Scheduling

How to manually approve volunteers for an event or a position?

Step 1: Go to the notifications tab Step 2: Click on the name of the volunteer to see their entire profile. Step 3: You can also look at their previous sign-ups, track their onboarding process under the checklist, and see if any documents are attached. Step 4: Close the profile and decide whether to Approve […]

How to make a position private?

Step 1: Go to the position Step 2: Select the edit option under the Actions dropdown Step 3: Check the box that says “Make the position private” Step 4: Scroll down and Update position

New flow of fixed scheduled position

Benefits of having the new flow: We can have a different count of volunteers for different shifts.  Previously, if a volunteer signed up for a morning shift later he cannot go back to the calendar to sign up for the other shift. Whereas in the new flow, a volunteer can sign up for a certain […]

How to create a flexible schedule position?

Flexible schedule position: Written Instruction In the home page, click the “New Volunteer Opportunity” drop-down box and select “Flexible Schedule Position” in the drop-down menu. List the title of the volunteer opportunity and the number of volunteers needed. Describe what the position entails, including job description, location, and the goal of that specific opportunity. If you […]

How to create One-Time Event?

One-Time Event: Written Instruction Step 1: Provide Basic Event Information List the name of the event, venue, and location. Click on the “Event Starts” field to bring up this pop-up calendar. Then select the event’s date. Once you choose your date, set the time the entire event begins by selecting the clock symbol. Be descriptive in explaining […]

How to create a fixed schedule position?

Fixed schedule position: Written Instruction Click on “New volunteer opportunity” on the home page and select fixed schedule position. List the title of the volunteer opportunity and the number of volunteers needed. Designate whether the opportunity is for individuals, groups or both. Describe what the position entails, including job description, location and the goal of that […]