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How to schedule and manage volunteers for events

Gracely makes it easy to assign volunteers to events, track their responses, and manage coverage for each event or recurring instance.

Step 1: Open the event

  1. Go to Calendar.

  2. Click the event you want to manage.

  3. Open the Volunteers tab.

Step 2: Assign volunteers

  1. Click Assign Volunteers.

  2. In the pop-up, you will see a list of available people.

  3. Search by name or scroll through the list.

  4. Select one or more volunteers.

  5. Click Assign volunteers.

Step 3: What happens after assigning

Once volunteers are assigned:

  • They appear under Assigned Volunteers with their name and email.

  • Their initial status is Pending.

  • Gracely automatically sends each volunteer an email invitation.

The email includes:

  • Event title

  • Date and time

  • Two response buttons:

    • Yes, I can serve

    • No, I cannot serve

Step 4: Monitor volunteer responses

In the Volunteers tab, each person’s status updates automatically:

  • 🟢 Confirmed – Volunteer accepted and will serve.

  • 🔴 Declined – Volunteer cannot attend.

  • 🟡 Pending – No response yet.

You can quickly see who is confirmed for the event at a glance.

Step 5: Manage volunteers

  • Remove a volunteer anytime using the trash icon next to their name.

  • Assign new volunteers if someone declines.

  • Changes apply instantly and notifications are handled automatically.

Tip for recurring events

For recurring events, each date has its own volunteer assignments.
This allows you to schedule different volunteers for each occurrence.

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