Settings: Services

Go to Admin → Settings.

Select the Services tab.

Groups and Provider Categories

You will see two buttons:

1. Groups — Click the Groups button to learn more about Group Categories.
2. Provider Categories — Click the Provider Categories button to view the list of Provider Categories and Subcategories.

Service Settings

The following settings allow you to configure how service requests are managed and how notifications are sent.

Automatic Daily Emails to Volunteers

The first option is Send automatic daily mail to volunteers?

When enabled, the system automatically sends an email to volunteers who have volunteered for the requested services when there are open service requests.

The system checks for open service requests at 10:00 AM. If there are any open requests scheduled for a future date, the email will include information about when those services are scheduled to take place.

Note: For both flexible and non-flexible dates, the service request date must be in the future.

Evaluation Emails to Members

The second setting is Send evaluation mails to members?

When enabled, members will receive an evaluation email after a service, similar to the example below.

Evaluation Emails to Volunteers

The third setting is Send evaluation mails to volunteers?

When enabled, volunteers will receive an evaluation email after a service, similar to the example below.

Mileage Question in Volunteer Evaluation

The fourth setting is Ask Mileage question in the volunteers service evaluation form for all services?

The purpose of recording volunteer mileage is to allow volunteers to document mileage that may qualify for tax deductions and to provide mileage data when villages communicate with donors or grantors.

Volunteers can record all qualifying mileage, including travel to and from a member's home, as these miles may qualify as a donation.

Member Initials

The following options are available for Member Initials:

• Both — Displays the member's first and last initials on the service request.
• Full name — Displays the member's full name on the service request.
• Last name — Displays only the member's last-name initial on the service request.

Creation Flow

The following options are available for Creation Flow:

• Member Opens — Both admins and members can create service requests, and the requests are immediately visible.
• Admin Opens — Only admins can create service requests. Members cannot create service requests.
• Member Requests — Members can create service requests, but the requests will not be visible until an admin validates them.

Matched Volunteer and Member Instructions

The Matched volunteer instructions are displayed to the volunteer when they view the service request online and are also included in the confirmation email.

The Matched member instructions are displayed to the member when they view the service request online and are also included in the confirmation email.

Example:

Additional Service Request Settings

There are several additional settings available:

Max One Service Request per Member in Daily Email

The Max one per member in daily email? checkbox limits the daily email to one service request per member.

For example, if a member has two open service requests, only one of those requests will be included in the daily email.

Email Admin When a New Service Request Is Created

The Send an email to admin when new service request? option allows admins to receive an email notification whenever a member creates a new service request.

This helps admins stay informed of all new requests and ensure that members' needs are addressed.

Email Member When a Request Is Matched

The Send an email to member when service request is matched by volunteer? option sends an email to the member when their service request has been matched with a volunteer.

This reassures the member that their request has been accepted and that someone is available to provide the service.

Show Emergency Contacts

The Show emergency contacts option displays the member's emergency contacts on the service request.

Show the Matched Volunteer

The Are service request showing the matched volunteer? option allows the matched volunteer to be displayed on the service request page.

When enabled, the member can click a link to view the profile of the volunteer who will be providing the service.

Allow Volunteers to Overlap Service Requests

The Authorize volunteer to overlap service requests option allows admins to authorize volunteers to accept overlapping service requests.

Important Service Requests

The Authorize important flag for service requests? option allows admins to enable an Important flag for service requests.

This can help volunteers identify and prioritize service requests that require particular attention.

Show Local Village Service Opportunities First

The Should we first show service opportunities filtered by volunteer's local village option prioritizes service opportunities from the volunteer's local village for hub-and-spoke villages.

Monthly Service Request Limits

You can set a Max number of requests per member per month to limit the number of service requests an individual member can create each month.

You can also set a Max number of requests per household member per month. This setting takes into account the combined number of service requests made by members of the same household.

Providers Menu Display Name

Admins can choose the name displayed for the Providers menu by using Providers menu display name.

Admins can also manage the location of this menu option through the Menu Manager.

Save Your Settings

After configuring all the settings you want to use, click SAVE to apply your changes.