Volunteer Impact Lessons with Daniel

You can book any of the lessons below by clicking the one you’d like and selecting a date and time. You will be logged into your Trial account and share your screen as Daniel guides you through your lesson.


Lessons Help You:

  • Get started
  • Commit to spending time in your trial account
  • Understand how to navigate and use the software
  • Build your confidence so you feel comfortable working independently
  • Start to see your account come to life and represent your program and organisation

Lessons Booking Link
Lesson #1: Volunteer Application Form
This is a key step in making use of your trial account.
You will learn how to create the necessary elements of your online application form in the software (eg. mandatory agreements, questions, availability, interests, etc.).
Lesson #2: Onboarding Volunteers & eLearning Modules
You will learn how to create the data fields necessary to track and record the screening steps that your volunteers are completing prior to being welcomed into your program (eg. interviews, orientation, trainings, background checks, etc.).
If you'd like volunteers completing your program trainings/orientation online/virtually, we'll walk through how to create eLearning modules in your trial account!
Lesson #3: Volunteer Profiles
This is a key step in making use of your trial account.
During this lesson we will determine how you'd prefer to have people/profiles exist in your account (eg. you manually add them, have Daniel import fake profiles, etc.) and then take action to making that happen accordingly. Once profiles exist, you will be introduced to the variety of data you can house within a profile.
Lesson #4: Volunteer Opportunities & Assignments
This is a key step in making use of your trial account.
You will learn how to create your unique volunteer opportunities, schedules, and how to share those opportunities with the right volunteer candidates so they can sign up. We'll also walk through the different ways volunteers can be assigned to your shifts/opportunities (eg. manually, self-scheduling).
Lesson #5: Schedule Management
You will learn how to manage your volunteer program schedule, identify where gaps may exist in your schedule and how to fill them.
It's recommended that you take Lesson #4 (Volunteer Opportunities & Assignments) prior to this lesson or that you have already assigned some volunteers to your roles/shifts in your trial account.
Lesson #6: Logging Hours & Feedback
You will learn the various ways your volunteers can log their hours (eg. smartphone, kiosk, their volunteer portal), how you as an Admin can log hours on behalf of volunteers as well as how to set up the system to automatically log hours for your volunteers.
It's recommended that you take Lesson #4 (Volunteer Opportunities & Assignments) prior to this lesson or that you've already created some Activities.
Lesson #7: Search & Find Volunteers
You will learn how to search and find volunteers in your account and pin your regular/common searches to your dashboard.
Lesson #8: Communicating with Volunteers
You will learn various ways you can communicate with your volunteers, pinning these communication groups to your dashboard, and creating email templates.
Lesson #9: Reports (Volunteers/Program)
You will learn how to generate a variety of reports and pinning your commonly used reports to your dashboard.
Lesson #10: Custom Session (Volunteer Impact)
During this session, Daniel will address any specific areas of your trial experience with which you’d like assistance.