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 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 (either they have “schedule only at these times” checked in their profile and that service is not listed, or they have a can’t serve time that includes the specific service). 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 (either they have “schedule only at these times” checked in their profile and that service is not listed, or they have a can’t serve time that includes the specific service). 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 (either they have “schedule only at these times” checked in their profile and that service is not listed, or they have a can’t serve time that includes the specific service). 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 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.
