Volunteer Scheduling 2.0 BETA

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  • Official comment
    Avatar
    Julie Schweihofer

    Updates and Bugs in the works with status reports: 

    Update Requests: 

    1. Blackout Dates, sending via email with no login required
      Complete: Send via email from two places, no login required.

      From Assign Mode: 

      From the main People screen: 


    2. Blackout Dates, visible in Grid Mode when assigning volunteers
      Complete: You can now toggle in grid mode to view blockout date responses while scheduling. 
    3. Blackout Dates, notes available next to individual dates
      Hold: For now, this will be accomplished through email notes or individual event naming. 
    4. Grid View, scaling to allow several roles to be viewed on one screen 
      Complete: This is now available by navigating to "Grid View" > Top left, click the "Eye" and "Adjust Density" 
    5. Link tag eligibility to roles for easier sign-up sheet creation 
      Hold: This requires several added settings that is just not Breezy. Creating a single sign up sheets, while more set-up at the front end is just easier. 
    6. First name vs nickname 
    7. Add option to Send Volunteer Schedule to just those that have not yet RSVPd
      Hold: Current functionality will be retained for now, allowing re-sending of invites on an individual basis. 
    8. Text reminders  
      Complete: Navigate to your reminders > customize > and toggle on, "also send this reminder as a text message" (located at the very bottom of the dialog box)
    9. Ability to swap rows and columns in grid view based on need
      Hold: This adds a complexity to the design that is hard to overcome. Recommendations: when a 3-month schedule is needed on one printout, downloading to excel gives the option for landscape printing. Or, if pdf downloads are preferred, select 1-month at a time, providing 3 monthly sheets.
    10. Invite via text message. 
      Complete: 

      Send Invites via text
      Send Schedules via text


    11. Invites allowing for secondary interactions/scheduling. 
      Complete: When clicking the RSVP link, if the user has already filled out the RSVP, they will be notified that they already filled it out with an additional option to change their response(s). After changing response, you will receive a notification of the change. 
    12. Allow for additional recurring scheduling logic... ie 1st and 2nd week of each month
      Complete: Custom options have been updated 



      And more custom options: 
    13. When role specific reminders aren't necessary, being able to customize a reminder for all roles at one time and/or sending email to all volunteers for an event regardless of role. 
      Complete: Email all volunteers scheduled for an event, or series
    14. PDF printing in landscape
      Complete
    15. Email templates shared across events 
    16. Event description printing on pdf's 
    17. Start date of pdf printable schedules, start date correlating to the date you are actively working with. 
    18. Add time designations to blockout dates
    19. Make blockout date sending easier to find 
    20. Allow sign up sheets to be accessible by generic link (for posting on a website)
    21. When printing volunteer schedules, make date selections start with and correlate to the current date. As it is now, date options are given from the start of series rather than the current date forward. 
    22. Add a printable sign-up sheet 
      Complete - Both the PDF download and the Excel file will now leave space for unfilled slots.

