How to Automatically Send Reminders to Volunteers

Efficiently managing volunteer schedules is crucial for organizations, and automating reminders can streamline the process. To enable this feature, follow the steps below:

  1. To enable reminders to be sent automatically to volunteers, go to Settings > select Services > Volunteers.
  2. Scroll to the heading marked as ‘Volunteer Schedule Reminder’. Here you can choose to send either an Email, SMS or both, and how many days before a service they should be sent. You can add additional reminders by clicking the blue button below.
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  3. To edit the email template, simply click on the link or by going to Settings > Built-in Contact Templates > select 'Volunteer Schedule Reminder' under Services & Volunteers.
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  4. Automatic reminders are typically sent from your account's default sending email address. However, there are a couple of exceptions:

    Adding or removing a volunteer to an existing service: When you add or remove a volunteer to an existing service, the reminder email will be sent from the email address of the logged-in user. 
    Click here to learn more how to set up sending emails addresses.