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Feature Updates

Feature Release - Seamless and Flexible Volunteer Recruitment

Copy of Blog Images Vol. 12-1

We are happy to announce our latest feature release, which offers you the most flexible volunteer recruitment features in the market. You can now tailor your volunteer recruitment process the way you see fit. This new release offers you an even better way to promote volunteer opportunities from your website and other marketing channels. It also allows volunteers to preview shifts before committing, reducing barriers, and increasing sign-ups! 

Publicly Promote Available Shifts & OpportunitiesScreenshot (10)

When it comes to volunteer recruitment, the easiest way is the best way. That's why we have released our new public opportunities and shifted features. Sharing your volunteer opportunities and shifts just got a lot easier! Volunteer managers can now pick and choose which opportunities and shifts they would like to share publicly. This offers volunteers the opportunity to preview all their options and check their personal availability before they start the volunteer sign up process. This allows volunteer managers to fill shifts quickly by publicly promoting available shifts, which reduces unnecessary barriers. 

Embedded iFrame To Promote Opportunities On Your External Website
Embedded iFrame

We know that your website is the first place potential volunteers go to look for opportunities and shifts. That's why we have created our new embedded opportunities iframe. Now you can promote all your volunteer opportunities directly on your website's volunteer recruitment page through InitLive's new embedded iframe. Simply embed the iframe on your website and start promoting all your public volunteer opportunities and shifts. Whenever you update your shift information in InitLive, it automatically updates on the iframe, making volunteer recruitment easier than ever before. Now you can maintain full control over branding and your volunteer journey; no more external linking required!  

 

 

 

Customize and Brand Your Organization and Opportunities PagesCustom Rich Text  

We understand how important branding and marketing is to the volunteer recruitment process, which is why we added greater customization options to our organization and opportunities Pages through the addition of our rich text editor and customized sign up button feature. 

 Now you can utilize InitLive's new rich text editor to create beautifully branded organization and opportunities pages. Add videos, images, a custom sign up button, and sections to educate new volunteers about all the amazing work your organization does, helping you to promote your brand during the recruitment process further. 

 

 

 

Customize the Date-Range & Time Commitment

Screenshot (9)

Every organization defines their volunteer opportunities and shifts differently, which is why InitLive now offers you the ability to define them as you see fit. If your opportunity does not require a complex schedule, simplify its parameters by inputting a custom date and time on the Public Page. Dates can be defined as a Schedule Style, Days of the Week, Date(s), etc. Times can be defined as the length, frequency, hours, time, etc. Making it easier for volunteers to sign up to work. 

With all these new features at your fingertips, it's time to start getting out there and recruiting volunteers for your program, cause or event!   Log in here, or watch a demo to see how InitLive will help you implement a seamless translation. 

initlive
2020/07
Jul 22, 2020 8:18:03 AM
Feature Release - Seamless and Flexible Volunteer Recruitment

Jul 22, 2020 8:18:03 AM

Feature Release - Seamless and Flexible Volunteer Recruitment

We are happy to announce our latest feature release, which offers you the most flexible volunteer recruitment features in the market. You can now tailor your volunteer recruitment process the way you see fit. This new release offers you an even better way to promote volunteer opportunities from...

Feature Release: One Solution In Six Languages

Feature Release: One Solution In Six Languages

When it comes to staff and volunteer management, communication is key, which is why we now offer our web and mobile applications in 6 languages. Whether your staff and volunteers need two languages or all six, InitLive's new language editing tool has you covered. InitLive's event staff and volunteer management solution is now offered in Spanish, French, German, Dutch, Italian, and English. 

Choose Your Primary Language 

Your language your way! Managers can now create their organization or events in any of the six languages. The language that an event or organization was created in will act as the primary language for managers, staff, and volunteers, eliminating an English first experience. This offers organizations around the world the flexibility to run their events and programs based on their specific need. 

Example- A Belgian event production company can create their event in French and then add German and Dutch as secondary language options. This allows them to offer three languages to their staff and volunteers. 

Offering a Personal Experience in Their Preferred Language 

Offer your staff and volunteers an even better experience in their preferred language. Staff and volunteers can select their preferred profile language and experience registration, communications, and a mobile application in their preferred language. Managers can now filter the staff list by preferred language and build teams and shifts by language and assign shift supervisors that can communicate with their team.

Volunteer Preferred Language Profile Setting

 

Translation Made Easy 

InitLive makes translating custom text simple with quick export and import options. Build your custom fields in your primary language, export, and send them to your translator. Once your text has been translated, simply import it and review it. Offering multiple languages to your staff and volunteers has never been easier. 

Smart Language Editing Tool 

With InitLive's new language editing tool, no field is left untranslated. Managers can build out their organization or event in up to 6 languages. Simply add languages in your event or organization setting and customize your view for how you work best. 

As you build your translations, the language editing tool will track your progress on a simple dashboard, offering you a snapshot of how much you have accomplished. As you build out your languages, InitLive's new language tool will analyze your translated text and alert you of any errors or missing text, ensuring that every language is complete and ready for your team. 

InitLive-Smart- Language-Editing -Tool

Bonus Features 

  • Managers can now duplicate their entire schedule from one venue to the next. This new feature makes reusing data easy with the ability to bulk change venues and locations. You’ll never have to start from scratch. 
  • Create a beautiful and easy to read shift schedules with the new bulk edit option on shift colors. Color coding your shifts has never been quicker.
  • Mangers can now add notes and star ratings for staff and volunteer in bulk, making post event evaluation even easier. 
  • Edit your staff check-in directly in InitLive or on the clock-in logs helping you track staff and volunteers accurately. 

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless translation. 

initlive
2020/01
Jan 21, 2020 10:27:07 AM
Feature Release: One Solution In Six Languages

Jan 21, 2020 10:27:07 AM

Feature Release: One Solution In Six Languages

When it comes to staff and volunteer management, communication is key, which is why we now offer our web and mobile applications in 6 languages. Whether your staff and volunteers need two languages or all six, InitLive's new language editing tool has you covered. InitLive's event staff and...

Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!


Copy of Blog Images Vol. 12 (78)

Group Management has arrived! At InitLive, we know how important it is to keep groups of friends and families together on the event day. This new release offers an efficient and easy way to manage and track groups of event staff and volunteers. Now you can manage groups from registration to post-event tracking, offering a complete view of each group’s level of participation. These new features provide you the flexibility to manage groups on your terms. So let’s start exploring all the possibilities these new feature offer.

Grouping up

With this release, volunteers can group up like never before. A group is simply made up of a Group Leader and Group Members. This is great for families and teams, allowing a parent or coach the ability to take charge and manage the group’s registration and shifts as the group leader. 

InitLive offers two different types of groups for event managers to choose from, number-based groups and account-based groups. Number Based groups offer the easiest signup process possible, allowing a group leader to sign up a number of group members simply, no user accounts required. The account-based groups offers a group leader or event manager the ability to create a group and allow users to select their group during the signup process. These two group types provides the flexibility to choose what works best for you and your volunteers.

Book a 20-minute chat with your sales rep to learn more about these new features and how you can use them for your next event.  

Groups Management


Group Registration

Ready, set, register! Users no longer have to have an account to be scheduled in the InitLive system. Get a family, friend, team member to sign up on someone’s behalf. Staff/Volunteers can signup to your event as part of an existing group, or register several people they are bringing with them. Event managers can now categorize / tag staff and groups to help with scheduling decisions, simplifying group management

Group Reg


Group Scheduling


Keeping groups together just got a lot easier; now groups can sign up to shifts all at once, or they can be scheduled altogether as a group by an event manager. Event managers can quickly roster multiple people without accounts in one simple action. Filling shifts have never been more straightforward.

Group Scheduling

Onsite Group Tracking


iPhoneX_MockupKeep track of group members onsite as they arrive and leave at different times. InitLive’s Event Day App offers event managers the power to check-in group members as they arrive and leave throughout the event. This offers real-time tracking of groups and provides accurate hours tracking by the group as individuals members come and go.
Shuffle groups around as needed on the event day. Edit and reschedule shifts assigned to groups as required on the Event Day App. Keep the group leaders in the loop by sending them targeted messages throughout the day, making day-of management a piece of cake. 


Report on Activity

Get the scoop on group performance. Once your event is all finished up, you can pull group-specific reports and track their total committed hours to the total hours worked. Are you looking for even more details? You can pull a detailed report that tracks individuals and groups for more comprehensive analysis.

Group reports

Bonus Feature - Bell & Email Notifications

Stay in the connected. You can now set bell or e-mail notifications for when a volunteer or staff member removes themselves from a shift. This allows you to fill the vacancy on the fly without missing a beat

We have more good news for you! All of these product updates are just the highlights of this release! We're excited for you to log in and discover the rest.

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!

initlive
2019/12
Dec 4, 2019 8:37:08 AM
Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!

Dec 4, 2019 8:37:08 AM

Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!

Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule

2

At InitLive, innovation is at the heart of product update in order to provide you with the best possible solution for managing your event staff and volunteers. But, we believe that this update is extra special for all of our customers. With this release comes dozens of powerful features that will truly reform the way you schedule your staff. Here's how!

SCHEDULING FROM THE CALENDAR VIEW
1) Drag & Drop it Like it's Hot!
Anyone who has ever used Google Calendar will already have a feel for how easy it is to use InitLive's new Calendar view for scheduling staff and volunteers. Simply click and drag you mouse in your desired time slot to build out your staff schedule. If you prefer a more visual way to prepare and view schedules, this updated calendar view is for you! See how all of your shift blocks fit into your event calendar timeline, color code them, bulk edit any number of your shift blocks, quick search & filter, identify & correct gaps in your schedule, and assign staff faster than ever before.InitLive-drag-and-drop-scheduling

ROSTERING
2) Experience the Joy of Smart Rostering
Choosing which staff should work particular shifts, while making sure they're both qualified and available, can result in serious decision fatigue! Because of this, our product designers wanted to innovate a whole new way to roster - unlike any other staff and volunteer management tool on the market. The result? InitLive now does all the heavy-lifting for you with an all-new Roster ModeTM

Roster ModeTM: Designed for scheduling speed, accuracy, and control, Roster ModeTM provides you a list of best matched staff to help you find the right people for the right roles and shifts. How? As you schedule your staff, Roster ModeTM highlights best matches based on qualifications, roles, availability, and shift conflicts. This takes the guesswork and tedious attention to detail out of your scheduling process so you can manually roster staff faster. When comparing InitLive's Roster ModeTM to the automatic scheduling features of other tools on the market, you'll find that InitLive provides the most control and visibility over who is scheduled where and will require no scheduling clean-up. We can't wait to hear about how much time you save!
InitLive-Roster-Mode

CUSTOMIZING LIST & CALENDAR VIEWS
3) A Fresh Perspective
At InitLive, we believe that a customizable lay-out of information is key for efficient staff and schedule decision making. That being said, we're thrilled to introduce interchangeable list and calendar views of your shifts scheduled, staff scheduled, and roles scheduled. So, whether you work best from a list view format, a more visual calendar view or a little of both, you can now switch back and forth and customize to your heart's content.

List Views: Show/Hide Columns
When you're collecting registration information from your staff, more than likely you have a purpose for it. InitLive allows you to easily reference that information so that you can efficiently and accurately roster your event. Whether you need to see basic staff information and/or the responses to your custom registration questions, InitLive offers you the flexibility to show/hide the data columns you can see from the staff list view. A practical example may be that you need to see all of your staff who have a t-shirt marked as medium - simply add 't-shirt size' as one of the columns to show within view.

When you're ready to start building out your schedule, the same is true from the Event Schedule tab - choose to work from list views of your shifts scheduled, staff scheduled, or roles scheduled and easily add/remove columns to provide you the most relevant information.

Staff-list-view-Edit-Columns

Calendar View: Achieve the Visibility you Need
Depending on the length and complexity of your event schedule, it may be helpful for you to switch between a month, week, day or hourly view in order to achieve full visibility over your event. InitLive now offers all four views so that you can achieve a zoom-in/out effect on your schedule at any time. Here's how we see each view coming in handy as you plan:

Month View: For those ongoing events that consist of a few shifts across many days - this view will help you zoom out, look ahead, and make bulk edits.

Week View: For events that require at least a handful of shifts per day - this view allows you to see the details of those shifts while still seeing a few days ahead.

Day View: For large, more complex events that have many shifts in one day.

Hourly View: For large, complex events with many shifts in one day - this view is very useful for managers and check-in administrators to use during the event for a real-time view of shifts happening.

InitLive-day-week-month-calendar-view
For even more customization, set-up your calendar view to be as detailed or as simple as you like by choosing what you see in the shift blocks. For example, you can keep it simple by only displaying the number of staff that are scheduled for a particular shift, or you can have InitLive display additional details like the names of all the staff scheduled.
Calendar-view-roster

Custom Exports = No More Messy Data
Many software solutions force you to export all of your data when you require it in a .csv format. The output would then be an overwhelming spreadsheet filled with data that's tedious and time-consuming to understand. InitLive helps you skip this problem altogether by allowing you to choose the data fields you want for your exported file.

Example: Looking for the Total Hours Scheduled for each of your Ticket Booth volunteers? No problem! First filter your staff list by role and then Take Action to perform a Custom Export. Check off the fields you want and out will come the information you need.

InitLive-Custom-Export

We have more good news for you! All of these product updates are just the highlights of this big release! We're excited for you to log in and discover the rest.

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

 

initlive
2019/09
Sep 18, 2019 8:09:22 AM
Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule
Volunteer Management, InitLive

Sep 18, 2019 8:09:22 AM

Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule

At InitLive, innovation is at the heart of product update in order to provide you with the best possible solution for managing your event staff and volunteers. But, we believe that this update is extra special for all of our customers. With this release comes dozens of powerful features that will...

Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal

InitLive General Availability

If you've enjoyed having insight into your staff's availability in relation to each of your events, you're also going to love that you can now collect what days and times they are generally available for. So, the next time you need to find staff who are available on Tuesdays & Fridays, you'll be all set!

The following InitLive feature updates bring greater sophistication in availability collection, more automation, and more self-serve options for volunteers. Check it out!

COLLECT GENERAL AVAILABILITY
1) Have Staff Fill In Which Weekdays & Times They Are Generally Available
InitLive's new general availability settings allow you to prompt your volunteers to block off weekdays and hours when they would be available or unavailable to work. Volunteers can also set exceptions for specific dates. For example, you may have a volunteer who knows that they are available on Tuesdays or Fridays between 7AM and 7PM; however, Friday, May 24th, is an exception as they won't be available. All of this information can be easily set by volunteers using InitLive's drag and drop interface.

