What does the "advanced reservation restriction" option mean when creating shifts?

What does the "advanced reservation restriction" option mean when creating shifts?

By default, when a user is approved for an opportunity, they can reserve spots for any shift related to that opportunity. You can choose to add an additional layer of reservation restriction whereby users need to be approved for the opportunity, but also meet the following condition using the 'Profile Tags' field from the database.

IdeaTo learn more about how to create private shifts, read this article: How to Privatize a Shift Within an Opportunity

How do I create and assign profile tags?

1. In the Database, create profile tags
  1. On the top-right > Click Actions
  2. Select Manage profile tags
  3. Type in a string of text that represents your new profile tag > Click Create. 
  4. Do this process over and over again until you've created all of your profile tags

2. In the Database > Assign profile tags
  1. In the Database, select profiles using the checkbox to the left of the Name column
  2. Click on the Actions button that appeared above the Name column next to the text that "X profiles selected"
  3. Select Assign profile tags
  4. Do this process over and over again until you've assigned all of your profile tags



Now that you've assigned profile tags, you're all set to begin generating shifts and using the advanced reservation restriction setting!


How do I use the advanced reservation restriction setting?

1. In the Schedule > Click on + Create shifts
  1. Select an opportunity
  2. Input your shift information
  3. All the way at the bottom of the shift information pop-up, click on Show advanced reservation restrictions
  4. Select the type of restriction (at least 1, all, none)
  5. Select the profile tag(s) to apply the relevant restriction



Example of when to use advanced reservation restriction
  1. Imagine you have an opportunity titled Driver.
  2. You assign many users to the Driver opportunity, however, in order to view and reserve upcoming Driver shifts (or a specific batch of shifts), the user must have a valid driver's license.
  3. In the database, you can create a profile tag titled Valid Driver's License
  4. You would assign the profile tag to users that have a valid driver's license, and unassigned the tag from the ose users who once had a valid license that is currently invalid.
In conclusion, out of your cohort of all approved Drivers, only the users with the profile tag Valid Driver's License would be able to view and reserve upcoming Driver shifts. Otherwise, anyone approved for the Driver opportunity would be able to view and reserve any upcoming shift within the opportunity.

This way you keep things are organized and have a secondary layer of eligibility that determines who can reserve which set of shifts. The primary layer being the fact they're approved for the opportunity in the first place.

    • Related Articles

    • How to Privatize a Shift Within an Opportunity

      How to Privatize a Shift Within an Opportunity You can make a shift private in Vome by restricting its visibility to only users with a specific profile tag. This is useful when you want to make a shift available to select volunteers only, such as for ...

    • I'm generating shifts. What are all of the field options?

      Remember that each individual shift or batch of shifts must be linked to an opportunity! If you will be creating batches of shifts, it is worth it to create shift templates! Learn more What are the mandatory fields? Single Date or Date Range If the ...

    • Master the Vome fundamentals: The relationship between Categories, Opportunities & Shifts

      PLEASE READ THIS ARTICLE BEFORE SETTING UP YOUR PORTAL. Before you begin the setup process, you should become familiar with the platform's lingo and hierarchical breakdown to map out how to best structure your portal when you go through the process ...

    • What are the Advanced Filters in the database?

      We provide two (2) advanced filters on your database. 1. We allow you to filter by Activity. This allows you to view the # of shifts and hours completed by volunteers during a given date range. For example, if you want to see how many shifts people ...

    • How do I create shifts when creating an opportunity?

      In Add Opportunity, on step 4/6 > Click Create Shifts 1. Add a single date or indicate a date range If date range is selected: select the start date and end date, then select the days of the week as to when the shifts will occur 2. Select the start ...