Remind your Volunteers of their schedules before the Opportunity to help ensure they attend.
Manually sending schedules
You can send a Volunteer's schedule to them from the Volunteer list. This method will send the schedule immediately.
- Navigate to the Volunteer list.
- Select the Volunteers members you wish to send schedules to using the checkboxes along the left-hand side of the list.
- Click Take Action to open a list of actions.
- Select Send Personal Schedule.
Tip: You can include a custom message if you would like. - Click Send.
Automatic reminders
You can also set a pre-scheduled date and time to send out the schedule to Volunteers. To do so,
- Navigate to your Opportunity Settings.
- Select Shift & Schedule Settings.
- Under Automatically Send Personal Schedule, click Add Date to get started.
- You can then choose between two different options when scheduling this reminder.
- Set a custom date and time, or
- Set the reminder for a specific time period leading up to the Opportunity (shown below).
Allows you to set a specific date and, time prior to the Opportunity start date, at which the Schedule reminder will be sent to your Volunteer list.
Tip: Whichever method you choose, you can always set multiple dates/intervals.
- Optional: Click Customize Reminder to write a personal message as well as add a formatted chart-view of the volunteer's personal schedule.
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Once you've finalized your selections, click Save to complete setup.
Note: Along with the Schedule reminder, anyone who has pending Shift Confirmation Requests will be prompted to respond.