❖ Heads up! This article is intended for Agency Managers. If you're a Site Manager, please click here.
In addition to scheduling volunteers, the Schedule area lets you and other Agency Managers manage Needs with shifts. For more information about scheduling volunteers for Needs with shifts, click here. Here we cover:
ⓘ So you know: The scheduling feature must be enabled by a Site Manager.
- If you don't see the Schedule Volunteers button on the Schedule page of your Agency Manager dashboard, please contact your Site Manager to see if it can be enabled.
- You can also schedule volunteers for shifts from the Edit Shifts area of a Need.
- Some sites have language overrides in place. This means you might see Opportunities in place of Needs, Programs in place of Agencies, Prerequisites in place of Qualifications, or other language override preferences the Site Manager has opted for. Only Site Managers can request language overrides for their sites.
The Schedule area for Agency Managers
The Schedule area lets you review your Agency's Need shifts in a calendar format. 
Here is also where you can:
- See the number of open and filled slots for shifts
- Review volunteer responses for shifts for each day
- Schedule volunteers for shifts
- This button only appears if the site manager has enabled the scheduling feature for Agencies. If you do not see this button, please contact your Site Manager
- Edit Needs and responses
ⓘ So you know: The calendar displays Needs with Happens On, Custom Shifts, and Recurring Shifts, duration types only.
- Click here to learn more about managing Needs that don't have scheduled shifts.
How to review and manage Need shifts
To get started, go to My Agency > Schedule. From here you can:
Edit a Need
To edit a Need or its shifts:
1. Go to My Agency > Schedule > Shift tab. 
2. Click View More for the date you want to edit a Need shift for. 
- If you already see the shift you want to edit, just click it to be taken to the Update Need page where you can edit the Need or edit its shifts!
- Click here for more information about editing Need shifts individually or in bulk!
- Click here to learn more about editing Needs.
3. Click Edit Need. 
- This opens the Update Need page where you can edit the Need or its shifts!
4. After making your edits to the Need, be sure to click Update Need to save those changes.
✅ Best practice: Be sure to check the box beside Notify respondents of this update?, before you click Update Need—especially if the Need has volunteer responses already. 
- You can also notify respondents of any updates when updating a Need shift.
Edit volunteer responses
While you can't edit the specifics of a volunteer response from this area, you can update answers to response questions if a volunteer answered incorrectly. You can also add notes to a response. Notes are great if you want to include additional details like:
- Volunteer preferences or restrictions
- Volunteer availability, etc.
1. Go to My Agency > Schedule.
2. Click the User Responses tab. 
3. Click the name of the user for the response you want to update.
4. Add notes or update Response Questions.
5. Be sure to click Update User Response to save your changes! 
- Click here to learn more about managing and updating volunteer responses.
✏️ Quick tip: You can also edit responses from the Shifts tab!
1. Go to My Agency > Schedule.
2. Click the Shifts tab. 
3. Click View More on the date you want to edit shift responses for.
4. Click the number under the Responses column for the shift you want to edit. 
5. This opens a page where you can:
- Edit, export, and review responses
- Add hours to responses individually or in bulk
- Delete responses
- Review a list of available volunteers and send them invitations to that shift
- Schedule volunteers from the Available Volunteers list
6. Click the pencil icon under the Options column to edit a volunteer response.
- You can add notes or update their responses to the Response Questions.
7. Be sure to click Update User Response to save your changes! 
Export volunteer responses to see who is volunteering today
Do you want to export a list of user responses for a specific date? You could then use that list as a check-in sheet or to have a physical copy for your records.
1. Go to My Agency > Schedule.
2. Click the User Responses tab.
3. Click View More for the date you want to export a list of responses.
4. Click Export Responses to export a list of volunteer responses for that day to a CSV file.
- The list is automatically downloaded as a CSV.
- Want to learn more about printing a check-in sheet? Click here!
✏️ Quick tip: Do you want to download a list of volunteer responses for the entire month? You can!
1. Go to My Agency > Schedule.
2. Click the User Responses tab.
3. Click Export above the calendar.
- All user responses for that month are automatically downloaded to a CSV.
Export Need shifts
Want to export a list of Need shifts? You can export the current month to a CSV!
1. Go to My Agency > Schedule.
2. Click the Shifts tab.
3. Click Export above the calendar.
- All Needs for that month are automatically downloaded to a CSV.
Filter the calendar
Want to filter your calendar? You can filter your calendar by Distance and Phrase to find the Need shifts you're looking for!
1. Go to My Agency > Schedule.
2. Use the Select a Filter dropdown to make your selections.
- You can apply multiple filters as necessary.
3. If you filter by Distance, then you must include the Zip Code you want to filter your Need shifts by.
4. If you filter by Phrase, then you must include the phrase you want to filter your Need shifts by. 
5. Click Search.
- The calendar displays Need shifts based on your filter selections.
Print a list of volunteer responses
Want to print a list of your volunteer responses? You can!
1. Go to My Agency > Schedule.
2. Select the User Responses tab.
3. Click View More on the date you want to print responses for.
4. Click Print PDF. 
- This downloads a list of your volunteers who have submitted a response to that Need shift as a .pdf. It includes:
- The volunteer's name and email address
- The start time for the shift
- The name of the Need
- Team name, if applicable
- Submitted hours for the Need, if applicable
- The user's check-in and out time, if applicable