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Volunteer Management - Getting Started

How to access the Volunteer Management section

If it's your first time in Gracely
1. Navigate to the Events section:
  • Go to the sidebar and click on Events
2. Create a new event:
  • Click the Create new event button


3. Add your event's basic information:
  • Date & Time (optional: you can set up the recurrence)
  • Add the Title and Description, and if you want, upload your event image
  • In the final step, choose the Teams that need to participate as volunteers
Note: Once you assign teams, team leaders automatically receive an email instructing them to log in and assign volunteers. As an admin, you can also manually assign available volunteers

Step 4 & 5 it is not a required if you have already assigned teams when you created the event

4. Go to the Assigned Teams tab
  • After creating your event, click on it to view its details, then navigate to the Assigned Teams tab
5. Assign available teams:
  • Click Add team to assign your available teams to the event
6. Assign volunteers to events:
  • Once the teams are added, click the Assign Volunteers button at the top right
  • Select the available volunteers

7. Invite Volunteers:

  • Click Invite Volunteers once the team members are assigned. Volunteers will receive an email to confirm their availability
8. Confirmation:
  • Your selected volunteers will receive an email where they can mark their availability:
    • I can serve
    • I can’t serve
Final Note: Your volunteer scheduling is finished! We hope you have a great event!

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