FAQ Portal

A Clipform is a shared digital sign-up sheet. One person creates it, shares the link, and everyone can claim a spot, volunteer for a shift, or say what they're bringing — no paper sheets, no long text chains. You can set limits on every option (two volunteers per shift, five entrées, one family per conference slot), and Clipform closes each option automatically when it's full.

No. By default, anyone with the link can sign up without registering or logging in — they click a spot, fill in their information, and submit. Participants who do have a Clipform account get their name, email, and phone auto-filled, and can view, edit, or cancel their own sign-ups later.

When you create a clipform, you choose one of two types. A Sign-Up Sheet is a set of lists where people claim spots or items — perfect for potlucks, donations, and volunteer roles. A Shift Schedule is built for time-based scheduling: it generates shifts with start and end times grouped by date, and participants can select several shifts at once and sign up for all of them in a single submission.

Yes. You decide what's visible: public visitors only ever see first names with a last initial (like "Sarah J."), and you can mark any field — email, phone, or answers to your questions — as visible to everyone or to organizers only. Your account itself is protected with email verification and optional Two-Factor Authentication.

Click "New Clipform" from your dashboard and follow the guided steps: start from scratch or pick a template, give your clipform a name, description, and timezone, choose Sign-Up Sheet or Shift Schedule, then add your lists with their limits and the information you want to collect. Review everything and publish — you'll get a share link immediately.

Each list can collect a participant's name, email, and phone number, plus your own custom questions (like "What dish are you bringing?"). Every field can be toggled on or off, marked required or optional, and set to be visible to everyone or to organizers only.

Give any list a limit — say, 5 spots — and Clipform enforces it automatically. Everyone can see how many spots are taken, and once the limit is reached the list closes and the sign-up button is disabled. If an organizer removes an entry or a participant cancels, the spot reopens on its own. Leave the limit blank for unlimited sign-ups.

Yes. Each list can have a lock date. Sign-ups stay open through the end of that day in your clipform's timezone, and after that the list shows as expired and no longer accepts entries.

Yes. In the create wizard, choose "save as draft" instead of publishing — your clipform is saved privately with no public page, and you continue editing it from its manage page whenever you're ready. Drafts don't count against your plan's active-clipform limit, you can invite collaborators to polish a draft together, and publishing takes one click (with a heads-up if any lock dates have already passed). A published clipform with no sign-ups yet can also be reverted back to draft.

Yes. From the manage page you can edit the clipform's details, change list settings, add new lists, or remove ones you no longer need — changes take effect immediately on the shared link. You can also add, edit, or remove individual sign-ups on behalf of participants.

Every clipform gets a short public link, which you can copy with one click from the manage page. Share it however your group communicates — email, group chat, a newsletter, or a flyer. Anyone who opens the link sees the live sign-up sheet on any device.

They see your clipform's name and description, each list with how many spots are taken and how many remain, and who has signed up so far — shown as first name and last initial only. Any information you marked "organizers only" is hidden from public view.

The list closes automatically and its sign-up button is disabled, so nobody can overbook or double up. Participants can immediately see which options are still available, and if a spot frees up, the list reopens on its own.

Participants who signed up while logged in to a Clipform account can edit or cancel their own entries any time the clipform is still active. Guests who signed up without an account can't edit their entry themselves — but any organizer can update or remove it for them from the manage page.

Turn on Waitlist in the manage page's Advanced Settings and full lists start taking waitlist entries instead of turning people away. When someone cancels, the first person in line is promoted automatically and emailed. Waitlisted entries don't count against the list limit and are excluded from exports until they're promoted.

Yes — Ticketing & Check-In is an Ultra feature. Turn it on in the manage page's Advanced Settings (or when creating the clipform) and every confirmed sign-up gets a unique QR ticket by email. On event day, anyone the clipform is shared with can open the door check-in scanner, scan tickets with their phone camera, confirm the attendee's details, and check them in — with live counts shared across every scanner. Attendees with accounts can also retrieve their ticket from My Submissions.

