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Volunteer Module
9 January 2025

Volunteer Module

Volunteer module is designed to simplify the process of managing volunteers for your events. This tool allows you to effortlessly track volunteer involvement, record their contributions, and ensure smooth coordination.


Creating a Volunteer Session

The foundation of your volunteer management is the volunteer session. Here's how to create one:

  1. Go to Events and select Volunteer Management.
  2. Click on Volunteer Sessions.
  3. Choose New Volunteering Session.
  4. Link to an Event: Select the specific event this session relates to.
  5. Provide Session Details: Enter a clear title, optional category, start and end dates, and a description.
  6. Assign a Coordinator (Optional): Select a member to oversee the session.
  7. Save and Continue.



Defining Volunteer Opportunities

Once you've created a session, define the roles or tasks needed:

  1. Click New Opportunity.
  2. Name the Opportunity: Clearly describe the volunteer role or task.
  3. Add a Description (Optional): Provide additional details or instructions.
  4. Enable Priority Scheduling (Optional): Prioritize time slots for optimal filling.


Creating Volunteer Time Slots

Establish specific time frames for volunteers to choose from:

  1. Click New Time Slot.
  2. Set Dates and Times: Determine the start and end dates and times for the time slot.
  3. Limit Volunteer Numbers (Optional): Control the number of volunteers per time slot.
  4. Track Credit Hours (Optional): Assign default credit hours for the time slot.
  5. Set Visibility Dates (Optional): Control when the time slot appears and disappears.


Managing Volunteer Participants

Easily add, remove, and manage volunteers:

  1. Access the volunteer session.
  2. Click the person icon to view and manage members.
  3. Add members to time slots.
  4. Edit earned credit hours as needed.


Assigning Volunteer Permissions

Control who can manage volunteer sessions:

  1. Access the volunteer permissions page.
  2. Assign "Overall Volunteer Module admin" or "Manage Volunteer Session" permissions.


Generating Volunteer Reports

Track volunteer activity and contributions:

  1. Access the reports section to view volunteer data.


By following these steps and utilizing the features of the Volunteer module, you can efficiently manage your volunteer program, recognize volunteer contributions, and enhance the overall success of your events.


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