InitLive-general-availability
general-availability-exceptions
Event Manager Perspective: When the availability function is toggled 'on', it is applied at the Organization level of your InitLive account, meaning that you can conveniently collect availability from your entire staff list, regardless of how many events you're running. Once collected, the availability of your staff automatically gets passed down to every event schedule you create, helping you to minimize the number of times you ask for availability and to have immediate visibility for scheduling quickly. To make scheduling as simple as possible, you can filter staff based on their availability. This takes the guesswork out of who to schedule and when, while also minimizing the need for scheduling revisions.

filter-availability

SET AUTOMATIC SHIFT CLOCK-OUTS
2) Set Shifts to Automatically Clock-out After They're Complete
While clocking-in to a shift may be fairly intuitive for volunteers, it can be tricky to have them remember to clock-out after their shifts are complete. To have more control over how to track volunteer hours worked if no clock-out activity happens, you can set InitLive to automatically clock-out shifts after shift end times. 

INITLIVE KIOSK PORTAL
3) Have Volunteers Clock Themselves In/Out Via InitLive's Kiosk Portal
Do you have volunteers coming and going throughout the day who you want to keep track of - with no administrator supervision or mobile app required? No problem! You can now set up a self-serve "kiosk" process for volunteers to clock-in/out to their shifts. This new feature can be set up to access via the web app or, for greater control, you can install the kiosk portal software directly to your desktop - compatible with all operating systems. 
kiosk

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2019/04
Apr 9, 2019 10:43:58 AM
Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal
Volunteer Management, InitLive

Apr 9, 2019 10:43:58 AM

Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal

If you've enjoyed having insight into your staff's availability in relation to each of your events, you're also going to love that you can now collect what days and times they are generally available for. So, the next time you need to find staff who are available on Tuesdays & Fridays, you'll be...

Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities

Blog Images Vol. 12 (14)

Putting together a thorough event staffing schedule is not only crucial to your event's success, but also a lot of work! This means having ways to ensure that you roster all of your shifts with qualified staff, who you can be confident will show up, is essential. That's why we're excited to announce 3 new feature sets that will help you do just that!

SCHEDULE REMINDERS
1) Pre-schedule Personal Schedule Reminders
Concerned about staff and volunteers forgetting which shifts they signed up for? Or maybe you're afraid that you'll forget to send them schedule reminders? It's possible - after all, you do have a lot going on. Using InitLive, you can now pre-schedule personal schedule reminder emails to all of your staff or filtered staff lists - keeping staff in the loop, preventing no-shows, and automating an otherwise tedious task.

Within the body of these emails, you can choose to embed a formatted chart-view of the volunteer's personal schedule. Or, if you know that you'll still be making quite a few changes to the schedule, you can simply send out the reminder email with a link to log into the InitLive system to view their current shift schedule.

customize-shift-reminder

InitLive allows you to proactively plan out how often you want to remind your staff and at what times leading up to your event. For example, schedule 3 reminders to go out to your staff before the event starts: 1 month before, 2 weeks before, and 1 day before the event.

pre-schedule-shift-reminders

Running several events? No problem! From the Organization level, you can set up schedule reminders across multiple events too. In just a few clicks, set a multiple reminders across 4 of your warrior dash races.

SHIFT CONFIRMATIONS
2) Verify if Your Staff Can Work/Attend a Shift
While there's a tremendous amount of planning that goes into ensuring that every event day is a success, there is also a high level of faith that event managers need to have over everything actually going according to plan - this includes trusting that volunteers will show up. To help develop transparency between event managers and volunteers and their ability to attend, we've created a Shift Confirmation process.

Emails: From one event or across multiple events, send out shift confirmation emails to your staff to request them to confirm or decline their assigned shifts. If a staff member declines a shift, they will be asked for a reason why.

change-confirmation-state

Confirmation Visibility: To stay informed as staff confirm or decline shifts, you can turn on email and/or bell notifications OR you can filter your staff list based on confirmation states (see which staff have confirmed all shifts, declined any shifts, has any pending shifts, or has no confirmation requests sent). You will also be able to review the reasons behind any declined shifts and can pull a report for this.

Shift-Confirmation-filter

Automation: Should staff decline a shift, you also have the option for the system to automatically remove the user from that shift, making room for someone else to fill it. This is a great way to automate a repetitive step (so long as reviewing the reason why the user declined the shift isn't important to you).

Manual Override: In the case that staff and volunteers email you or phone you to communicate if they can or cannot attend, you, as the event manager, have the ability to change their confirmation status on their behalf. 
 

LIMIT DISPLAY OF EVENT SIGN-UP OPPORTUNITIES BY QUALIFICATIONS
3) Show Sign-Up Opportunities to Staff with Specific Qualifications
For Organizations running many events, you may not want your entire staff list to see, and potentially signup for, all of them  - particularly if any of the events require staff and volunteers with specific qualifications. To avoid showing Event Listings to unqualified staff, we've created what we call Logic Groups!

What is a Logic Group?: A set of criteria based on qualifications that you can customize (using AND / OR functions) to affect your Event Listing's visibility to certain staff. For example, set your First-Aid event listings so that only the staff with First Aid qualifications can see them.

event-visibility

Confirm Which Staff Can See Specific Event Listings: From the Organization level, filter your staff list by 'Event Visibility' to see which staff can or cannot see specific event listings. For example, maybe you want to double check that Kelsey cannot see the Fireworks Event, because you know she has PTSD.
 

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2019/03
Mar 7, 2019 1:11:00 PM
Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities
Volunteer Management, InitLive

Mar 7, 2019 1:11:00 PM

Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities

Putting together a thorough event staffing schedule is not only crucial to your event's success, but also a lot of work! This means having ways to ensure that you roster all of your shifts with qualified staff, who you can be confident will show up, is essential. That's why we're excited to...

Feature Release: Collect & Track Staff Availability

collecting-availability-from-volunteersThere's nothing worse than scheduling a large group of volunteers only to learn that many of them are unavailable for their allotted shift times. That's why we've created a brand new way to help you avoid this back and forth altogether. Introducing a new set of highly-anticipated features that allow you to collect and track staff availability:

VOLUNTEER SIGNUP FORMS
1) Collect Availability on Signup Forms
Event managers can now enable a new step within the volunteer registration process to collect staff availability. Better yet, managers can configure their availability module with custom titles and time blocks that suit their event schedule. For example, a manager can create a 'Morning' time block from 5am-10am, an 'Afternoon' time block from 10am-2pm, and an 'Evening' time block from 2pm-6pm. Have time blocks that look completely different from those? No problem - managers can set them to any time frame they want, even over midnight. Staff will then be able to select their availability across all time blocks that exist within the event schedule.

InitLive-popup-customize-availability

What Staff See: This new signup step allows staff to select the time blocks that match when they are available to work via an intuitive drag and drop module. For example, a volunteer could select that they are available from 2pm-6pm across each day of a 5-day festival.

InitLive-staff-availability

Collecting availability is ideal for managers who want to manually schedule their staff, allowing them to make faster, and better scheduling decisions. 

 

FILTER STAFF BY AVAILABILITY
2) Find Staff Who Are Available / Unavailable for Shifts
Once Event Managers collect availability from their staff, they can filter their staff list based on availability (ie. find everyone who indicated that they are available to work a morning shift on the Tuesday of the event). From this filtered list, managers can apply multiple actions (ie. send a message, add to a role, remove qualifications, etc.).InitLive helps Event Managers make smarter scheduling decisions as they build out their shifts: while creating shifts for the event, see and pick from a list of all staff who are available for that shift.


AVAILABILITY CONFLICTS
3) Conflict Notifications to Prevent Scheduling Unavailable Staff

InitLive provides visibility to both Managers and Staff when there is a conflict between the time someone is marked as available and the time of a shift.  This flag notification helps Managers prevent scheduling errors while manually scheduling staff. For Event Managers who enable self signup for their volunteers, the system will feature the shifts that staff are available for, but will also notify them should they try to select shifts that don't align with their availability. 

Availability-conflict

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you track your staff and volunteer availability like never before!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/12
Dec 3, 2018 11:07:58 AM
Feature Release: Collect & Track Staff Availability
Volunteer Management, InitLive

Dec 3, 2018 11:07:58 AM

Feature Release: Collect & Track Staff Availability

There's nothing worse than scheduling a large group of volunteers only to learn that many of them are unavailable for their allotted shift times. That's why we've created a brand new way to help you avoid this back and forth altogether. Introducing a new set of highly-anticipated features that...

Feature Release: Track Your Event Staff Like Never Before!

Volunteer Shift AttendanceWhen managing a large database of event staff & volunteers, visibility is key. Whether you're looking to: organize your staff database by skills & qualifications, search for under-scheduled staff, ensure all staff are attending their shifts, or further customize your chain-of-command, these 4 big updates make managing and tracking all of this information a breeze.

ORGANIZATION QUALIFICATIONS
1) Qualification 'Tags' For Your Staff Database
We’re excited to announce that you can now use qualifications to manage your staff database at the Organization-level within InitLive. Think of them as customizable tags or labels you can create and assign to staff as needed.
Organization-qualifications

You might be familiar with qualifications from using them to identify the skills, attributes (i.e. age range), and certifications of staff working at each of your events. Now, you can create qualifications for your staff not only at the Event level, but at the Organization level too. ‘Organization Qualifications’ help you keep data consistent across multiple events by allowing you to collect staff information once and then transfer it down to the Event level. 

Pro Tip: Try using Qualifications at the Organization-level as a way to categorize and manage staff. For staff members who possess a variety of skills, add as many qualifications as you like. The more information you have in InitLive, the easier it is to schedule qualified staff to the right events and the right roles.

Stay tuned—soon, you’ll even be able to connect Qualifications to sign-up opportunities so that staff will only be able to see new opportunities that they’re qualified for.


SCHEDULE-BASED FILTERING
2) Filter Your Staff List Based on Your Schedule
A big part of optimizing your staff schedule is ensuring that you’ve leveraged the full potential of each of your volunteers. However, this gets challenging to track when you’re working with a large number of staff. That’s why we’re introducing Schedule-based filtering - a brand new way to assist you in finding staff based on attributes from your schedule.

schedule-based-filtersChoose to filter your staff list based on people who are currently scheduled in shifts; people scheduled for more or less than a certain number of shifts; or by people who are scheduled for more or less than a certain number of hours.

Pro Tip: Try using Schedule-based Filters to add hours to staff who have been under-scheduled. For example, filter your staff list to show you everyone who is scheduled for less than 1 hour, on Monday, in the Life Guard Role. After you’ve applied filters to find the staff you’re looking for, add to or edit their schedule however you like!


SHIFT ATTENDANCE
3) Take Your Attendance Tracking to the Next Level
Ensuring that volunteers show up at the right place, right time, according to how they've been scheduled, is crucial to the success of any event. Visibility over your staff attendance helps you hold staff accountable and to fill in schedule gaps should staff not show up - so that no shift ever goes unfilled. InitLive now offers 2 ways to track the attendance of your staff and volunteers! Track overall event attendance (the original way) or track attendance at the schedule level with InitLive’s ‘Shift Clock-ins’ (the new way).

In a nutshell, here’s what you have to look forward to as you configure your next event:

  • Event Attendance: Track staff attendance at your event via the Event Check-in feature in order to generate a high-level overview of who attended your event and who didn’t.
  • *NEW* Shift Attendance: Track attendance of individual shifts via the Shift-Clock-in feature in order to ensure all shifts are fulfilled by each of your scheduled staff.

shift-attendance-initliveshift-attendanceConfigure your attendance settings according to your event needs. With shift attendance enabled, you’ll be able to track staff, in real-time, at a more granular level (ie. For a 5-day event, shift clock-ins will provide a much clearer view of attendance in real-time because it’s likely that not all volunteers will be scheduled for each day of your event).

As your events take place, InitLive automatically records all your shift clock-in data so that, post-event, you can pull a custom report. We've designed these reports to be as flexible as possible: pull shift clock-in data by one event at a time, or pull the data across multiple events with the option to filter by a specific timeline (i.e. week/month/year).

Pro Tip: Try using Shift attendance to calculate hours worked and/or pay staff. When this setting is enabled, detailed Shift clock-in/out logs and Hours worked reports will be generated.

ROLE MANAGER VIEW
4) Appoint Organizers to Manage Specific Roles
Sometimes you want to grant members of your team increased InitLive permissions for managing segments of staff at your event, but you don’t want to provide full 'Event Manager' access, risking unwanted changes to your event settings. Because of this, creating a 'Role Manager View' has become a highly requested feature.

We’re excited to say it’s finally here! InitLive’s new ‘Role Manager View’ allows you to limit the Manager view by Role for a member of your team. What does this mean? When you limit an Event Manager to a Role, they will only be able to see staff who are assigned to that role, and shifts that include that role. To prevent confusion, they will also see a simplified interface that will only display the data that’s important to them.

role-managers

Pro Tip: Try using the 'Role Manager View' as you structure the operations for your event. For example, if you want a Beer Tent Manager to have full control over the staff, schedule creation, and management of everyone in the Beer Tent Role, this will allow them to do that.

Next steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you track your event staff like never before!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/09
Sep 27, 2018 2:13:36 PM
Feature Release: Track Your Event Staff Like Never Before!
Volunteer Management, InitLive

Sep 27, 2018 2:13:36 PM

Feature Release: Track Your Event Staff Like Never Before!

When managing a large database of event staff & volunteers, visibility is key. Whether you're looking to: organize your staff database by skills & qualifications, search for under-scheduled staff, ensure all staff are attending their shifts, or further customize your chain-of-command, these 4 big...

Feature Release: Copy Events, Location Filtering, Form Templates & More

Feature ReleaseThe InitLive development team is always working hard to deliver exciting updates and today is no exception! If you're an event producer who organizes several events annually, listen up because this month's release includes features that multi-event producers will love!

Here's what you have to look forward to the next time you login to InitLive:

COPY EVENT
Build upon what you've already done!
Whether you're redoing an event from last year or from last week, you can now copy previous schedules over - with the option to also carry over roles and staff! This will not only be a huge time saver, it will allow you to build out templates for different event types, recurring schedules and more!

FILTER STAFF BY LOCATION
Managing events in different locations is a breeze
Whether your event takes place across several different cities or you're running very different events across the country, you can now filter through your Organization's staff list by location so that you can invite and schedule staff who are local to each event.

CREATE REGISTRATION FORM TEMPLATES
Reuse common registration questions across every event
It's now easier than ever to maintain consistent data collection across multiple events using Registration Form Templates at the Organization level. All Organization Managers need to do is create a form template and can quickly apply it to as many events as they like. Say "goodbye" to data duplication and "hello" to a clean database of staff information.

BULK SEND STAFF SCHEDULES
Send schedules to staff no matter what event they're in
Supposing you're running 15 events this month and you want to send shift schedules to all staff and volunteers working those events...Now, from the Organization level, Managers can select staff across multiple events to have their shift schedules immediately delivered to their inbox.

STAFF PERMISSIONS
Allow / Don't allow staff to remove themselves from an event/shift
Event managers can now configure their events to either allow (or not allow) staff to remove themselves from an event OR from a shift. This staff permission has been updated on both the web and mobile app.

