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Guides for coordinators and volunteers, from the first shift to the yearly report.
Browse by topic
Opportunities and shifts
Opportunities, one-off and recurring shifts, capacity, waitlists, groups, roles and the calendar.
7 articles
Volunteers
The volunteer record, status, tags and notes, search and saved segments, adding people by hand, exports and minors.
6 articles
Applications and requirements
Application forms and reviews, approval expiry, waivers, trainings, certifications and background checks.
5 articles
Attendance and hours
Marking attendance, self check-in, kiosks, check-out, logged hours and the reports that add them up.
6 articles
Messaging and notifications
Your own notices, messages to volunteers, templates and scheduling, automated emails, your sending domain and push.
6 articles
For volunteers
Signing up, managing your shifts, My volunteering, Spanish, texts, badges and checking in from your phone.
7 articles
Settings and account
Roles and programs, billing, branding, the API and webhooks, CRM connections, your data and networks.
7 articles
Reference
Every email and text Causefolk sends, the limits and allowances in one place, and a glossary.
3 articles
Popular articles
- Publish your first opportunity
Getting started · Create an opportunity, give it a shift people can sign up for, and publish it to your volunteer site.
- Invite your team
Getting started · Invite owners, staff, coordinators and viewers by email, and use programs to give coordinators just the work they run.
- Waitlists and offers
Opportunities and shifts · How volunteers join a waitlist, how a freed spot is offered and held for them, and what you can do from the roster.
- Self check-in
Attendance and hours · Let volunteers check themselves in with the QR poster, their daily code or "I'm here" on their phone.
- Messages to volunteers
Messaging and notifications · Email your volunteers, and text the ones who agreed to texts, from one shift up to everyone.
- Signing up and the portal
For volunteers · Find an opportunity on an organization's volunteer site, choose your shifts and sign up, with no account or password needed.