The client management system is designed to allow clients to sign up for job slots, but not as volunteers: instead they sign up as the Client. So... ? One of our customers, a museum, uses client signup rules to allow school and community groups to sign up for tours of various types. Those tours are represented by job slots, those slots having a Client signup rule, Approval status, and all of the other "standard" things a job slot has: but no volunteers yet.
The basic steps in configuring client signup:
Create an online application for your clients to use. You'll want to use something very different from what your volunteers use, of course, and you'll want to capture the relevant information about the type of client.
In those rules you'll probably capture some custom fields specific not only to the client, but to the client's selection of that slot. For example, "How many students" and "Age range". You would not want these to be custom fields for the client as the client may sign up for multiple slots at different times, and you'll want to know specifics about each slot.
You may only need one rule, you may need a dozen or more depending on how you segment the slots. If there's different custom fields or ranges of values that you want to capture for different types of slots, you'll need a separate signup rule for each.
Create notifications for the client and for your organization.
Create one or more jobs with the property Supports clients checked.
Create (usually) recurring job slots with a Client signup rule and an Approval status of "Open". These will be what the client actually signs up for online. Note: a slot with an Approval status of "Open" is never available for volunteers to self-select. You can manually assign volunteers to these slots, though.
Enable a client opportunity lookup action link to let clients search for slots. (You'll usually want to call them something other than "slots" for that purpose.) You may have an entirely separate VSys Live site for this purpose.
Clients will sign up for slots, which will then get an Approval status based on the action link's settings, usually "Pending approval".
Once a slot has an Approval status of "Approved", it's potentially eligible for volunteers to sign up for on the other side: leading or assisting the client.
Client management and signup tools in VSys Live is not part of the standard VSys Live implementation. In general, installing and configuring this option comes with an additional fee. See Advanced features for information.
