How do I set up a process for group reservations using Forms?
In general, each person must sign up to Vome individually, register for an opportunity or submit a general application/inquiry form, then get assigned to an opportunity to begin reserving spots to shifts.
However, there is a workflow to streamline group reservations. It involves a group leader (any individual) to register for the opportunity (or fill out a general inquiry form), and on the form you would ask them to upload an Excel file in the Attachments area. Once they send you the Excel file, you can seamlessly import that into your DB and then pre-assign all the profiles within the group a tag (i.e. the group's name) and a shift (the one that the group leader requested).
Click HERE to see an example of how you can set up the form within your portal!
You can always book a meeting with your account manager to have them walk you through the steps! We're happy to help : )
Related Articles
How do I use Forms on Vome?
What are the different use cases for creating forms on Vome? Application, Inquiry, Registration: Add many different sections on a form to request profile information, emergency contact, medical information, general availability, question responses in ...How do I set up my portal to organize event-based volunteering?
We want to help you make it as simple as possible to organize your event on Vome. Follow the guidelines below 1. Create a category and label it as the title of your event To do so, you can navigate over to Opportunities > + New Opportunity page. When ...How would I gather digital consent using the Sequences feature?
The Sequences feature allows you to share and gather information from personnel that you're onboarding to your organization. In order to gather digital consent using the Sequences feature, you must start with creating a Form on Vome: On the left-hand ...How does the Shifts section within Forms work?
When you enable the Shift section, you will be able to populate the shift calendar in the 3rd step when creating the form. When you populate the calendar, You'll be able to select existing opportunities which will populate all shifts across the ...How do I see a report of reservations and hours aggregated for each user?
How to get to this report: 1. Go to your Reports page using the left-hand side of your navigation 2. Click the report titled "Reservations & hours grouped by user" Key notes about this report: - On the left-hand side, you have Data filters section ...