All In One Nonprofit · User Guide

Volunteer Management
User Guide

Manage volunteers from application through long-tenure retention. Applications, screening, training, shifts, hours, communications, recognition, risk tracking, and a polished annual volunteer report at year end.

Unlimited Volunteers Shift Scheduling Background Checks Hours Log Risk Tracking
Team chat. When you are signed in and part of a team, a Team chat button sits in the bottom-right corner of this app. It opens a real-time chat with your whole organization (live presence, typing indicators, and full message history), so you can message your team without leaving your work. Committee-specific chats live on your Team page.
New: easier lists. Any list that grows over time now collapses to one-line cards, each with filter chips, a sort dropdown, and Expand all / Collapse all. Click a card to open its full editor.

1. About This Tool

Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.

A working volunteer coordination platform for nonprofits with 5–500 active volunteers. It handles every step of the volunteer relationship from the moment someone fills out an interest form to the day they receive a thousand-hour award.

Volunteer management is often the most under-resourced operational function at a nonprofit. Hours go unrecorded, screenings expire silently, and the "ask for help" form sits unread for weeks. This tool fixes that.

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2. Getting Started

Live demo, no sign-in needed: https://www.allinoneforprofit.com/volunteer-management/?demo=1, loaded with sample volunteers, opportunities, logged hours, screenings, trainings and a group engagement.

The volunteer lifecycle

  1. Application: prospect fills out interest form → captured in Applications
  2. Screening: request background check; track until cleared. Setting a screening to flagged escalates it automatically: the platform emails whoever holds the Executive Director position for your organization, falling back to the President and then to the account owner, so a flagged check can never sit unseen. Set who holds each position under Who does what on your My Organization page. The notice names the volunteer and says a screening needs review; it deliberately does not repeat the finding, because a background-check result about a named person should not travel by email. It sends once per screening record, and a daily check catches any flag the immediate notice missed.
  3. Orientation/training: log completion of required trainings
  4. Roster: convert application to active Volunteer with full profile
  5. Match to opportunity: find a fit in the Opportunities catalog
  6. Schedule: sign volunteer up for specific Shifts
  7. Log hours: record actual time served
  8. Communicate: reminders, check-ins, broadcasts
  9. Recognize: milestones, anniversaries, exceptional service
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★ Your First Session: From Sign-in to a Logged Volunteer Hour

This walkthrough takes you from a blank app to a real volunteer in your roster with hours on the books. Follow the steps in order, using the exact sidebar items and button labels you will see. Plan on about 20 minutes.

Tip: explore with the demo first

Want to look around before adding real people? Open the live demo at https://www.allinoneforprofit.com/volunteer-management/?demo=1, which is pre-filled with sample volunteers, opportunities and hours and needs no sign-in. When you are ready, sign in with your own email to start clean.

Step 1: Sign in and open the app

  1. Open the Volunteer Management app. The sign-in screen appears automatically.
  2. Type your email and click Email me a sign-in link (or use Sign in with Google), then open the one-click link we send you. No password to create.
  3. You land on the Dashboard (the top item in the left sidebar).

Step 2: Add your first volunteer

  1. In the sidebar, open the People group and click Volunteers.
  2. Click + Add Volunteer. A new volunteer card opens.
  3. Fill in the first name, last name, email, phone, and (recommended) the emergency contact name and phone. Set the status. Changes save automatically as you type.

Step 3: Create an opportunity for them to fill

  1. In the sidebar, open the Work group and click Opportunities.
  2. Click + New Opportunity and describe the role, the lead, the time commitment, and any requirements.

Step 4: Log the hours they served

  1. Open the Work group and click Hours Log.
  2. Click + Log Hours.
  3. Choose the volunteer and the opportunity, set the date and the number of hours, and add a note if you like. The entry saves automatically.

Step 5: See it add up

  1. Return to the Dashboard. Lifetime hours and milestone progress are recalculated automatically. Above the tiles is a range control (all time, this week, this month, this quarter, this year) that sets what the Hours logged tile counts. It starts on all time, so a brand-new program sees its real total rather than a zero.
  2. Open Reports (under the Output group) to see total hours, active count, hours by opportunity, and your top volunteers, all live.
You are up and running

You now have a volunteer, an opportunity, and recorded hours. From here, add applications as people sign up, request screenings for sensitive roles, schedule shifts, and at year end click Build Annual Report for a board-ready document.

