Volunteers

Legacy feature

This page describes Volunteer Opportunities (V1), the original volunteer feature. ChurchCRM 7.8.0 adds Volunteer Management (v2) — ministries, teams, positions, schedules, assignments and reminder email. V1 is being retired: it is shown only while your church still uses it, and a new installation sees V2 only. While V1 is in use, administrators see a retirement notice on the Admin Dashboard. Choose Both on Admin → Ministry Settings (Volunteer experience) to run the two side by side while you move over, with a person record showing a Volunteer (Legacy) tab beside the new Volunteer tab. To move your opportunities across, use Admin → People Settings → Convert Volunteer Opportunities (see Moving to Volunteer Management (v2)). Switching never deletes V1 data. Retiring V1 is tracked in ChurchCRM issue #9702.

The Volunteers feature helps you track member talents and willingness to serve in specific roles. This makes it easy to find the right people when needs arise.

Common Volunteer Opportunities

• Baking / Meal preparation
• Childcare / Babysitting
• Grounds maintenance
• Music ministry
• Ushering / Greeting
• Technical support
• Teaching / Tutoring

Setting Up Volunteer Opportunities

1. Go to People → Admin → Volunteer Opportunities (administrators; shown only while Volunteer Opportunities is in use).
2. The page title is Volunteer Opportunity Editor.
3. Click Add New Opportunity and enter the name and description your church uses.

Assigning Volunteers to Opportunities

1. Open a Person's record
2. Open the Volunteer tab (Volunteer (Legacy) when the volunteer experience is Both)
3. Under Assign a New Volunteer Opportunity, choose the opportunities they're willing to help with
4. Click Assign Opportunities

Moving to Volunteer Management (v2)

1. Go to Admin → People Settings → Convert Volunteer Opportunities.
2. The preview shows each opportunity, the ministry and position it becomes, and who comes with it. Each living person linked to an opportunity gets a qualification for that position; people who have died or can no longer be found are listed and skipped.
3. Click Convert to move them across. Converted positions start with self sign-up off. You can run it again later — it converts only what is new since the last run.
4. The original opportunities are left as they are. Once nothing is left to convert, V1 is hidden.

Finding Volunteers

When you need volunteers for a specific task:

1. Go to Reports → People Reports.
2. Click Run beside Volunteers (or Volunteers for Two Opportunities to find people who match two)
3. Choose the Volunteer Opportunity, and classifications if you like, and click Run Report
4. The report lists all people who volunteered for that task
5. Click Add All to Cart to put them in the Cart for further actions:
   • Create a contact directory
   • Print address labels
   • Send emails