By default your clipform is open to anyone with the link. If you need more control, Clipform Restriction (an Ultra feature, under the manage page's Advanced Settings) requires participants to sign in with a verified Clipform account and limits sign-ups to an approved list of email addresses or domains — handy for keeping a staff or school event limited to your organization.

Yes — Clipform is built for teams as much as individuals. From the Sharing settings, invite a collaborator by email as a Viewer, Editor, or Co-Owner. The invitation appears on their Clipform dashboard and in the Sharing portal (the Sharing link in the top navigation), and they'll need a verified email address on their account to accept it.

Viewers can see all sign-ups, including organizer-only details, but can't change anything. Editors can manage the sign-up sheet itself — adding and editing lists, managing entries, and exporting data. Co-Owners have full control, including clipform settings, archiving, and inviting or removing other collaborators.

The Sharing page (the Sharing link in the top navigation) shows it all in one place: pending invitations you can accept or decline, folders and clipforms shared with you along with the role you hold, and everything you've shared with others with each person's permission level and a revoke button. A badge on the Sharing link tells you when invitations are waiting.

Yes — ownership transfer is built for handoffs like a role change or someone leaving. As the owner, open the item's Settings, choose Transfer ownership, and enter the new owner's email; you can keep yourself on as a Co-Owner or step away entirely, and a folder transfer can optionally include the clipforms you own inside it. Nothing changes until the recipient reviews and accepts the offer from their Sharing page — including clear warnings if their plan doesn't cover a feature the clipform uses.

Yes — with team folders (a Pro feature). Put your clipforms in a folder and share the folder itself with your team. Everyone you invite gets access to every clipform in that folder, with the role you choose (Viewer, Editor, or Co-Owner) — and any clipform you add to the folder later is instantly available to them too, with no re-inviting. Removing a clipform from the folder removes team access to it. It's ideal for a board, staff, or committee that runs many sign-up sheets together.

Yes. Everyone works from the same live clipform, so a PTA committee can split the work — one person managing volunteer shifts, another tracking food sign-ups — while all of them see the same up-to-the-moment entries, updates, and remaining needs.

Everyone you share a folder with sees the folder page and holds their role (Viewer, Editor, or Co-Owner) on every clipform inside it. Editors and Co-Owners can also add clipforms to the folder — ones they own or that are shared with them — including creating a brand-new clipform right from the folder page, and they can remove their own clipforms from it. Removing anyone else's clipform, and the folder's settings, sharing, appearance, public catalogue, and deletion, belong to the folder owner alone. Viewers can't change the folder's contents at all.

Every clipform keeps an automatic audit trail. It records key actions — lists added or removed, sign-ups added, edited, or deleted, collaborators invited or removed, settings changed — along with who did it and when, so a team of organizers always knows what changed.

Folders keep your dashboard organized. Create folders like "School," "Work," or "Neighborhood" and file your clipforms into them — a clipform can live in more than one folder at once. Every folder has its own management page with search, members, appearance, and settings, and deleting a folder never deletes the clipforms inside it.

Yes. Open the folder and click New Clipform — the create wizard opens already pointed at that folder, and the new clipform is filed into it automatically the moment you publish or save it as a draft. Drafts stay visible only to you and your collaborators on the folder page; they never appear on the folder's public catalogue until published. Folder Editors and Co-Owners can use this too, so a team can build its sign-up sheets right where they're organized.

A public catalogue (a Pro feature) turns a folder into one shareable page listing all its open sign-ups — perfect for a teacher sharing every classroom sign-up with parents through a single link. Turn it on from the folder page's Public Catalogue section, add a welcome description and a color theme, and share the link or QR code. Only clipforms you own appear, archived ones never do, and the page updates instantly as you add or remove clipforms. Cards sort by nearest lock date, or float still-open sign-ups to the top with smart ordering.

Archiving retires a clipform when the event is over: it stops accepting new sign-ups and is hidden from public visitors, but you and your collaborators keep full access to everything that was collected. You can restore an archived clipform at any time, so nothing is ever lost.

Your dashboard has one search bar that suggests matching clipforms and folders as you type and can filter the current view, plus view pills — All, Uncategorized, Folders, Archived, and Ticketing when you have live ticketed events — and a "Jump Back In" shortcut to your most recent clipform that stays put no matter which view you're browsing.

