Edit Volunteer Assignments
A volunteer's assignments are their recurring job commitments. The Schedule view lists and manages those recurring assignments, while the Calendar view shows the individual shifts they generate.
Opening the Assignments Schedule
To open the Schedule view:
On the Volunteers page, click the Volunteers tab.
Click the volunteer's name to open their profile.
Click the Assignments dropdown, then Schedule .
The page lists the volunteer's current schedules with Job, Route, Recurrence (plus an "Until" date if it ends), and an Exceptions count. Use the per-row Actions menu to Edit or Delete a schedule — deleting unassigns the future shifts linked to it.
Click Add Schedule to create one:
- Job (required) — the job to assign the volunteer to.
- Frequency (required) — Weekly, Monthly (by day or by date), Yearly (by day or by date), or Once, with matching recurrence options below it.
- Start date (required) / End date (optional) — when the assignment begins and, optionally, stops.
- If the volunteer already has a conflicting commitment, you're warned and must tick the acknowledgment to proceed.
Click Save to generate and assign the volunteer's upcoming shifts.
Assignments Calendar View
A read-only monthly calendar of the volunteer's upcoming assigned shifts.
To open the Calendar view:
On the Volunteers page, click the Volunteers tab.
Click the volunteer's name to open their profile.
Click the Assignments dropdown, then Calendar .
Each day shows the job name and shift time. Use Previous / Next to move between months. The calendar is view-only — to add or change assignments, use the Schedule view above.