Manage Volunteers

Manage volunteers by going to the Volunteer tab on the left hand side bar. Then Click on the Volunteer Opportunity for the Event.

To manage volunteers at a micro level Click on a specific position to assign captains, transfer a volunteer to a new position, delete a volunteer, check-in a volunteer and see check-in status. On this page you can multi sort volunteers by Clicking on the column headings.

Roster

Full Roster

To pull a full roster Click on the three dot icon on the top right of the Volunteer Mange Positions page. In the menu Click Show Roster. This will pull up a roster of all volunteers.

In the top left of the roster you will have the option to Copy, CSV, Excel, PDF or Print the list.

From the full roster you can Enter a Volunteers Name in the filter box at the top left to quickly find a volunteer.

EventDog Pro Tip
Filtering by the registration date allows you to view your most recently registered volunteers and the position they registered for. This can assist you in updating the recently registered volunteers on any details that have already gone out.

Position Roster

To pull a roster for a specific position Click on the Volunteer Opportunity you are looking for. This will take you to the Manage Positions page. Here, Click on a specific position. A roster of all volunteers for that position will pull up.

In the top left corner you will have the ability to Copy, CSV, Excel, PDF, or Print the roster.

EventDog Pro Tip
You can search a specific volunteer by entering part/all of their name in the filter at the top left of the page.

Captains

You can assign captains to specific volunteer positions. To do this open a specific position. In the far right of the volunteer’s information row there is an outline of a star. Click on this Star to assign the volunteer to be a captain.

A captain can add a co-captain, manage emails for all volunteers of their position and check-in volunteers on race morning.

Transfer a Volunteer

Within the position roster you can transfer a volunteer to another position. Click the Double Arrow button to the left of the volunteer’s name to transfer a volunteer to another position.

You can also do this through the action drop down menu when you do a master search for a volunteer.

Delete a Volunteer

In the position roster list, delete a volunteer by Clicking the Red Trash Can at the left end of the volunteer’s name.

Check-In

Checking in a Volunteer

To check in volunteer go to the position roster. In the first column, titled Check-In Click on the Red dot to turn it Green. If you accidentally click the check-in on the wrong person you can click it again to turn it back to Red.

Viewing Volunteer Check-In Status

On the volunteer position roster, you can view check-in status by the first column on the roster. Red means not checked-in and Green means checked-in.

EventDog Pro Tip
You can sort the position roster by the checked-in column on event day to easily see who is there and who is not.

Updated on March 27, 2024

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