Templates save a clipform's whole layout — its lists, descriptions, fields, and limits — so you can reuse it for the next event without rebuilding it. You can save any existing clipform as a template, browse ready-made templates when creating a new clipform, and share your own templates with other organizers via a link or import code.

Yes — click Duplicate on the clipform's manage page (or its dashboard card menu). You get your own private draft copy of the lists, fields, limits, and settings — sign-ups, collaborators, and lock dates don't copy — ready to adjust and publish. For a reusable blueprint you'll use again and again, "Save as Template" is still there too.

Yes. Every clipform exports to a CSV spreadsheet with one click from the manage page — the file includes each participant's name, email, phone, sign-up time, and their answers to your questions, and it opens cleanly in Excel or Google Sheets. Pro organizers also get an Excel export with each list on its own tab, plus a live Google Sheets link: paste one formula into a sheet and it keeps itself updated as sign-ups come in.

Two ways. Turn on Participant Reminders in the manage page's Advanced Settings and Clipform emails everyone who provided an address a reminder the day before their list's lock date, automatically. For anything more tailored, the CSV export opens in Excel or Google Sheets and works directly with mail-merge tools, so you can send your own emails or texts telling participants what they signed up for and when to show up.

Verifying your email — with the link or 6-digit code we send you — unlocks the collaborative side of Clipform: accepting invitations to help manage other people's clipforms and signing up on restricted clipforms. You can re-send the verification email from your dashboard, with a limit of a few requests per month.

Two-Factor Authentication adds an extra layer of security by requiring a temporary code from an authenticator app (like Google Authenticator or Authy) in addition to your password. Enable it under the Security tab of your Account Settings by scanning the QR code with your app, and you can turn it off from the same place.

Use the "Forgot password" link on the login page. We'll email you a secure link to choose a new password. If you have 2FA enabled, you'll still enter your authenticator code when you log back in.

Yes — enterprise plans give an organization a block of Pro or Ultra seats managed by a designated leader. Members are enrolled by email address or automatically by email domain, their personal accounts pick up the organization's plan with no billing on their side, and the leader manages the roster from a self-service portal. Contact support to set one up.

Free ($0) covers everyday organizing: up to 3 active clipforms with standard sign-up fields and automatic limits. Pro is for busy organizers and teams: unlimited active clipforms, multiple custom questions per list, Excel and live Google Sheets exports, Smart List Ordering, description links, team folders, and public folder catalogues. Inviting co-owners and editors to a clipform is free on every plan. Ultra adds Ticketing & Check-In, access restrictions, and API access. You can upgrade, manage your billing, or redeem a coupon code under Billing & Plans in your Account Settings.

Open Billing & Plans in your Account Settings and choose Upgrade on the plan you want. You'll be taken to a secure checkout page hosted by Stripe, our payment partner, to enter your card — the moment payment succeeds, your new plan is active on your account. Plans bill monthly and you can cancel anytime; there's no contract.

Click Manage billing under Billing & Plans. That opens your secure Stripe billing portal, where you can switch between Pro and Ultra (the price difference is prorated automatically), update your payment method, download past invoices, or cancel. Cancelling takes effect at the end of your paid month — you keep your plan until that date, and you can change your mind and resume from the same portal at any point before then.

No. All payments are processed by Stripe, and your card number is entered only on Stripe's secure pages — it never touches Clipform's servers. Clipform only ever knows your subscription's status, like which plan you're on and when it renews.

Nothing dramatic. Stripe retries the charge automatically and emails you to update your card, and you keep full access to your plan during a grace period. If the payment still can't be collected after that, your account returns to the Free plan — but nothing is deleted: every clipform, sign-up, and folder stays exactly where it was, and a successful payment or fresh upgrade restores your plan instantly.

Your data is never deleted. Everything you built stays in your account — clipforms over the Free active limit keep running; you just can't create new ones until you're back under the limit (archiving old clipforms frees slots). Paid features pause rather than break: live export links and public catalogues go dormant, description links display as plain text, and everything lights back up the moment you upgrade again.