Overview of Site Building
Complete guide to building volunteer registration sites with myTRS. Step-by-step checklist for setting up registrant types, activities, and launching your site.
Site build checklist
Essential checklist for building volunteer registration sites. Priority items include registrant types, activity groups, and time slots for successful event setup.
General Settings
Important information
Step 1: Welcome Page
Set up your volunteer registration welcome page in myTRS. Configure banners, event dates, content, buttons, and registration wizard for optimal user experience.
Step 2: Registrant Types
Configure registrant types in myTRS for volunteer registration. Learn to categorize volunteers by age, committee, membership, and set up group registration options.
Step 3: Activity Groups
Organize volunteer activities with Activity Groups in myTRS. Learn to group activities by date, location, or type for better volunteer registration experience.
Step 4: Activities/Schedules
Set up volunteer activities and schedules in myTRS. Complete guide to creating time slots, importing activities, and configuring registration rules.
Step 5: Custom Fields
Understanding Custom Fields
Step 6: Waiver & Confirmation
Option 1: Set up a standard waiver for all registrants
Step 7 (optional): Payment Settings
Use Payment Settings in your site builder to connect your payment processor, add your invoice details and instructions, and choose which payment methods your site accepts.
Step 8 (optional): Integrations
5 items
Step 9: Test & Launch Site
Why is doing test registrations important?
Step 10 (optional): Volunteer Knowledgebase & Dashboard
Overview
Update a Cloned Site
Each year, TRS clients have the option to clone their previous year's site, retaining the activity structure while updating necessary details to fit the new year's event. Cloning a site saves time and effort by preserving the same setup, allowing you to focus only on the relevant updates. This feature ensures continuity and efficiency, enabling a smooth transition to the upcoming event with minimal changes required.
Committee Chair & Bulk Scheduling
Set up committee chairs in myTRS so they can manage their own volunteers, review availability, bulk schedule shifts, and email their committee.