Next steps:
What are you waiting for? Go log in and check this new portal out, or watch a demo to see how InitLive takes the heavy lifting out of event staff management!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/06
Jun 27, 2018 1:25:57 PM
Feature Release: Copy Events, Location Filtering, Form Templates & More
Volunteer Management, InitLive

Jun 27, 2018 1:25:57 PM

Feature Release: Copy Events, Location Filtering, Form Templates & More

The InitLive development team is always working hard to deliver exciting updates and today is no exception! If you're an event producer who organizes several events annually, listen up because this month's release includes features that multi-event producers will love!Here's what you have to look...

System-Wide Update: Helping You Produce Bigger & Better Events - Fast!

Feature ReleaseYou have several events/activities coming up that you need to deploy staff to.

Deadlines are looming. The pressure is high.

Grab a chair. Put your feet up. Because these GIANT updates to the InitLive system are about to relieve you of all your staff & volunteer management burdens! From seamless staff onboarding to detailed self-serve reports, efficiency and growth are our goals for you & your team.

Here's what you have to look forward to the next time you login to InitLive:

INTUITIVE NAVIGATION
Do you see what I see?
Yes! InitLive now has a universal portal for all managers and staff. Have full confidence over what your staff are seeing because both managers and staff now land on the same homepage upon login. The information users see will be based on the organizations and events they are part of as well as their permissions.

STAFF DATA MANAGEMENT
A master list for all your recruits
Have staff who you know will work your events later this year, but not just yet? Perhaps you want to recruit all year round for all of your events? Use InitLive to build an organization level staff list that isn’t tied to any events. When you’re ready, start adding them to events - fast!

HIGHLY CONFIGURABLE
More flexible than your neighbour’s cat
Event requirements vary, so having a highly configurable tool couldn’t be more important. Achieve greater flexibility over your events and data through bulk actions and the ability to control permissions, visibility, sign-up workflows, staff minimums and maximums per shift or event, email communications & more. This applies to the InitLive mobile app too - toggle your settings to go ‘LIVE' - activating the app - anytime.

SIMPLIFIED STAFF ONBOARDING
Say goodbye to a flooded inbox & hello to rapid onboarding
Let’s face it, your managing team never has time to be buried with volunteer inquiries. Staff will now be carried through your custom signup workflow and prompted to fill out your required questions. After staff have signed up for shifts, they can easily download their schedule to have on file. With this new and intuitive process, stay focused on your event priorities, experience rapid staff onboarding, an increase in signups and a focused inbox.

KEEP YOUR STAFF LIST CLEAN
Approve 😄 / reject 😢 applicants
Sometimes certain applicants just don’t make the cut. Develop a high-quality Organization Staff List by vetting staff using InitLive’s new applications feature. When you need to reject applicants, you can also send them a personalized message to let them know why/what their missing requirements are. Rejected applications then go into a separate list for you to refer to just in case you change your mind.

SCHEDULING CONFLICTS
No more seeing double! ...unless you want to
In general, having staff who are double-booked is bad news! Toggle your settings to prevent staff from belonging to overlapping shifts. When staff are selecting their own shifts, they will be instantly notified and prevented from double-booking themselves.

PUBLIC EVENT LISTINGS
Maximize sign-ups across multiple events
Introducing public event listings that you can make visible to all staff within your organization. So, when your staff login, they will be able to browse through your upcoming public listings and sign-up if registration is open! Better yet, staff will not need to re-input information that has already been collected from them. Hooray for enabling staff to be proactive and do more!

COMMUNICATION REPORTS
He said, she said...Ever wonder what was said on-site?
Get ready to unveil communication patterns of managers and staff with the new Communications report. This report includes all messaging that was exchanged, via the InitLive mobile app, paired with timestamps. Leverage this data to keep a "paper trail" for liability purposes, stay accountable, look for areas to improve, see how emergencies were handled, and remember why certain things happened.

CHECK-IN / CHECK-OUT LOGS
Always know when your staff clocked in and clocked out
After each of your events, generate a check-in / check-out log at the click of a button. This will provide you with an exact timestamp for the comings and goings for every staff member. Use this information to track volunteer hours or for payroll purposes.

Next steps:
What are you waiting for? Go log in and check this new portal out, or watch a demo to see how InitLive takes the heavy lifting out of staff scheduling and communication!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/06
Jun 5, 2018 8:30:00 AM
System-Wide Update: Helping You Produce Bigger & Better Events - Fast!
Volunteer Management, InitLive

Jun 5, 2018 8:30:00 AM

System-Wide Update: Helping You Produce Bigger & Better Events - Fast!

You have several events/activities coming up that you need to deploy staff to. Deadlines are looming. The pressure is high.Grab a chair. Put your feet up. Because these GIANT updates to the InitLive system are about to relieve you of all your staff & volunteer management burdens! From seamless...

Feature Release: New & Improved Organization Portal

InitLive-new-featuresImagine a mission control board for event producers, their staff, and their extensive list of upcoming events - where you can deploy select staff/volunteers from your database across countless events and where you can view dashboard insights on your recruitment progress. Now stop imagining because... it's here! The new Organization Portal just had a massive facelift! Here are some of the features and functionalities you won't want to miss!

AddStaff2.png1) A CRM for your Organization's entire staff database

Have staff and volunteers who you plan to schedule out across several events throughout the year? Upload your staff database to the new Organization Portal or have staff sign-up through your Organization registration page. With this process, your staff will be thrilled that they only need to register once, no matter how many events they plan/hope to be a part of. Less steps for them, and best of all, more control for you!

Dash2.png2) Dashboard insights into your progress

We understand. When you have a ton of events to manage, it can be dizzying to monitor the status of each one. Using the new Organization Portal, you can access a dashboard to view how many staff you have - within your organization, and within each of your events. From here, you can also see at a glance how many events are live, upcoming, and past - as well as your InitLive inventory, so that you can always keep track.

AddStaff.png3) Bulk actions across multiple events

From the Organization portal, adding staff/volunteers across multiple events is easy using the bulk actions tool! Use InitLive's advanced filtering options to find the staff you need and, with only a couple clicks, you'll be able to add those staff to as many events as you like.

What are you waiting for? Go log in and check this new portal out, or watch a demo to see how you can deploy staff to your year's worth of events in a matter of minutes!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/02
Feb 5, 2018 4:31:15 PM
Feature Release: New & Improved Organization Portal
Volunteer Management, Volunteer/Staff Recruitment, Event Tech, InitLive, Event Planning, Event Technology, Event Management

Feb 5, 2018 4:31:15 PM

Feature Release: New & Improved Organization Portal

Imagine a mission control board for event producers, their staff, and their extensive list of upcoming events - where you can deploy select staff/volunteers from your database across countless events and where you can view dashboard insights on your recruitment progress. Now stop imagining...

2018 Announcement: Why we’re fired up for another year & you should be too!

CEO1.pngHave you ever been so excited, you nearly hyperventilated? We hope you have because it’s a pretty great feeling. Allow us to explain why so that you can share some of this joy with us.

The past few months have been full of great updates: including 50+ product updates, 3 new partnerships, disaster relief outreach projects, and 3 new languages, to name a few. There has been tremendous growth in the company - InitLive’s user-base has increased by 157%, the number of events run using InitLive software has increased by 80%, and the product is being used by 26 countries and counting. Why does this have us so excited? Because we’re determined to serve our customers - YOU! - in the best way possible, and with every new update, we’re getting closer.

This leads us to our newest announcement...

The InitLive family is growing! 

We would like to introduce you to Chris Courneya, a talented leader who has tons of experience in streamlining company processes to optimize for growth. Chris has been appointed as our new CEO! With his leadership he intends to implement speedy product development, build key partnerships and so much more - with the end goal of empowering our customers.

When introduced to the team, Chris’ enthusiasm for the company’s current state was indicative that he would be a perfect fit for taking InitLive to the next level. “It did not take long to be impressed with the InitLive product and team,” said Chris. “They have created a valuable software platform and a loyal customer community, and the opportunities to continue adding value for current and future customers are very significant. I am eager to join the team and help plot the course to even greater growth and success for all involved.”

What’s Debbie up to now? We’re glad you asked! She will be taking the lead on Strategy for the company. Commenting on this transition, Debbie said: “InitLive is poised for something big. I can feel it. And, Chris does too. I firmly believe his expertise is going to help us get there.”

For more details on our CEO announcement, please check out our press release here!

initlive
2018/01
Jan 9, 2018 10:05:00 AM
2018 Announcement: Why we’re fired up for another year & you should be too!
Volunteer Management, InitLive, Event Technology

Jan 9, 2018 10:05:00 AM

2018 Announcement: Why we’re fired up for another year & you should be too!

Have you ever been so excited, you nearly hyperventilated? We hope you have because it’s a pretty great feeling. Allow us to explain why so that you can share some of this joy with us. The past few months have been full of great updates: including 50+ product updates, 3 new partnerships, disaster...

It’s the Most Wonderful Nine (InitLive Updates) of the Year!

recap3.pngSummaries are great - especially when they’re packed with helpful updates that make event planning easier (and better). So, without further ado, here are InitLive’s top staff and volunteer management tool updates for 2017:

 

1) Registration Pages that Highlight Your Event Brand

This year, we were pleased to introduce customizable registration pages. As part of the recruitment phase, event organizers can use InitLive’s foolproof editor for uploading their own profile photo and cover image to their registration page - a simple, yet powerful way to convey event personality/brand to onlooking volunteers.

Recap & CEO Annoucement (1).png

 

2) Ask Your Volunteers Anything! (& A Custom Sign-up Process)

With this update came more flexibility than ever before for staff and volunteer recruitment. Event managers can now set-up and customize all of the questions within a registration form - asking anything from t-shirt size to dietary restrictions to availability and more. This registration form can be used as an application for an event or as a gateway to shift sign ups.

 

3) “Did we just become best friends?!” 

This year, we partnered with three great companies. This has opened doors to further product integrations and enhancements in order to meet the expanding market and customer needs.

 

4) Your On-Site Assistant is Getting Smarter Every Day!

2017 was a great year for the InitLive event day app. A brand new dashboard was created for Supervisors and for Check-in administrators to easily check-in-and-out staff. Shift titles and role descriptions became visible to staff and managers for increased visibility and accountability. AND, event managers can now access all custom question data on their volunteers directly from the app.

 

5) Disaster Relief Efforts

This past summer, we were honored to support thousands of volunteers helping with Hurricane Harvey and Irma relief efforts through the use of InitLive’s web and mobile app. 

 

6) Lightning-fast Load Times

This was a year of optimization for data-loading times. No matter how large your staff list is, no matter what report you need to export, and no matter how much data you copy over, our developers made a series of updates to make page-load times as quick as possible to help you maintain a Speedy Gonzales planning pace.

 

7) Messaging Improvements for Even Better On-Site Communication

Once it’s showtime, communication becomes more important than ever before. InitLive’s messaging and notification functions had some facelifts to help optimize this area! Via the app, all users can quickly reply to messages sent to them, staff can message managers/multiple people, and managers can broadcast to entire shifts or filtered staff lists.

 

8) Find Exactly What You’re Looking For With Advanced Filtering

InitLive Registration Forms got way more powerful. Now, every time you create a custom question on the Registration Form, a custom filter "auto-magically" appears on your staff list to help you find/filter through that information easily. Filter by t-shirt size, dietary restrictions, availability and more - the sky’s the limit!

Recap & CEO Annoucement (2).png

 

9) Bulk Actions for Faster Scheduling

We know how precious and limited your time can be. That’s why we were pleased to give you even faster ways to set your event up in InitLive. 2017 presented ‘Bulk Actions’: Select specific staff from our staff list or ‘select all’, and add roles and qualifications in bulk. 

Cheers to another great year and many more to come! 🍻


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2017/12
Dec 27, 2017 9:09:00 AM
It’s the Most Wonderful Nine (InitLive Updates) of the Year!
Volunteer Management, Volunteer/Staff Recruitment, Event Tech, InitLive, Event Planning, Event Technology, Event Management

Dec 27, 2017 9:09:00 AM

It’s the Most Wonderful Nine (InitLive Updates) of the Year!

Summaries are great - especially when they’re packed with helpful updates that make event planning easier (and better). So, without further ado, here are InitLive’s top staff and volunteer management tool updates for 2017:

Feature Release: Advanced Filtering and Time-Saving Bulk Actions

Feature Release - Filtering and Bulk editing.png

🎶
Raindrops on roses, and whiskers on kittens.
Innovative technology and customer-driven enhancements. 
Staff lists that filter by t-shirt size and more...
These are a few of our favorite things!

DividerLineShadow.png

InitLive's new advanced filtering options and bulk action functionality will have you singing by the end of this post!

CustomFilters.png1) Never Before Seen Filtering Technology

InitLive Registration Forms just got way more powerful! Why? Because, now, every time you create a custom question on the Registration Form, a custom filter "auto-magically" appears on your staff list to help you find/filter through that information easily. For example, should you create an "Availability" question for your volunteers to fill out, you will now be able to filter to see which staff checked off specific time slots directly within the InitLive portal. 

Filters_1.png

Filters Based on Question Types

InitLive's new advanced filtering technology supports all question types within your Registration form. Whether you're using drop-down questions, multi-select, date pickers or photo/document uploads, our filters allow you to find the responses you're looking for.

Drill Down Your Filtering By Sub-Questions

Just when you thought you might be able to stump our filtering features, you didn't! 😂  InitLive's new filtering allows you to drill-down on questions that have sub-questions (i.e. Question: Are you available on Day 1? Sub-Question: If so, which time slot?). In just one click, filter by this sub-question to see which staff are available during specific time slots on Day 1. 

2) Bulk Actions for Lightning-Fast Scheduling

Setting up your staff and communicating just got lightning-fast! Whether you've filtered your staff list or not, select multiple (or all) staff to perform a variety of bulk actions.

AddRoles_STaff.png
Add / Remove Roles in Bulk

Select multiple staff and assign any number of Roles to those staff.


Add / Remove Qualifications in Bulk

You guessed it! Select multiple staff and assign any number of Qualifications to those staff.

AddRoles_Schedule.png


Bulk Add / Remove Roles to Shifts

Apply all the necessary Roles to your shifts in just a few clicks!

 

 

3) Access All Custom Question Data from the Mobile App

No matter how many custom questions you've created, access all of this valuable volunteer data from the app on event day! 

DividerLineShadow.png

So...
When t-shirt orders are due,
When the some staff have allergies,
When you want to assign Roles to those who are an undergrad...
Simply remember these favorite things and then you won't feel so bad! 😄 

For a personalized demonstration of these features and more, get a demo!

Watch a Demo

 

initlive
2017/12
Dec 12, 2017 1:47:38 PM
Feature Release: Advanced Filtering and Time-Saving Bulk Actions
Volunteer Management, Event Technology

Dec 12, 2017 1:47:38 PM

Feature Release: Advanced Filtering and Time-Saving Bulk Actions

🎶Raindrops on roses, and whiskers on kittens.Innovative technology and customer-driven enhancements. Staff lists that filter by t-shirt size and more...These are a few of our favorite things!

InitLive's new advanced filtering options and bulk action functionality will have you singing by the end...

