Use the below links to jump to the section you wish to learn about.

Search and filter clients

Navigating the client profile

Create a client

Delete a client

To find a volunteer profile, open the "Clients" page on the left-hand side of the Staff Dashboard.

Use the Search option to search your volunteers based on name or email.

Use the headers on the table to sort the table by a given attribute.

To find a client profile, open the "Clients" page on the left-hand side of the Staff Dashboard. We hope the tabs make it fairly clear what you can learn about the volunteer in each but below is a little information about their use.

The Profile tab shows the clients basic information, contact details and demographic information.

The Missions tab allows you to see all missions associated with that client. You can use the filtering options at the top to show what missions they have been associated with in the past (archived missions) and filter by the mission type also.

The Activity tab allows you to see a granular audit log of every action that Is associated with that client.

The Referrals tab allows you to see the original client referral form they or the person referring them submitted and any other form submissions linked to that client's profile. You can click on these to open them and access any documents included. Note that sometimes a referral will not exist, this likely means they were a client referred through an alternative process to the online Volunteero form.

Open the "Client" page on the left-hand side of the Staff Dashboard. Press "Add client"

Person or organisation? Well, all missions require a client associated with them. If your volunteers interact directly with a person then you will need those people set up as clients. However, sometimes you may put on events or have missions that are aimed at assisting an organisation such as a school perhaps. In this case, you will set up an organisation.

We always recommend having your own charity set up as a client. If you were to put on an event mission for all volunteers or training sessions as missions, you would need to choose a client and here it would make sense to select your charity.

We recommend not deleting a client but instead deactivating the client for missions. If you delete a client profile you will lose their data and this cannot be recovered.

In order to deactivate a client for missions, go to the "Settings" tab in their profile and press "Deactivate client"

If you still wish to delete a client, go to the "Settings" tab in their profile and press "Delete client & related data"

If you require any further assistance, please use the support chat to ask a question to our friendly support team. We will be happy to help!