So now you have an opportunity but where are all the volunteers?! Don’t worry, it’s easy to invite volunteers to your new system, especially if you have an existing database. This involves sending volunteers a unique link which not only lets them register, but also adds them to your volunteer list. You will then be able to see their details and manually add them to the opportunities on your system.
Once a volunteer has been registered on your system, you may wish for them to upload a picture or some identification before they get started with any voluntary work. These things can be made a requirement on your system through the admin settings and is outlined through the optional task in this lesson below.
Task
Invite or create at least one volunteer and then view their profile on your system.
The Process
Inviting Volunteers
Step One
Go to the ‘Volunteer Management’ tab.
Step Two
Click ‘Invite Volunteers’.
Step Three
Type in the email addresses/upload a CSV file of the volunteers you wish to invite.
Creating Your Own Volunteer
Step One
Go to the ‘Volunteer Management’ tab.
Step Two
Click ‘Create Volunteer’.
Step Three
Fill in all the registration information.
Advanced Task (Optional)
Alter your system settings so that new volunteers must upload a picture and/or a piece of ID before volunteering.
The Process
Step One
Go to the Admin Settings Cog.
Step Two
Click ‘TeamKinetic Options’.
Optional Next Steps (depending on what you want for your system)
– To require volunteers to be cleared first: Click ‘Registration’, then ensure that ‘No’ is checked on ‘Enable Access to New Volunteers’.
– To require all volunteers to have a profile photo: Click ‘Everything Else’ on the left-hand-side menu and make sure ‘Yes’ is checked on ‘Require Volunteer Photo’.
Under ‘TeamKinetic Options’ you’ll find a wide range of setup options to play around with. This can either be done now, or once the workbook is completed. We suggest you cover the basics first, but it’s entirely up to you!
1 Pingback