Winter Update: Fun Face Lifts & Exciting, New Improvements

InitLive-improvementsAs a season of festivities approaches, we want nothing more than to see our customers smile. The InitLive team has been working hard to deliver tons of new improvements to do just that! 😊

So in between attending holiday parties and snacking on gingerbread, be sure to pop into your InitLive account to see all of our fun face lifts.

 

Filter-by-roles.png1) OMG it's here!👏  Filter Your Event Schedule by Role

Want to see (and edit) all of your shifts when bartenders are working? What about your set up and tear down crew? Supervisors? No matter what shifts you're looking for, we've got you covered with our new filter schedule by role feature. Get ready for some huge time savings with this one!

2) Assign Roles & Qualifications More Efficiently

We've refreshed the lay-out for staff roles and qualifications to make staff visibility and set-up more convenient than ever before. As you click into each role or qualification, you'll see a beautiful lay-out containing an editable description, settings, and list of assigned staff. Need to edit the staff assigned to these roles/quals in bulk? Use the search bar to find who you're looking for or 'select all' to make those edits quickly.


3) For Lightning-Fast Page Load Times ⚡

Large-scale events contain a lot of data and that can mean longer load times. That's why we've made your event staff lists, organization staff lists, and schedules load lightning fast using pagination! So, the next time you're working with a list of 2000 volunteers, you can adjust whether you see 10 contacts at a time, 25, or all the way up to 100!

 

Shift Titles

4) Why You'll Love the Calendar View (Even More!) 😍

Let's face it, as event planners, it's hard not to love a good looking calendar. The InitLive calendar just got even more lovable with the ability to add Shift Titles to each of your color-coded shifts. Pretty colors + extremely useful information = event planning bliss!

 

Easy Image Cropping

5) A No-Fuss, Plug & Play Crop Tool For Branding Your Event

We wanted to make branding as easy as possible for your InitLive profile. That's why we decided that you should be able to upload photos (of any size, aspect ratio, etc.) without any fuss. Now, InitLive does all the resizing for you and then you have the option to crop your image the way you like it. Hooray for plug and play!

 

access-staff-profiles

6) Access Staff Profiles No Matter Where You Are In The System

Gone are the days when you could only access Staff Profiles from the Staff List Tab. Now, whenever you see staff listed as part of a role, qualification, or shift, you can click their name to see more details. 

 

DividerLineShadow.png

All in all, we hope these features make you smile and that you have an upcoming season that's merry and bright.

🎄 🍴 ⛄ 🎁 ❄ 🎅 👪 🎶 🔔 👧 👦 🌟

Want to see more?

Watch a Demo

initlive
2017/11
Nov 30, 2017 10:42:06 AM
Winter Update: Fun Face Lifts & Exciting, New Improvements

Nov 30, 2017 10:42:06 AM

Winter Update: Fun Face Lifts & Exciting, New Improvements

As a season of festivities approaches, we want nothing more than to see our customers smile. The InitLive team has been working hard to deliver tons of new improvements to do just that! 😊

So in between attending holiday parties and snacking on gingerbread, be sure to pop into your InitLive account...

Canadian Live Event Management Companies Join Forces for New Partnership

InitLive-Marcato-Partnership

Industry leading live event management software company, Marcato Digital Solutions, teams with volunteer management software and app, InitLive. The partnership is providing a 10% discount to new accounts.

“We’re incredibly passionate about serving event organizers with cutting-edge technology that will produce bigger, better, and safer events. That’s why we couldn’t be happier to be working with the Marcato team to achieve just that,” said Victoria McGlone, InitLive’s Director of Global Sales.

Both Canadian companies currently share one client, the Edmonton Heritage Festival. “Combining Marcato’s event management tools with InitLive’s real-time communication system is giving event organizers everything they need to plan their festival. We are beyond excited to grow this partnership,” said Natasha Hillier, Marcato’s Chief Operations Officer.

Marcato key features:

  • Talent Management & Show Scheduling - Manage an event’s artists or talent. From first submissions to final payments. 
  • Content Management - Automatically keep all of talent lineups, showtimes, venue info, bios up-to-date across all major content platforms, including website and mobile app. 
  • Credential, Production, Asset & Catering Management

InitLive key features:

  • Volunteer Registration & Signup - Save time recruiting using InitLive’s fully customizable registration process.
  • Smart Communication - As shift assignments are made or changed, all applicable staff will be automatically notified and reminded.
  • Real-time Updates - Have full visibility over day-of event operations using InitLive’s mobile app.

Marcato Digital Solutions is a Canadian company that specializes in the creation and development of web-based management solutions designed to maximize efficiency in the live event industry. Since 2008, it has been used in over 25 countries around the world by festivals including Coachella, Osheaga, Bonnaroo, Outside Lands, Iceland Airwaves, Greenbelt, HebCelt Festival, Eurosonic Noorderslag, Festival No. 6, and c/o Pop.  

InitLive was founded in 2013 by Debbie & Melissa Pinard, a mother-daughter duo. Between using tools like spreadsheets, walkie-talkies, and simply running around on-site, Melissa and Debbie knew there had to be a better way. InitLive is the only company that equips event managers, event staff and volunteers with both a comprehensive scheduling service and a real-time communication system. The hard work of the company has resulted in numerous industry awards, four granted patents, and a rapidly growing customer base around the world.

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Interested in partnering with InitLive? 

Visit our partnership page

 

initlive
2017/10
Oct 10, 2017 10:28:48 AM
Canadian Live Event Management Companies Join Forces for New Partnership
Partnerships

Oct 10, 2017 10:28:48 AM

Canadian Live Event Management Companies Join Forces for New Partnership

Industry leading live event management software company, Marcato Digital Solutions, teams with volunteer management software and app, InitLive. The partnership is providing a 10% discount to new accounts.

Feature Release: Create Your Own Custom Registration Form & Signup Page

Custom Registration Forms - Volunteer ManagementInitLive’s new signup process gives event managers the power to screen staff and volunteers via custom questions during the recruitment process. Now, managers can publish a form to their event signup page with an unlimited number of questions and collect responses. This new process not only saves time by reducing the number of communication touchpoints and follow-ups for managers to make, but also provides staff & volunteers a convenient and easy way to signup!

DividerLineShadow.pngWhat Managers Will See:
A Customizable Recruitment Process

Questions_Shadow.png


Recruitment Using Custom Questions

Use Custom Questions to collect event-specific data. For example, ask about preferred shift times/availability, preferred roles, t-shirt size, if accommodations are required, dietary preferences, what language(s) they speak, allow group signup, etc.- the sky's the limit! Curious to see what your staff will see? Preview your signup page anytime.

 

InitLive-Volunteer-Registration


Open or Close Event Registration

Configure your signup workflow according to your event needs:

1) Closed Registration State: When you're not yet ready for the floodgates to open and start having people sign up for your event, keep your registration closed. Customize the messaging on your signup page to let people know when registration will be open. You can also use the closed state to manually add specific staff before allowing everyone else to sign up.

2) Open Registation State: Woohoo! The floodgates are open! Volunteers will be able to visit your event signup page and submit their required information. From there, you can choose to allow registrants to select their roles & shift times immediately after filling out the registration form, thus enabling self-signup OR you can block this step (ie. if you want to approve applicants first and/or if you want to manually schedule people).

 

Profile_Shadow.png


Collect & Organize Responses

This is where the magic really begins! As you receive form responses from your staff and volunteers, you can use that data however you like! Access responses through individual staff profiles, or, export the responses to .CSV for other uses. Use this valuable volunteer information to help you schedule your event volunteers quickly and efficiently, and to document your volunteer needs (i.e. # of t-shirts to order for each size). 

 

DividerLineShadow.pngWhat Staff/Volunteers Will See:
A Custom Event Signup Page

SignupPage_Shadow.png

Get ready to "wow" your staff and volunteers with a personalized event signup page. Now, when you share your event recruitment link, staff are taken to a customized, mobile-friendly, webpage where they are guided through an intuitive signup process.

Customize Your Event Signup Page By...

  • Inserting custom instructions, descriptions & thank you messages for your staff
  • Representing your event brand by setting a unique cover photo & event logo
  • Including custom registration questions for your staff to complete
  • Changing the order of your questions (drag & drop)
  • Requiring answers for specific questions
  • Representing your event brand by setting a unique cover photo & event logo

DividerLineShadow.png

We know how important it is to make a great first impression to your staff and volunteers. That's why we're excited to be offering a signup process that is simple, intuitive, attractive, and memorable.

Want to see more?

Watch a Demo

initlive
2017/09
Sep 21, 2017 4:16:25 PM
Feature Release: Create Your Own Custom Registration Form & Signup Page

Sep 21, 2017 4:16:25 PM

Feature Release: Create Your Own Custom Registration Form & Signup Page

InitLive’s new signup process gives event managers the power to screen staff and volunteers via custom questions during the recruitment process. Now, managers can publish a form to their event signup page with an unlimited number of questions and collect responses. This new process not only saves...

Facilitating Disaster Relief Efforts? InitLive Can Help

With the influx of natural disasters in the past couple months - hurricanes, floods, etc. -InitLive has been reaching out to help. After Hurricane Harvey hit, InitLive partnered with Keller Williams to coordinate over 3,500 of their volunteers for Texas flood relief. Within minutes of opening registration and sharing a sign-up link, thousands of people were signing up for roles and shifts. After signing up, these volunteers knew where they needed to be, when to get there, and what they would be doing. Once on-site, all staff could check-in via the InitLive mobile app, indicating to the volunteer managers the attendance rate for each shift. Whenever new supply shipments came in, the managers could also broadcast that information to all applicable teams. Likewise, when supplies were needed, volunteers could notify their supervisors no matter where they were on-site. To learn more about these efforts, visit our news article here or watch the interview below.
InitLive-disaster-relief-effortsFacilitating disaster relief efforts is a massive undertaking - not only do you have to plan logistics, you need to recruit helpers, tell them what to do, and how to do it - all while getting everything done as soon as possible. That's where InitLive comes in. With a volunteer management software, scheduling and recruiting thousands of helpers suddenly becomes simple and much more efficient. The same is true with on-site communication - you and your operations team can easily communicate with any number of volunteers via email and text message, and those volunteers can easily communicate back. Disaster relief, by its nature, is hard to plan ahead for. That's why it's important to have a tool that allows you to make spontaneous plans and alert your team. 

The entire team at InitLive believes in helping people over profits and, as part of that, we're prepared to offer our software at heavily discounted rates. Our goal is to help disaster relief coordinators make the biggest impact possible as they diligently help those in need.

Are you being affected by a recent disaster? InitLive would like to help!
Contact us via our form or contact Victoria.McGlone@initlive.com directly.

Contact Us

 

initlive
2017/09
Sep 13, 2017 2:50:03 PM
Facilitating Disaster Relief Efforts? InitLive Can Help
disaster relief

Sep 13, 2017 2:50:03 PM

Facilitating Disaster Relief Efforts? InitLive Can Help

Summer 2017 Feature Release: A Better Experience

2017 InitLive Summer UpdatesExperience improvements that help event managers and staff increase productivity. 


Web

Send-Event-Message

Post Event Messaging

You can now thank your staff after the event is over! Send email messages post-event to your staff using the "Send Message" Action on the Staff List.

 

InitLive-Organization-Staff

Organization Level Database

Keep a record of all staff recruited for your event at the Organization Level. If a Staff has been recruited or removed from your event, their information will still be stored under “My Organizations”.

 


App

Event-Check-in-DashTile

New Check-In Dashboard
Check-In Administrators have a brand new dashboard! Check-In Administrators can easily check in-and-out staff from the new Staff List Tile.

 

Event-Contact-Tile
Contact Tile Makeover
Staff have a new, more intuitive contact tile. Depending on the Manager’s permissions, Staff can quickly message their Event Manager, Supervisor, and upcoming Shift Supervisors. 



Other General Improvements

  • Shift Titles and Role Descriptions are now visible to Staff and Managers throughout the web & mobile apps
  • Quickly unschedule Staff from their Profile Popup on the Web
  • We’ve added ‘Copy Event’ to our Professional Services
  • Helper question marks available throughout the web to help users with onboarding
  • General Messaging Improvements for Event Managers and Staff when Shifts are updated, edited, etc during a Live Event
  • Enhanced security for InitLive Services
  • General stability improvements on the web
  • Optimized Filtering on the web & mobile apps
  • General speed improvements made to the ‘Copy from Previous Events’ features
initlive
2017/07
Jul 10, 2017 4:20:29 PM
Summer 2017 Feature Release: A Better Experience

Jul 10, 2017 4:20:29 PM

Summer 2017 Feature Release: A Better Experience

Experience improvements that help event managers and staff increase productivity. 

New InitLive Features from 2016

InitLive-2016-features-1.pngThe holidays are right around the corner. What better time to reflect on all of the excitement we’ve had at InitLive this past year?

It’s been another big year of updates, new features, and improvements thanks to all of the wonderful event profs using InitLive and sharing their input and ideas with us. We can’t thank you enough!


Waiver Management

InitLive_EventWaiver.png

In April we added the option to include a custom waiver to your event! Waiver management helps ensure that all staff and volunteers have accepted your terms before they are able to access your event.


Smart Filters
August saw the addition of smart filtering on your Staff List from the InitLive web platform. Take it a step further by using the “Take Action” button to export a report, send a message, and more.


Internal Notes & Star Ratings

InitLive_Notes.png

Beginning in September, Event Managers, Shift Supervisors, and Check-in Administrators were able to track staff and volunteer performance using Internal Notes and Star Ratings.


Copy & Move Shifts
The biggest, best, and most exciting feature was released this month! In early December we announced that Event Managers can now save even more time by taking bulk actions from the Schedule tab, including copying shifts across multiple event days.


Other Key Improvements:
InitLive is constantly working to make managing your event staff and volunteers a breeze. Other highlights from the year include:

  • En Francais! We’ve localized InitLive and now offer both the web and mobile app entirely in French.

  • Event Documents - Upload important files to your InitLive event to give the whole team easy access on the go!

  • Send an In-App Message to communicate with staff and volunteers one-to-one.

  • The Organization Staff List lets you keep a comprehensive database of all of the volunteers in your Organization.

  • Shift Supervisors gained access to more in-app features with the new Shift Supervisor Dashboard!

InitLive-2016-features-2.png


What will the new year bring?

We aren’t slowing down in 2017. We have big plans for the new year and will continue to update you with improvements and additions to the InitLive system. Thank you for making 2016 so wonderful!

To view a more comprehensive list of InitLive features, check out our features page!

initlive
2016/12
Dec 21, 2016 9:05:00 AM
New InitLive Features from 2016

Dec 21, 2016 9:05:00 AM

New InitLive Features from 2016

The holidays are right around the corner. What better time to reflect on all of the excitement we’ve had at InitLive this past year?

