Setting up Volunteer Registration

How to Use the Volunteer Tool

Activate the Volunteer Button:

1. Navigate to Tools >> Volunteers.
2. You’ll see three options:
   • Disable Volunteer Tool: By default, the volunteer tool is turned off.
   • Enable Volunteer Tool: Activates the volunteer tool for your event.
   • Use External Tool: If you prefer to manage volunteers using another system, this option allows you to link the volunteer button on your registration page to your chosen volunteer management tool.

Managing Volunteers:

• Export Excel: Download your volunteer list as an Excel file.
• Export CSV: Export the volunteer list in CSV format.
• Email Volunteers: Send emails to your volunteers directly from the platform.
• Manage Tasks: Set up and organize tasks for volunteers.
• Manage Questions: Add custom questions for volunteers (e.g., shirt size, dietary restrictions).

Adding and Managing Volunteer Tasks:

Create and manage tasks for your event, such as aid station duties. Volunteers can choose their preferred tasks when signing up. For each task, you can specify a description and the capacity (i.e., how many volunteers are needed for that role). The capacity works similarly to race registration limits—once the capacity is filled, the task is closed to additional volunteers.

Key Volunteer Features:

• Export Volunteer List: Easily export your volunteer data to Excel or CSV files for reporting or tracking purposes.
• Create Volunteer Jobs: Define various roles (e.g., aid station, packet pickup), allowing volunteers to pick their preferred job when registering.
• Custom Questions: Ask volunteers specific questions related to their role, such as shirt size, availability, or any special requests.

This tool provides everything you need to effectively manage and organize your volunteers!

Video Tutorial: