❖ Heads up! This article is intended for Site Managers.
When you enable waitlists for full volunteer Needs, volunteers can add and remove themselves from them at any time. As a Site Manager, you can manage the waitlists whenever too. There are a few ways you can access and manage your waitlists. Here we cover:
ⓘ So you know: Some sites have language overrides in place. This means you may see Opportunities in place of Needs, Programs in place of Agencies, or Prerequisites in place of Qualifications. Please contact us to request language overrides for your site!
How to access waitlists
There are a couple of ways you can access waitlists:
Needs area
You can access and manage waitlists for individual Needs from the Needs area of your site.
1. Go to Volunteerism > Needs.
2. Select the Need title on the Manage Needs page.
3. Scroll until you see Waitlist.
- From here, you can see:
- Who's on the waitlist
- When they were added to the waitlist
- The shift they're waitlisted for
- The number of open spots, if any
How to manage a Need's waitlist
When a spot opens up for a Need, you can then move volunteers off a waitlist. This option is only available if an open spot is available.
1. Go to Volunteerism > Needs.
2. Select the Need title on the Manage Needs page.
3. Scroll until you see Waitlist.
4. If a spot opens up for a Need, then you can click the (+) under the Options column to move a volunteer off the waitlist.
- This adds a response for that volunteer to that Need.
- The (+) is only displayed when an open spot becomes available for that Need.
ⓘ So you know: You can accomplish a few other tasks here as well.
- You can remove a volunteer from a waitlist by clicking the (X) under the Options column.
- Want to email the volunteer? Click their email address and an email window pops up!
- Want to review the volunteer's profile for availability, etc.? Just click their name to be taken to their profile page.
- Want to export the waitlist? Click the Export button to download it to a CSV.
Scheduling area
You can also access waitlists through the Scheduling area.
1. Go to Volunteerism > Scheduling.
2. Under the Shifts tab, click View More on a day with scheduled Needs.
3. Click Options > View available volunteers for the Need you want to see a waitlist for.
4. Scroll until you see Waitlist.
5. If a spot opens up for a Need, then you can click the (+) under the Options column to move a volunteer off the waitlist.
- This adds a response for that volunteer to that Need.
- The (+) is only displayed when an open spot becomes available for that Need.
ⓘ So you know: You can accomplish a few other tasks here as well.
- You can remove a volunteer from a waitlist by clicking the (X) under the Options column.
- Want to email the volunteer? Click their email address and an email window pops up!
- Want to review the volunteer's profile for availability, etc.? Just click their name to be taken to their profile page.
- Want to export the waitlist? Click the Export button to download it to a CSV.
The user filter
You can also see who's on a waitlist through the User Filter. This is a good option when wanting to scheduling volunteers on a waitlist in bulk.
1. Go to Volunteerism > Users.
2. Select the User Filter.
3. Apply the following filter options: Volunteer > Need Response > on waitlist for > [Need title].
4. Click Submit.
- This filters your user's list to only those volunteers on that waitlist.