In this tutorial, you’ll learn to:

  1. Create Groups and Roles
  2. Create a New Event
  3. Schedule Volunteers
  4. View Event Volunteers
  5. Edit an Event
  6. Duplicate an Event
  7. Add Notes to a Volunteer's Profile

Create Groups and Roles

Create Groups and Roles

  • Sing into the mobile KidCheck Admin Console app with your admin account
  • Choose Volunteer Scheduling
  • Choose the upper left hamburger menu>Volunteer Scheduling>Groups & Roles
    • Choose +Create New Group from the groups tab, add a group name and Save (repeat step for all necessary groups for roles that will be created for events)
    • Choose the Roles tab, then select +Create New Role and add a role name and Save (repeat step for all necessary roles that will be needed for events)

Create a New Event

  • Once signed into the Admin Console mobile app with your admin account, select Volunteer Scheduling > Events from the upper left-hand menu
  • From the List View tab, select + Add New Event
    • Title your event (example – Family Camp)
    • Edit the location if it’s different than your organization’s address
    • Select the date and time of your event (single or multi day event)
    • Select how many of each Role are needed for your event
    • Select Admin Notifications if you would like to receive reminders about the event.
    • Choose Save to save you changes

Schedule Volunteers

  • From your event, click + Schedule Volunteers
  • Select your Group and Role
  • There are three options to search volunteers:
    • Search by name
    • Select See All to search all the volunteers
    • Select from the list of volunteers that have already been assigned that role
  • Select each volunteer by clicking their name or profile
    • Clicking profile will take you to their profile to see if they have requested the day off, and to show role assignment/preference.
  • Select either Request or Schedule
    • Request will send them a text and give them the option to accept or deny inside their KidCheck App
    • Schedule will send them a text letting them know they have been scheduled.

View Event Volunteers

  • Once signed into the Admin Console App, select Volunteer Scheduling
  • Select the Event you have created for your Volunteers (choose the event from List or Calendar View)
  • Choose View Event Volunteers hyperlink from your event and you will be able to view pending and scheduled roles in your event

Edit an Event

  • Once signed into the Admin Console app, select Volunteer Scheduling
  • Select the ellipses next to your listed event and choose Edit Event
  • Edit settings will lead you to the Events tab under Scheduling to make changes on that event. You can make edits to the title, location, date & time, Groups and Roles, and the Admin Notifications

Duplicate an Event

  • Once signed into your Admin Console app, select Volunteer Scheduling
  • Select the Ellipses next to your listed event and choose Duplicate
  • You will then fill out the duplicate event details from the Events tab and choose Duplicate Event and Invite

Add Notes to a Volunteer's Profile

  • Once signed into your Admin Console app, select Volunteer Scheduling
  • Locate the past event that your Volunteer worked on by selecting Completed Events>Your Event
  • Select the Add Notes option next to the Volunteer you want to leave a note for
  • Type in your note and choose Save (you can view these notes by logging into your organization account and going to People>Name of Volunteer>Volunteer Profile>Notes)