    23. Sign up sheets are being sent from logged in user. Can we offer a "sent from" option? 
    24. Ability to return to the sign-up sheet to make secondary selections or change options. 
    25. Hover box not formatting correctly 
    26. Send Schedules - add "Send From" option 
    27. Automatically highlight the team name "Unnamed Team" when clicking to edit it. 
      Complete
    28. Display team leader name in List Mode
      Complete
    29. Make a link back to List Mode from Grid View.
      Complete
    30. Show the quantity of volunteers scheduled and volunteers remaining for entire teams. 
      Complete
    31. Prevent the user from accidentally saving an instance-specific reminder. 
      Complete
    32. For additional clarity, when creating roles the first time through change the "Save Changes" button to "Continue to Add Volunteers." 
      Complete
    33. Clarify who emails are sending from.
      Complete - The windows to create sign-up sheet, send schedules, email volunteers, and request blockout dates all display from whom the email is sending.
    34. Add ability to email volunteers.
      Complete
    35. Add team information to sign up sheet.
      Complete
    36. Improve look of sign up sheet when there is only one date listed for each role. 
      Complete
    37. When assigning people to a role, show both the name of the role and how many people still need to be assigned. 
      Complete
    38. Make the button to switch between Invite Mode and Assign Mode easier to find.
      Complete - The button has been moved into the dropdown menu at the top of the screen.
    39. After choosing blockout dates, let the user know it is safe to close the browser.
      Complete
    40. Add ability to customize confirmation page/email when a user fills out a Sign-Up Sheet.
    41. Add ability to resend Sign-Up Sheets to all volunteers at the same time. 
    42. Show blockout dates when setting a recurring schedule.
    43. Allow a way to export and import teams and roles across events. 
    44. Add role name to text reminder.
      Complete - Format is now "Demo Fellowship is reminding you that you're scheduled for Small Group Leader (Youth Group) on Aug 3. For details/rsvp:..."
    45. Update profile's volunteer page to use Volunteers 1.0 if the user is scheduled under the original Volunteers, but default to Volunteers 2.0 otherwise. 
      Complete
    46. Add Volunteer data to the log. 
      Complete
    47. Add a restore option for deleted roles.
      Complete - In More > Account Settings > Restore

     

    Bugs Reported: 

    1. Role-specific reminders not being retained 
      Fixed: You can now customize reminders for each of your individual roles as expected
    2. Sign up sheet titles not matching event name (in some cases)
      Keep an eye on this: We haven't been able to replicate
    3. Sending volunteer schedules with mailmerge name fields not working
      Fixed
    4. Page breaks not being retained in the reminder email messages
      Fixed
    5. View Entire Volunteer Schedule link not working in emails 
      Removed: This is only accessible if volunteer logs in and our current methodology assume many volunteers will interact with Breeze without logging in. 
    6. Subject line not being retained when text reminders are sent
      Fixed
    7. Disabled email verifications being triggered
      Fixed
    8. Multiple downloads when Breeze detects computer going offline
      Fixed
    9. Android phones, when sending sign up sheets the formatting is not optimal
    10. Double spacing when "send email" to volunteers
      Fixed
    11. Email reminders not being sent
      Fixed
    12. Firefox Issues: Customer Volunteer Reminders not saving 
      Email Volunteers, dialog box not offering formatting options. 
      Fixed
    13. Teams sort alphabetically regardless of how you set them up.
      Fixed
    14. Pressing the "Enter" or "Return" key when creating/editing a sign up sheet does not save your work. 
      Fixed
    15. Volunteer reminders contain RSVP button even if the "Allow volunteers to RSVP to this message" setting is unchecked.
      Fixed
    16. Volunteers are showing conflicts if there were in another role that got deleted. 
      Fixed
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  • Avatar
    Randy Roebuck

    Just getting into it today.

     

    1.  I notice we are starting from scratch rather than being able to use the data already inputted.  Is there any way to use existing scheduling?

    2.  When entering roles it would be really handy if you could move the order of the roles displayed to suit  i.e. Nursery, Pre-school, JK, SK, Grade 1 etc. rather than it default to alphabetical.  There is a work around by name roles A. Nursery, B. Pre-school, C. JK but it is awkward.

    3.  When you have many roles but one person in each role it would be handy in the grid mode if the rows fit the amount of data.  You could see more one screen.

    Thanks,  Randy

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    stclements

    Julie and everybody on this team, you are FANTASTIC. 

    I've been using the volunteer scheduling function happily but sparingly.  I use it just for the automated reminders, and do everything else by hand outside of Breeze because what you've offered doesn't match what I want. You just launched this beta test today and you've already solved multiple problems that kept me from using the features.

    For example, I'm not about to send our treasured volunteers a "schedule" that is a three-month-long list of Sundays, at most of which they aren't scheduled to serve.  So I haven't used that feature at all.  Your "here's your schedule" email in the beta is designed the way I'd have wanted:  listing the Sundays the person serves.  It's beautiful.  (Maybe some people would like the other way.  If so, then allowing customization would be a good thing.)

