Officer Tools
Manage Visits
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This page is for officers only. If you think you should have access, check that your Members row has
Role = officer.
Create a Visit
Picking a client auto-fills the volunteer(s) and time Auto-Match already matched them with — change any of it for a one-off visit that doesn't follow the algorithm. Leave Volunteer 2 as "None" for a single-volunteer visit.
Client Availability
Manually set or update a client's availability — useful for a client who isn't comfortable using the portal themselves, or whose schedule changed over the phone. Saving replaces their previous availability, same as if they'd submitted it themselves.
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Calendar
Month Year
Select a day
Click a highlighted day to see and manage its visits here.