Your Volunteer Workflow

The pages in this app are not separate tools. They are stages of one thing that happens over and over: somebody offers to help, you check them out, you get them ready, and then they do the work. The table below is that sequence, and which screen does each part. Everything in the Ready to start column is what the app checks for you.

StageWhere it happensWhat it leaves behind
1. They applyApplicationsAn application moving through received, interviewing, then accepted, declined or withdrawn
2. They become a volunteerApplications → Convert to volunteerA volunteer record carrying their name, email, phone, availability and interests, created at Pending Screening
3. You say what they areThe volunteer record → PositionsOne or more positions, which decide what is expected of them. Somebody with no position is fine and is measured against the All volunteers list
4. ScreeningScreening & Background ChecksA check moving through requested, in progress, then cleared, flagged or expired, with an expiry date
5. OrientationTraining & Certifications, type OrientationA dated record with how it was delivered and who signed it off
6. Training for the roleTraining & Certifications for anything you deliver or record; the Training app for online modulesA dated record either way. Online modules the volunteer takes on their own arrive on the checklist without anybody re-keying them
7. Ready to startThe volunteer record → Onboarding checklistEvery required line documented, and a Mark active button
8. They do the workOpportunities, Shifts, HoursSign-ups, attendance recorded as approved hours, and hours they log themselves waiting for approval
9. You keep themRecognition, Communications, PredictionsThanks and milestones, and an early warning when somebody goes quiet

Set the standard once, in Settings

Stages 4 to 7 only work because the app knows what your organization requires. Two cards in Settings set that up, and you do it once rather than per person:

  • Volunteer positions, such as Mentor or Workshop Presenter. Somebody can hold more than one.
  • What a volunteer must complete, as an All volunteers list plus an optional list per position. Somebody holding two positions gets both lists, and anything asked for twice counts once.

Modules you mark required in the Training app do not belong in that list. They already reach the right people by audience and appear on the checklist on their own.

Nothing on the checklist is ticked by hand. A line is met when the record behind it exists, is complete, and has not expired, so it is read fresh every time you open the record. That is why moving somebody to a different position never loses what they have already done, and why an expiring background check reopens a line on its own rather than waiting for somebody to notice.
The app tells you, it does not block you. Nothing here stops you assigning an unscreened or expired volunteer to a shift. The checklist, the screening board and the dashboard all surface it, and the decision stays yours.

Where to look each week

The Waiting for you panel on the Dashboard is the short version of all of this: who has finished onboarding and is waiting on you to make them active, how many are still working through it and how long the longest has been waiting, plus any hours entries awaiting approval. If you only open one screen, open that one.

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3. Volunteers, Applications, Groups

Volunteer Directory

The roster of everyone who serves your organization. Each profile captures contact info, emergency contact, skills, availability, interests, start date, status, and notes. Lifetime hours and progress toward the next milestone are computed automatically.

You can move your roster in and out as a spreadsheet: Import CSV bulk-adds volunteers (matching on email so it will not create duplicates), and Export CSV downloads the volunteers currently shown, respecting your status filter and including total hours, as a spreadsheet-ready file. Find duplicates merges any repeated records.

A Download a sample CSV link on the upload step shows exactly the columns the import understands, so you can check your export against it first.

You can also send each volunteer a waiver and media release to sign electronically. Click Send waiver on a volunteer and they get a private link by email (no account needed) to review the document and sign it by typing or drawing their signature behind a consent checkbox. You can either type the waiver text or upload a PDF for them to sign (Word upload is not yet supported). When they sign, the finished signed PDF (the original document plus an appended signature page with their name, signature, date, consent, and an ESIGN/UETA audit line) is filed automatically into your Document Library. You can track or resend it from the Signature Requests page; unsigned requests get automated reminders. This is a good-faith electronic acknowledgment, not a notarized signature, so have the wording reviewed by an attorney.

Applications

The sign-up pipeline. Each application captures contact info, interests, availability, referrer, and status (received, interviewing, accepted, declined). Click Accept → to convert into a full Volunteer profile.

Group Volunteers

Track group engagements separately, corporate day-of-service, school groups, religious orgs, family days. Group hours count toward organization-wide totals.

Click-path: add a volunteer

  1. Sidebar → People group → Volunteers.
  2. Click + Add Volunteer, fill the profile fields. To remove one, open its card and click 🗑 Delete.

