Volunteering

To enable volunteer positions on your public site, navigate to Settings > Global Settings > [Look & Feel] tab. Here, scroll down to the Products, Subscriptions & Volunteer Sign-up Links header, in the Navigation/Links section. Check ​​ Enable next to Add Volunteer Position, scroll down to the bottom of the page, and select Save. By doing so, you will display a button on your checkout page that offers members the chance to sign up for volunteer positions.

By selecting Volunteer Sign Up the member will be taken to a list of available positions. They may then learn more about the listed permissions by selecting the View Details options to expand thee listing. Finally, they may select a desired position using the Select button, choose a member to fill the position, and proceed with checkout. 

Volunteer positions must be filled by site members. Should a family member who does not have an account wish to volunteer the account holder should reserve the spot and make arrangements with administrators to be substituted.

1. Select Add New Volunteer Position
2. Enter the position information
3. Select Save

Creating a new volunteer position is started by selecting Add New Volunteer Position from the toolbar. The system will generate a new form to be filled out regarding the desired position.

Number Of Positions To Create: Enter the number of positions you would like to create with the details below. Please be sure that the number of positions, the number of expected registrations, and required credits all scale nicely.
Summary: The name of the position(s) you are creating.
Description: The description/details of the position(s) you are creating.
Credits: The number of credits gained for volunteering for the position.
Season: The season in which the volunteer position is linked. This position will only display for those registering in programs within the same season.
Category: The category in which the volunteer position is linked. This position can be filtered using the specific category drop down selection on the volunteer signup page.
Category Level: The category level in which the volunteer position is linked. This position can be filtered using the specific category level drop down selection on the volunteer signup page.
Program: The program in which the volunteer position is linked. This position can be filtered using the specific program drop down selection on the volunteer signup page.
Event: Event selection is not yet available. This option is in place for future development.
Start Time: The start day/time of the position(s) you are creating.
End Time: The end day/time of the position(s) you are creating.
Member: The assigned member for the position. Assigning a member to a position removes it from the listings for others. 
Mark As Completed: Selecting this option will set the volunteer position as completed by the assigned member. 

1. Select Edit 
2. Update the desired elements
3. Select Save

To edit an existing volunteer position, select the Edit  icon to the right of the desired position. Update the information within the position's pop-up and select to Save at the bottom of the position pop-up to keep your changes.

1. Select Edit 
2. Add the desired member
3. Select Save

To update an existing position and assign it to a specific member, first select the Edit  icon to the right of the position. At the bottom of the pop-up find the Member field. Begin typing the member's name into the field and the system will suggest members. Select the correct member from the suggestions and select Save to keep your changes. 

By assigning a member to the position they will find the position listed on their calendar. 

1. Select Edit 
2. Mark/un-mark the Mark As Completed status
3. Select Save

To mark a position as completed (or to remove the status), select to Edit  the position in question. At the bottom of the pop-up mark the box next to Mark As Completed. If this status has already been assigned, you can un-mark the box to remove it. Once happy, select Save to keep your changes. This status does require a member to be assigned to the position. Assigning the status of complete will note the day/time of completion and by which administrator.

• Select Delete 

To remove an unwanted position from the list select the Delete  icon to the right of the undesired position. 

1. Select Volunteer Requirements  
2. Select Add Requirement
3. Enter the requirement details
4. Select Add Requirement

To add a new set of requirements for a season first ensure that you have selected the desired season to work with by selecting it from the drop down menu. Next, select the Volunteer Requirements  option. To add a new requirement select Add Requirement. 

In the requirement pop-up, enter the desired values for your requirement. 

Category: The category that requires the specified number of volunteer credits.
Category Level: The category level that requires the specified number of volunteer credits.
Required Credits: the number of required credits. Please be sure that the number of positions, the number of expected registrations, and required credits all scale nicely. 
Per: The requirement scale, whether per family or per participant. 

Each added category or category level specific requirement increases the total credits needed at checkout if the member registers in both categories. For instance, if Category A requires 3 credits and Category B also requires 3 credits, registering for programs in both categories would result in a total of 6 credits required.

1. Select Edit 
2. Update the desired information
3. Select Update Requirement

To update an existing requirement first navigate to the Volunteer Requirements  section. Next, select to Edit  the desired requirement listing. Update the requirement listing as required and select Update Requirement to save your changes.

1. Select Volunteer Requirements  
2. Select Delete 

To remove an unwanted volunteer requirement navigate to the Volunteer Requirements  section. Find the unwanted requirement listing and select the Delete  option to the right of the listing. 

Standard buyout products will offer the ability to make a payment in lieu of volunteering.

As noted in the image above, a buyout product uses the same setup as a standard product, but has a value within the Volunteer Credits field. This value should align with your credit requirements. For more information on building products, pleas see our article Products, Tickets & Subscriptions.

Pending cost buyout products will offer the ability to make a payment in lieu of volunteering. However, they can also be used as ultimatums. These buyout options can be setup as mandatory subscriptions that automatically apply to an invoice. They will then have no upfront cost, but a future installment instead. This subscription product can then be removed from the invoice upon completion of the member's volunteer requirements.

As noted in the images above, the pending cost buyout requires the subscription variance, with the Mandatory factor enabled. You can set your desired duration and filters. In the Payments section you will then want to set your price as well as enable the subscription to have an installment. You can set multiple installments if desired, but generally a single payment is best. The installment will have no initial amount and an Installments Start date of sometime in the future - after the volunteer positions are expected to conclude.

By default, products do not have seasons. Because of this, the credits obtained from standard buyout products will expire immediately after the invoice is completed. This means that if users were to attempt to register for something else after completing their initial invoice with the buyout product, they will be met with volunteer requirements again. They will then have to obtain a new set of credits by either filling positions or purchasing further buyouts.

If you wish to avoid this you can make your products "seasonal". This can be done by checking off "This product may have season discounts or will be used to buyout volunteer credits." and selecting a season to align the product with. Please note that if you have multiple seasons running in tandem there may still be some confusion if users register across different seasons.