Associating a Client with a Volunteer | Better Impact Help Center

Associating a Client with a Volunteer

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

2. Click on the person’s name from the list that appears

3. Click on the “Connections” tab

4. Click the “Associated Clients” section (if there are client associations, they will be displayed)

5. Click the [Associate a Client with this Volunteer] button

6. Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer

7. Optional: Check to “include archived clients in search”

8. Click the [Search] button

9. Select the desired client by clicking the circle to the left of the name

10. Click the [Associate Client] button

    • Note: A volunteer can be associated with multiple clients

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

Click on the person’s name from the list that appears

Click on the “Connections” tab

Click the “Associated Clients” section (if there are client associations, they will be displayed)

Click the [Associate a Client with this Volunteer] button

Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer

Optional: Check to “include archived clients in search”

Click the [Search] button

Select the desired client by clicking the circle to the left of the name

Click the [Associate Client] button

Note: A volunteer can be associated with multiple clients

Note: If the client is associated with any activities, they will be displayed below in the “Clients” section.