10 key features to look for in volunteer management software

Ashley Staines, co-founder and CEO of Volunteero

Ashley Staines

Co-founder and CEO

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In short

The 10 features that matter most in volunteer management software are recruitment, automated onboarding and training, background checks, shift scheduling, a volunteer app, secure communication, hours tracking, reporting, recognition and responsible AI. Also check security, client management, integrations and support, and speak to customers the supplier didn’t put forward.

Volunteer programmes are the backbone of many charities, nonprofits and events, but managing volunteers with spreadsheets, inboxes and WhatsApp groups soon becomes overwhelming. The right volunteer management software takes that admin away, so your team spends less time chasing paperwork and more time with volunteers.

Many systems look alike on a feature list. This guide covers the 10 features that matter most, what good looks like for each one and the questions worth asking before you choose. Where it helps, we show how Volunteero handles each feature.

The 10 features at a glance

  1. Recruitment and application management

  2. Automated onboarding and training

  3. Background checks and compliance

  4. Shift scheduling and events

  5. A volunteer app people actually use

  6. Secure, centralised communication

  7. Check-in and hours tracking

  8. Reporting and impact dashboards

  9. Recognition and retention

  10. Responsible AI support

1. Recruitment and application management

The volunteer journey starts with recruitment, and it’s where many programmes lose people. An enquiry sits in an inbox, a reference never arrives, and a keen applicant moves on.

Look for a system that lets you:

  • Publish opportunities on your website and in places volunteers already look

  • Build application forms that collect exactly what you need, including documents and signatures

  • Collect references automatically, with reminders to referees

  • Keep every application in one place, with each team seeing only the ones they manage

Publishing a volunteer opportunity to a website search board, the Volunteero Marketplace and GoVo, with a confirmation that it’s live on three channels

How Volunteero does it: opportunities publish to a search board on your website, the Volunteero Marketplace and GoVo. The Volunteero app ranks near the top of the App Store and Google Play for key volunteering searches, and the Marketplace brings in nearly 20% of new applicants across our client base. References are collected automatically, with a follow-up email if a referee hasn’t replied within 7 days. See volunteer recruitment software, or read our guide to recruiting volunteers.

2. Automated onboarding and training

Recruiting volunteers is only the beginning. Onboarding is where retention is won or lost, and it’s often the most manual part of a coordinator’s week.

Strong volunteer software should support:

  • Different onboarding journeys for different roles

  • Forms, agreements and document collection

  • Interview and induction booking

  • Built-in training with quizzes, rather than a separate learning platform

  • A clear view of where every applicant is, so nobody gets stuck

Safeguarding course built from video, document and quiz modules, with a volunteer answering a knowledge check in the app and passing to earn a qualification

How Volunteero does it: volunteers are enrolled in the right onboarding journey automatically, based on the role they applied for or their form answers. Journeys combine forms, booking stages that integrate with Microsoft Bookings and Google Calendar (among many others), e-learning modules with quizzes and pass marks, ID and background checks, and references. Completing a stage can award a qualification, so volunteers get access to the right activities as soon as they’re ready. See volunteer onboarding and training, or read our guide to training for volunteers.

3. Background checks and compliance

If your volunteers work with children, vulnerable adults or sensitive information, checks and training need to be done, recorded and kept current. A spreadsheet of expiry dates is easy to get wrong.

Look for:

  • Background and ID checks built into onboarding, not handled separately

  • Rules that stop volunteers joining activities they aren’t cleared for

  • Reminders for checks and training that need renewing

  • Role-based access, so staff only see the records they need

  • A full audit trail

Background check type set for each volunteer role, a clear Enhanced DBS result returned for review, and a phone befriending role locked to volunteers with a valid check

How Volunteero does it: in England and Wales, DBS checks run through our Verifile integration, and ID checks run through Yoti. You set the check type for each role once, results come back into Volunteero for review, and qualifications control which missions and shifts each volunteer can join. Every action is recorded in a full audit trail. See volunteer compliance and DBS checks, or read our guide to DBS checks for volunteers.

4. Shift scheduling and events

Getting the right people in the right place at the right time is one of the biggest jobs in volunteer management, whether it’s a weekly rota at a food bank or hundreds of volunteers across a multi-day event.