Click-path: accept an application into the roster

  1. Sidebar → People group → Applications.
  2. Click + New Application to capture an interest sign-up (name, interests, availability, referrer).
  3. When you decide to bring the person on, click the Accept → button on that application. The app creates a full Volunteer profile from it. Find them under Volunteers to complete their details.

Click-path: log a group engagement

  1. Sidebar → People group → Groups.
  2. Click + Add Group and record the group name, date, number of participants, and hours. These hours roll into your organization-wide totals.
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Additional Emails & Shared Contact Records

Volunteers often reach you from more than one address: a personal email and a work or school email, or a new address after a move. The volunteer editor now has an Additional emails field where you can store several addresses for one volunteer, separated by commas. Those addresses are saved with the volunteer, they are searchable (so the volunteer turns up whether you search their primary or an alternate address), and they show under the primary email in the roster.

The same person is often a volunteer, a donor, and a member all at once. A shared contact record lets you keep that one person's name, emails, and phone in a single place instead of maintaining them separately in three apps. When you open a volunteer record, a shared-record panel shows whether that person is also a donor or a member in your other apps.

If someone with the same email already exists in your Donor Management or Membership app, the panel offers a one-click Link to that person. If there is no match, you can Create a shared record so the connection is there next time. Once a volunteer is linked, editing their name, email, additional emails, or phone here updates the shared record everywhere it is used, so you correct it once and every app stays current.

Your volunteers also appear automatically in the Contact Manager, one searchable list of every person your organization touches, where you can log calls and meetings, set follow-up dates, schedule tasks and appointments, and see each volunteer's logged hours right on their record. Nothing is retyped and nothing moves: this app stays the system of record for volunteers, shifts, and hours.

This stays inside your own organization

Shared contact records link your own volunteer, donor, and member records together, within your organization only. They do not touch Client Management and do not reach across organizations.

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4. Opportunities, Shifts & Hours

Opportunities

Your catalog of ongoing volunteer roles. Each describes the role, lead, time commitment, requirements, and skills needed.

Opportunity or shift? The difference decides where the work goes.

An opportunity is a standing role. It has no date and no capacity, so it can never be short-staffed or full. A shift is one dated instance of an opportunity, with a date, a time, a place and a number of spots, which is what lets the board show it as open, partly filled or full.

Work that happens on a particular day, such as a workshop or an expo table, belongs in Shifts & Schedule. Work that is ongoing and unscheduled, such as one-to-one mentoring where a mentor takes clients as they come, belongs in Opportunities with no shifts under it at all.

Hours can be logged against either. A volunteer logging time in the member portal picks from their own recent shifts first, then the opportunity list, then General. Picking a shift is the accurate choice, because it fills in the date the work happened and how long the shift ran, and it links the hours to the occasion rather than only to the role. Both roll up to the same opportunity totals.

Every role starts collapsed, showing just its title and whether it is active, so a long catalog stays a scannable index instead of a page you have to scroll past. Click the small arrow beside a role to open its details and edit them, and use Expand all or Collapse all beside the role count to open or close the whole list at once. Roles you leave open stay open while you work, including after you add or delete one.

Shifts & Schedule

Specific time slots tied to opportunities. The Dashboard flags shifts that are understaffed (red badge if <50% filled).

Every shift points at an opportunity through its Opportunity field, which is how its hours roll up to the right role. If the work has no fixed date, do not create a shift for it: put it in Opportunities instead and log hours against that.

Start and End are time fields, so a shift knows exactly how long it ran. That length is what the attendance step below turns into hours. A shift created before September 11, 2026 may still hold a typed time such as “9:00 AM”; those are read correctly and need no editing, but if the app cannot make sense of one it shows you what was there and asks you to re-enter it.

Check-in by QR code (added November 1, 2026)

Volunteers can check themselves in and out with their phone. Open a dated shift and find its Check-in section. Press Check-in QR code and a page opens with the code and the shift’s name, headed “Scan to check in”, ready to print or download. Put it on a table card or the door. Copy link gives you the same check-in address to send in a message instead.

A volunteer points their phone camera at the code. The member portal opens on the shift, signs them in with the usual emailed link if they are not signed in, and shows Check in. When they leave they scan again, or reopen the page, and press Check out. A code works from an hour before the shift starts until its scheduled end, by the phone’s own clock.

