Control how a volunteer is contacted — their email and SMS opt-in status and which notifications they receive. The form adapts to the volunteer's current consent state (opted in, opted out, email bounced, or never consented).
To open the form:
On the page, click the tab.
Click the volunteer's name to open their profile.
Click the dropdown, then .
The form shows status banners for the volunteer's current state (e.g., opted out, email bounced, or SMS pending) along with the relevant controls.
- — toggle email on or off. When turning it on, choose a : Staff entry (verbal/other) or Paper enrollment form .
- Once opted in, per-notification toggles let you pick which emails they receive: , , , , , and .
- If a previous email bounced or the volunteer opted out, a banner appears with an option to reactivate / re-enroll.
(shown when SMS is enabled)
- — the number texts are sent to. It locks once consent is active; use to update it (which resets their SMS consent).
- — toggle SMS on or off, with a when opting in.
- Once opted in, a SMS toggle is available.
- For a volunteer who hasn't consented, use to text them an invitation, or record manual consent.
Click when you're done.