Volunteer Opportunities
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.
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!
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.
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.
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.
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)
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.
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.
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.
