Clients

A client is defined by your organization. For instance, a client could be a refugee family or a client could be a senior who received visits from volunteers.

Q: How do I add a new Client?

A: Visit the main Organization tab (i.e. select your organization’s name along the left-hand side)  to set up your organization’s Clients.

1. Select the Clients icon along the top
2. Select thebutton (top right) to add a new client or group (e.g.
3. Enter the Name of the client, company or group
4. Attatch any Addresses, Contacts or Notes to a client
5. the information

NOTE: The start and end date in the organization section represents the dates they were a client with the organization.

Q: How do I link a Volunteer to a Client?

A: Visit the main Volunteers section  and select a volunteer.

1. Select the Clients icon (top)
2. Select thebutton (top right) to select or assign a new client
3. Select a Client from the drop-down (this client would have been created via the Organization section)
4. Add the start and end date if applicable
5. the information

NOTE: The start and end date in a volunteer profile represents the dates they were assigned to a client. You can add and attach an unlimited number of Clients to a volunteer. Simply select thebutton (top right) to add another client.