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If you’ve ever managed onboarding or product support for growing teams, you know the drill: Slack fills up with “Can someone hop on a quick call?”, inboxes overflow, and your calendar starts to look like a losing game of Tetris. One-to-one calls can be valuable, but they don’t scale — and they often leave both customers and support teams frustrated.
That’s where Sign-up Sheets come in. By turning ad-hoc requests into structured, scheduled sessions, you create a predictable way to deliver help, keep customers happy, and give your team breathing room.
Why Sign-up Sheets work for onboarding and help
One-to-one help is great… until it isn’t. As your user base grows, ad-hoc calls turn into long threads, missed messages, and burned calendars. A sign-up sheet gives you:
Benefit | Explanation |
Structure | Customers see available slots, pick one, and know what to expect |
Speed | No back-and-forth scheduling |
Scale | Run repeatable sessions (office hours, Q&A, setup calls) without chaos |
Signals | Slot demand reveals where users get stuck |
When to use them
New customer onboarding: Weekly “Getting started” sessions for fresh accounts
Feature rollouts: Short “What changed and how to use it” clinics
Quarterly office hours: Open Q&A for admins and power users
High-touch moments: Migrations, billing transitions, SSO setup
Group training: Cohort onboarding after a sales event or campaign
Session formats that work
Format | Duration | Description |
Quick clinics | 15–20 min | One topic, focused demo, live questions |
Deep dives | 30–45 min | Complex setup sessions (integrations, permissions) |
Open office hours | 30–60 min | Bring your questions; first come, first served |
Cohort onboarding | 45 min | Onboard new customers from recent campaigns |
How to set this up in Doodle (5 Steps)
Create a Sign-up Sheet Name it clearly (e.g., Onboarding Office Hours – Thursdays).
Add time slots Offer 1–2 recurring windows weekly. Keep slots short (15–30 min).
Set capacity
1:1 troubleshooting → capacity 1–3
Office hours / demo → capacity 10–50 (use mute + chat Q&A)
Collect the right info Required fields: product area, question, account domain, urgency, ticket ID, screenshots.
Share internally and externally Pin links in your help center, onboarding emails, in-app tips, and CS macros.
Sample agendas
Onboarding office hours (30 min)
0–5: Welcome, session goals
5–10: Quick product tour focused on first value
10–25: Live questions (prioritize shared blockers)
25–30: Next steps + resources
Feature rollout clinic (20 min)
0–3: What changed and why
3–10: Live walkthrough
10–17: Q&A on common pitfalls
17–20: Call to action + docs link
What to collect before the session
Data Needed | Example |
Use Case | “Team calendar setup,” “Billing roles,” “SSO with Azure” |
Environment | Browser/OS, workspace ID, region |
Goal | “Invite team and book first meeting,” “Enable and test SSO” |
Artifacts | Screenshots, error messages, CSVs, Loom videos |
This prep turns a 30-minute scramble into a 10-minute fix.
Capacity and coverage tips
Offer staggered AM/PM time slots for time zones
Rotate hosts (CS, Support, PMs) to balance workload
Use overflow sign-up sheets if demand spikes
Communication templates
Confirmation (after sign-up – automated by Doodle)
Reminder (24h before – automated by Doodle)
Instructions (3 days before – personalized) Share prep material with participants (e.g., documents, credentials, or checklists they’ll need before the session).
Thank you (after session – personalized) Thank attendees for their time, share key resources or notes, and invite them to book another slot if more questions come up.
Success metrics to track
Metric | Target / Action |
Attendance Rate | 70–85% show-up rate |
Time to Success | Days from sign-up to first key action |
Topics per Session | If >3 recurring, split or theme clinics |
Repeat Questions | Update docs or add in-product hints |
CSAT After Session | One-question pulse: “Was this helpful?” |
Troubleshooting common issues
No-shows: Send a 2h reminder + reschedule link
Overloaded Q&A: Cap capacity or collect questions beforehand
Off-topic requests: Keep a “parking lot” list and redirect
Repeated blockers: Turn into a kickoff demo or pre-checklist
Examples of themed Sign-up Sheets
First 10 Days with [Product] – weekly new user sessions
Admin Setup Clinic – SSO, permissions, provisioning
Data Imports Live Help – CSVs, integrations, mapping
Feature Spotlight: [New Feature] – 3-week limited series
House rules for smooth sessions
Start on time, close room at capacity
Triage questions in chat; group duplicates
Record demos only (no personal data)
End with clear next steps + single resource link
Make It easy to discover
Help center: “Need live help? Pick a slot”
Onboarding emails: Add links in Day 1 + Day 3 messages
In-app nudges: Show the sign-up link near blocked actions
CS macros: Add sign-up links in FAQs and replies
Why Doodle fits this use case
Doodle’s Sign-up Sheets give you structured session management with capacity limits, clear time slots, and the info you need upfront — so customers get help faster and your team stays sane. Pair them with Booking Pages for dedicated 1:1 onboarding needs.
