Volunteer Management

Volunteer Opportunities

5min
volunteer opportunities is the landing page for volunteer management this is where you are going to create opportunities and events for volunteers to sign up for, as well as view who is registered to volunteer for each of those create an opportunity to create an opportunity (location for volunteers to sign up), follow these directions go to more (at the top of your admin panel) > volunteers once under volunteers, go to opportunities (the first tab of volunteers) > create opportunity from here you will be able to create your volunteer opportunity the popup will ask for title (of the opportunity) location (name) location (address) form (ability to attach to the volunteer opportunity) listing notice (add additional information) roles and needs per shift you can add additional roles if needed once the information has been entered, be sure to select " create opportunity " to save when the opportunity is created, you will be able to select +add shift from here you can add as many timed volunteer shifts as needed this includes the date, and start/end times be sure to select done to save alternatively, you can create an opportunity that is not a set time by selecting a general slot from the add shifts modal once your shift times have been added, you will be able to turn the sign ups on by toggling the off to on , and patrons will be able to sign up and volunteer! manage an opportunity in addition to setting up your volunteer opportunities, you can manage them from the opportunities tab each opportunity has its own dashboard which allows provides the following information number of volunteer slots filled for all shifts of this opportunity number of upcoming shifts required roles, and the ability to edit the roles ability to add a shift report on the opportunity the ability to sign up new volunteers to the opportunity as well as remove volunteers from a shift under the more dropdown (next to the opportunity and on the dashboard), you can access turn on/off (enable and disable the opportunity) messages (send a message to the volunteers) requests (review sign up requests for the opportunity) roster (view all volunteers) share (link and qr code to sign up) notices (additional information for the opportunity) edit (adjust the settings) archive (remove from the opportunities live page) note each of these items can also be accessed through the options dropdown next to each available volunteer time and the overall volunteer event under more turn the opportunity on/off this simple button provides the ability to turn the opportunity on and off at any point messages messages include the ability to message all volunteers requests requests will show any pending requests for volunteers (anyone who has signed up to volunteer and needs to be approved) roster the roster will show all the volunteers who are signed up for the opportunity share if you wish to share the opportunity via link or qr code, you can do so via this tab notices notices are used to share additional information with your volunteers about the event or opportunity they are signing up for edit when you open up the edit tab, you will be able to adjust the settings for the opportunity archive when choosing to archive an opportunity, this will remove it from the "live" opportunities page you can still access the information, but it will not be live for sign ups new signup at any time, you can also add a new signup for any of your opportunities similar to the new order button on the events page, new signup gives the admin the ability to sign up a volunteer at any time requests within opportunities if you wish to request a specific volunteer within an opportunity, simply go to options (next to the opportunity date) or more (at the top of the opportunity) > requests once selected, you will be brought to a page showing any pending volunteer requests to the option to + request you will want to select + request to and a volunteer once selected, you can choose which role you are requesting and click continue from here, you can add a new volunteer (if do not have any yet) or select a previous volunteer by clicking the box next to their name once added or selected, click next at the bottom after selecting next , you will then be prompted to include an optional message to these volunteers this could simply be an explanation for the request or more information about the opportunity finally, after you create your message, you can select send request at the bottom and your request to the volunteer will be emailed to them today's volunteers the today's volunteers tab, on the opportunities page, will give you a look into who is volunteering that day this can also be sorted and looked at based on roles date name/email (can be searched) sort opportunities sorting your opportunities is a great way to manage the page and the order in which you read through the sign ups and opportunities available remove a volunteer from an opportunity to remove a volunteer from an opportunity navigate to more (at the top of your admin site) > volunteers once there, select the title of the opportunity (located on the opportunities tab) and click dashboard once on this page, select view, as this will bring up those who have signed up when view is selected you can delete any volunteers from the list using the trash can icon move a volunteer from one role to another within an opportunity shift if you have setup your opportunity to have multiple roles within it it is possible to move a volunteer from one role to another easily to do so click options, next to the opportunity, and select roster click edit, next to the volunteer you wish to move now in the pop up, select the new role you wish to have them work, and save now on your opportunity you will see that the volunteer has been moved to the new role on that shift public volunteer page docid\ ygvutsz8syn4qksdo2s33 manage volunteers docid\ zy9pnucvk tvhgkvbzrsp