Did you know it's super easy to make an external volunteer internal? All you have to do is send them an invite!
Note: Need more context about volunteer statuses and what they mean? Read more about volunteer status definitions.
There are two places where you can send your external volunteer invites: from the Home Page and from Contacts.
How to send an invite from the Home Page (see video below):
Step 1: While viewing the Home Page of your admin a dashboard, click on "Invite volunteers" located under "Shortcuts".
Step 2: When the "Send Invitations" box comes up, click on "Add Volunteer". You will need to provide the volunteer's first and last name and their email address. Click "Add" and your invite has been sent to the external volunteer to join your organization.
Once an external volunteer accepts the invite, they will automatically show up as internal in your contacts.
How to send an invite from Contacts (see video below):
Step 1: In the menu of your admin dashboard go to the "People" tab and then click on "Contacts".
Step 2: In the top right hand corner of the page, click on the orange "Actions" button and then select "Invite Volunteers" in the drop down menu.
Step 3: When the "Send Invitations" box comes up, click on "Add Volunteer". You will need to provide the volunteer's first and last name and their email address. Click "Add" and your invite has been sent to the external volunteer to join your organization.