Assigning Volunteers to Dates

Once you have set up positions, you can assign specific people to serve on specific dates.

Before you begin

• You need the Admin or Staff role.
• The event must have at least one volunteer position defined.

Step-by-step

1. Go to Schedule in the sidebar, or open an event and click the Schedule tab.

2. Find the position and date. The schedule shows a grid with positions as rows and upcoming dates as columns.

3. Click + Assign on the date slot you want to fill.

4. Search for a volunteer. The picker shows team members for that position's team, along with:

   • Their name and email
   • Whether they have any unavailable dates that conflict
   • When they last served and when they next serve in this role

5. Select the person. They are added to the slot with a "Pending" status.

Good to know

• The schedule shows 4 weeks of dates at a time.
• If someone has marked a date as unavailable (using blockout dates), you will see a conflict indicator when trying to assign them.
• The system tracks when each person last served, helping you distribute the workload evenly.
• You can remove an assignment by clicking the X on the volunteer's name.

What's next?

• Manage volunteer status (pending, accepted, declined)
• Set up blockout dates for unavailable volunteers