Add a Volunteer
- Open More > Volunteers.
- Click Add Volunteer.
- Choose a volunteer form template when more than one is available.
- Complete the form and click Add Volunteer.
The current template controls the fields. Common fields include name, contact details, address, roles, languages, certifications, availability, experience, notes, tags, and other program-specific questions.
Find Volunteers
Use status views to switch the roster, search by name or email, and narrow the current view with one or more tags. Sort by name, recency, status, or other roles.
The workbench can show status, linked adopter/foster roles, schedule, skills, interests, preferred roles, languages, custom fields configured as list columns, and updated date. Optional columns can be enabled from the table's column controls. When a volunteer's skills, interests, preferred roles, or languages are empty on the record, those columns show the answer to the matching question on the volunteer's form. Because those questions already feed the built-in columns, the column controls offer only the built-in Skills, Interests, Preferred Roles, and Languages columns, and a saved view that showed the older question's column now shows the built-in one.
Profile Layout
Select a row to open the volunteer console:
- Header: avatar, status, address, tenure, and linked-role chips.
- Metrics: Upcoming Shifts (Upcoming shifts & availability when the volunteer has a recurring schedule), Hours this year, and Documents.
- Facts: contact, Application with Volunteer since, and saved notes.
- Panels: Profile Highlights, Availability, Upcoming Shifts, Custom Details, and Email History when data exists.
- Footer areas: activity and team notes.
- Toolbar: Profile and Documents views, profile search, and print.
Click the avatar to upload a profile image when you can edit the record.
Status and Actions
Statuses are Pending, Active, In Training, Inactive, Denied, Suspended, and Blocked.
For a non-pending record, click the status badge to open the status-change dialog. The action menu can provide:
- Send Email, when an appropriate template and email address are available.
- Archive or Unarchive.
- Convert to Adopter or Convert to Foster.
- Delete.
Conversion can add the new role while keeping the volunteer role, or replace the volunteer role. Archive preserves the record as Inactive; delete permanently removes the volunteer role.