    I schedule three months at a time, and it has been very time-consuming to enter the volunteer schedule into Breeze.  (But worth it, for the automated reminders!)  I can already see that entering the schedule is going to take WAY WAY less time the next time I do it.  (So please keep this beta going!  I want to use it for my June-August schedule!!)

    You guys are the best.

    Sarah at St. Clement's

     

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  • Avatar
    Julie Schweihofer

    Good Morning :) 

    Randy

    1. The BETA version is running in addition to the current version... no sharing available right now.
    2. Yep, the awkward award has been presented for role order not following through from set-up to scheduling. That was in my testing yesterday and has been reported. Not certain of the solution on the technical side but it's been reported over to our developer for consideration. 
    3. If you have a screenshot of this, post and I'll report for consideration. 

    Sarah

    Thanks for the cheer of support. We love ministry and want to make things easier for you. Keep the review coming as you continue to explore. We want to provide you a tool that doesn't need "outside of Breeze" work but rather a consolidated process that really works for you. So happy to have you as a partner! 

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    angela

    Good morning, Julie and everyone,

    Thank you for the new developments! They look awesome. They are going to make scheduling volunteers so much easier. 

    Things I really like include:

    You can make a recurring schedule for volunteers.
    When the schedule is sent, the volunteers can accept or decline each event within the email.  
    You can send the entire schedule as a PDF to everyone and they're able to see who is also volunteering on the same days. That is very cool! Sorry, I'm geeking out a little bit. :)
    There is an option to have volunteers pick which days they want to volunteer.
    Grid view makes it so much easier to see who is in a specific role. When I schedule people, people are put in alphabetical order based on their name, so it gets confusing sometimes to see if I have enough people in specific roles.

    A few questions I have...

    Is there a way to only send a text reminder? I see that sending an email is the primary way to remind someone of an event, and a text message is optional.

    When I am trying to modify the notifications, what I write for one role saves for all of the roles. Are we still able to make role specific reminders?  

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    rick

    @Sarah,

    That's what we do, too! We build the schedule each quarter, but we build it in Google Sheets, and then once it's finalized, we transpose it to Breeze. Takes forever, but worth it for the sake of the Volunteer Reminder Emails. 

    @Julie

    Not sure if this is helpful, but here's our current workflow:

    1. Prompt for Volunteer Availability, and then record their "non-available" dates in a Google Sheet.
    2. Build the schedule in another Google Sheet (Dates along the top, Roles along the side)
    3. Transpose schedule from Google Sheet to Breeze. (Takes awhile. It'd be really nice if we could reorder the Roles.)
    4. Two weeks before the next quarter, we "Send Volunteer Schedules" to volunteers.

    Once this is completed, volunteers are responsible for finding their own substitutes. We maintain separate Google Doc for each team with the contact info of others who can be reached as subs. I suppose that instead of maintaining a Google Doc for subs, we could just send people a link to that particular Breeze Tag... but we haven't been doing that because I literally just thought of it. :-)

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    Julie Schweihofer

    You all are amazing. Thanks for the quick feedback - exactly what we need. 

    For those not yet activated, hang tight... a few more days and you'll too have access. 

    Angela

    • Text only reminders are not in the current 2.0 version - notes made to revisit this.
    • Role-specific email is available in Assign mode, you can use the dropdown next to Add Volunteers to email each individual role. 

    Rick & Sarah

    • I'll be specifically interested in hearing how Blackout Dates work for you guys
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    stclements

    Here's a plea in case you ever give us a "volunteers tell us your availability' feature:

    For volunteers to give me their availability before I make the schedule, I used Doodle for a while.  Gave that up because all it could offer was the dates, and I couldn't add any text next to them.  This is why I switched to Google forms and then to Breeze forms.  I need to be able to add text next to the dates, to give them the heads-up that it's a three-day weekend, for instance, or that it's Rally Day, because these thing affect their schedules and they might not remember them at the time they fill out the form.  I get much more accurate results from the poll when I've told them these things. 

