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Plan a Single Opportunity

Goal: Create a one-time opportunity that's specific enough for volunteers to know what they're signing up for and structured enough that you can staff and run it cleanly.

Before you start

Have these decided:

  • Date, time, and location
  • Project this opportunity supports (linked from the Projects module — opportunities tie into existing projects rather than creating their own)
  • Slot types you need — the named slots you're staffing for, with capacity per slot
  • Shifts, if the opportunity runs across multiple time blocks (e.g., morning crew + afternoon crew)
  • Requirements and waivers that apply

Slot types — staff the opportunity by job, not just headcount

Most opportunities benefit from breaking total capacity into named slot types:

  • "Framing crew — 8 spots"
  • "Site host — 2 spots"
  • "Lunch volunteer — 4 spots"

Slot types let you require specific skills per slot, and they let volunteers self-select where they want to help. A single number ("we need 14 volunteers") leaves coordination work for opportunity day that you could have avoided.

Each slot type can require:

  • A specific system role (RBAC, e.g., for slots only staff should fill)
  • A verified skill (e.g., licensed electrician)

Shifts — for opportunities spanning multiple time blocks

If your opportunity has natural breakpoints (morning/afternoon, three two-hour shifts, etc.), define them as shifts. Volunteers register for a specific shift, and your check-in counts are accurate per shift.

For continuous opportunities with one start and one end, skip shifts.

Requirements and waivers

Attach the requirements and waivers that apply:

  • Mandatory requirements block registration until satisfied
  • Optional requirements are surfaced but don't block
  • Waivers are presented for signature during registration

Visibility

When you save the opportunity, decide whether it's publicly listed or invite-only:

  • Public listing — appears in the public opportunities feed and is open to anyone with a working volunteer account
  • Invite-only — accessible only via a generated invite link or direct registration

Both are configurable per opportunity.

After publishing

Once published, the opportunity is open for registration. Coordinators can monitor signups in real time, manually approve or reject if you've enabled approval, and send notifications. See: