Confirmations & Reminders
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      1. Bloomerang Volunteer Knowledge Base
      2. Managing Your Schedule (Administrator)
      3. Confirmations & Reminders

      Shift Confirmation: Making sure your Volunteers can make it to their Shifts

      To help develop transparency between Opportunity managers and volunteers, and confirm volunteers' ability to attend, check out our Shift Confirmation process.

      Manual Requests

      You can request schedule/shift confirmation from the Volunteer list, or from your Schedule. In both the Volunteer list and the Schedule, requesting confirmation works the same way. First, select the Shifts or Volunteers you want to send the request for using the checkboxes beside the Shift name or the Volunteer. Once you have your selection, click Take Action Icon of a white checkmark on black square with rounded corners next to a triangle pointed downward. and choose Request Schedule Confirmation.

      InitLive_-_Schedule

      The Volunteers chosen, or within the chosen Shift, will receive an email asking them to confirm their Shifts. They will be brought to a page where they can either Confirm or Decline the Shift(s). They can accept each Shift individually, or all at once.

      confirm-shifts

      Automation

      If a Volunteer declines a shift, you also have the option for the system to automatically remove the user from that shift, making room for someone else to fill it. This is a great way to automate a repetitive step (so long as reviewing the reason why the user declined the shift isn't important to you). You can enable this in Shift & Schedule Settings. In these settings you can also set your notification preference.

      Request Visibility

      To stay informed as Volunteers confirm or decline shifts, you can turn on email and/or bell notifications. You can also filter your Volunteer list based on confirmation states to see which Volunteers have confirmed all shifts, declined any shifts, have any pending shifts, or have no confirmation requests sent. You will also be able to review the reasons behind any declined shifts and can pull a report for this.

      notification-preferences

      Manual Override 

      In the case that Volunteers email or phone you to communicate if they can or cannot attend, you, as the Opportunity manager, have the ability to change their confirmation status on their behalf. You can do so by navigating to the Volunteer's profile and selecting the confirmation state of any Shift in their Schedule.