    Here's my latest, corrected (did anyone go look and I had linked to the wrong form?! how embarrassing!):  https://stclementsberkeley.breezechms.com/form/a7643463911055

    You can see how I've flagged the parish retreat and Memorial Day weekends, and I was able to write whatever I wanted as a description of each Holy Week service.

    I take down these form responses by hand, one by one, to create my availability chart outside of Breeze.  I can live with this, I'm not asking for more!  (And we don't want to go to a sign-up system.  We want to make the schedule ourselves.)

    But if you ARE planning a feature in which people tell us their availability and the information goes straight into a chart on Breeze, please please please don't make it like a Doodle poll, with no way to add a description to a particular date.

    Oh my goodness, the Volunteer Scheduling 2.0 Beta team is getting every stray thought that comes into my head.  What can I say?  I like thinking about this stuff.

    P.S. I'll keep an eye out for "Blackout Dates."

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    Randy Roebuck

    Thanks Julie.  It is great to explore new possibilities.

    I am responding to your request for a screen shot of the Grid view.  Each cell that corresponds to a role is the same size regardless of whether there is one volunteer associated with the role or 5.  The grid view would be capable of showing more information in a condenses form if the cells adjusted their size according to the number of volunteers in the cell.  See the screenshot for and example.

    Thanks,

    Randy

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    Julie Schweihofer

    Randy

    Thanks for the screenshot - always helpful to have an example showing the exact context of how it's being used. Not sure what can be done... but, looking into it. 

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    Julie Schweihofer

    Rick

    Based on your volunteer scheduling flow, I've created a mock-up of how the whole process would work inside of Breeze. Let me know your thoughts. 

    1. Request Blackout Dates from Membership | Here is the sample email of how I would do that: 

      Greetings, Volunteers.

      Julie here with a quick request. 

      As we get ready to schedule volunteers for the next quarter, we need to know when you are not available to serve, or "Blackout Dates". 

      Log into your Breeze account (the system we use for volunteer scheduling), navigate to "Volunteering" and "Manage Blackout Dates". Enter the dates you are not able to serve... it's that easy. 

      Here is a link to login saving you time and helping us schedule with accuracy. 

      Don't have a login? Create one using that same link. It will securely send you login credentials to your email we have on file. 

      Thanks for serving and helping us grow the Kingdom. 

      We appreciate you!

      Julie Schweihofer

    2. Establish Event or Series, along with all Roles needed
    • In Breeze, establish your event or series 
    • Click on the first event of the series and choose View Details > Volunteer 2.0 BETA 
    • Toggle to "Grid VIew" (roles will be listed on the left with all series dates in columns)
    • Start scheduling :) 
    • You will get warnings if you try to schedule someone that has indicated they are not available (through Blackout Dates). 
    • Staying in "Grid View", click the "gear icon" to "Send Schedules to Volunteers" when you're ready

    3&4 are then covered in step 2. 

    You are also able to download the schedules into pdf or excel format, right from Grid View. 

    I think it works... give it a shot and let me know what you think. So helpful to test with real use cases, thanks for this! 

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    rick

    @Julie

    This is good, but it brings up a few more thoughts.

    Simplify Blackout Dates request. We are a very intergenerational church, and many of our volunteers are super intimidated by technology and haven't gotten around to actually signing into Breeze themselves. One of the things that attracted me to Breeze to begin with is that my staff, myself, and our tech-comfortable members can sign in, but even if volunteers don't create an account themselves, they'll still receive volunteer reminder emails, RSVP requests, etc. I tell people, "As a volunteer, we just ask that you respond to those Breeze emails," and it seems to work out really well. 

    All that to say, I would personally be a bit hesitant to start requiring volunteers to sign in and navigate to a relatively hidden page. (This is another topic for another day, but the Volunteer section isn't necessarily easy to find. I wish it had its own dedicated tab in the main, top navigation bar.) 

