Add a shift

Select the relevant cell, note the assignee row and time/date column
When the slide-out appears, enter the relevant information.
Select the Save button at the bottom of the slide-out to finalise

⭐ Tips: A volunteer can have more than one shift per cell. You can also activate the shift slide-out by selecting the Create shift button

What is a shift title?

Extra options when it comes to grouping or labelling shifts. Use it to distinguish different roles, shift types or shift locations. The title will appear in the schedule (making it easier for you to distinguish the shifts) and will also be used to group open shifts in the volunteer's schedule view.

What is the shift status?

A shift can have one of six statuses. Four are relevant to upcoming shifts, and the other two are for past shifts.

Unconfirmed

The volunteer has yet to confirm they will attend this shift

Confirmed

The volunteer has confirmed attendance. Confirmed shifts will automatically be updated to Completed once the day has passed.

Cancelled

You or the volunteer has cancelled the shift

Requested

A volunteer has asked to fill a shift (usually an open shift) and is waiting for a staff member to confirm

Completed

Automatically updated from a confirmed once the day has passed

No Show

The volunteer did not show up for the shift

What are activities?

The shift activities are optional and can be a list of activities or goals specific to the shift. The volunteer will see this list in their schedule view.

To add an activity, select the link and begin typing. If you have added activities to shifts before, they will appear in a lookup that you can quickly select again.

Who should be the shift supervisor?

Select a staff member who will be in charge of handling shift-related emails. For example, when a volunteer cancels their shift on the volunteer schedule view, an email will be sent to notify the supervisor. The volunteer will be able to see the supervisor's name in their schedule view.

What is the note to volunteer?

This can include anything you would like to communicate to the volunteer, such as the shift manager's contact details and reminders. The volunteer will see this list in their schedule view.