Getting Started

Create Your Workspace

Create one workspace for the team that runs your events. A workspace keeps your event plans, applications, volunteer shifts, people, automations, and settings together.

Use a clear organization name so team members and participants recognize it in emails and activity pages.

Invite Your Team

Invite the people who need to help run events. Ask each person to sign in with the email address that received the invitation before accepting it.

Use roles to match responsibility. Give someone more access only when they need to manage settings, integrations, automations, or members.

Check Workspace Settings

Before sharing public links, review:

• The workspace name and sender details used in participant emails.
• Team members and their roles.
• Application statuses your team will use during review.
• Confirmation emails for applications and volunteer signups.

Prepare Your First Event

Create an event with the date, capacity, notes, and volunteer roles your team needs. Add only the shifts you expect to staff. It is easier to scan coverage when each shift represents a real block of work.

Test Before Sharing

Submit a test application and claim a test volunteer shift. Confirm that:

• The confirmation screen shows the participant's edit or withdrawal link.
• The confirmation email includes the same link.
• Signed-in participants can find the application or shift from My activity.
• Your team can see the submission in the workspace.