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Using the optional reference field

When to add an optional reference when creating a shift and how it can help.

Updated over a month ago

This feature is available on the Pro plan.

What is an optional reference?

The Optional Reference is a text field that appears when creating a new shift. It allows you to add a brief note that volunteers will see next to the position name when they sign up. This is a great way to share additional details that might help volunteers decide whether to sign up, and it’s different from the full position description, which shows up when they click for more details.

When to use an optional reference.

The beauty of the Optional Reference field is its versatility. While it may not always be necessary, it’s there when you need it.

Here are a few common ways organizations use it:

  • For Theaters and Festivals: You can list the film playing or an artist performing during a volunteer’s shift.

  • For Different Programs: It can help indicate which program or department the shift is related to.

  • For Reserved Shifts: You might note the name of the person or group assigned to the shift.

  • For Special Roles: It can note specific requirements, like adding “Leader” for roles that need special credentials—especially if you prefer not to create separate positions.

Adding an optional reference to a shift.

Click the Add Shift button within a schedule to add an optional reference (or click Edit Shift to modify an existing shift). After selecting your position, you can start typing in the Optional Reference field.

How volunteers see the optional reference during signup.

When volunteers pick their shifts, they’ll see the Optional Reference in brackets under the shift name and location. The reference is not searchable or filterable; it's just a simple text field to communicate specific details for each shift.


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