  • The live list. While the shift runs, the section shows “Checked in: 7 of 12” with each person’s check-in and check-out time. Someone without a phone can be checked in from the same place with Check in by hand, and checked out with the Check out button on their row.
  • Walk-ins. Anyone already on your volunteer list can check in even if they did not sign up, and even when the shift is full. The scan signs them up too, and their row is marked Walk-in. Someone who is not on your list cannot check in; they are pointed to you and to your volunteer signup form, so a stranger’s scan never creates a record.
  • Hours wait for you. Checking out turns the time between check-in and check-out into an hours entry, Pending, like any hours a volunteer enters themselves. Approve all checked-out hours on the shift approves them in one press and marks those people Attended, so Record attendance as hours below never counts them twice.
  • Forgot to check out? Two hours after the shift’s scheduled end, the check-in closes itself at the shift’s length (or the time since check-in, if that is shorter) and the row is marked No check-out, so you see it before approving. A shift with no end time records no hours that way; mark the person Attended instead.
  • Screening. A volunteer whose background screening has expired shows Screening expired on the list. It never blocks the check-in; whether they work the shift is your call, as everywhere else in this app.
  • Replace code makes a new code and stops the old one at once, for when a code was shared somewhere it should not be.

Check-in codes work in your real organization, not in the demo. A brand-new shift needs a few seconds to reach the server before it can have a code.

Attendance: turning a shift into hours

Signing up is a statement of intent. What actually happened is attendance, and only attendance becomes hours.

Once a shift’s date has passed and somebody signed up, the shift card gains an Attendance section listing everyone who signed up with two buttons each: Attended and No-show. Clicking the same button again clears it, so a person you are unsure about stays unmarked rather than being forced into a wrong answer.

Record attendance as hours then creates one hours entry per person marked Attended, using the shift’s own date and its length. Marking people alone does not create anything; this button is the step that does.

Hours from attendance are recorded as approved, not pending. A volunteer’s own logged hours are a claim and wait for review. Attendance recorded by your staff is the review, so it counts immediately.

You cannot double-count by pressing it twice. The shift remembers who it has already recorded, so a second press adds nothing and tells you so. If somebody already logged that shift themselves, their entry is approved in place rather than a second one being created.

It refuses to guess. With no start and end time, or no date, it records nothing and says why, rather than inventing a number that would land on a volunteer’s record and in a funder report.

No-shows are kept on the record rather than discarded. “Signed up and did not appear” is exactly what you want to see before relying on someone for a large event.

Hours Log

Every volunteer-hour entry. Captures volunteer, opportunity, shift, date, hours, and notes. Drives lifetime totals, milestones, and the annual report's volunteer-time valuation at $33.49/hour (Independent Sector national average).

An entry arrives one of three ways: typed in here with + Log Hours, recorded from attendance on a shift, or logged by the volunteer in their member portal. The status column tells you which, marking an entry “from attendance” or “self-logged”.

Approving, and rejecting with a reason

Hours a volunteer logged themselves arrive Pending and are not counted anywhere until somebody approves them. Approve them one at a time, or use Approve all pending. The entry then records who approved it and when, which is what lets you stand behind a number in a grant report.

Reject asks for a reason and will not proceed without one. The volunteer sees the entry in their member portal marked Not accepted, with your reason, instead of it silently disappearing. Rejected entries collect in a Rejected list below the table, where you can put one back as pending if you got it wrong, or remove it for good. They are not counted in any total.

Two entries for the same volunteer on the same day are flagged possible duplicate, usually one shift logged twice. It is only a flag: somebody can genuinely work a morning and an evening shift, so nothing is blocked.

Which hours count: approved ones, everywhere. The Dashboard, the recognition milestones, every report and every export all count approved hours only, and so does the Hours Log total. Pending hours appear on the Hours Log and in the Dashboard’s waiting panel, which is where you act on them, and nowhere else. Nothing you send to a funder contains hours nobody confirmed.

On the Dashboard, the Hours logged tile counts approved hours whose date falls inside the range picked above the tiles. Narrow the range and the lifetime figure appears underneath it for context. The other three tiles (active volunteers, open applications, upcoming shifts) count what exists right now, so the range does not move them.