    Could the Blockout Dates feature be implemented in the same way the Request Volunteers feature is currently handled? 

    1. Admin emails out "Blockout Dates" request for dates between X and Y.
    2. Volunteer opens email and clicks "Choose dates" button.
    3. Volunteer is presented a website with a list of dates, selects the dates she's not available, and clicks "Submit."

    View Unavailability while Building. The other thing that makes me hesitant to use this proposed workflow is that when the Admin is building the schedule, she does't find out that a user is unavailable until that volunteer is actually entered into the volunteer slot. It would be frustrating for her to spend an hour or so building the schedule, and then not realize someone isn't available until she keys them into Breeze. Know what I mean?

    What we are presently doing with our two spreadsheets ("Volunteers' Unavailability" and "Draft Schedule") is that my Admin can view the unavailability as she's building the schedule. 

    Maybe the answer is just that she would not use the spreadsheets at all and build the schedule in Breeze, but even still, there's a lot of "trail and error" when assigning people to slots. You might have a two person setup team, Bob and Larry, and you schedule Bob on May 5 just fine, but then when you put Larry in, Breeze tells you he's not available. Then, you have to remove both and find another date. The bigger a team, the more likely that will happen. Over the long run, I think that's too much friction for my Admin and I could see her going back to using the two spreadsheet workflow.

    Breeze Schedule Builder. My final suggestion, and I realize this might need to get saved for Volunteer 3.0, is that it'd be absolutely magical if Breeze, after receiving all those Blackout dates, could then build the volunteer schedule itself. Understandably, this is pretty challenging to pull off since many churches probably have situations where Bob and Mary are married and therefore want to be scheduled as Greeters on the same day. Or, Mark and Jack shouldn't be scheduled together because of some relational issues. 

    ——-

    Thanks for reading all of this and for working hard to improve the Volunteer tools in Breeze. This is already a great tool for Breeze, and I'm eager to see it even better!

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    angela

    I had a thought about the "Blackout Dates". What I have been doing is having a volunteer role called "Blackout Dates," so when someone is out, I put them in that role so I know they are unavailable. But as I have been playing with the 2.0 version, I have an idea. What if you switched to Invite Mode and created a sign up sheet specifically for Blackout Dates? In my example, I selected the entire month of May. So when I send this to my volunteers, they can pick any days they are unavailable to serve, which would eliminate a step for me if I create a schedule and then learn someone is not available to serve on a particular day. Just a thought...

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    ryann

    It's probably user error, but I am still unable to access the beta testing. Hoping to show off the new features to our children's department and worship coordinator today if at all possible. Thanks! 

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    mike

    Same here. I also don't seem to have access to the beta yet. Trying to be patient, but it's HARD... :)

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    scorsi

    In the same boat as Ryann and Mike... itching to try this out! 

    Thanks to all at Breeze for getting this underway! 

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    Rob N.

    @everyone

    Thanks for your enthusiasm!  We can't wait for you to see it either!  

    As it turns out, the Beta was supposed to be released earlier this week, but there were still a few bugs and interface changes that needed to be made. So our development team has faithfully been working to deploy these updates, and Volunteer Management 2.0 should be released to the churches that signed up to participate really soon!

    We look forward to having you part of the 2.0 Beta Check In! So, Hang tight just a little bit longer because it is coming to you!

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    mike

    @rob

    I am SO chomping at the bit to start testing...AND...it's the week leading up to Easter. I have the luxury of being able to devote time this week, but the staff? Not a chance I'll get them to look at it this week, much less use it for scheduling the most critical Sunday of the year. Soooo, if it helps the dev team, my vote would be to target the week after Easter and not even try to get it out this week. Just my 2 cents...

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    stclements

    Hi, Julie --

    Seconding what Rick said, above, only more so:  we haven't even gotten around to offering Breeze log-ins to church members yet.  When I request blackout dates, almost all of the volunteers who respond are willing to click through to the Breeze form, but I'm not going to ask for more than that. Definitely not ready to use a feature that would require them to log in. I might get more non-respondents than I do now, and they'd be annoyed.

