Watch a 71s video about working with the Volunteer Scheduling feature.

Introduction

The Volunteer Scheduling feature lets you manage volunteers for your events, whether one-time or on a recurring basis. This feature works across the Events and Worship Planning sections of ChMeetings.

Where to Find the Volunteer Scheduler

The Volunteer Scheduling feature is available within the Events area and allows you to add roles and volunteers for each one-time or recurring event (including occurrences). These roles are carried over when you copy an event.

For one-time events, you will find a Volunteers button at the top right of the event screen.

For recurring events, you will find the Volunteers button at the top right of the screen and the Volunteers option in the menu corresponding to each event instance.

Additionally, you will find the scheduler by clicking the Volunteers button next to your desired event, under Worship Planning > Plans.

Scheduler Structure Per Event Type

You can schedule volunteers the same way, whether your event is one-time or recurring. The only difference is that for one-time events, the Volunteer Scheduling feature only has one tab, but for recurring events, you will find two tabs: Occurrence and Calendar.

The Occurrence tab lets you manage volunteers as a list, per day and role;
The Calendar tab lets you manage lists of volunteers assigned per day and role but allows you to view several days in one go. The Calendar tab is available exclusively for recurring events. Learn more about how to use it.

Volunteering-Related User Permissions

You can configure volunteering-related permissions by going to Users & Roles > Roles & Permissions. The table below shows you how each permissions works:

Permission	What the volunteer can see
See volunteers in my role	Others in the same role on the same date
See volunteers on my team	Others in any role on the same team and date
See all volunteers on the same event date	Everyone serving at the event on that date
See all volunteers across all event dates	Everyone serving at the event, on all dates.

How “See Volunteers On My Team” Works

The volunteer sees the other roles on their team for each date they serve. The other teams remain hidden.
If the volunteer’s role is not part of a team, they see only the volunteers in their own role.
If the volunteer serves on more than one team, they see the members of each of those teams.

Permissions that Turn On Together

Each permission includes the narrower ones, as follows:

Ticking See volunteers on my team also ticks See volunteers in my role.
Ticking See all volunteers on the same event date also ticks See volunteers on my team and See volunteers in my role.
Ticking See all volunteers across all event dates also ticks See volunteers in my role.
Unticking See volunteers in my role clears all the other permissions, except for View assigned worship plans
Unticking See volunteers on my team clears See all volunteers on the same event date.

What the Volunteer Sees

In the member app, open Volunteering and click Expand others on an upcoming assignment. With the team permission, the volunteer sees the other roles on their team for that date.

Click Volunteers under a role to see the names.

Features

Below is a list of volunteer scheduling features that also links you to relevant guides to explore: