Token options control the way a token is expanded.

Profile Settings

Full Name options

Include title

Adds the title (such as Mr. or Mrs.) before the full name

Put last name first (using comma to separate names)

Ex. Smith, John

Abbreviate first name to an initial

Ex. J. Smith

Abbreviate last Name to an initial

Ex. John S.

First Name options

Include title

Adds the title (such as Mr. or Mrs.) before the first name

Abbreviate to a single initial

Ex. Instead of John, would show as J.

Family Options

Include family name

Ex. The Smith Family

Include individual family members’ names

Will list all of the names of the individuals in the family.

Address

Replace new lines with commas (to make single, in-line address)

. Turns
“123 Volunteer Way
Chicago, IL 60608”
into
“123 Volunteer Way, Chicago, IL 60608”

Ministry Qualifications options

Include ministry subdivisions

Lists each subdivision the volunteer is qualified for within a ministry.

Include substitute indicator

Puts (sub) after the ministry if the volunteer is marked as “sub only” in that ministry/subdivision.

And ministry titles

Adds the title for which the volunteer is qualified, if using titles to qualify volunteers in a ministry.

Service Preference options

Include weekly service preferences

Includes service preferences that repeat weekly

Don’t show the days of the week – just show times

Lists only the time of the weekly service preferences.

Include monthly service preferences

Includes service preferences that repeat monthly.

Include yearly service preferences

Include service preferences that repeat yearly.

Include the “Any non-regular service ” preference

Includes the preference of “Any special service”.

Include indicator if “Schedule only at these times” option is checked

Indicates volunteers can only be schedules at their preferences.

Only show each volunteer’s first service preference

Lists only the first service preference in the volunteer profile.

Can’t Serve Time options

Include “single date range” can’t serve times

Lists unavailable times listed by date range.

Only from [date] to [date]

Limits the list of single date ranges to those within the date range listed here.

Include “service” unavailable times

Lists unavailable services.

Include “repeating” unavailable times

Lists unavailable dates that have a repeating pattern

Assigned Positions

Scheduled services options

Scheduled services include any place on the schedule where a volunteer is assigned and visible. This includes positions where a volunteer was placed manually, requested the position, was auto-scheduled, requested a sub but has not yet been relieved of that position, or is marked as a no show.

This token also controls the My Schedule tab of the mobile app.

Include all scheduled services from today forward

Includes all services from today to the end of the current live schedule(s).

Include scheduled services in the next x weeks only

Includes services in the next x-number of weeks.

Include scheduled services in the following time period only: [date] to [date]

Allows you to specify the dates of the services being shown.

Include only these ministries

Allows you to control which ministries are included in the list of services . If left un-checked, all ministries will be included.

Include only these services

Allows you to control which services are included in the list of services. If left un-checked, all services will be included.

Completely exclude volunteers from this email or roster who are not scheduled for any position that matches the given criteria

If using this token in an email or roster, this removes volunteers who have no included scheduled services from receiving this email or appearing on the roster.

No Show options

This includes any place on the schedule where a volunteer has been marked as a no show.

Include all no show services in all live schedules

Includes all services from all live schedules.

Include no show services in the last x weeks only

Includes services in the last x-number of weeks.

Include no show services in the following time period only: [date] to [date]

Allows you to specify the dates of the services being shown.

Completely exclude volunteers from this email or roster who do not have any no show position that matches the given criteria

Removes volunteers who do not have any no shows from receiving this email or appearing in this roster.

Expand non-empty available positions list to the following complete text:

Puts the given text in before the list of no show services.

Extras option

This includes any place where a volunteer filled a swap requested position or was manually marked as “extra” by the administrator or Ministry Leader.

Include all extra services in all live schedules

Includes all services from all live schedules.

Include extra services in the following time period only: [date] to [date]

Allows you to specify the dates of the services being shown.

Expand non-empty extra services list to the following complete text:

Puts the given text in before the list of extra services, if the volunteer has any extras.

Available Positions

All Available Positions options

This token also controls the Full Schedule and Open Positions tabs of the mobile app.

Include all available positions from today forward

Includes all positions from today to the end of the current live schedule(s).

Include available positions in the next x weeks only

Includes positions in the next x-number of weeks.

Include available positions in the following time period only: [date] to [date]

Allows you to specify the dates of the positions being sent.

