Self-Signup Setup

Self-signup allows contacts to add themselves to your waitlist through a public link. No login required for them — just fill out the form.

Enabling Self-Signup

1. Go to Configure → Self Signup
2. Click the gear icon on the location you want to configure
3. Toggle Enable self-signup for this location on
4. Configure settings (see below)
5. Click Save
6. Copy and share the signup link

Self-Signup Settings

Default Group

Choose which group new signups are added to.

Allow Group Selection

When enabled, contacts can choose their group during signup:

• A dropdown appears on the signup form with all available groups
• Useful when you have multiple age groups or categories (e.g., Infants, Toddlers, Preschool)
• The default group is still used as the initial selection

Default Status

Choose which status new signups are assigned.

Welcome Message

An optional message displayed at the top of the signup form. Use this to share instructions, expectations, or a greeting.

Allow Self-Removal

Enable this to let contacts withdraw themselves:

• They can click “Remove from waitlist” on their status page
• You can configure removal reasons under the Self-Removal Reasons section

Prevent Duplicates

Stop the same person from signing up twice:

• System checks for existing entries with the same email and name combination at this location
• Shows a message if already registered

Require Payment

Collect a fee during signup:

• Requires Stripe integration to be configured
• Set the amount per location
• See Payment Setup for details

What Contacts See

The signup form includes:

1. Your organization name and brand color (set in Organization Settings)
2. Required contact fields
3. Custom fields (if configured to show)
4. Document upload (if configured)
5. Payment (if required)

Sharing Your Signup Link

Get the Link

1. Go to Configure → Self Signup
2. Click Copy Link next to the location

Generate a QR Code

For printed materials, business cards, or posters:

1. Go to Configure → Self Signup
2. Click the QR Code icon next to the location
3. Click Download to save as PNG
4. Add to your printed materials

Where to Share

• Your website (add a “Join Waitlist” button)
• Social media profiles
• Email signatures
• Printed materials with QR code
• Lobby or reception area (poster with QR code)
• Google Business profile

After Someone Signs Up

When a contact submits the form:

1. Entry is created with position assigned
2. Welcome email is sent (if enabled)
3. They receive a link to check their status
4. You’re notified of the new signup (if enabled)

Managing Self-Signups

Self-signups are indicated with an icon in your waitlist:

Filter to see all self-signups:

1. Go to Waitlist
2. Enable the Self-Signup flag filter

Disabling Self-Signup

To turn off self-signup for a location:

1. Go to Configure → Self Signup
2. Click the gear icon on the location
3. Toggle Enable self-signup for this location off
4. Click Save
5. The link stops working immediately

Existing signups are not affected.

Related Articles:

• Organization Settings (for branding)
• Managing Locations
• Custom Form Fields
• Payment Setup