Features & Enhancements:
Volunteer Matching:
Some programs pair one volunteer with another, such as a mentor with a mentee or a driver with a passenger. You can now set those pairings up as rules, and Volaby will suggest compatible people while you review an application. Matching is available on the Pro plan under Admin Console > General > Application Actions. Turn on 'Suggest Matches', then add your rules underneath.
A rule sets which two roles get paired and what happens when a coordinator confirms a match. Rules run in order, and the first rule covering the applicant's role is the one used.
When role / Suggest: The two roles being paired. Someone in the first role is shown people in the second.
In program: Pin the rule to one program, or leave it blank to pair within whichever programs the applicant is already in.
Show above: A minimum availability overlap. Anyone scoring below it is hidden.
On match: What happens when a coordinator confirms a pairing. Currently 'Create a paired activity'.
Schedule and Runs for: The default cadence and length of the activity that gets created.
Sessions: The sessions that activity is created with, each with an optional report type.
Coordinators see a 'Find a Match' panel on incoming volunteers a rule covers. Each candidate is scored on how much of their availability overlaps with the applicant's, and the list can be sorted and filtered by day and time. Expanding a candidate shows their details next to a grid of the AM and PM slots both people share.
Picking a match and then clicking 'Approve Profile' opens the activity setup pre-filled from the rule, and enrols both volunteers once you confirm. Approving without picking a match tells you first. Nothing is created automatically.
Custom Labels:
You can now replace Volaby's wording with your own under Admin Console > General > Custom Labels. 'Word Replacements' covers 'Activity', 'Roster' and 'Program' wherever they appear. 'Navigation Labels' renames the items in each menu, grouped by Volunteer dashboard, Volunteering, Management and Admin. Leave a field blank to keep the Volaby default, which is shown in grey behind the field.
Onboarding Wording:
The heading and description applicants see on each onboarding step can now be written in your own words. Under Admin Console > General > Onboarding, Role Applications, Activity Preferences, Simple Availability and Enhanced Availability each have a 'Wording' section with a Heading and a Description field. Leave either blank to use the Volaby wording, or use 'Reset to default' to clear both.
Password Resets:
You can now send volunteers a password reset from the volunteer database. Select the volunteers you want, then choose Communicate > Password Reset. Write your own subject and message, and click a merge tag to insert it: {{FNAME}}, {{ORG_NAME}} and {{URL}}, where {{URL}} becomes that volunteer's own reset link. Each link is valid for 30 days. Anyone without an email address is skipped, and you are told how many.
Volunteer Imports:
The notification step of a volunteer import now asks when the welcome email should go out. 'Send as soon as the import finishes' works as it always has. 'Send later from the volunteer database' imports everyone quietly, so you can select them afterwards and send your own email through Communicate > Password Reset.
Forms on Volunteer Profiles:
Volunteer profiles have a new 'Forms' tab listing the forms and surveys that volunteer has submitted, each with its submission date and a link through to the response. It is visible to admins and program managers, and appears when forms are part of your plan.
Task Visibility:
A task can now be shown to anyone enrolled in at least one activity. In the activity selector on a task, choose 'Any activity (including future)'. Unlike picking activities by hand, activities added later are covered automatically, within whichever programs the task is set to. Task Details now lists the activities a task is visible to alongside its programs and roles.
Forms & Applicants:
Applicants created from a form can now be tied to a program. Set the default under the form's Settings tab in the new 'Program' section, or choose one in the Applicant step of the Form Wizard. When the person already exists, the message now names the applicant it matched instead of only saying they might.
Incoming Volunteers:
The incoming volunteers screen loads faster, with the heavier task counts only calculated for the status you are filtering by. The CSV export now matches what is on screen: the optional Phone, Date of Birth, Created and Application Status columns are included when you have them showing, and the export follows a multi-program filter.
Volunteer Profile:
Volunteer profiles now open faster. Tab counts load up front and each tab fetches its own detail when you open it, rather than everything loading at once.
The Complete Tasks tab also has a new 'Removed Tasks' section. Submissions against a task that has since been deleted from Task Management used to disappear from view. They are now kept in a collapsed section so the volunteer's history stays intact, and they don't count towards the completed task total.
Billing:
The billing page now recognises payment methods other than cards, including bank accounts, BECS and SEPA direct debit, and Link. It also shows the method your subscription will actually be charged to, rather than the first one on the account.
Smaller Improvements:
All day calendar invites: The calendar invite step in the Form Wizard has an 'All day' option, which sends the invite as an all-day event instead of asking for a start and end time.
Bulk check-out dates: Open check-ins aren't always from today, so the bulk check-out dialog now shows the activity date against each volunteer.
Add Volunteer: The dialog no longer asks for a phone number when inviting an applicant.
Duplicating an activity: A copy now keeps the original's type, so duplicating an event, flexible or self-directed activity no longer turns it into a regular one.