Creating Advanced Opportunity Part III: Scheduling and Shift

Opportunities: Create Opportunity Part III: Scheduling and Shift

1. This tutorial will cover how to set up schedules and shifts for advanced opportunities within our volunteer management database.
2. If you are creating a Basic opportunity, proceed to the final tutorial in the process.
3. In the “Schedule for” dropdown, select the location to which this schedule applies.
4. Select one of the following as the basis of your scheduling:
   • One Time: One day event
   • Weekly: On a weekly basis
   • Monthly: On a monthly basis
   • Ongoing: Multiple day event or ongoing opportunity
   • Other: Untraditional schedules occurring on random dates
5. Set a date(s) or date range.
6. If applicable, select the days of the week and/or days of the month when this schedule will occur.
7. Under “Date Exceptions,” enter any dates or date ranges during which this schedule does not apply, then click the add icon.
8. To complete this schedule, click Save.
9. The “Add/Edit Shift” window will open, allowing you to set a Shift (i.e., start and end time) for this schedule.
   • Enter a Shift Name.
   • If applicable, select the Shift Day(s) to which this schedule applies.
   • Set the Start and End Times. If volunteers can attend the opportunity based on their own availability, leave Start and End Times blank and activate the Flexible Time slider.
   • If applicable, select the Positions to which this shift applies and set the maximum capacity for each position, if desired.

     Note: Once an opportunity reaches its capacity, volunteers will no longer be able to sign up.

   • If you are done, click Save. If you would like to set an additional shift for this schedule, click Save And Add New and repeat the above process.
     • Set a second shift when you would like to offer multiple shifts on the same day, set different shift times for different days of the week, etc.
10. To set an additional schedule, repeat steps 1-7 above.
11. To edit a schedule, click Edit next to the desired schedule. Use the tools on the left of the screen to make desired edits, then click Save. To delete a schedule, click Delete in its dropdown menu, then click OK.
12. To edit a shift, click View Shift under the desired schedule. Click Edit, makes desired changes, then click Save. To delete a shift, click Delete in its dropdown menu, then click OK.
13. When done setting schedules, click Save, then click Next.