Sending Schedule reminders to your 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. Navigate to the Volunteer list.
  2. Select the Volunteers members you wish to send schedules to using the checkboxes along the left-hand side of the list.
  3. Click Take Action to open a list of actions.
  4. Select Send Personal Schedule.
    Tip: You can include a custom message if you would like.
  5. Click Send
send-personal-sched

Automatic reminders

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

  1. Navigate to your Opportunity Settings.
  2. Select Shift & Schedule Settings.
  3. Under Automatically Send Personal Schedule, click Add Date to get started.
    automatic-schedulermdr
  4. 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.
      InitLive_-_Event_Settings


      Tip: Whichever method you choose, you can always set multiple dates/intervals. 

  5. Optional: Click Customize Reminder to write a personal message as well as add a formatted chart-view of the volunteer's personal schedule.
    custom-reminder
  6. 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.