    Breeze forms are great at matching them up to their record, anyway.  I don't think anything is lost by letting them respond without a log-in.

    My current work flow:

    1.  Email them a link to my "please give me your available dates" form in Breeze.

    2.  By hand, put the responses into charts in a Word doc. One row for each person, one column for each worship service. Separate chart for each type of volunteer.  Looks like this (well, this is what it looks like by now, with cancellations and all):

    3.  Create the schedule -- and yes, absolutely, seeing the blackout dates is essential to creating the schedule. Would never try to do it with only a warning after I put the name in.

    4. Transfer *that* information to a bunch of Google sheets, and send those links to the volunteers.  (I do one sheet for ushers, one for readers, etc., but I could certainly live with one big chart for everyone.)  They don't get my working chart, because I figure people's trips out of town are their own business and not to be shared with others.

    5. Transfer it all into Breeze, for the sake of the automatic reminders. Yes, this is time-consuming.  Or it was until this beta version.  :)

    Here's my fantasy work-flow, with every possible wish I can think of, that would get me to do the whole operation in Breeze:

    1. Request blackout dates by email, either linking to a form or allowing people to respond by clicking within the email (THAT IS SO COOL!)  I would only do this if I could put notes next to the dates ("This is the parish retreat weekend!")

    2. Their responses magically turn into internal, for-my-eyes-only charts showing all the volunteers and their blackout dates. I could copy a person's response over into an additional line, since some people serve in more than one capacity.  I can adjust blackout dates myself as the volunteers call to say they've changed their plans. I create the schedule in these charts.

    3.  Breeze takes my schedule and translates it into a public chart -- who is serving at each service.  I want three months' worth at a time, but some users would want one month.  And my "quarters" are Dec-Feb, March-May, and so forth.  So:  flexibility about what dates appear on the chart.

    4. I send Breeze's "here's your schedule" email to everyone -- now that it is graceful and short, I'm happy to use it.  In my dream world, here, it also includes the link to the public chart.  Which volunteers can see without having a Breeze login. :)

    5. Breeze turns my schedule into reminder emails, which can still be fully customized.

    There:  that's everything I want.  I'M NOT ASKING TOO MUCH, RIGHT?!!  :D

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    zach9891

    Hello Julie, 

    May I ask if it's too late to get my Breeze account into the Beta? We've got a wide array of roles and volunteers that we're planning on building as nested forms and smart tags. If there is a better way, I'd love to try it in Volunteer 2.0 rather than going to all the work and then setting it up again.

    Thanks!

    Zach

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    Julie Schweihofer

    Zach: Sure thing - send me your church name and I'll get you activated. Either post here or email me at julie@breezechms.com

    Angela, Rick & St. Clements: I'm planning to read through your posts and respond later this evening :) 

    Ryann, Mike & Scorsi: The wait is over... if you get a minute to breathe before Sunday, Volunteer 2.0 has been activated on your accounts. 

     

    All Beta Tester accounts have been given access to Volunteer 2.0 - excited to hear what you think! Thanks in advance for helping us make Breeze the best it can be. We appreciate you and your efforts. 

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    kdjoyce

    This is so wonderful! An absolute game-changer for my church.

    I like the ability to link a role to a "leader." One thing I would *love* to see is the ability to link a role to a specific tag of people - we use tags to keep track of who has been trained for what task. We don't want to let people sign up for roles that they aren't qualified for, but we also don't want to have to create a whole separate sign-up sheet for each of our 12+ roles. Is this something already possible, or that might be possible later?

    Edit: It also seems to be listing everyone under their legal first name, not their nickname - this leads to some serious confusion, since people are being listed under names that nobody here knows them as.

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    kdjoyce

    Okay, another small bug: we have an event called "Holy Eucharist Rite II @ 11:15am." When I go to create a sign-up sheet email, both the subject and the body render the event name as "Holy Eucharist Rite II 1115am."

