How to Duplicate or Transfer a Sign Up

Whether you are reusing a sign up for next month's event or handing things off to a new organizer, duplicate and transfer tools save you from starting over.

Author Kate WhitePosted by Kate White
duplicating-sign-up

If you run the same event every month, or you are handing off a volunteer schedule to next year's coordinator, you are dealing with two different problems. Reusing a sign up calls for duplicating it. Handing it to someone else calls for transferring it. Here is how each one works, and how to tell which you need.


How to Duplicate a Sign Up

Duplicating creates a fresh copy of a sign up you already built, with a clean slate for new participants. None of your original sign up names or responses carry over, so it is ready to send back out the moment you update the details.

This is the right move for anything that repeats: a monthly volunteer schedule, a recurring practice or rehearsal, or an annual event you run every year with the same basic structure. Build it once, then duplicate it each time it comes back around.

Step-by-step

  • Go to your Sign Ups page and click the Created tab.
  • Click the ellipsis icon (…) next to the sign up you want to copy.
  • Select Duplicate, then click Duplicate again to continue.
  • Enter a new title and assign a group if needed.
  • Click Create Copy to finish.

For more details, see Duplicate a Sign Up in the Help Center.

Sparky

Genius Tip

If you run the same sign up every month, duplicate it once at the start of the season instead of rebuilding it each time. If you manage several linked copies, Tabbing lets participants find all of them from one shared link.

How to Transfer a Sign Up to a New Organizer

Transferring moves full ownership of a sign up to another SignUpGenius account, along with everything already on it. Participant names, responses, and sign up history stay intact. The new owner takes over notifications and management from that point forward.

This is what you want for a real handoff: a PTA board transition, a coach passing the reins to next season's team parent, or an outgoing volunteer coordinator handing things to whoever is stepping in. The recipient needs their own SignUpGenius account to receive it.

If you want to keep your original sign up and only hand off a copy, duplicate it first and transfer the copy instead. That way your original stays right where it is.

Step-by-step

  • Go to your Sign Ups page and click the Created tab.
  • Click the ellipsis icon (…) next to the sign up you want to hand off.
  • Select Transfer from the dropdown menu.
  • Enter the recipient's email address. They'll need their own SignUpGenius account to receive it.
  • Transferring several sign ups at once? Use the transfer icon in the header above your sign up list instead.

For more details, see Transfer a Sign Up in the Help Center.

Sharing Access Without a Full Handoff

If you just need another person to help manage a sign up without giving up ownership, Multiple Admins lets you add a co-organizer instead of transferring the whole thing.

See which plans include Multiple Admins
What You Want To Do Duplicate Transfer
Run the same event again Yes, start here No
Hand off to a new organizer No Yes, start here
Keep your original while sharing a version Yes Then transfer the copy
Participant list carries over No, clean slate Yes, stays intact

Stop rebuilding sign ups from scratch

Create a sign up once, then duplicate it every time the event comes back around.

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Frequently Asked Questions

How do I reuse a sign up for a recurring event?
Duplicate it from your account's Created tab. This creates a clean copy with no participant names carried over, so you can update the dates and publish it as a new sign up.

Will my participant list carry over if I duplicate a sign up?
No. Duplicating gives you a blank slate for new sign ups. If you need the participant list to stay intact, transfer the sign up instead of duplicating it.

Can I transfer a sign up to someone who doesn't have a SignUpGenius account?
No. The recipient needs their own account before you can transfer ownership to them. Once they have one, the transfer is immediate.

What happens to my original sign up after I transfer it?
It moves out of your account and into the recipient's. If you want to keep your original, duplicate it first and transfer the copy instead.

Can more than one person manage a sign up without transferring ownership?
Yes. Multiple Admins lets you add a co-organizer to a sign up without giving up ownership, which is a better fit than transferring if you just need shared access.

How to Add, Edit, or Delete People on a Sign Up

Manage who's on a sign up directly from your admin tools, no participant action required.

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Adding Multiple Administrators to a Sign Up

Share management of a sign up with a co-organizer without transferring ownership.

Read more

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I just coordinated a giant rowing event using SignUpGenius. I was able to manage the 142 volunteers quite effortlessly thanks to you all! The event went beautifully. I was able to email the folks I needed to easily, and the reminder email was perfect. Thanks for creating a really wonderful site.

Cam Sutter