Send Schedule Reminders to Volunteers

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.

1. Open your organization. If you are in more than one organization, open the correct organization for the volunteer.
2. On the organization home page, click Volunteers.
3. Select the Volunteers members you wish to send schedules to using the checkboxes along the left-hand side of the list.
4. Click Take Action to open a list of actions.
5. Select Send Personal Schedule.
6. Tip: You can include a custom message if you would like.
7. Click Send.

Automatic reminders

You can also set a pre-scheduled date and time to send out the schedule to Volunteers. To do so:

1. Open your organization. If you are in more than one organization, open the organization for the opportunity you are editing.
2. Click Opportunities.
3. Select an opportunity.
4. Click the General Settings, Notifications, and Permissions icon . 
5. Select Shift & Schedule Settings.
6. Under Automatically Send Personal Schedule, click Add Date to get started.
   
7. 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. 

8. Optional: Click Customize Reminder to write a personal message as well as add a formatted chart-view of the volunteer's personal schedule.
   

9. Once you've finalized your selections, click Save to complete setup.