Feature Release - Seamless and Flexible Volunteer Recruitment

Copy of Blog Images Vol. 12-1

We are happy to announce our latest feature release, which offers you the most flexible volunteer recruitment features in the market. You can now tailor your volunteer recruitment process the way you see fit. This new release offers you an even better way to promote volunteer opportunities from your website and other marketing channels. It also allows volunteers to preview shifts before committing, reducing barriers, and increasing sign-ups! 

Publicly Promote Available Shifts & OpportunitiesScreenshot (10)

When it comes to volunteer recruitment, the easiest way is the best way. That's why we have released our new public opportunities and shifted features. Sharing your volunteer opportunities and shifts just got a lot easier! Volunteer managers can now pick and choose which opportunities and shifts they would like to share publicly. This offers volunteers the opportunity to preview all their options and check their personal availability before they start the volunteer sign up process. This allows volunteer managers to fill shifts quickly by publicly promoting available shifts, which reduces unnecessary barriers. 

Embedded iFrame To Promote Opportunities On Your External Website
Embedded iFrame

We know that your website is the first place potential volunteers go to look for opportunities and shifts. That's why we have created our new embedded opportunities iframe. Now you can promote all your volunteer opportunities directly on your website's volunteer recruitment page through InitLive's new embedded iframe. Simply embed the iframe on your website and start promoting all your public volunteer opportunities and shifts. Whenever you update your shift information in InitLive, it automatically updates on the iframe, making volunteer recruitment easier than ever before. Now you can maintain full control over branding and your volunteer journey; no more external linking required!  

 

 

 

Customize and Brand Your Organization and Opportunities PagesCustom Rich Text  

We understand how important branding and marketing is to the volunteer recruitment process, which is why we added greater customization options to our organization and opportunities Pages through the addition of our rich text editor and customized sign up button feature. 

 Now you can utilize InitLive's new rich text editor to create beautifully branded organization and opportunities pages. Add videos, images, a custom sign up button, and sections to educate new volunteers about all the amazing work your organization does, helping you to promote your brand during the recruitment process further. 

 

 

 

Customize the Date-Range & Time Commitment

Screenshot (9)

Every organization defines their volunteer opportunities and shifts differently, which is why InitLive now offers you the ability to define them as you see fit. If your opportunity does not require a complex schedule, simplify its parameters by inputting a custom date and time on the Public Page. Dates can be defined as a Schedule Style, Days of the Week, Date(s), etc. Times can be defined as the length, frequency, hours, time, etc. Making it easier for volunteers to sign up to work. 

With all these new features at your fingertips, it's time to start getting out there and recruiting volunteers for your program, cause or event!   Log in here, or watch a demo to see how InitLive will help you implement a seamless translation. 

initlive
2020/07
Jul 22, 2020 8:18:03 AM
Feature Release - Seamless and Flexible Volunteer Recruitment

Jul 22, 2020 8:18:03 AM

Feature Release - Seamless and Flexible Volunteer Recruitment

We are happy to announce our latest feature release, which offers you the most flexible volunteer recruitment features in the market. You can now tailor your volunteer recruitment process the way you see fit. This new release offers you an even better way to promote volunteer opportunities from...

Feature Release: One Solution In Six Languages

Feature Release: One Solution In Six Languages

When it comes to staff and volunteer management, communication is key, which is why we now offer our web and mobile applications in 6 languages. Whether your staff and volunteers need two languages or all six, InitLive's new language editing tool has you covered. InitLive's event staff and volunteer management solution is now offered in Spanish, French, German, Dutch, Italian, and English. 

Choose Your Primary Language 

Your language your way! Managers can now create their organization or events in any of the six languages. The language that an event or organization was created in will act as the primary language for managers, staff, and volunteers, eliminating an English first experience. This offers organizations around the world the flexibility to run their events and programs based on their specific need. 

Example- A Belgian event production company can create their event in French and then add German and Dutch as secondary language options. This allows them to offer three languages to their staff and volunteers. 

Offering a Personal Experience in Their Preferred Language 

Offer your staff and volunteers an even better experience in their preferred language. Staff and volunteers can select their preferred profile language and experience registration, communications, and a mobile application in their preferred language. Managers can now filter the staff list by preferred language and build teams and shifts by language and assign shift supervisors that can communicate with their team.

Volunteer Preferred Language Profile Setting

 

Translation Made Easy 

InitLive makes translating custom text simple with quick export and import options. Build your custom fields in your primary language, export, and send them to your translator. Once your text has been translated, simply import it and review it. Offering multiple languages to your staff and volunteers has never been easier. 

Smart Language Editing Tool 

With InitLive's new language editing tool, no field is left untranslated. Managers can build out their organization or event in up to 6 languages. Simply add languages in your event or organization setting and customize your view for how you work best. 

As you build your translations, the language editing tool will track your progress on a simple dashboard, offering you a snapshot of how much you have accomplished. As you build out your languages, InitLive's new language tool will analyze your translated text and alert you of any errors or missing text, ensuring that every language is complete and ready for your team. 

InitLive-Smart- Language-Editing -Tool

Bonus Features 

  • Managers can now duplicate their entire schedule from one venue to the next. This new feature makes reusing data easy with the ability to bulk change venues and locations. You’ll never have to start from scratch. 
  • Create a beautiful and easy to read shift schedules with the new bulk edit option on shift colors. Color coding your shifts has never been quicker.
  • Mangers can now add notes and star ratings for staff and volunteer in bulk, making post event evaluation even easier. 
  • Edit your staff check-in directly in InitLive or on the clock-in logs helping you track staff and volunteers accurately. 

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless translation. 

initlive
2020/01
Jan 21, 2020 10:27:07 AM
Feature Release: One Solution In Six Languages

Jan 21, 2020 10:27:07 AM

Feature Release: One Solution In Six Languages

When it comes to staff and volunteer management, communication is key, which is why we now offer our web and mobile applications in 6 languages. Whether your staff and volunteers need two languages or all six, InitLive's new language editing tool has you covered. InitLive's event staff and...

Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!


Copy of Blog Images Vol. 12 (78)

Group Management has arrived! At InitLive, we know how important it is to keep groups of friends and families together on the event day. This new release offers an efficient and easy way to manage and track groups of event staff and volunteers. Now you can manage groups from registration to post-event tracking, offering a complete view of each group’s level of participation. These new features provide you the flexibility to manage groups on your terms. So let’s start exploring all the possibilities these new feature offer.

Grouping up

With this release, volunteers can group up like never before. A group is simply made up of a Group Leader and Group Members. This is great for families and teams, allowing a parent or coach the ability to take charge and manage the group’s registration and shifts as the group leader. 

InitLive offers two different types of groups for event managers to choose from, number-based groups and account-based groups. Number Based groups offer the easiest signup process possible, allowing a group leader to sign up a number of group members simply, no user accounts required. The account-based groups offers a group leader or event manager the ability to create a group and allow users to select their group during the signup process. These two group types provides the flexibility to choose what works best for you and your volunteers.

Book a 20-minute chat with your sales rep to learn more about these new features and how you can use them for your next event.  

Groups Management


Group Registration

Ready, set, register! Users no longer have to have an account to be scheduled in the InitLive system. Get a family, friend, team member to sign up on someone’s behalf. Staff/Volunteers can signup to your event as part of an existing group, or register several people they are bringing with them. Event managers can now categorize / tag staff and groups to help with scheduling decisions, simplifying group management

Group Reg


Group Scheduling


Keeping groups together just got a lot easier; now groups can sign up to shifts all at once, or they can be scheduled altogether as a group by an event manager. Event managers can quickly roster multiple people without accounts in one simple action. Filling shifts have never been more straightforward.

Group Scheduling

Onsite Group Tracking


iPhoneX_MockupKeep track of group members onsite as they arrive and leave at different times. InitLive’s Event Day App offers event managers the power to check-in group members as they arrive and leave throughout the event. This offers real-time tracking of groups and provides accurate hours tracking by the group as individuals members come and go.
Shuffle groups around as needed on the event day. Edit and reschedule shifts assigned to groups as required on the Event Day App. Keep the group leaders in the loop by sending them targeted messages throughout the day, making day-of management a piece of cake. 


Report on Activity

Get the scoop on group performance. Once your event is all finished up, you can pull group-specific reports and track their total committed hours to the total hours worked. Are you looking for even more details? You can pull a detailed report that tracks individuals and groups for more comprehensive analysis.

Group reports

Bonus Feature - Bell & Email Notifications

Stay in the connected. You can now set bell or e-mail notifications for when a volunteer or staff member removes themselves from a shift. This allows you to fill the vacancy on the fly without missing a beat

We have more good news for you! All of these product updates are just the highlights of this release! We're excited for you to log in and discover the rest.

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!

initlive
2019/12
Dec 4, 2019 8:37:08 AM
Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!

Dec 4, 2019 8:37:08 AM

Feature Release: Register, Schedule, Track Attendance and Report on Groups, Teams & Families!

Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule

2

At InitLive, innovation is at the heart of product update in order to provide you with the best possible solution for managing your event staff and volunteers. But, we believe that this update is extra special for all of our customers. With this release comes dozens of powerful features that will truly reform the way you schedule your staff. Here's how!

SCHEDULING FROM THE CALENDAR VIEW
1) Drag & Drop it Like it's Hot!
Anyone who has ever used Google Calendar will already have a feel for how easy it is to use InitLive's new Calendar view for scheduling staff and volunteers. Simply click and drag you mouse in your desired time slot to build out your staff schedule. If you prefer a more visual way to prepare and view schedules, this updated calendar view is for you! See how all of your shift blocks fit into your event calendar timeline, color code them, bulk edit any number of your shift blocks, quick search & filter, identify & correct gaps in your schedule, and assign staff faster than ever before.InitLive-drag-and-drop-scheduling

ROSTERING
2) Experience the Joy of Smart Rostering
Choosing which staff should work particular shifts, while making sure they're both qualified and available, can result in serious decision fatigue! Because of this, our product designers wanted to innovate a whole new way to roster - unlike any other staff and volunteer management tool on the market. The result? InitLive now does all the heavy-lifting for you with an all-new Roster ModeTM

Roster ModeTM: Designed for scheduling speed, accuracy, and control, Roster ModeTM provides you a list of best matched staff to help you find the right people for the right roles and shifts. How? As you schedule your staff, Roster ModeTM highlights best matches based on qualifications, roles, availability, and shift conflicts. This takes the guesswork and tedious attention to detail out of your scheduling process so you can manually roster staff faster. When comparing InitLive's Roster ModeTM to the automatic scheduling features of other tools on the market, you'll find that InitLive provides the most control and visibility over who is scheduled where and will require no scheduling clean-up. We can't wait to hear about how much time you save!
InitLive-Roster-Mode

CUSTOMIZING LIST & CALENDAR VIEWS
3) A Fresh Perspective
At InitLive, we believe that a customizable lay-out of information is key for efficient staff and schedule decision making. That being said, we're thrilled to introduce interchangeable list and calendar views of your shifts scheduled, staff scheduled, and roles scheduled. So, whether you work best from a list view format, a more visual calendar view or a little of both, you can now switch back and forth and customize to your heart's content.

List Views: Show/Hide Columns
When you're collecting registration information from your staff, more than likely you have a purpose for it. InitLive allows you to easily reference that information so that you can efficiently and accurately roster your event. Whether you need to see basic staff information and/or the responses to your custom registration questions, InitLive offers you the flexibility to show/hide the data columns you can see from the staff list view. A practical example may be that you need to see all of your staff who have a t-shirt marked as medium - simply add 't-shirt size' as one of the columns to show within view.

When you're ready to start building out your schedule, the same is true from the Event Schedule tab - choose to work from list views of your shifts scheduled, staff scheduled, or roles scheduled and easily add/remove columns to provide you the most relevant information.

Staff-list-view-Edit-Columns

Calendar View: Achieve the Visibility you Need
Depending on the length and complexity of your event schedule, it may be helpful for you to switch between a month, week, day or hourly view in order to achieve full visibility over your event. InitLive now offers all four views so that you can achieve a zoom-in/out effect on your schedule at any time. Here's how we see each view coming in handy as you plan:

Month View: For those ongoing events that consist of a few shifts across many days - this view will help you zoom out, look ahead, and make bulk edits.

Week View: For events that require at least a handful of shifts per day - this view allows you to see the details of those shifts while still seeing a few days ahead.

Day View: For large, more complex events that have many shifts in one day.

Hourly View: For large, complex events with many shifts in one day - this view is very useful for managers and check-in administrators to use during the event for a real-time view of shifts happening.

InitLive-day-week-month-calendar-view
For even more customization, set-up your calendar view to be as detailed or as simple as you like by choosing what you see in the shift blocks. For example, you can keep it simple by only displaying the number of staff that are scheduled for a particular shift, or you can have InitLive display additional details like the names of all the staff scheduled.
Calendar-view-roster

Custom Exports = No More Messy Data
Many software solutions force you to export all of your data when you require it in a .csv format. The output would then be an overwhelming spreadsheet filled with data that's tedious and time-consuming to understand. InitLive helps you skip this problem altogether by allowing you to choose the data fields you want for your exported file.

Example: Looking for the Total Hours Scheduled for each of your Ticket Booth volunteers? No problem! First filter your staff list by role and then Take Action to perform a Custom Export. Check off the fields you want and out will come the information you need.

InitLive-Custom-Export

We have more good news for you! All of these product updates are just the highlights of this big release! We're excited for you to log in and discover the rest.

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

 

initlive
2019/09
Sep 18, 2019 8:09:22 AM
Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule
Volunteer Management, InitLive

Sep 18, 2019 8:09:22 AM

Feature Release: A Whole New Way To View, Build & Roster Your Event Schedule

At InitLive, innovation is at the heart of product update in order to provide you with the best possible solution for managing your event staff and volunteers. But, we believe that this update is extra special for all of our customers. With this release comes dozens of powerful features that will...

Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal

InitLive General Availability

If you've enjoyed having insight into your staff's availability in relation to each of your events, you're also going to love that you can now collect what days and times they are generally available for. So, the next time you need to find staff who are available on Tuesdays & Fridays, you'll be all set!

The following InitLive feature updates bring greater sophistication in availability collection, more automation, and more self-serve options for volunteers. Check it out!

COLLECT GENERAL AVAILABILITY
1) Have Staff Fill In Which Weekdays & Times They Are Generally Available
InitLive's new general availability settings allow you to prompt your volunteers to block off weekdays and hours when they would be available or unavailable to work. Volunteers can also set exceptions for specific dates. For example, you may have a volunteer who knows that they are available on Tuesdays or Fridays between 7AM and 7PM; however, Friday, May 24th, is an exception as they won't be available. All of this information can be easily set by volunteers using InitLive's drag and drop interface.