Click-path: create an opportunity, schedule a shift, then log the hours

  1. Opportunity: Sidebar → Work group → Opportunities → + New Opportunity. Describe the role and requirements.
  2. Shift: Sidebar → Work group → Shifts → + New Shift. Set the date, start and end time, location, and spots needed, and tie it to the opportunity. Understaffed shifts show a red badge on the Dashboard when less than half full.
  3. Hours, from attendance (the quickest route for a dated shift): after the shift has happened, Sidebar → Work group → Shifts → open the shift → in Attendance, mark each person Attended or No-show → Record attendance as hours. Everyone marked Attended gets the shift’s length, recorded as approved.
  4. Hours, typed in: Sidebar → Work group → Hours Log → + Log Hours. Pick the volunteer and opportunity, enter the date and hours, and save.
  5. Hours, from the volunteer: they log their own in the member portal at https://www.allinoneforprofit.com/member/, picking the shift they worked. Those arrive Pending in the Hours Log for you to approve or reject.
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5. Screening, Training & Certifications, Risk

Screening & Background Checks

Track every screening request, completion, and expiration. Status flow: Not Required → Requested → In Progress → Cleared → Expired.

Your biggest liability exposure

Required for any role involving children, elderly, money handling, or driving on behalf of the org. Funder and insurance compliance depends on contemporaneous records. The Dashboard warns when screenings expire within 90 days, and a screening whose expiration date has passed reads as Expired until a renewal is recorded or the volunteer is made inactive. Use the search box on this page to find one volunteer's record in a long list.

You are also told by email. Sixty days before a cleared screening expires, again at thirty days, and on the day it lapses, the platform emails whoever holds the Executive Director position on your My Organization page, falling back to the President and then to the account owner. The notice names the volunteer and the date and nothing else. It sends once per screening at each stage, and it is not sent for a volunteer who is inactive or archived or who already has a newer cleared screening on file. The flow is drawn under What happens when on My Organization as A background screening is about to expire, where an owner or admin can change who is told.

Ordering a check through a vendor

Below the screening table, the owner or an admin can order a check through a connected vendor instead of recording one obtained elsewhere. Manage vendor connections is where the organization adds its vendor account once (the same connections HR Management uses): pick the vendor, paste the API key from that vendor's dashboard, choose live or sandbox, and click Add and verify. The key is stored encrypted and never shown again. Checkr connects through its API; a vendor without an API can be added as "another vendor" so its orders are recorded here and the result entered by hand when it arrives.

To order, pick the volunteer (they need an email address on their record), the connection, the package, and the state where they volunteer, then send the invitation. The vendor emails the volunteer its disclosure and takes their written authorization directly; nothing runs until they consent, and the vendor bills your vendor account. Each order appears in the screening table above as a record that follows the order: requested, in progress, then cleared or flagged. A flagged result triggers the same escalation email as a screening you flag by hand. This app keeps the order, its status, the result word and a link to the report at the vendor; it never stores the report itself.

A result that needs review starts the adverse action sequence under the Fair Credit Reporting Act: the pre-adverse notice with a copy of the report and the summary of rights, a waiting period (five business days is the common practice), then the adverse notice. Run those steps at the vendor and record the two dates on the order here. Educational, not legal advice.

Training & Certifications

Every course or certification a volunteer completes, recorded by you. Captures completion date, expiration, and a certificate link. Required for organizations serving vulnerable populations.

A volunteer can hold as many of these as you need. Each one is its own record attached to that person, so somebody with an orientation, a CPR certification, and a mandated reporter course has three records, each with its own dates. Add them one at a time with + Add Training Record, choosing the volunteer each time; their own record lists all of them together.

How it was delivered, and who signed it off

The Training column is the subject. The How column beside it is the method, because a classroom session, a one-on-one, an hour of on the job training and an online module are not the same evidence: Online self-paced, Classroom, One-on-one, OJT, or External certificate. Filter chips above the table let you pull up one method at a time, and a How not recorded chip finds the records that never had one set.

Verify puts a name and a date against the record. It is the same idea as approving hours: there is no separate approver role, because whoever can open this app is already trusted to be here. What the record answers is who stands behind it, which is the question an auditor asks about an on the job sign-off. Undo clears it again.

