← All topics Resources & guides

Bookings & tasks (Pro)

Bookings come from the public portal. Filter by location, date, or status under Operations → Bookings. The “Pending approval today” filter shows shifts ready to close (with Grant Compliance).

On Pro, define tasks per day when editing a schedule day.

Assign volunteers from the dropdown in Bookings.

Use the Day Board on event day to see who is on each task.

Volunteers check assignments via “Check my booking” with their phone—or with email if they entered one when booking.

In Bookings you can edit each shift’s email (useful for automatic reminders). You also see reminder status when reminders are enabled in Settings.

Grant Compliance: each booking shows the flow 1) Check in → 2) Check out → 3) Approve and pick a grant program. Volunteers can also check in/out from the attendance link on their booking. Full guide: “Grant Compliance & timesheets”.