InitLive-general-availability
general-availability-exceptions
Event Manager Perspective: When the availability function is toggled 'on', it is applied at the Organization level of your InitLive account, meaning that you can conveniently collect availability from your entire staff list, regardless of how many events you're running. Once collected, the availability of your staff automatically gets passed down to every event schedule you create, helping you to minimize the number of times you ask for availability and to have immediate visibility for scheduling quickly. To make scheduling as simple as possible, you can filter staff based on their availability. This takes the guesswork out of who to schedule and when, while also minimizing the need for scheduling revisions.

filter-availability

SET AUTOMATIC SHIFT CLOCK-OUTS
2) Set Shifts to Automatically Clock-out After They're Complete
While clocking-in to a shift may be fairly intuitive for volunteers, it can be tricky to have them remember to clock-out after their shifts are complete. To have more control over how to track volunteer hours worked if no clock-out activity happens, you can set InitLive to automatically clock-out shifts after shift end times. 

INITLIVE KIOSK PORTAL
3) Have Volunteers Clock Themselves In/Out Via InitLive's Kiosk Portal
Do you have volunteers coming and going throughout the day who you want to keep track of - with no administrator supervision or mobile app required? No problem! You can now set up a self-serve "kiosk" process for volunteers to clock-in/out to their shifts. This new feature can be set up to access via the web app or, for greater control, you can install the kiosk portal software directly to your desktop - compatible with all operating systems. 
kiosk

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2019/04
Apr 9, 2019 10:43:58 AM
Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal
Volunteer Management, InitLive

Apr 9, 2019 10:43:58 AM

Feature Release: Collect General Availability, Set Automatic Shift Clock-outs & Try Our New Kiosk Portal

If you've enjoyed having insight into your staff's availability in relation to each of your events, you're also going to love that you can now collect what days and times they are generally available for. So, the next time you need to find staff who are available on Tuesdays & Fridays, you'll be...

Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities

Blog Images Vol. 12 (14)

Putting together a thorough event staffing schedule is not only crucial to your event's success, but also a lot of work! This means having ways to ensure that you roster all of your shifts with qualified staff, who you can be confident will show up, is essential. That's why we're excited to announce 3 new feature sets that will help you do just that!

SCHEDULE REMINDERS
1) Pre-schedule Personal Schedule Reminders
Concerned about staff and volunteers forgetting which shifts they signed up for? Or maybe you're afraid that you'll forget to send them schedule reminders? It's possible - after all, you do have a lot going on. Using InitLive, you can now pre-schedule personal schedule reminder emails to all of your staff or filtered staff lists - keeping staff in the loop, preventing no-shows, and automating an otherwise tedious task.

Within the body of these emails, you can choose to embed a formatted chart-view of the volunteer's personal schedule. Or, if you know that you'll still be making quite a few changes to the schedule, you can simply send out the reminder email with a link to log into the InitLive system to view their current shift schedule.

customize-shift-reminder

InitLive allows you to proactively plan out how often you want to remind your staff and at what times leading up to your event. For example, schedule 3 reminders to go out to your staff before the event starts: 1 month before, 2 weeks before, and 1 day before the event.

pre-schedule-shift-reminders

Running several events? No problem! From the Organization level, you can set up schedule reminders across multiple events too. In just a few clicks, set a multiple reminders across 4 of your warrior dash races.

SHIFT CONFIRMATIONS
2) Verify if Your Staff Can Work/Attend a Shift
While there's a tremendous amount of planning that goes into ensuring that every event day is a success, there is also a high level of faith that event managers need to have over everything actually going according to plan - this includes trusting that volunteers will show up. To help develop transparency between event managers and volunteers and their ability to attend, we've created a Shift Confirmation process.

Emails: From one event or across multiple events, send out shift confirmation emails to your staff to request them to confirm or decline their assigned shifts. If a staff member declines a shift, they will be asked for a reason why.

change-confirmation-state

Confirmation Visibility: To stay informed as staff confirm or decline shifts, you can turn on email and/or bell notifications OR you can filter your staff list based on confirmation states (see which staff have confirmed all shifts, declined any shifts, has any pending shifts, or has no confirmation requests sent). You will also be able to review the reasons behind any declined shifts and can pull a report for this.

Shift-Confirmation-filter

Automation: Should staff decline a shift, you also have the option for the system to automatically remove the user from that shift, making room for someone else to fill it. This is a great way to automate a repetitive step (so long as reviewing the reason why the user declined the shift isn't important to you).

Manual Override: In the case that staff and volunteers email you or phone you to communicate if they can or cannot attend, you, as the event manager, have the ability to change their confirmation status on their behalf. 
 

LIMIT DISPLAY OF EVENT SIGN-UP OPPORTUNITIES BY QUALIFICATIONS
3) Show Sign-Up Opportunities to Staff with Specific Qualifications
For Organizations running many events, you may not want your entire staff list to see, and potentially signup for, all of them  - particularly if any of the events require staff and volunteers with specific qualifications. To avoid showing Event Listings to unqualified staff, we've created what we call Logic Groups!

What is a Logic Group?: A set of criteria based on qualifications that you can customize (using AND / OR functions) to affect your Event Listing's visibility to certain staff. For example, set your First-Aid event listings so that only the staff with First Aid qualifications can see them.

event-visibility

Confirm Which Staff Can See Specific Event Listings: From the Organization level, filter your staff list by 'Event Visibility' to see which staff can or cannot see specific event listings. For example, maybe you want to double check that Kelsey cannot see the Fireworks Event, because you know she has PTSD.
 

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you implement a seamless recruitment and scheduling experience!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2019/03
Mar 7, 2019 1:11:00 PM
Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities
Volunteer Management, InitLive

Mar 7, 2019 1:11:00 PM

Feature Release: Automate Schedule Reminders, Request Shift Confirmations & Curate Sign-Up Opportunities

Putting together a thorough event staffing schedule is not only crucial to your event's success, but also a lot of work! This means having ways to ensure that you roster all of your shifts with qualified staff, who you can be confident will show up, is essential. That's why we're excited to...

Feature Release: Collect & Track Staff Availability

collecting-availability-from-volunteersThere's nothing worse than scheduling a large group of volunteers only to learn that many of them are unavailable for their allotted shift times. That's why we've created a brand new way to help you avoid this back and forth altogether. Introducing a new set of highly-anticipated features that allow you to collect and track staff availability:

VOLUNTEER SIGNUP FORMS
1) Collect Availability on Signup Forms
Event managers can now enable a new step within the volunteer registration process to collect staff availability. Better yet, managers can configure their availability module with custom titles and time blocks that suit their event schedule. For example, a manager can create a 'Morning' time block from 5am-10am, an 'Afternoon' time block from 10am-2pm, and an 'Evening' time block from 2pm-6pm. Have time blocks that look completely different from those? No problem - managers can set them to any time frame they want, even over midnight. Staff will then be able to select their availability across all time blocks that exist within the event schedule.

InitLive-popup-customize-availability

What Staff See: This new signup step allows staff to select the time blocks that match when they are available to work via an intuitive drag and drop module. For example, a volunteer could select that they are available from 2pm-6pm across each day of a 5-day festival.

InitLive-staff-availability

Collecting availability is ideal for managers who want to manually schedule their staff, allowing them to make faster, and better scheduling decisions. 

 

FILTER STAFF BY AVAILABILITY
2) Find Staff Who Are Available / Unavailable for Shifts
Once Event Managers collect availability from their staff, they can filter their staff list based on availability (ie. find everyone who indicated that they are available to work a morning shift on the Tuesday of the event). From this filtered list, managers can apply multiple actions (ie. send a message, add to a role, remove qualifications, etc.).InitLive helps Event Managers make smarter scheduling decisions as they build out their shifts: while creating shifts for the event, see and pick from a list of all staff who are available for that shift.


AVAILABILITY CONFLICTS
3) Conflict Notifications to Prevent Scheduling Unavailable Staff

InitLive provides visibility to both Managers and Staff when there is a conflict between the time someone is marked as available and the time of a shift.  This flag notification helps Managers prevent scheduling errors while manually scheduling staff. For Event Managers who enable self signup for their volunteers, the system will feature the shifts that staff are available for, but will also notify them should they try to select shifts that don't align with their availability. 

Availability-conflict

Next Steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you track your staff and volunteer availability like never before!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/12
Dec 3, 2018 11:07:58 AM
Feature Release: Collect & Track Staff Availability
Volunteer Management, InitLive

Dec 3, 2018 11:07:58 AM

Feature Release: Collect & Track Staff Availability

There's nothing worse than scheduling a large group of volunteers only to learn that many of them are unavailable for their allotted shift times. That's why we've created a brand new way to help you avoid this back and forth altogether. Introducing a new set of highly-anticipated features that...

Feature Release: Track Your Event Staff Like Never Before!

Volunteer Shift AttendanceWhen managing a large database of event staff & volunteers, visibility is key. Whether you're looking to: organize your staff database by skills & qualifications, search for under-scheduled staff, ensure all staff are attending their shifts, or further customize your chain-of-command, these 4 big updates make managing and tracking all of this information a breeze.

ORGANIZATION QUALIFICATIONS
1) Qualification 'Tags' For Your Staff Database
We’re excited to announce that you can now use qualifications to manage your staff database at the Organization-level within InitLive. Think of them as customizable tags or labels you can create and assign to staff as needed.
Organization-qualifications

You might be familiar with qualifications from using them to identify the skills, attributes (i.e. age range), and certifications of staff working at each of your events. Now, you can create qualifications for your staff not only at the Event level, but at the Organization level too. ‘Organization Qualifications’ help you keep data consistent across multiple events by allowing you to collect staff information once and then transfer it down to the Event level. 

Pro Tip: Try using Qualifications at the Organization-level as a way to categorize and manage staff. For staff members who possess a variety of skills, add as many qualifications as you like. The more information you have in InitLive, the easier it is to schedule qualified staff to the right events and the right roles.

Stay tuned—soon, you’ll even be able to connect Qualifications to sign-up opportunities so that staff will only be able to see new opportunities that they’re qualified for.


SCHEDULE-BASED FILTERING
2) Filter Your Staff List Based on Your Schedule
A big part of optimizing your staff schedule is ensuring that you’ve leveraged the full potential of each of your volunteers. However, this gets challenging to track when you’re working with a large number of staff. That’s why we’re introducing Schedule-based filtering - a brand new way to assist you in finding staff based on attributes from your schedule.

schedule-based-filtersChoose to filter your staff list based on people who are currently scheduled in shifts; people scheduled for more or less than a certain number of shifts; or by people who are scheduled for more or less than a certain number of hours.

Pro Tip: Try using Schedule-based Filters to add hours to staff who have been under-scheduled. For example, filter your staff list to show you everyone who is scheduled for less than 1 hour, on Monday, in the Life Guard Role. After you’ve applied filters to find the staff you’re looking for, add to or edit their schedule however you like!


SHIFT ATTENDANCE
3) Take Your Attendance Tracking to the Next Level
Ensuring that volunteers show up at the right place, right time, according to how they've been scheduled, is crucial to the success of any event. Visibility over your staff attendance helps you hold staff accountable and to fill in schedule gaps should staff not show up - so that no shift ever goes unfilled. InitLive now offers 2 ways to track the attendance of your staff and volunteers! Track overall event attendance (the original way) or track attendance at the schedule level with InitLive’s ‘Shift Clock-ins’ (the new way).

In a nutshell, here’s what you have to look forward to as you configure your next event:

  • Event Attendance: Track staff attendance at your event via the Event Check-in feature in order to generate a high-level overview of who attended your event and who didn’t.
  • *NEW* Shift Attendance: Track attendance of individual shifts via the Shift-Clock-in feature in order to ensure all shifts are fulfilled by each of your scheduled staff.

shift-attendance-initliveshift-attendanceConfigure your attendance settings according to your event needs. With shift attendance enabled, you’ll be able to track staff, in real-time, at a more granular level (ie. For a 5-day event, shift clock-ins will provide a much clearer view of attendance in real-time because it’s likely that not all volunteers will be scheduled for each day of your event).

As your events take place, InitLive automatically records all your shift clock-in data so that, post-event, you can pull a custom report. We've designed these reports to be as flexible as possible: pull shift clock-in data by one event at a time, or pull the data across multiple events with the option to filter by a specific timeline (i.e. week/month/year).

Pro Tip: Try using Shift attendance to calculate hours worked and/or pay staff. When this setting is enabled, detailed Shift clock-in/out logs and Hours worked reports will be generated.

ROLE MANAGER VIEW
4) Appoint Organizers to Manage Specific Roles
Sometimes you want to grant members of your team increased InitLive permissions for managing segments of staff at your event, but you don’t want to provide full 'Event Manager' access, risking unwanted changes to your event settings. Because of this, creating a 'Role Manager View' has become a highly requested feature.

We’re excited to say it’s finally here! InitLive’s new ‘Role Manager View’ allows you to limit the Manager view by Role for a member of your team. What does this mean? When you limit an Event Manager to a Role, they will only be able to see staff who are assigned to that role, and shifts that include that role. To prevent confusion, they will also see a simplified interface that will only display the data that’s important to them.

role-managers

Pro Tip: Try using the 'Role Manager View' as you structure the operations for your event. For example, if you want a Beer Tent Manager to have full control over the staff, schedule creation, and management of everyone in the Beer Tent Role, this will allow them to do that.

Next steps:

Ready to give these features a try? Log in here, or watch a demo to see how InitLive will help you track your event staff like never before!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/09
Sep 27, 2018 2:13:36 PM
Feature Release: Track Your Event Staff Like Never Before!
Volunteer Management, InitLive

Sep 27, 2018 2:13:36 PM

Feature Release: Track Your Event Staff Like Never Before!

When managing a large database of event staff & volunteers, visibility is key. Whether you're looking to: organize your staff database by skills & qualifications, search for under-scheduled staff, ensure all staff are attending their shifts, or further customize your chain-of-command, these 4 big...

Feature Release: Copy Events, Location Filtering, Form Templates & More

Feature ReleaseThe InitLive development team is always working hard to deliver exciting updates and today is no exception! If you're an event producer who organizes several events annually, listen up because this month's release includes features that multi-event producers will love!

Here's what you have to look forward to the next time you login to InitLive:

COPY EVENT
Build upon what you've already done!
Whether you're redoing an event from last year or from last week, you can now copy previous schedules over - with the option to also carry over roles and staff! This will not only be a huge time saver, it will allow you to build out templates for different event types, recurring schedules and more!

FILTER STAFF BY LOCATION
Managing events in different locations is a breeze
Whether your event takes place across several different cities or you're running very different events across the country, you can now filter through your Organization's staff list by location so that you can invite and schedule staff who are local to each event.

CREATE REGISTRATION FORM TEMPLATES
Reuse common registration questions across every event
It's now easier than ever to maintain consistent data collection across multiple events using Registration Form Templates at the Organization level. All Organization Managers need to do is create a form template and can quickly apply it to as many events as they like. Say "goodbye" to data duplication and "hello" to a clean database of staff information.

BULK SEND STAFF SCHEDULES
Send schedules to staff no matter what event they're in
Supposing you're running 15 events this month and you want to send shift schedules to all staff and volunteers working those events...Now, from the Organization level, Managers can select staff across multiple events to have their shift schedules immediately delivered to their inbox.

