Custom Volunteer Forms

Volunteer profiles and public applications are driven by your volunteer form template. Use custom forms when your program needs role-specific questions, agreement fields, or synced list columns.

Open Volunteer Forms

1. Go to Settings > Forms.
2. Select Volunteer Form.
3. Choose an existing template or create a new one.

Form Structure

Forms are built from:

• Sections: Groups of related questions.
• Fields: Individual inputs inside sections.

Common volunteer sections include personal details, availability, interests, skills, experience, certifications, references, and agreements.

Create a Template

1. Click New Template.
2. Name the template.
3. Add sections.
4. Add fields to each section.
5. Mark required fields where needed.
6. Preview the form.
7. Set the template as default when ready.

Field Types

Volunteer forms can use common field types such as text, email, phone, textarea, number, date, select, multiselect, boolean, address, file upload, agreement/signature, currency, and rating fields.

Custom Fields on Profiles and Lists

Answers appear in Custom Details on the volunteer profile. Fields configured to sync to columns can also appear in the Volunteers table.

Use synced columns sparingly for information staff need while scanning the list.

Public Applications

The default volunteer template controls the public volunteer application at your direct volunteer URL and volunteer embed component. Applicants submit the form, and their records appear as Pending volunteers.

Related Settings

• Use Settings > Contracts to manage volunteer terms.
• Use Settings > Embeds to copy volunteer form embeds.
• Use Settings > Email Templates for application acknowledgments and confirmations.