The volunteer portal

What volunteers see on their phone, and how to help them.

Approved volunteers get their own mobile portal. It's a proper account with their email and password. The invite is sent by the team from the volunteer's record using Send portal invite, not automatically on approval.

What's in it

• Home: their next shift and anything outstanding.

• Shifts: their published shifts, attendance once recorded, and a Request a change button.

• Updates: notifications about their application, shifts, deposit and completion.

• Payment: what they've paid, what's next, and a way to pay a missed instalment.

• Application: their application and its status.

Volunteers only ever see their own details and published shifts. Draft shifts, other volunteers and internal notes stay hidden.

Changing a shift

From Shifts, volunteers tap Request a change and either ask to come off the shift or pick a free published shift, giving a reason. They stay on their shift until the team answers, and can withdraw the request at any time before then.

Common questions

• "I never got my setup email." Open their volunteer record and click Send portal invite. If they have paid but have not activated their portal, you can also use Send setup link on the Deposits tab.

• "I can't see my shifts." Check the day has been published on the Rota tab.

• "I'm volunteering at two festivals." One login covers both, as long as both festivals are under your brand.