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05. Managing Event Participation
Posted by Gabrielle Long, Last modified by Matthew Murphy on 08 April 2019 04:57 PM

Now we will discuss some of the more advanced features for managing event participation in VolunteerHub, such as group reservations, waitlists and other registration options. 

Check out the short video tutorial below on reserving events for groups, or continue reading below the video for step-by-step written instructions.

Step 1.

To manage participation for an event, go to the Events tab and click on the name of an event. Click on  Registered Users to view that page (Figure 1).


Figure 1. The Registered Users page allows you to view and manage registrations and reservation details for an event.

Step 2.

Let's start by creating a group reservation for the event. Group reservations allow you to "reserve" some or all available slots of an event for a particular user group. You might do this if a group has expressed interest in an upcoming activity so that non-members cannot sign up for that activity.

Begin typing the name of one of the user groups we created in Part 4 of this tutorial into the field beside the Add Group button, select it from the available matches and click the Add Group button (shown in Figure 1 above). A new row will appear, allowing you to add details for that group's reservation (Figure 2). No changes have been made to the event yet.


Figure 2. You can now enter details for the group reservation.

Below is a description of each field in the Registered Users page, which you can see applied to our example event in Figure 3 below.

  • Slots Reserved: Enter the number of slots you'd like to reserve (i.e., guarantee) for members of this user group into the Slots Reserved field. If we would like to guarantee 10 of an available 20 slots (as determined by the Event Slot Limit field in the event's Edit page) for volunteers from Wells Fargo, we will enter "10" into the Slots Reserved field. Therefore, only members of the Wells Fargo user group will have access to those 10 slots.
  • Expiration: Set an optional expiration for the reservation, which allows any unused reserved slots to reopen to the public (or another user group) a number of hours, days, weeks or months prior to the start time of the event. For example, select "2 weeks" to have the unused slots of the 10-slot reservation automatically open back up two weeks before the event starts. Leave the default value ("No expiration") to make the reservation permanent, meaning users from other groups will never be able to sign up for the reserved slots.
  • Allow Overflow: Check this box to allow more than the reserved number of slots to be taken by members of that group until the event is full. For instance, in our example, we have ten slots reserved for Wells Fargo. Checking the Allow Overflow? checkbox will allow an 11th user from ABC Company to register for the event by taking a slot from Unaffiliated Users (which, in this case, is any user not affiliated with Wells Fargo), but unchecking it will block that user from being added to that group's reservation once the ten slots reserved for Wells Fargo are filled. Note, however, that this does not allow registrations to exceed the Event Slot Limit, which cannot be bypassed except by an administrator through manual user registration. (We recommend you allow overflow when using the Expiration field so that members of the group registering after the expiration date are still tracked with their group.)
  • Default Slot Limit: Set the maximum number of slots each user can take when registering for the event. This will include the registering user PLUS a number of unregistered guests, who will take slots on the event but at no point will have a user account or tracked hours. For example, if your event's Default Slot Limit is three and a user indicates while signing up for the event that they are bringing a guest, that user will take up 2 of the 10 reserved slots. The Guests box will contain any email addresses the user entered for their guests so that those guests can receive the confirmation emails related to that event. (Leave this field as a "1" if you plan to capture walk-ins using OnSite or Kiosk, as an anonymous guest registration cannot be converted to a user registration.) 
  • W/L: Check the checkbox to allow users to be added to an automated waitlist once all available slots on the reservation are full. Once your event is full, the Sign Up button will be replaced automatically with a Join Waitlist button. You can add a waitlist to a specific reservation, all reservations and/or the general public (i.e., "Unaffiliated Users"). If the event becomes full and a registered user later cancels their registration for the event, the first user on the waitlist will automatically be registered for the event and will receive an email notification indicating their updated registration status.

When finished creating your group reservation, click on the Save Registration button. Be sure to click this button before navigating away from the page or clicking any other buttons on the page, or you will lose your changes to any reservation details. You can edit the reservation at any time by returning to the Registered Users page of the event.

Step 3.

The Registered Users sub-tab also allows you to register users manually for an event, as discussed briefly in Part 3 of this tutorial. Begin typing a user's name into the empty text field beside the Add User button (Figure 3) under the desired group reservation. As before, the user's name will auto-populate below the field; click on the user's name and click on the Add User button to register that user for the event. When registering a user under a group's reservation, it will simultaneously add the user to the associated user group.


Figure 3. Manually register users for an event on the Registered Users page.

For an even more detailed walkthrough on the Registered Users page, please view the Everything You Never Knew About VolunteerHub: The "Registered Users" Page webinar

Now that you know the "ins and outs" of your VolunteerHub site's basic functionality, you're ready to learn more about creating additional landing pages for specific events or user groups.

 


(Continue to Part 6: Creating Custom Landing Pages)

(Back to Part 4: Creating and Managing User Groups)
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