Volunteer Dashboard Instructions

How do I create a new volunteer opportunity?

1. In the Volunteer Management menu, click “Opportunities”
2. On the Opportunities page, click “Add Volunteer Opportunity”
3. Fill in all of the “Volunteer Opportunity Details” fields
4. Click the blue “Publish” button

What is the difference between the two types of opportunities?

One-time volunteer opportunities happen at a fixed date and time. One example might be a trivia night fundraiser where you need volunteers to help check in attendees.

Flexible volunteer opportunities can happen on different days and times. One example might be weekly tutoring. Another example could be looking for a volunteer to help with your social media or blog.

How do I add a volunteer to our database?

Volunteers appear in the database after signing up for an opportunity. You can’t manually add a volunteer to the database.

How do I add notes about a volunteer?

1. In the Volunteer Management menu, click “Volunteers”
2. Click the name of the volunteer you’d like to add a note about
3. Click “Edit Volunteer Info”
4. Scroll to the bottom of the page to the Notes section
5. Add or edit any notes
6. Click “Update User” to save any changes

How do I remove a volunteer from a specific opportunity?

If a volunteer is no longer able to help out with a specific opportunity, you can remove them from the signup list.

1. Click “Opportunities” from the Volunteer Management menu
2. Find the opportunity you need to remove the volunteer from
3. Click the opportunity to edit
4. Scroll down to the RSVP list, find the volunteer’s name and click “Remove RSVP”
5. Confirm their removal by clicking the blue “Remove RSVP” button

You can also remove the RSVP through that individual volunteer’s profile.

How do I create a recurring opportunity?

If you have a recurring opportunity where different people will sign up each time, we recommend creating a one-time opportunity for each date and time. That will allow you to track the RSVPs separately.

If the recurring opportunity will have the same volunteers each time, we recommend creating one flexible volunteer opportunity.

Within the Help & Settings page, you can set a default form to use when new opportunities are created. You can also modify which form is displayed when editing an individual volunteer opportunity.