The complete walkthrough · Volunteers
A real, end-to-end run-through of volunteers on an existing event — turning it on, setting roles, the sign-up page, an application, the emails, approval, and a team broadcast. Built from live screens of US TEST SUMMIT.
The route
It's off by default — you switch it on per event. Once on, volunteers get their own sign-up page, separate from ticket buyers, and a new Volunteers tab appears on the event.
Open the event's Settings tab and scroll to Volunteers & vendors. Flip Accept volunteers on (and keep Require approval on so you vet each one), then Save changes.
The tab has everything in one place: a share link/QR for volunteers (separate from the attendee link), a roles editor, a broadcast box, and the applications list.
With no roles set, the sign-up form just asks for name and contact. Add roles (each with a capacity) and they become a dropdown on the volunteer's form, showing how many slots are left.
Now the form offers a role pick. A volunteer opens the link, chooses where they'd like to help, and applies — no account needed.
The volunteer lands on a confirmation with a booking reference, and an email arrives from your own sender — so they know it's in the queue.
Back in the Volunteers tab, the application sits as Pending Review. Approving lets you assign the final role — their pick is just a hint.
The Message volunteers box blasts all confirmed volunteers over email, SMS or WhatsApp — with merge tags like {{first_name}} so it reads personally.
Turn it on → set roles → share the link → they apply → you approve & assign → broadcast the plan. On the day, approved volunteers are already “on staff” — no door check-in needed for them.
End to end
Volunteers is one toggle away on any event. Vendors works the same way — a sign-up page, applications, and approval — and it's next.