Older records show How as Not recorded, and that is deliberate. Records created before this column existed were left alone rather than being filled in with a guess. Set the method on the ones that matter to you; the rest stay honest about not knowing.
Training and Certifications here, Credentials from HR. This section is for what your organization delivers and records. The separate Credentials item is a read-only mirror of the HR Management app. If you are wondering which word means what: a credential is any documented qualification a person holds, and a certification is one kind of credential. A background check is a credential but not a certification.

Risk & Incident Tracking

Log every incident, injuries, near-misses, complaints, property damage. Each entry captures date, severity (Low/Medium/High/Critical), volunteer involved, reporter, description, actions, and resolution.

Credentials

The Credentials item (in the Compliance group) is a read-only view of the credentials and CEUs logged for your people in the HR Management app, matched to your volunteers by name or email. It is the fastest way to see who is current on the things that matter for volunteers and coaches, background checks, SafeSport, first aid and CPR, concussion training, and coaching certifications, with anything expiring within 60 days flagged in amber and anything past due in red. A "Show volunteers only" toggle filters to just your volunteers, and every record links back to the HR app to add or edit (that is where credentials are entered, so there is one source of truth). If someone is not on your staff roster, log them in the HR app by name.

Click-paths: screening, training, and incidents

  • Request a background check: Sidebar → Compliance group → Screening → + Request Screening. Set the status as it moves from Requested to Cleared.
  • Record a completed training: Sidebar → Compliance group → Training & Certifications → + Add Training Record. Capture the completion and expiration dates, how it was delivered, and a certificate link, then press Verify to put your name against it.
  • Log an incident: Sidebar → Compliance group → Risk & Incidents → + Log Incident. Set the date, severity, and the people involved.
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6. Communications & Recognition

Communications

Templates for common scenarios (welcome, shift reminder, milestone recognition) plus a Log of every communication sent. Useful for audit trail.

Recognition milestones

MilestoneHours
🌱 First Steps10
🌿 Getting Started25
 Half-Century50
💯 Century Club100
🌟 Quarter-Thousand250
 Half-Thousand500
👑 Thousand-Hour Hero1,000
💎 Founder's Circle2,500
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7. Reports & Annual Volunteer Report

Live computed reports for grants, board, and annual reporting: total hours (individual + group), active count, hours by opportunity, top 10 by lifetime hours with milestones earned.

Annual Volunteer Report (HTML + DOCX)

Board-ready report with KPI dashboard, hours-by-program breakdown, milestone honor roll, group engagement summary, and Independent Sector valuation of volunteer time ($33.49/hr) for grant reporting.

Click-path: build the annual report

  1. Sidebar → Output group → Build Annual Report.
  2. Review the assembled KPIs and sections, then export as Word (.docx) or HTML. Apply your letterhead and footer first on the My Organization page so the report carries your brand.

Worked example, end to end: a corporate day of service

  1. Create the opportunity. Work → Opportunities → + New Opportunity, name it "Park Cleanup Day."
  2. Schedule the shift. Work → Shifts → + New Shift, set the date, time, location, and 15 spots needed, tied to "Park Cleanup Day."
  3. Record the group. People → Groups → + Add Group, "Acme Corp Volunteers," 15 participants, 4 hours each.
  4. Recognize them. Engagement → Recognition → + New Recognition for the milestone, and Engagement → Communications → + Log Communication to record the thank-you.
  5. Report it. Output → Build Annual Report, the 60 group hours appear in your totals and valuation.
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8. ✨ AI Automations

Open AI Automations in the sidebar, directly under Dashboard. Nine automations draft your volunteer program's documents and letters from the facts you enter: the Volunteer Handbook Builder, Volunteer Recruitment Plan, Onboarding & Orientation Plan, Recognition & Retention Program, Volunteer Impact Report, Role Description Writer (from an opportunity), Volunteer Welcome Letter and Appreciation & Milestone Note (from your roster, using real logged hours), and the Shift Sign-up Appeal (from a shift's open spots).

Every output opens in an editable preview with Copy, Text, Print, Word (with your letterhead and footer), and Email. Drafts use only what you entered, never invent numbers or names, and everything is strategic guidance, not legal, tax, or investment advice. Free ; grouped by the plan each automation will belong to afterward.

Read the full AI Automations Guide →

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9. Predictions

The Predictions page sits in the sidebar directly under Dashboard, next to AI Automations. It scores the attrition or disengagement risk for each of your active volunteers, so you can spot the people drifting away while there is still time to reconnect. The page and its scores are free for everyone.

