Building Your Volunteer Group
The first step to using our Volunteer Management tools is to assemble the list of people who are going to be contributing their time to the club, the Primary and Emergency Contacts from your list of registrations.
This guide talks you through how to best set up your registration form so these people are easily identified for including in your central group of volunteers.
Sourcing Volunteers
The first screen you'll see is all the people that are in your central Volunteers group. Obviously, the first time in here, there'll be none.
This is where you start adding them in. You'll see that there are two options available to you.
Source from Primary Contacts
Even though it's the button on the right, it's the more efficient option. You'll get the opportunity to "bulk-add" the adults that were on each registration form on your event.
Add a Single Volunteer
This option is used more as the exception than the rule. If you've got somebody from outside the event, then you can add them to your group using this mechanism.
Registration Primary Contacts
After selecting this option, the next thing you'll see is all the Primary Contacts from each active registration in your event.
Across the top, you will see a set of filters (drop-down lists) that, when applied, allows you to narrow the set of people you're looking at. Note that these filters are built from drop-down lists that are used on your registration form. That is why it can be handy to ask a couple of questions up-front about volunteering interest. It'll make this step trivial if you can filter out the people not volunteering.
Note the button in the top right-hand corner.
This allows you to switch the view so you can see all Emergency Contacts. Again, you can use filters from questions you've asked to narrow the list.
For either view, once you've used the checkboxes to select your targets, you'll see a fly-up from the bottom of the screen that'll allow you to add the selected set straight into the group.
Adding a Single Person
If you've got one person in mind who is not part of the registration list, then you can just start typing his name into the field provided.
Note that if the system doesn't already know this person, you can just type their full name and hit 'Done', and the system will create this person's record on the fly.