Volunteers are usually based on a Contact record with additional volunteer-specific information.
Steps
- Go to the Volunteers section, or start from an existing Contact record.
- If the person does not yet exist, create their contact record first (see "How to add a new contact").
- Mark the person as a volunteer or open the volunteer profile section.
- Complete volunteer-specific fields. Common examples include:
- Skills and interests
- General availability
- Emergency contact information
- Screening / background check status
- Start date or orientation date
- Preferred roles or locations
- Save the record.
Once someone is set up as a volunteer, you can track their hours, assign them to events, manage their schedule, and include them in volunteer reports.
Tip: Keep screening status and emergency contact information up to date for safety and compliance.