A modern system should let you:

  • Create one-off, recurring and ongoing activities

  • Set up repeating shifts in a few clicks

  • Let volunteers sign up for shifts themselves, within rules you set

  • Restrict shifts by qualification or group

  • See at a glance which shifts still need volunteers

Weekly shift calendar colour coded by how full each shift is, with a popover for repeating a Saturday shift every week and a summary of shifts filled

How Volunteero does it: missions cover every kind of volunteering, from one-off events to recurring shifts and ongoing roles. Shift settings let you prevent clashing bookings, restrict last-minute cancellations, require approval and limit shifts by qualification or group. The calendar is colour coded by uptake so gaps stand out, and volunteer group leaders can manage shifts and check-ins for their own teams. See volunteer scheduling software.

5. A volunteer app people actually use

Volunteers expect the same convenience from you as from any other app they use. If booking a shift means logging in to a clunky portal, many won’t bother.

Look for software that gives volunteers one place to:

  • Find and book opportunities and shifts

  • Complete onboarding and training

  • Chat with staff and other volunteers

  • Check in, log hours and submit reports

  • See their badges and volunteering history

Check there’s a web version for volunteers who’d rather not download an app, and ask about accessibility and language support.

Volunteer app listing one-off, recurring and ongoing missions, next to settings for who can see and join each mission and a request to join waiting for approval

How Volunteero does it: volunteers get a native app for iOS and Android, plus a web app, both in your branding. Training, shifts, chat, reports and badges are all in one place. The app supports multiple languages and is designed to WCAG AA accessibility standards, and we’re working towards full WCAG AA on both the app and the web platform. See the Volunteero volunteer app.

6. Secure, centralised communication

Most charities communicate through a mix of email, WhatsApp groups, texts and phone calls. Messages get missed, personal numbers get shared and there’s no record of what was said.

A strong system should let you message:

  • Individual volunteers

  • Groups, such as a team, site or role

  • Everyone at once, as a newsfeed or broadcast

Communication that sits alongside scheduling also helps fill gaps, because volunteers can see a shift that needs cover and book it straight from the message.

Direct chat between a coordinator and a volunteer in Volunteero, with the volunteer’s next shift and hours alongside, and a panel showing the chat is GDPR compliant, hosted in the EEA and on record

How Volunteero does it: secure in-app chat replaces WhatsApp groups, with direct messages, group chats, newsfeeds, polls and read insights. Over 90% of messages are read, compared with a typical email open rate of around 30%. Messages can go out as chat and email in one go, and you can share a shift in a chat so volunteers can book it in one click. See volunteer communication.

7. Check-in and hours tracking

Volunteer hours are one of the clearest ways to show your impact, but only if they’re recorded accurately. Paper sign-in sheets and end-of-month spreadsheets rarely are.

Look for:

  • Check-in and check-out that records hours automatically

  • QR code or kiosk check-in for busy sites

  • A real-time view of who is on site

  • Hours on every volunteer profile, ready for reports

Kiosk mode showing a QR code for a Saturday shift, a live list of volunteers on site and how they checked in, and a check-out adding hours to a volunteer’s total

How Volunteero does it: volunteers check in and out in the app, by QR code or at a kiosk on any device, and their hours are logged automatically. Staff can see who is on site in real time, and hours feed straight into reports and badges. See volunteer hours tracking.

8. Reporting and impact dashboards

Trustees, funders and managers all want to know what volunteers achieve. Your system should make that easy to show, without hours spent in Excel.

Your volunteer management software should let you:

  • Collect feedback and outcomes after each activity, with reports you design

  • Build dashboards that update in real time

  • Filter by date, programme or region

  • Export your data whenever you need it

Tip: reporting should be usable by non-technical staff, not locked behind complex tools.

Custom insights dashboards list next to a live chart of volunteer hours by group, filtered by date range and groups

How Volunteero does it: volunteers submit custom reports after each mission or shift, and staff can be alerted to specific answers. Custom insights dashboards turn data from across Volunteero into live charts you can filter by date range and group, and all source data can be exported to Excel. See volunteer reporting.

9. Recognition and retention

Keeping the volunteers you have is usually easier than finding new ones, and regular, genuine recognition is one of the simplest ways to help people stay.

