You may want to add more than one client data point to a mission. This can be useful for many reasons, such as attendance logging, data capture, volunteer user experience. This article will detail how you can set this up for your mission.
How to configure multiple clients on a mission
You will choose at the mission template level if you would like to turn on multiple clients. You can do this by:
Go to the mission template
Go to the 'Client safety' section
Toggle on 'Mission can have more than one client'
You can then choose whether the addresses for all clients are visible to the volunteer (this may be helpful if volunteers are visiting multiple clients in different locations). You can also toggle 'track client attendance' if volunteers will need to log whether a client has attended, cancelled or is absent (Note: client attendance will not work for client data points that are organisations).
How to add additional clients to a mission
Once you have configured the settings on the mission template to allow multiple clients, you can add the clients to a mission by:
First, select the primary client data point
Add your additional clients
Create mission
Your volunteers will be able to see the primary client data point as well as the secondary clients in the mission:
How to manage attendance for multiple clients
If you toggle on 'track client attendance', you can manage this by:
For shifts:
Go to the mission, then to 'volunteer shifts'
Click on the shift
Go to 'shift' then 'Client attendance'
Here, you will see the attendance logged by the volunteer
If you would like to edit these, select the three dots next to the client
Change the status
You will be able to see review and see if a staff user has made edits
For missions without shifts:
Go into the mission
Select 'Client attendance'
View and edit attendance here
Video tutorial
As always, if you have any issues or questions, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!đ¤