Include only these ministries

Allows you to control which ministries are included in the list of positions. If left un-checked, all ministries will be included.

Include only these services

Allows you to control which services are included in the list of positions. If left un-checked, all services will be included.

Include only positions in services at which this volunteer can serve

Excludes any positions in services in which a volunteer does not prefer to serve. Volunteer service preferences can be controlled individually in the Service Preferences area of the volunteer profile.

Completely exclude volunteers from this email or roster for which there are no available positions that match the given criteria

Removes volunteers who have no available positions from receiving this email or appearing on this roster.

Expand non-empty available positions list to the following complete text:

Puts the given text in before the list of available positions, if any positions are available for the volunteer.

Unfilled Positions options

Include all unfilled positions from today forward

Includes all positions from today to the end of the current live schedule(s).

Include unfilled positions in the following time period: [date] to [date]

Allows you to specify the dates of the positions being sent.

Include only these ministries

Allows you to control which ministries are included in the list of positions. If left un-checked, all ministries will be included.

Include only these services

Allows you to control which services are included in the list of positions. If left un-checked, all services will be included.

Include only unfilled positions in services at which this volunteer can serve

Excludes any positions in services which a volunteer does not prefer to serve. Volunteer services preferences can be controlled individually in the Service Preferences area of the volunteer profile.

Completely exclude volunteers from this email or roster for which there are no unfilled positions which match the given criteria

Removes volunteers who have no unfilled positions from receiving this email or appearing on this roster.

Expand non-empty unfilled positions list to the following complete text:

Puts the given text in before the list of unfilled positions, if any positions are available for the volunteer.

Swap Requested Position options

Include all swap requested positions from today forward

Includes all positions from today to the end of the current live schedule(s).

Include swap requested positions in the following time period: [date] to [date]

Allows you to specify the dates of the positions being sent.

Include only these ministries

Allows you to control which ministries are included in the list of positions. If left un-checked, all ministries will be included.

Include only these services

Allows you to control which services are included in the list of positions. If left un-checked, all services will be included.

Include only positions in services at which this volunteer can serve

Excludes any positions in services which a volunteer does not prefer to serve. Volunteer service preferences can be controlled individually in the Service Preferences area of the volunteer profile.

Completely exclude volunteers from this email or roster for which there are no swap requested positions that match the given criteria

Removes volunteers who have no swap requested positions from receiving this email or appearing on this roster.

Expand non-empty position list to the following complete text:

Puts the given text in before the list of swap requested positions, if any positions are available for the volunteer.

Attendance Statistics

Scheduled Hours Count options

From [date] to [date]

Set the date range for which you want to know the total number of scheduled hours.

Use text version of numbers from zero to ten (“one”, “two”, etc.)

Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Total scheduled hours counts in each ministry separately

Total the number of scheduled hours in each ministry separately, instead of one number for the total number of hours worked.

No Shows Count

From [date] to [date]

Set the date range for which you want to know the total number of times a person did not attend his or her service.

Use text version of numbers from zero to ten (“one”, “two”, etc.)

Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Swaps Made Count

From [date] to [date]

Set the date range in which you would like to calculate the total number of times a volunteer gave up a service to another person.

Use text version of numbers from zero to ten (“one”, “two”, etc.)

Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Extras Count

From [date] to [date]

Set the desired date range in which you would like to calculate the total number of times a volunteer filled in for a swap requested position or was marked as an extra by the scheduler or Ministry Leader.

Use text version of numbers from zero to ten (“one”, “two”, etc.)

Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Next Schedule

Next Schedule Cutoff Date

Enter the date that you wish all volunteers to have finished entering their scheduling preferences by.

Next Schedule Start Date

Enter the date the next schedule will begin.

Next Schedule End Date

Enter the date the next schedule will end.

Custom Tokens

New…

Click to create and name a new custom token.

Rename…

Click to rename a selected custom token.

Delete…

Click to delete a selected custom token.

Editing the Token

Use the text box to determine what will be shown to volunteers when this token is used. You can change the font, style, size and color or add tokens to your custom token by using the options directly above the text box.

Only show this token for volunteers passing | this filter…

Use this to create a filter see Appendix B – Guide to Filtering so that only volunteers who pass a certain criteria can see the information in this token.