Volunteer Management - The Volunteer's Experience

Volunteer Management - The Volunteer's Experience

Introduction

Your Customers can access a list of Volunteer Jobs via a Menu Item, and then can add them to the Cart like other Products. Contact Support to turn on the Menu Item.

Tip: we can customize the text of this menu as well if you prefer something other than "Volunteer Jobs".

Registering for a Job

Potential Volunteers can simply just navigate to the Volunteers Jobs section of your Shopping Cart and click to Search and View available Jobs.
exper1.png

From there, they just need to login or create an Account. Then, they simply choose a Participant and click the Register button.
exper2.png

They will then be shown the Registration Confirmation screen.
exper3.png

Viewing Registered Jobs

Once a Volunteer has registered for a Job, they can View it via the Account -> My Volunteer Jobs menu link. There, they can click to Cancel their Registration, or to Message other Volunteers.
exper4.png

Cancelling a Registration

If they can't make it, then a Volunteer can just click the Cancel button. Note: If they had already used an Any-to-Any Discount that originated from the registration, then cancelling will result in a balance due for the  discounted  amount.

Messaging other Volunteers

If a Volunteer wants to send a message to others that are registered for the same Job, then they can click the Message button. They can determine who gets the message, and how it is delivered. After composing a title and a body for the message, then can click the Send button.
exper5.png

Note: The capability for Volunteers (and Volunteer Leaders) to message each other is managed via a Configuration. Likewise, the amount of information that the System can share about fellow Volunteers, is managed via Configurations.
exper6.png

    • Related Articles

    • Volunteer Management - Setup and Overview

      Introduction Configio Volunteer Management can enable you to skillfully attract and manage Volunteers. Volunteers can register (and stay informed) for jobs via the Shopping Cart. The Checkout process can be skipped if there is no cost. Admins can ...
    • Volunteer Management - The Any to Any Discount

      Introduction To incentivize people to Volunteer for your Jobs, you can offer them a Discount to use on other Products. If they cancel, then they lose the Discount. If they have already made a purchase using that discount, then a balance due will be ...
    • CRM Address Management & Flow Down

      Introduction CRM Organizations can add different address for different departments or locations within the company. There's also the option to add a Primary Address for possibly the organizations head quarters. Address flow down occurs when a primary ...
    • Advanced Check In

      Introduction Configio's Advanced Check In feature enables you to take attendance across multiple Products on a single screen. It is very simple and very powerful - you choose your date to see a list of all Participant-based Products with a Calendar ...
    • Affiliations Overview

      Introduction Affiliations lets you empower users to create organizations. They can manage their organizations as coordinators. They can affiliate accounts to the organization and purchase products for their organizations. If the product grants a ...