STAFF PERMISSIONS
Allow / Don't allow staff to remove themselves from an event/shift
Event managers can now configure their events to either allow (or not allow) staff to remove themselves from an event OR from a shift. This staff permission has been updated on both the web and mobile app.

Next steps:
What are you waiting for? Go log in and check this new portal out, or watch a demo to see how InitLive takes the heavy lifting out of event staff management!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/06
Jun 27, 2018 1:25:57 PM
Feature Release: Copy Events, Location Filtering, Form Templates & More
Volunteer Management, InitLive

Jun 27, 2018 1:25:57 PM

Feature Release: Copy Events, Location Filtering, Form Templates & More

The InitLive development team is always working hard to deliver exciting updates and today is no exception! If you're an event producer who organizes several events annually, listen up because this month's release includes features that multi-event producers will love!Here's what you have to look...

System-Wide Update: Helping You Produce Bigger & Better Events - Fast!

Feature ReleaseYou have several events/activities coming up that you need to deploy staff to.

Deadlines are looming. The pressure is high.

Grab a chair. Put your feet up. Because these GIANT updates to the InitLive system are about to relieve you of all your staff & volunteer management burdens! From seamless staff onboarding to detailed self-serve reports, efficiency and growth are our goals for you & your team.

Here's what you have to look forward to the next time you login to InitLive:

INTUITIVE NAVIGATION
Do you see what I see?
Yes! InitLive now has a universal portal for all managers and staff. Have full confidence over what your staff are seeing because both managers and staff now land on the same homepage upon login. The information users see will be based on the organizations and events they are part of as well as their permissions.

STAFF DATA MANAGEMENT
A master list for all your recruits
Have staff who you know will work your events later this year, but not just yet? Perhaps you want to recruit all year round for all of your events? Use InitLive to build an organization level staff list that isn’t tied to any events. When you’re ready, start adding them to events - fast!

HIGHLY CONFIGURABLE
More flexible than your neighbour’s cat
Event requirements vary, so having a highly configurable tool couldn’t be more important. Achieve greater flexibility over your events and data through bulk actions and the ability to control permissions, visibility, sign-up workflows, staff minimums and maximums per shift or event, email communications & more. This applies to the InitLive mobile app too - toggle your settings to go ‘LIVE' - activating the app - anytime.

SIMPLIFIED STAFF ONBOARDING
Say goodbye to a flooded inbox & hello to rapid onboarding
Let’s face it, your managing team never has time to be buried with volunteer inquiries. Staff will now be carried through your custom signup workflow and prompted to fill out your required questions. After staff have signed up for shifts, they can easily download their schedule to have on file. With this new and intuitive process, stay focused on your event priorities, experience rapid staff onboarding, an increase in signups and a focused inbox.

KEEP YOUR STAFF LIST CLEAN
Approve 😄 / reject 😢 applicants
Sometimes certain applicants just don’t make the cut. Develop a high-quality Organization Staff List by vetting staff using InitLive’s new applications feature. When you need to reject applicants, you can also send them a personalized message to let them know why/what their missing requirements are. Rejected applications then go into a separate list for you to refer to just in case you change your mind.

SCHEDULING CONFLICTS
No more seeing double! ...unless you want to
In general, having staff who are double-booked is bad news! Toggle your settings to prevent staff from belonging to overlapping shifts. When staff are selecting their own shifts, they will be instantly notified and prevented from double-booking themselves.

PUBLIC EVENT LISTINGS
Maximize sign-ups across multiple events
Introducing public event listings that you can make visible to all staff within your organization. So, when your staff login, they will be able to browse through your upcoming public listings and sign-up if registration is open! Better yet, staff will not need to re-input information that has already been collected from them. Hooray for enabling staff to be proactive and do more!

COMMUNICATION REPORTS
He said, she said...Ever wonder what was said on-site?
Get ready to unveil communication patterns of managers and staff with the new Communications report. This report includes all messaging that was exchanged, via the InitLive mobile app, paired with timestamps. Leverage this data to keep a "paper trail" for liability purposes, stay accountable, look for areas to improve, see how emergencies were handled, and remember why certain things happened.

CHECK-IN / CHECK-OUT LOGS
Always know when your staff clocked in and clocked out
After each of your events, generate a check-in / check-out log at the click of a button. This will provide you with an exact timestamp for the comings and goings for every staff member. Use this information to track volunteer hours or for payroll purposes.

Next steps:
What are you waiting for? Go log in and check this new portal out, or watch a demo to see how InitLive takes the heavy lifting out of staff scheduling and communication!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/06
Jun 5, 2018 8:30:00 AM
System-Wide Update: Helping You Produce Bigger & Better Events - Fast!
Volunteer Management, InitLive

Jun 5, 2018 8:30:00 AM

System-Wide Update: Helping You Produce Bigger & Better Events - Fast!

You have several events/activities coming up that you need to deploy staff to. Deadlines are looming. The pressure is high.Grab a chair. Put your feet up. Because these GIANT updates to the InitLive system are about to relieve you of all your staff & volunteer management burdens! From seamless...

Feature Release: New & Improved Organization Portal

InitLive-new-featuresImagine a mission control board for event producers, their staff, and their extensive list of upcoming events - where you can deploy select staff/volunteers from your database across countless events and where you can view dashboard insights on your recruitment progress. Now stop imagining because... it's here! The new Organization Portal just had a massive facelift! Here are some of the features and functionalities you won't want to miss!

AddStaff2.png1) A CRM for your Organization's entire staff database

Have staff and volunteers who you plan to schedule out across several events throughout the year? Upload your staff database to the new Organization Portal or have staff sign-up through your Organization registration page. With this process, your staff will be thrilled that they only need to register once, no matter how many events they plan/hope to be a part of. Less steps for them, and best of all, more control for you!

Dash2.png2) Dashboard insights into your progress

We understand. When you have a ton of events to manage, it can be dizzying to monitor the status of each one. Using the new Organization Portal, you can access a dashboard to view how many staff you have - within your organization, and within each of your events. From here, you can also see at a glance how many events are live, upcoming, and past - as well as your InitLive inventory, so that you can always keep track.

AddStaff.png3) Bulk actions across multiple events

From the Organization portal, adding staff/volunteers across multiple events is easy using the bulk actions tool! Use InitLive's advanced filtering options to find the staff you need and, with only a couple clicks, you'll be able to add those staff to as many events as you like.

What are you waiting for? Go log in and check this new portal out, or watch a demo to see how you can deploy staff to your year's worth of events in a matter of minutes!


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2018/02
Feb 5, 2018 4:31:15 PM
Feature Release: New & Improved Organization Portal
Volunteer Management, Volunteer/Staff Recruitment, Event Tech, InitLive, Event Planning, Event Technology, Event Management

Feb 5, 2018 4:31:15 PM

Feature Release: New & Improved Organization Portal

Imagine a mission control board for event producers, their staff, and their extensive list of upcoming events - where you can deploy select staff/volunteers from your database across countless events and where you can view dashboard insights on your recruitment progress. Now stop imagining...

2018 Announcement: Why we’re fired up for another year & you should be too!

CEO1.pngHave you ever been so excited, you nearly hyperventilated? We hope you have because it’s a pretty great feeling. Allow us to explain why so that you can share some of this joy with us.

The past few months have been full of great updates: including 50+ product updates, 3 new partnerships, disaster relief outreach projects, and 3 new languages, to name a few. There has been tremendous growth in the company - InitLive’s user-base has increased by 157%, the number of events run using InitLive software has increased by 80%, and the product is being used by 26 countries and counting. Why does this have us so excited? Because we’re determined to serve our customers - YOU! - in the best way possible, and with every new update, we’re getting closer.

This leads us to our newest announcement...

The InitLive family is growing! 

We would like to introduce you to Chris Courneya, a talented leader who has tons of experience in streamlining company processes to optimize for growth. Chris has been appointed as our new CEO! With his leadership he intends to implement speedy product development, build key partnerships and so much more - with the end goal of empowering our customers.

When introduced to the team, Chris’ enthusiasm for the company’s current state was indicative that he would be a perfect fit for taking InitLive to the next level. “It did not take long to be impressed with the InitLive product and team,” said Chris. “They have created a valuable software platform and a loyal customer community, and the opportunities to continue adding value for current and future customers are very significant. I am eager to join the team and help plot the course to even greater growth and success for all involved.”

What’s Debbie up to now? We’re glad you asked! She will be taking the lead on Strategy for the company. Commenting on this transition, Debbie said: “InitLive is poised for something big. I can feel it. And, Chris does too. I firmly believe his expertise is going to help us get there.”

For more details on our CEO announcement, please check out our press release here!

initlive
2018/01
Jan 9, 2018 10:05:00 AM
2018 Announcement: Why we’re fired up for another year & you should be too!
Volunteer Management, InitLive, Event Technology

Jan 9, 2018 10:05:00 AM

2018 Announcement: Why we’re fired up for another year & you should be too!

Have you ever been so excited, you nearly hyperventilated? We hope you have because it’s a pretty great feeling. Allow us to explain why so that you can share some of this joy with us. The past few months have been full of great updates: including 50+ product updates, 3 new partnerships, disaster...

It’s the Most Wonderful Nine (InitLive Updates) of the Year!

recap3.pngSummaries are great - especially when they’re packed with helpful updates that make event planning easier (and better). So, without further ado, here are InitLive’s top staff and volunteer management tool updates for 2017:

 

1) Registration Pages that Highlight Your Event Brand

This year, we were pleased to introduce customizable registration pages. As part of the recruitment phase, event organizers can use InitLive’s foolproof editor for uploading their own profile photo and cover image to their registration page - a simple, yet powerful way to convey event personality/brand to onlooking volunteers.

Recap & CEO Annoucement (1).png

 

2) Ask Your Volunteers Anything! (& A Custom Sign-up Process)

With this update came more flexibility than ever before for staff and volunteer recruitment. Event managers can now set-up and customize all of the questions within a registration form - asking anything from t-shirt size to dietary restrictions to availability and more. This registration form can be used as an application for an event or as a gateway to shift sign ups.

 

3) “Did we just become best friends?!” 

This year, we partnered with three great companies. This has opened doors to further product integrations and enhancements in order to meet the expanding market and customer needs.

 

4) Your On-Site Assistant is Getting Smarter Every Day!

2017 was a great year for the InitLive event day app. A brand new dashboard was created for Supervisors and for Check-in administrators to easily check-in-and-out staff. Shift titles and role descriptions became visible to staff and managers for increased visibility and accountability. AND, event managers can now access all custom question data on their volunteers directly from the app.

 

5) Disaster Relief Efforts

This past summer, we were honored to support thousands of volunteers helping with Hurricane Harvey and Irma relief efforts through the use of InitLive’s web and mobile app. 

 

6) Lightning-fast Load Times

This was a year of optimization for data-loading times. No matter how large your staff list is, no matter what report you need to export, and no matter how much data you copy over, our developers made a series of updates to make page-load times as quick as possible to help you maintain a Speedy Gonzales planning pace.

 

7) Messaging Improvements for Even Better On-Site Communication

Once it’s showtime, communication becomes more important than ever before. InitLive’s messaging and notification functions had some facelifts to help optimize this area! Via the app, all users can quickly reply to messages sent to them, staff can message managers/multiple people, and managers can broadcast to entire shifts or filtered staff lists.

 

8) Find Exactly What You’re Looking For With Advanced Filtering

InitLive Registration Forms got way more powerful. Now, every time you create a custom question on the Registration Form, a custom filter "auto-magically" appears on your staff list to help you find/filter through that information easily. Filter by t-shirt size, dietary restrictions, availability and more - the sky’s the limit!

Recap & CEO Annoucement (2).png

 

9) Bulk Actions for Faster Scheduling

We know how precious and limited your time can be. That’s why we were pleased to give you even faster ways to set your event up in InitLive. 2017 presented ‘Bulk Actions’: Select specific staff from our staff list or ‘select all’, and add roles and qualifications in bulk. 

Cheers to another great year and many more to come! 🍻


Don't forget to subscribe to our blog for regular updates relating to event planning and volunteer management. 

initlive
2017/12
Dec 27, 2017 9:09:00 AM
It’s the Most Wonderful Nine (InitLive Updates) of the Year!
Volunteer Management, Volunteer/Staff Recruitment, Event Tech, InitLive, Event Planning, Event Technology, Event Management

Dec 27, 2017 9:09:00 AM

It’s the Most Wonderful Nine (InitLive Updates) of the Year!

Summaries are great - especially when they’re packed with helpful updates that make event planning easier (and better). So, without further ado, here are InitLive’s top staff and volunteer management tool updates for 2017:

Feature Release: Advanced Filtering and Time-Saving Bulk Actions

Feature Release - Filtering and Bulk editing.png

🎶
Raindrops on roses, and whiskers on kittens.
Innovative technology and customer-driven enhancements. 
Staff lists that filter by t-shirt size and more...
These are a few of our favorite things!

DividerLineShadow.png

InitLive's new advanced filtering options and bulk action functionality will have you singing by the end of this post!

CustomFilters.png1) Never Before Seen Filtering Technology

InitLive Registration Forms just got way more powerful! Why? Because, now, every time you create a custom question on the Registration Form, a custom filter "auto-magically" appears on your staff list to help you find/filter through that information easily. For example, should you create an "Availability" question for your volunteers to fill out, you will now be able to filter to see which staff checked off specific time slots directly within the InitLive portal. 

Filters_1.png

Filters Based on Question Types

InitLive's new advanced filtering technology supports all question types within your Registration form. Whether you're using drop-down questions, multi-select, date pickers or photo/document uploads, our filters allow you to find the responses you're looking for.

Drill Down Your Filtering By Sub-Questions

Just when you thought you might be able to stump our filtering features, you didn't! 😂  InitLive's new filtering allows you to drill-down on questions that have sub-questions (i.e. Question: Are you available on Day 1? Sub-Question: If so, which time slot?). In just one click, filter by this sub-question to see which staff are available during specific time slots on Day 1. 

2) Bulk Actions for Lightning-Fast Scheduling

Setting up your staff and communicating just got lightning-fast! Whether you've filtered your staff list or not, select multiple (or all) staff to perform a variety of bulk actions.

AddRoles_STaff.png
Add / Remove Roles in Bulk

Select multiple staff and assign any number of Roles to those staff.


Add / Remove Qualifications in Bulk

You guessed it! Select multiple staff and assign any number of Qualifications to those staff.

AddRoles_Schedule.png


Bulk Add / Remove Roles to Shifts

Apply all the necessary Roles to your shifts in just a few clicks!

 

 

3) Access All Custom Question Data from the Mobile App

No matter how many custom questions you've created, access all of this valuable volunteer data from the app on event day! 

DividerLineShadow.png

So...
When t-shirt orders are due,
When the some staff have allergies,
When you want to assign Roles to those who are an undergrad...
Simply remember these favorite things and then you won't feel so bad! 😄 

For a personalized demonstration of these features and more, get a demo!

