An opportunity is a container used to organize people, scheduling, hour tracking, and communication in Vome.

Organizations commonly use opportunities to group people by role, placement, activity, assignment, event, committee, interview, training, orientation, or another type of participation. In other words, an opportunity can represent whatever unit of involvement makes the most sense for your organization.

Once users are approved for an opportunity, it can become the place where they:

• self-schedule or be assigned to shifts by an admin

• track attendance onsite or submit hour claims

• communicate with their coordinator by chat or email, or participate in opportunity and shift chatrooms if enabled

To create a new opportunity, start in the Opportunities module.

Click + New opportunity to begin.

Note #1: When creating your first opportunity, you will also create your first category during the setup process.

Note #2: If you prefer to create categories first, click Manage categories and create them in advance. Then, when creating opportunities later, you can simply select an existing category instead of creating one on the fly.

Creating a new opportunity in Vome includes three steps: Details, Customize, and Page Layout.

Use this article to enter the opportunity’s core information, review optional settings, configure the opportunity page, and publish when ready. All settings can be updated later.

Step 1: Complete the Details section

In Details, enter the core information for the opportunity.

Note #1: The following fields are optional when creating an opportunity: Opportunity Tags, Qualifications, Watchers, and Link to Site.

Note #2: Linking an opportunity to a site is optional, but recommended for organizations using the Sites module.

Note #2: All opportunity settings can be updated later.

Custom Title

Enter the name of the opportunity.

Description

Add the description users will see on the opportunity page.

Category

A category is used to group related opportunities together for organization and reporting. In most cases, categories act like folders.

For example, if your organization runs multiple programs, the Category may represent the program, while the Opportunities within that category represent the individual roles.

If your organization runs many special events, the Category may be Special Events, the Opportunities may be the individual events, and the Shifts within those opportunities may represent the specific roles, dates, and times.

Opportunity cover photo

Upload or select a cover image for the opportunity.

Commitment

Choose the commitment type for the opportunity.

Location

Set the default location for the opportunity.

If you choose On-Site, the opportunity includes built-in Attendance and Hour Tracking features by default. This allows volunteers to check in and out using the available attendance methods and submit hours based on your opportunity settings.

If you choose Remote, check-in/out features are not included. Instead, users are reminded to claim their hours after their shift.

Note: The location selected on the opportunity is the default location only. When shifts are created later, this can be overwritten with a custom shift location for individual shifts.

Assigned admins

Choose the Coordinator for the opportunity. You can also add Watchers if needed.

Qualifications

Qualifications are informational only. They do not control approval, access, or eligibility for the opportunity.

Instead, qualifications are used to highlight important information about who the opportunity is suited for. When displayed in the Page Layout, they appear in a styled format that helps present requirements, expectations, or preferred experience more clearly to users.

Opportunity Tags

Opportunity tags are informational only. They do not control approval, access, or eligibility for the opportunity.

When made visible to users, tags can appear on the Opportunity Page and can also be used to filter opportunities on your organization page. This helps users browse opportunities based on a specific data point, such as a location, skill, interest area, program type, or another label your organization wants to make searchable.

On the admin side, opportunity tags can also be used as an additional grouping method across opportunities. While Categories group opportunities within a single structure, Opportunity Tags can be applied across opportunities in different categories for cross-category grouping, organization, and reporting.

Note: Qualifications and Opportunity Tags are informational only. They do not control approval, access, or eligibility for the opportunity.

Link to Site

Optionally link the opportunity to a site.

Step 2: Review the Customize section

The Customize section is fully optional, but it includes important settings that affect how users interact with the opportunity.

User reservation settings

Use User reservation settings to control how users can view and reserve shifts.

You can configure settings such as who can view and reserve shifts, whether Flexible Schedule or Instant Book is enabled, reservation limits, cancellation rules, and notification behavior when spots open after cancellations.

Check-in/out settings

Use Check-in/out settings to manage how attendance is recorded for the opportunity.

When check-in/out is enabled, volunteers can typically check in and out in one of two ways:

• by scanning the Attendance QR Code displayed by the organization onsite

• by using the Attendance Kiosk, which is a link generated from the admin portal and opened on a device at the volunteer reception area, where users can search for their name and check in or out

Note: The Attendance QR Code is usually printed and displayed by the organization onsite. The Attendance Kiosk is generated from the admin portal and is typically opened on a device at the volunteer reception area.

You can also configure additional attendance settings such as app-based check-in behavior, QR code requirements, proximity-based validation, auto check-in/out, and when check-in or check-out becomes available.

Hour claim settings

Use Hour claim settings to control how users claim and submit volunteer hours.

This section can be used to define hour claim policies, approval settings, additional hour claim permissions, and any note or form requirements tied to hour submissions.

Recruitment workflows

Use the Recruitment section to create dynamic workflows for how users move through the recruitment process for the opportunity.

This is useful when you need to recruit:

• new volunteers

• current volunteers

• different groups of users based on specific conditions

You can build different recruitment paths depending on your process and the type of user you want to guide through the opportunity.

Visibility

Visibility is one of the most important settings in the opportunity setup process.

It controls who can discover the opportunity before they are approved.

Public
The opportunity is visible to any visitor or Vome user who lands on your organization page. You can also share the public URL directly, allowing people to open the opportunity page even if they are not yet a user or not in your database.

Semi-private
The opportunity is visible only to people who match the visibility conditions you define.

Private
The opportunity is not visible unless you share the direct link.

Important: These visibility settings only apply to people who are not yet approved for the opportunity. Users who are already approved will still see the opportunity on their volunteer homepage.

Communications

There are two types of chatrooms available in Communications:

Opportunity chatroom
Every new user approved for the opportunity is automatically added to the opportunity chatroom.

Shift chatrooms
A separate shift chatroom is created for each published shift. Every new attendee reserved for that shift is automatically added to the shift chatroom.

Step 3: Configure the Page Layout

Use Page Layout to control what appears on the opportunity landing page and in what order.

From the left-side panel, you can reorder sections, keep sections hidden, or add a custom block.

The preview on the right shows how the opportunity page will appear to users.

Hidden sections

You can choose to show or hide sections such as:

• Location

• Commitment

• Flexible Schedule

• Qualifications

• Organization Details

This helps you control how much information is displayed on the opportunity page.

Step 4: Publish the opportunity

Once you have entered the required details and reviewed any optional settings, click Publish.

Tip #1: You do not need to finalize every setting before publishing. You can return later to update the opportunity details, customization settings, and page layout.

Tip #2: Once an opportunity has been published, it can be duplicated to create the next one.

This is highly recommended when you are building similar opportunities, since the existing customization settings can stay the same. You can then update only the details that need to change, such as the Title, Description, or other opportunity-specific information.