Click path: Sidebar → Predictions (directly under Dashboard) to see your active volunteers ranked by disengagement risk.

How the score is calculated

Each score is built only from your own data, with no hidden machine-learning model, so every score shows the factors behind it. For each active volunteer the score looks at:

  • Recency. How recently they logged hours or signed up for a shift. Longer gaps raise the score.
  • Hours trend. Whether their contribution is steady, rising, or tapering off.
  • Tenure. How long they have been with you, which shapes what a normal pattern looks like for them.

Because the math is transparent, each volunteer's row spells out why it ranked where it did. Nothing is invented: the scores reflect only the hours, sign-ups, and dates already in the app.

A prompt to reconnect, not a judgment

Read the list as a friendly nudge: these are people worth a check-in, a thank-you, or an invitation to the next shift. It is never a verdict on any individual. Life gets busy, and a quiet stretch is not a failing. The score simply helps you reach out before a good volunteer quietly fades.

The action brief

One button on the page, the Volunteer Retention Brief, turns the scored data into a short, prescriptive action brief: who to reconnect with first, why they may be drifting, and warm, specific ways to bring them back. The scores themselves are free for everyone; the AI-written brief comes with an All In One Nonprofit plan.

Predictions are guidance to help you prioritize your outreach, never a guarantee that any volunteer will stay or leave.

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Volunteer Self-Service (Member Portal)

Your volunteers can log their own hours and sign themselves up, from the magic-link member portal at www.allinonenonprofit.com/member/. A volunteer signs in with their email (no account or password needed), opens the Volunteer card, and can do three things:

  • Log hours, against a listed opportunity or against General / other when the work does not belong to one. Both arrive pending for your review.
  • Sign up for an opportunity, which puts their name on that role's card in the app. Because an opportunity has no date and no spot count, it is never full: the sign-up is them putting their hand up, and the chapter decides what to do with it. They can withdraw the same way.
  • Sign up for or cancel an upcoming shift, which fills a numbered spot and is refused once the shift is full.

Self-service is not instant, by design. What a volunteer sends waits in an inbox until somebody opens this app, which is when it is applied to the roster, the hours log and the sign-ups. Until then the volunteer sees their request marked pending in the portal. If nobody opens Volunteer Management for a week, nothing lands for a week. The Dashboard shows a Waiting for you panel counting what arrived and what still needs a decision.

Hours arrive pending for your review

Hours a volunteer logs themselves do not count immediately. They land in your Hours Log marked Pending with an Approve button, and an Approve all pending option at the top of the page lets you clear a batch at once. Only approved hours count toward lifetime totals, milestones, and reports, so a volunteer cannot inflate the numbers. Hours you enter yourself in the app are approved automatically.

Less data entry for you

Self-service shifts the routine work of recording hours and signing up for shifts onto the volunteers, while you keep final say through the approval step. You spend your time reviewing instead of transcribing.

The member portal can also be installed on a volunteer's phone (Share → Add to Home Screen on iPhone or iPad, or Add to Home screen from the browser menu on Android), so logging hours or signing up for a shift is a one-tap open, no browser tab to find.

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🎨 Document Branding

Brand the documents this tool generates. Your organization identity, branding (letterhead, footer, and signature), language, and connections are all set once on the My Organization page and carry across every app. You can even customize your organization's language there, renaming platform terms like donation or donor to the words your organization uses. What you can set:

Your organization can save more than one signature on My Organization (for example the executive director and the board chair), each with a name and title and one marked as the Default. Every Word export in this app offers a Signature pull-down listing them, with the Default preselected, plus No signature; the signer's name and title print under the signature image.

  • Letterhead: upload your organization's letterhead image; it appears at the top of every Word/PDF document.
  • Footer: address, phone, email, website, and EIN, plus optional page numbers, print at the bottom of every page.

Set it up once and it's applied automatically to your exports.

Signature details. Beyond the signature image, you can also save a default closing (for example, "Sincerely,"), your name, and your title. These are added with your signature when you export a document, so letters sign off correctly without retyping them each time.

Snippets and stats. Your settings also include a Stats & Snippets panel. Save reusable blocks of text you use often (your mission statement, standard boilerplate, a recurring call to action) and copy any of them into a document you are drafting, so you never rewrite the same wording twice.