Look for:

  • Badges or awards for milestones such as hours, shifts or length of service

  • Recognition that happens automatically, so nobody is forgotten

  • Surveys, including exit surveys, so you hear what’s working and what isn’t

Badge automation rules for length of service, hours, shifts and training, with badges awarded automatically this month

How Volunteero does it: you design badges in your own brand and award them by hand or automatically, for length of service, total hours or number of shifts. Built-in surveys and exit surveys show you what volunteers think. See volunteer recognition, and our guides to volunteer rewards and recognition and volunteer retention.

10. Responsible AI support

AI is now part of many volunteer management systems, but charities need it to be useful, transparent and safe.

Good uses of AI include:

  • Answering volunteers’ routine questions from your own guidance

  • Spotting gaps in that guidance

  • Reducing repetitive admin

AI should always be:

  • Transparent about what its answers are based on

  • Human-led, with staff able to see and improve the answers

  • Secure and privacy-first

Training an AI support assistant on selected knowledge hub articles and volunteer FAQs, then testing it with a volunteer question before publishing

How Volunteero does it: AI support answers volunteers’ questions from the knowledge hub articles and snippets you choose. Staff can see every question, answer and piece of feedback, and AI Analyse highlights themes and gaps so you can improve your guidance. See AI volunteer support.

Tip: ask suppliers how their AI works, what data it uses and what controls you have.

Other things to check

Security and data protection

Volunteer records hold personal details, safeguarding information and sometimes health data. Ask where data is stored, how it’s encrypted, which certifications the supplier holds and how you control who sees what.

How Volunteero does it: Volunteero is GDPR compliant, HIPAA compliant and Cyber Essentials certified. Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, and stored in the EU, with role-based access, enforceable multi-factor authentication and single sign-on. See security at Volunteero and our trust centre.

Client management for befriending and mentoring

If your volunteers support people directly, through befriending, mentoring, shopping drops or home DIY, you need somewhere to manage those clients and match them safely with volunteers.

Befriending visit published to volunteers with the right training and background check, staff approving requests to help, and the client’s address and phone hidden until a volunteer is approved

How Volunteero does it: Volunteero is one of very few volunteer management systems that has a client database. You can create missions for specific clients, approve which volunteers help, hide sensitive details until a volunteer is approved and keep a record of every visit or call. See client management.

Integrations and single sign-on

Your volunteer system will need to work with others, such as your CRM. Ask what’s possible out of the box and what custom work costs.

How Volunteero does it: integrations work through API access, webhooks and Zapier, and custom integrations are built to your specification for a low, fixed fee, typically within two weeks. Single sign-on works with any identity provider that supports OpenID Connect, for staff and volunteers. See integrations.

Support, set-up and sector fit

Ask how long it takes to go live, what help you get and whether the supplier understands how charities, nonprofits and events work.

How Volunteero does it: most organisations go live within 3 weeks, and some within days. Every organisation gets a dedicated account manager, with 1-on-1 sessions and data migration during set-up, and our support team answers live chat in 30 minutes on average. Our case studies show how organisations like yours use Volunteero.

Final checklist: questions to ask before you choose

  • Will it meaningfully reduce admin time?

  • Will volunteers find it easy to use, on their phone or on the web?

  • Does it support safeguarding, background checks and compliance?

  • Can we report our impact clearly, without exporting to Excel?

  • Is AI used responsibly and transparently?

  • Was it built for charities, nonprofits and events, or adapted from something else?

Tip: speak to customers. Ask the supplier for references, then find customers they didn’t suggest. That’s where you’ll learn what you really need to know.

Getting started with Volunteero

Volunteero is volunteer management software for charities, nonprofits and events, trusted by 300+ organisations across the UK, Europe and US. It brings recruitment, onboarding, scheduling, communication, reporting and AI support together in one platform. Book a demo to see how it works for your programme, or explore all features.

Ashley Staines, co-founder and CEO of Volunteero
Ashley Staines, co-founder and CEO of Volunteero

Written by

Co-founder and CEO

Ashley Staines is the co-founder and CEO of Volunteero. After seven years in investment banking, he started it to make volunteering easier to organise.