To let team members sign themselves up for an event, edit the event, expand Registration Settings, turn on Allow Team Member Registration, and save. Team members then find the event in the mobile app under Register and tap Add. Team members can only join events that have this setting on; an event without it can only have team members added by someone editing the event on the web.
Who can do this, and where
Setting it up: team members who can create or edit events (Calendar level Supporter or Administrator) and account owners, on the web.
Registering: any team member, including administrators, in the mobile app. Administrators see every event open to team member registration under Register, not only their own.
On the web, a team member with edit rights can add themselves by editing the event and adding their name under Registrants.
Steps
Open the event and select Edit Event, or start a new event.
Expand Registration Settings.
Turn on Allow Team Member Registration.
Enter Members Needed, or leave it blank for unlimited.
Choose a Cancellation Approver if team members must get approval before dropping out. Leave No Approval Needed otherwise.
Turn on Notify Team Members to send a push notification "Team member needed for [event]!" to every supporter not yet on the event when you save.
Turn on Allow Team Member Overbooking if sign-ups may continue after Members Needed is reached.
Select Add Event or Update Event.
The event page then shows Team Member Registration: Allowed, and the calendar shows team member counts as registered/needed.
How team members register and drop out
In the mobile app, tap Register on Schedule. The list shows upcoming events that allow team member registration. Tap Add to join; the button reads Going once registered.
For a recurring event, the app asks Just this one, Choose dates or Every occurrence.
To leave, open the event, tap the three-dot menu, then Cancel registration. If the event has a Cancellation Approver, the option is Request to unregister: the approver gets a task on their Equip home page and an email, and chooses Approve or Deny from the task's menu. The requester is emailed the outcome, and an approved request removes their registration (for the series too, if they asked for that).
Team members can cancel at any time, even after registration has filled or the event has started.
Limits and gotchas
Once Members Needed is reached the event no longer accepts team member sign-ups unless Allow Team Member Overbooking is on. Staff can still add people by editing the event.
Notify Team Members fires when the event is created with it on, or when it is switched on later. Saving other changes does not resend it.
The mobile Register list only shows events that have not started yet. Someone opening an event that already started (for example from a notification) can still register if there is room.
The Team Members Needed filter on the web calendar shows events that still have spots for team members.
Deleting a registration removes that person's check-in and check-out times for the event.
FAQ
Why can a team member not see the event under Register?
The event does not have Allow Team Member Registration on, it is full and overbooking is off, it has already started, or the team member is already registered (registered events show on Schedule, not Register).
Why is an administrator seeing events under Register that are not theirs?
By design. Administrators see every event in the account that allows team member registration, so they can staff any event.
How do I add a team member to an event that does not allow team member registration?
Edit the event on the web and add them under Registrants. Self-registration in the app needs the setting on, but staff can add anyone they are allowed to see.
Who approves a cancellation request?
The person chosen as Cancellation Approver on the event. The request appears as a task on their home page and by email; they approve or deny it from the task's three-dot menu. If no approver is set, team members simply cancel.
Does registering for one occurrence register me for the series?
Only if you choose Every occurrence (or This and all future events on the event page). Just this one registers you for that date alone.
Can participants use this?
No. Participants sign up through Allow [Participant] Registration, which has its own Max Registrants limit. See "How do participants and team members register for events?".
Related
How do participants and team members register for events?
Add an event to the calendar
Create, edit or delete a recurring event
What is the Calendar, and who can see which events?