Watch a Demo

 

initlive
2017/12
Dec 12, 2017 1:47:38 PM
Feature Release: Advanced Filtering and Time-Saving Bulk Actions
Volunteer Management, Event Technology

Dec 12, 2017 1:47:38 PM

Feature Release: Advanced Filtering and Time-Saving Bulk Actions

🎶Raindrops on roses, and whiskers on kittens.Innovative technology and customer-driven enhancements. Staff lists that filter by t-shirt size and more...These are a few of our favorite things!

InitLive's new advanced filtering options and bulk action functionality will have you singing by the end...

Winter Update: Fun Face Lifts & Exciting, New Improvements

InitLive-improvementsAs a season of festivities approaches, we want nothing more than to see our customers smile. The InitLive team has been working hard to deliver tons of new improvements to do just that! 😊

So in between attending holiday parties and snacking on gingerbread, be sure to pop into your InitLive account to see all of our fun face lifts.

 

Filter-by-roles.png1) OMG it's here!👏  Filter Your Event Schedule by Role

Want to see (and edit) all of your shifts when bartenders are working? What about your set up and tear down crew? Supervisors? No matter what shifts you're looking for, we've got you covered with our new filter schedule by role feature. Get ready for some huge time savings with this one!

2) Assign Roles & Qualifications More Efficiently

We've refreshed the lay-out for staff roles and qualifications to make staff visibility and set-up more convenient than ever before. As you click into each role or qualification, you'll see a beautiful lay-out containing an editable description, settings, and list of assigned staff. Need to edit the staff assigned to these roles/quals in bulk? Use the search bar to find who you're looking for or 'select all' to make those edits quickly.


3) For Lightning-Fast Page Load Times ⚡

Large-scale events contain a lot of data and that can mean longer load times. That's why we've made your event staff lists, organization staff lists, and schedules load lightning fast using pagination! So, the next time you're working with a list of 2000 volunteers, you can adjust whether you see 10 contacts at a time, 25, or all the way up to 100!

 

Shift Titles

4) Why You'll Love the Calendar View (Even More!) 😍

Let's face it, as event planners, it's hard not to love a good looking calendar. The InitLive calendar just got even more lovable with the ability to add Shift Titles to each of your color-coded shifts. Pretty colors + extremely useful information = event planning bliss!

 

Easy Image Cropping

5) A No-Fuss, Plug & Play Crop Tool For Branding Your Event

We wanted to make branding as easy as possible for your InitLive profile. That's why we decided that you should be able to upload photos (of any size, aspect ratio, etc.) without any fuss. Now, InitLive does all the resizing for you and then you have the option to crop your image the way you like it. Hooray for plug and play!

 

access-staff-profiles

6) Access Staff Profiles No Matter Where You Are In The System

Gone are the days when you could only access Staff Profiles from the Staff List Tab. Now, whenever you see staff listed as part of a role, qualification, or shift, you can click their name to see more details. 

 

DividerLineShadow.png

All in all, we hope these features make you smile and that you have an upcoming season that's merry and bright.

🎄 🍴 ⛄ 🎁 ❄ 🎅 👪 🎶 🔔 👧 👦 🌟

Want to see more?

Watch a Demo

initlive
2017/11
Nov 30, 2017 10:42:06 AM
Winter Update: Fun Face Lifts & Exciting, New Improvements

Nov 30, 2017 10:42:06 AM

Winter Update: Fun Face Lifts & Exciting, New Improvements

As a season of festivities approaches, we want nothing more than to see our customers smile. The InitLive team has been working hard to deliver tons of new improvements to do just that! 😊

So in between attending holiday parties and snacking on gingerbread, be sure to pop into your InitLive account...

Canadian Live Event Management Companies Join Forces for New Partnership

InitLive-Marcato-Partnership

Industry leading live event management software company, Marcato Digital Solutions, teams with volunteer management software and app, InitLive. The partnership is providing a 10% discount to new accounts.

“We’re incredibly passionate about serving event organizers with cutting-edge technology that will produce bigger, better, and safer events. That’s why we couldn’t be happier to be working with the Marcato team to achieve just that,” said Victoria McGlone, InitLive’s Director of Global Sales.

Both Canadian companies currently share one client, the Edmonton Heritage Festival. “Combining Marcato’s event management tools with InitLive’s real-time communication system is giving event organizers everything they need to plan their festival. We are beyond excited to grow this partnership,” said Natasha Hillier, Marcato’s Chief Operations Officer.

Marcato key features:

  • Talent Management & Show Scheduling - Manage an event’s artists or talent. From first submissions to final payments. 
  • Content Management - Automatically keep all of talent lineups, showtimes, venue info, bios up-to-date across all major content platforms, including website and mobile app. 
  • Credential, Production, Asset & Catering Management

InitLive key features:

  • Volunteer Registration & Signup - Save time recruiting using InitLive’s fully customizable registration process.
  • Smart Communication - As shift assignments are made or changed, all applicable staff will be automatically notified and reminded.
  • Real-time Updates - Have full visibility over day-of event operations using InitLive’s mobile app.

Marcato Digital Solutions is a Canadian company that specializes in the creation and development of web-based management solutions designed to maximize efficiency in the live event industry. Since 2008, it has been used in over 25 countries around the world by festivals including Coachella, Osheaga, Bonnaroo, Outside Lands, Iceland Airwaves, Greenbelt, HebCelt Festival, Eurosonic Noorderslag, Festival No. 6, and c/o Pop.  

InitLive was founded in 2013 by Debbie & Melissa Pinard, a mother-daughter duo. Between using tools like spreadsheets, walkie-talkies, and simply running around on-site, Melissa and Debbie knew there had to be a better way. InitLive is the only company that equips event managers, event staff and volunteers with both a comprehensive scheduling service and a real-time communication system. The hard work of the company has resulted in numerous industry awards, four granted patents, and a rapidly growing customer base around the world.

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Interested in partnering with InitLive? 

Visit our partnership page

 

initlive
2017/10
Oct 10, 2017 10:28:48 AM
Canadian Live Event Management Companies Join Forces for New Partnership
Partnerships

Oct 10, 2017 10:28:48 AM

Canadian Live Event Management Companies Join Forces for New Partnership

Industry leading live event management software company, Marcato Digital Solutions, teams with volunteer management software and app, InitLive. The partnership is providing a 10% discount to new accounts.

Feature Release: Create Your Own Custom Registration Form & Signup Page

Custom Registration Forms - Volunteer ManagementInitLive’s new signup process gives event managers the power to screen staff and volunteers via custom questions during the recruitment process. Now, managers can publish a form to their event signup page with an unlimited number of questions and collect responses. This new process not only saves time by reducing the number of communication touchpoints and follow-ups for managers to make, but also provides staff & volunteers a convenient and easy way to signup!

DividerLineShadow.pngWhat Managers Will See:
A Customizable Recruitment Process

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Recruitment Using Custom Questions

Use Custom Questions to collect event-specific data. For example, ask about preferred shift times/availability, preferred roles, t-shirt size, if accommodations are required, dietary preferences, what language(s) they speak, allow group signup, etc.- the sky's the limit! Curious to see what your staff will see? Preview your signup page anytime.

 

InitLive-Volunteer-Registration


Open or Close Event Registration

Configure your signup workflow according to your event needs:

1) Closed Registration State: When you're not yet ready for the floodgates to open and start having people sign up for your event, keep your registration closed. Customize the messaging on your signup page to let people know when registration will be open. You can also use the closed state to manually add specific staff before allowing everyone else to sign up.

2) Open Registation State: Woohoo! The floodgates are open! Volunteers will be able to visit your event signup page and submit their required information. From there, you can choose to allow registrants to select their roles & shift times immediately after filling out the registration form, thus enabling self-signup OR you can block this step (ie. if you want to approve applicants first and/or if you want to manually schedule people).

 

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Collect & Organize Responses

This is where the magic really begins! As you receive form responses from your staff and volunteers, you can use that data however you like! Access responses through individual staff profiles, or, export the responses to .CSV for other uses. Use this valuable volunteer information to help you schedule your event volunteers quickly and efficiently, and to document your volunteer needs (i.e. # of t-shirts to order for each size). 

 

DividerLineShadow.pngWhat Staff/Volunteers Will See:
A Custom Event Signup Page

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Get ready to "wow" your staff and volunteers with a personalized event signup page. Now, when you share your event recruitment link, staff are taken to a customized, mobile-friendly, webpage where they are guided through an intuitive signup process.

Customize Your Event Signup Page By...

  • Inserting custom instructions, descriptions & thank you messages for your staff
  • Representing your event brand by setting a unique cover photo & event logo
  • Including custom registration questions for your staff to complete
  • Changing the order of your questions (drag & drop)
  • Requiring answers for specific questions
  • Representing your event brand by setting a unique cover photo & event logo

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We know how important it is to make a great first impression to your staff and volunteers. That's why we're excited to be offering a signup process that is simple, intuitive, attractive, and memorable.

Want to see more?

Watch a Demo

initlive
2017/09
Sep 21, 2017 4:16:25 PM
Feature Release: Create Your Own Custom Registration Form & Signup Page

Sep 21, 2017 4:16:25 PM

Feature Release: Create Your Own Custom Registration Form & Signup Page

InitLive’s new signup process gives event managers the power to screen staff and volunteers via custom questions during the recruitment process. Now, managers can publish a form to their event signup page with an unlimited number of questions and collect responses. This new process not only saves...

Facilitating Disaster Relief Efforts? InitLive Can Help

With the influx of natural disasters in the past couple months - hurricanes, floods, etc. -InitLive has been reaching out to help. After Hurricane Harvey hit, InitLive partnered with Keller Williams to coordinate over 3,500 of their volunteers for Texas flood relief. Within minutes of opening registration and sharing a sign-up link, thousands of people were signing up for roles and shifts. After signing up, these volunteers knew where they needed to be, when to get there, and what they would be doing. Once on-site, all staff could check-in via the InitLive mobile app, indicating to the volunteer managers the attendance rate for each shift. Whenever new supply shipments came in, the managers could also broadcast that information to all applicable teams. Likewise, when supplies were needed, volunteers could notify their supervisors no matter where they were on-site. To learn more about these efforts, visit our news article here or watch the interview below.
InitLive-disaster-relief-effortsFacilitating disaster relief efforts is a massive undertaking - not only do you have to plan logistics, you need to recruit helpers, tell them what to do, and how to do it - all while getting everything done as soon as possible. That's where InitLive comes in. With a volunteer management software, scheduling and recruiting thousands of helpers suddenly becomes simple and much more efficient. The same is true with on-site communication - you and your operations team can easily communicate with any number of volunteers via email and text message, and those volunteers can easily communicate back. Disaster relief, by its nature, is hard to plan ahead for. That's why it's important to have a tool that allows you to make spontaneous plans and alert your team. 

The entire team at InitLive believes in helping people over profits and, as part of that, we're prepared to offer our software at heavily discounted rates. Our goal is to help disaster relief coordinators make the biggest impact possible as they diligently help those in need.

Are you being affected by a recent disaster? InitLive would like to help!
Contact us via our form or contact Victoria.McGlone@initlive.com directly.

Contact Us

 

initlive
2017/09
Sep 13, 2017 2:50:03 PM
Facilitating Disaster Relief Efforts? InitLive Can Help
disaster relief

Sep 13, 2017 2:50:03 PM

Facilitating Disaster Relief Efforts? InitLive Can Help

Summer 2017 Feature Release: A Better Experience

2017 InitLive Summer UpdatesExperience improvements that help event managers and staff increase productivity. 


Web

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Post Event Messaging

You can now thank your staff after the event is over! Send email messages post-event to your staff using the "Send Message" Action on the Staff List.

 

InitLive-Organization-Staff

Organization Level Database

Keep a record of all staff recruited for your event at the Organization Level. If a Staff has been recruited or removed from your event, their information will still be stored under “My Organizations”.

 


App

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New Check-In Dashboard
Check-In Administrators have a brand new dashboard! Check-In Administrators can easily check in-and-out staff from the new Staff List Tile.

 

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Contact Tile Makeover
Staff have a new, more intuitive contact tile. Depending on the Manager’s permissions, Staff can quickly message their Event Manager, Supervisor, and upcoming Shift Supervisors. 



Other General Improvements

  • Shift Titles and Role Descriptions are now visible to Staff and Managers throughout the web & mobile apps
  • Quickly unschedule Staff from their Profile Popup on the Web
  • We’ve added ‘Copy Event’ to our Professional Services
  • Helper question marks available throughout the web to help users with onboarding
  • General Messaging Improvements for Event Managers and Staff when Shifts are updated, edited, etc during a Live Event
  • Enhanced security for InitLive Services
  • General stability improvements on the web
  • Optimized Filtering on the web & mobile apps
  • General speed improvements made to the ‘Copy from Previous Events’ features
initlive
2017/07
Jul 10, 2017 4:20:29 PM
Summer 2017 Feature Release: A Better Experience

Jul 10, 2017 4:20:29 PM

Summer 2017 Feature Release: A Better Experience

Experience improvements that help event managers and staff increase productivity. 

New InitLive Features from 2016

InitLive-2016-features-1.pngThe holidays are right around the corner. What better time to reflect on all of the excitement we’ve had at InitLive this past year?

It’s been another big year of updates, new features, and improvements thanks to all of the wonderful event profs using InitLive and sharing their input and ideas with us. We can’t thank you enough!


Waiver Management

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In April we added the option to include a custom waiver to your event! Waiver management helps ensure that all staff and volunteers have accepted your terms before they are able to access your event.


Smart Filters
August saw the addition of smart filtering on your Staff List from the InitLive web platform. Take it a step further by using the “Take Action” button to export a report, send a message, and more.


Internal Notes & Star Ratings

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Beginning in September, Event Managers, Shift Supervisors, and Check-in Administrators were able to track staff and volunteer performance using Internal Notes and Star Ratings.


Copy & Move Shifts
The biggest, best, and most exciting feature was released this month! In early December we announced that Event Managers can now save even more time by taking bulk actions from the Schedule tab, including copying shifts across multiple event days.


Other Key Improvements:
InitLive is constantly working to make managing your event staff and volunteers a breeze. Other highlights from the year include:

  • En Francais! We’ve localized InitLive and now offer both the web and mobile app entirely in French.

  • Event Documents - Upload important files to your InitLive event to give the whole team easy access on the go!

  • Send an In-App Message to communicate with staff and volunteers one-to-one.

  • The Organization Staff List lets you keep a comprehensive database of all of the volunteers in your Organization.

  • Shift Supervisors gained access to more in-app features with the new Shift Supervisor Dashboard!

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What will the new year bring?

We aren’t slowing down in 2017. We have big plans for the new year and will continue to update you with improvements and additions to the InitLive system. Thank you for making 2016 so wonderful!

To view a more comprehensive list of InitLive features, check out our features page!

initlive
2016/12
Dec 21, 2016 9:05:00 AM
New InitLive Features from 2016

Dec 21, 2016 9:05:00 AM

New InitLive Features from 2016

The holidays are right around the corner. What better time to reflect on all of the excitement we’ve had at InitLive this past year?