    When I go to RSVP to my schedule, while my name appears correctly in the email, once I click through the link, it has no name content. (See screenshot)

     

    Also, it would be really great if, when people RSVP "no" to an event, it could automatically email recent volunteers in that role to ask them to volunteer as a substitute.

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    brolinrosquist

    Does this email send out automatically if I add a new member to the tag? If not that would be super awesome if it did!

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    ryann

    I love this new format, and can see how this will be useful specifically for our children's department and worship coordinator. I would agree with previous posts about black out dates, as well as restricting who can sign up for what role. 

    One thing, and I don't know if anyone else mentioned this, is that I sent out a sign up sheet to my test accounts, and one of them ended up in the junk folder. None of my other emails from Breeze (even as tests) have ended up in my junk folder. Anyone else having this issue or can shed some light on why that is? Thanks! 

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    cstarnes

    I'm noticing that the options to define select scheduled volunteers is gone. For example, the "Volunteers who said "yes" or have not RSVPd"

    Am I'm missing it?  Or is it not available in 2.0?

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    Julie Schweihofer

    Rick

    Fantastic feedback, thanks for that. Here are a few responses, action items from my side. 

    Simplify Blackout Dates: 

    Blackout dates are most helpful when using "assign" mode of volunteer scheduling. It sounds like from your current workflow, using the new sign-up sheets within "invite" mode is the way to go. With sign-up sheets, you can send all dates and available jobs within one email - allowing volunteers to fill slots they are available for (without the need for blackout dates at all). This really is the new solution for the previous "Request Volunteers". 

    I am noting the suggestion to add email blackout date templates vs. required member login. Just struggling with the idea of adding another step - sending blackout date requests vs. simply just creating a sign-up sheet and allowing volunteers to fill in where they are available. Good struggle as these discussions are always helpful in fine-tuning process and development on our end. 

    View Unavailability while Building

    When entering volunteers that have blackout dates selected, a message "unavailable on this date" appears in red prior to scheduling a volunteer assignment. Let me know if you saw that and it's still not what you'd hope for. Our goal would be to have the process so smooth that additional outside spreadsheets are not necessary - that just seems like a nightmare for your admin that we want to help with. 

    Breeze Schedule Builder

    I love where your thoughts are. You never know what's possible until you give it a shot. I'll log this for a suggestion in Volunteer 3.0 

    Final note: I'm going to create a workflow video for your review. Let's keep talking this through to see where we can take it and help free up some admin work. 

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    Julie Schweihofer

    Angela, Rick & St. Clements

    Looks like both of you are on the same page - being able to send blackout date "schedules" via email vs. a login would be helpful. 

    Also, a way to see blackout dates prior to the warning. I'm thinking, if this is possible, it may be visible in grid view. 

    Stay tuned... I'll update here after our next planning session. 

     

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    bfaber

    Oh my goodness so excited about this! I have been saying to our staff, I wish Breeze could do something more like SignUp Genius so I don't have to use Sign Up Genius and then put the info into Breeze. Very excited to dig in and get my VBS stuff all set up.  One question I did have was the "Leader" role, is there a way to put people who do not accounts into that role? I am only seeing our Staff as options. On Sunday mornings and especially at VBS we have volunteers in a lot of our leader positions for teams.

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    ryan

    Like many of the others here, I currently manage schedules in a hybrid way, only loading final schedules into Breeze for the schedule tracking and RSVP notifications.

    It looks like the new tool set will be able to take all of this “in house”, which will be amazing. I just finished building our schedule through the summer, so once we’re clear of the crush of Holy Week, we’ll have plenty of time to sit down and figure out exactly how we are going to use the new tools.

    One thing I notice right away is that the “Download Schedule as PDF” doesn’t seem to do anything yet. I’m looking forward to getting nice looking, readable schedules out of Breeze to post in the church.

    I’d would also prefer to have to manage fewer Breeze accounts for all of our volunteers, so anything they can do with signing up or listing blackout dates without logging in is awesome.

    Thanks!

    Ryan

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