Learn how to reserve a group for a set number of spots in a time slot on your Project.
On every Project you can Manage, Assign and now Reserve volunteers. Projects now allows for you to reserve spots for a VOMO Group which opens up the possibilities to provide the best possible experience for your volunteers.
Start by Creating a Group
First, you will want to create a Group in your Admin Dashboard. You don't have to add any members to that Group yet. It just needs a name to reserve the spots on the Project's dashboard. Learn how to create a Group here.
Next, Find your Project's Dashboard
Locate the Project's dashboard you want to reserve spots on by going to Projects and then selecting it from the list of "Upcoming Projects".
Once you click on the Project you want, you'll see a tab next to "Manage" and "Assign" called "Reserve". Click that to open the Reserve feature.
Opening the Reserve tab you'll see the layout is similar to Assigning volunteers. Search for the Group you want to reserve spots for on the right side of the page.
Select the Group you want, and start clicking an open spot on the date for each volunteer you want to reserve a spot for. So, if you want to reserve 5 spots for "Team A", select "Team A" from the Group list on the right and then click 5 open spots to reserve those 5 spots for that Group.
- After selecting the Group and reserving the spots by clicking on the open spaces next to the dates, click the "Save Reservation" button to the right to lock in your group reservation.
- Then, click on the Manage tab to locate the date this group reservation is listed for and open that date by simply click on it.
- Now you will see the Group Reservation for this particular time slot.
Finally, Claim Reservations
The last step is to "Claim Reservations" on behalf of the group you reserved spots for. This requires you to know at least the email address of the volunteer (if they are not already a volunteer member listed in your People page).
Click "Claim Reservation" to reveal the "Claim Reservation" modal that will walk you through the steps to add a volunteer to the list.
As you will see, you can select a volunteer from the "Person" drop down menu or "Claim By Email Address" that allows you to type in the email of a volunteer you want to add to this reservation if they are not already a volunteer member of your organization. Lastly, you can specify the number of guests this volunteer might be bringing with them. When you're finished simply click the "Claim" button to confirm the reservation for this volunteer.
You will now see the volunteer added to the time slot and a note that specifies they claimed a spot with the group you reserved. From here you can do all the normal project management tasks like editing the number of guests they're bringing, navigating their participant approval or background check status and even removing them if needed.
Volunteers have the ability to add the names and emails for the guests they are bringing. You can see this info by clicking on the 'eyeball' icon next to the number of guests next to their name. These guests are not only reserving their own spot in the group reservation, they are also added to your People page as "Invited" volunteers. These volunteers can claim their profile through an email they are sent as well as through the Check-In Kiosk when they show up to serve at your Project.