simple to use custom email templates for sign-up confirmations and reminders.

Admin can use an Email Volunteers form page to quickly send an email to all volunteers for a specific sheet, or to all volunteers.

Sheets and tasks/signups can be shown via tables, or via table-style divs. CSS can be optionally disabled so that you can more easily style the displays the way you wish. Version 3 of the Customizer Extension has extensive styling options, plus allows you to create custom layout templates that can be assigned on a per sheet basis. https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-customizer/

Custom Fields can be added to sheets, tasks, or sign-up forms (for collecting additional info from volunteers at signup, or displaying addition info for sheets/tasks, such as Location) via the Custom Fields extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-custom-fields/

Text displayed on the public side, such as columns headers, can be modified, along with additional layout options, and custom layout templates, with the Customizer extension: https://stephensherrardplugins.com/plugins/pta-volunteer-sign-up-sheets-customizer/

Much more! Read the documentation for all the current features.

Available Extensions:

  • Volunteer Sign Up Sheets Customizer – Edit all public facing text displays. Customize the styling of sheet/task list tables. Create custom Layout Templates that can be assigned on a per sheet basis, to display only the columns you want in the order that you want them. Create custom emails for any email type that can be assigned on a per sheet basis, and much more!
  • Volunteer Sign Up Sheets Custom Fields – Create custom fields that can be used to display additional info for sheets and/or tasks, and can also be used to collect (and optionally display) additional information from users when they sign up for a task/item.
  • Volunteer Sign Up Sheets Calendar Display – Display your events and signups in one or more custom calendars, with a variety of display options.
  • Volunteer Sign Up Sheets Groups – Organize your sign up sheets by Groups, or Categories. Can also import groups from BuddyPress and the WordPress Groups extension.

Additional Info

This plugin is a major fork and and almost a complete rewrite of the Sign-Up Sheets plugin by DLS software (now called Sign-Up Sheets Lite). We needed much more functionality than their plugin offered for our PTA web site, so I started with the Sign-Up Sheets plugin and added much more functionality to it, and eventually ended up rewriting quite a bit of it to fit our needs. If you need a much more simple sign-up sheets system, you may want to check out their plugin.

PLEASE USE THE FEATURE REQUEST FORUM TO REQUEST NEW FEATURES!!
https://stephensherrardplugins.com/support/forum/feature-requests/

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