Unison lets you quickly add or edit individual volunteers to your system so you can manage their contact details, assign them to opportunities, and track engagement. You can add volunteers one at a time or import many at once.

How to...

Create a New Volunteer

Go to the All Volunteers pane in Unison.
Click the “+ Add volunteers” button in the top right corner.
Choose “Add one volunteer.”
Fill in the volunteer’s information:
- First & Last Name
- Email Address
- Cell Number (optional)
Click OK to save the volunteer to your database.

Edit an Existing Volunteer

If a volunteer’s details change (e.g., new phone number or email):

Find the volunteer in the All Volunteers pane.
Click to select the volunteer, then choose Edit to open their profile.
Update the necessary fields.
Save your changes.

Best Practices & Troubleshooting

Encourage adding email and phone numbers so admins can reach out in multiple ways if needed, and volunteers can receive all updates and reminders.
Importing volunteers in bulk from spreadsheets saves time when you’re onboarding large groups.
Double-check entries for typos before saving, especially emails, to avoid errors or duplicates.
Volunteer Not Appearing? Confirm you have entered both first and last name, and an email.
Can’t Find a Volunteer? Use the search function to quickly locate a specific individual.

Once added, volunteer profiles facilitate:

Assigning volunteers to opportunities.
Sending direct communications.