Linking Volunteers and Attendees to Events

You can use Liberalist to schedule volunteers and record invitations.

 If all the attendees are not easily searchable by a specific set of criteria, refer to marking a profile in Quick Mark to see how to schedule without opening up each individual’s record.

Adding by Lists:

1. On your event’s main page, click Find Volunteers.
2. Create A New List for your event. You are searching on the Shared Contacts side, so only those identified as having a relationship with your committee will appear in the search.
3. Once you have a list generated, click on the profiles of your potential volunteers. You can update the Events section in the profile of each chosen individual to schedule him or her for one or more events by clicking on their name updating events on their record.
4. If the list is too long to schedule events by opening each individual’s record, you can add it to Grid View by returning to the main menu, then clicking on Gridview and selecting My List for your most recent list. 

Note: Liberalist regards event attendees as volunteers, so you can use these methods both to schedule volunteers and to mark invitations.