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Clean Up Duplicates & Import

Tools on the Volunteer Directory keep your roster clean and make it easy to bring in volunteers you already track.

Find duplicates. Detect volunteers that share an email address or name, choose the record to keep, and merge. Merging reassigns all logged hours, recognition, and shift signups to the volunteer you keep, unions skills and interests, and preserves notes, with an undo.

Import CSV. A guided wizard maps your spreadsheet columns (first and last name, email, phone, address, skills, availability, status, notes) and matches each row to an existing volunteer by email to update it, or creates a new volunteer when there is no match.

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📱 Install on Your Phone & Notifications

Volunteer Management can be installed on your phone, tablet, or computer like a regular app, and stays usable offline for reviewing data you have already loaded.

Install it. On iPhone or iPad, open volunteers.allinonenonprofit.com in Safari, tap the Share icon, then choose Add to Home Screen. On Android or a computer, open the same address in Chrome and choose Add to Home screen (or Install) from the browser menu. An icon is added to your home screen and it opens full screen, no browser address bar.

Turn on notifications. In My Organization, under Notifications, click Enable notifications. Your daily or weekly digest then arrives as a push on that device: shifts that still need volunteers and volunteers who are due for recognition. On iPhone or iPad, install the app to your Home Screen first (Apple only allows notifications for a site that has already been installed that way), then open it from its icon; the settings panel will tell you to do this if you have not yet. On a desktop or laptop computer, no install is needed.

Or enable once for every app. Instead of turning notifications on app by app, use the Notifications card on your organization's dashboard at app.allinonenonprofit.com to enable them once for all apps. We recommend one path per device, the per-app panel or the portal card, not both; otherwise digest alerts arrive twice.

Who receives team notifications. The organization owner and admins always receive them. Other members receive a category only when it is granted to them in the Notification Permissions card on the My Organization page at allinonenonprofit.com/team.

Turning notifications off is one button in the same panel. Removing the installed app from your device deletes no organization data.

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Signing In and Administrator Access

You sign in to this app with your All In One Nonprofit account, at https://app.allinoneforprofit.com/signin. There is no separate password for this app, and no administrator password to set up in your browser. The older Administrator Access link and its per-browser password have been retired.

What you can see and change here follows your access level in your organization. The owner and Admins set each member's access level on the My Organization page, at https://www.allinoneforprofit.com/team/.

When you sign out, this app clears its copy of your organization's records from the browser, so a shared or borrowed computer does not keep them. Nothing is lost: your organization's records stay in your account and come back the next time you sign in.

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If you are an intern

If your seat is an Intern seat (October 17, 2026), you can read this app and draft in it, and nothing you save changes the organization's records until someone approves it. What you can draft here: volunteer records and hours. Your Save button reads Submit for approval, a banner at the top of the app says so, and each save tells you it was sent. Follow your drafts on Waiting for you at https://app.allinoneforprofit.com/waiting: each one shows whether it is waiting, approved or returned, with the note from whoever returned it, and you can withdraw one that is still waiting. The owner, an Admin, or anyone who can already make changes in this app approves or returns it; a draft with no decision expires after 30 days. How the seat is set up: https://www.allinoneforprofit.com/guide/.

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Contact & Support

For questions, feedback, or feature requests, contact the All In One Nonprofit team at [email protected]. We update these tools regularly, check back for new features.

Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.

A note on legal advice

All In One Nonprofit provides plain-language educational tools and document drafts, not legal advice. For decisions with legal consequences, consult a qualified attorney who works with nonprofits.

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Working with your organization

All In One Nonprofit works as a shared organization. From My Organization you can set up your organization and see who has joined, and everyone is recognized across every app once they sign in. Anyone who signs in with an email address on your organization's own domain (for example [email protected]) joins automatically; people using a personal address such as Gmail, Yahoo, or Outlook join through the email invitation you send them. Signing in is passwordless: enter your email at the member portal, app.allinonenonprofit.com, and we email you a one-click sign-in link (signing in with Google also works). New to the platform? The Platform Workflows shows what to do first, by role. For step-by-step walkthroughs of real situations, see the Workflow Scenarios. Deeper in-app collaboration arrives across your apps as we roll it out, so you can set up your organization now and grow into it.

See the whole platform

Want to see how this fits the rest of All In One Nonprofit? The Complete Platform Guide walks through every app, with screenshots.

Open the Complete Platform Guide →