GETTING STARTED

Rosterfy Resource Hub

We make getting started with your volunteer management software simple.

Whether you're new to Rosterfy or you're onboarding a new member of your team, this is your go-to place for guides and support.

Useful Links

Groups

Import Users

If you are adopting Rosterfy with a pre-existing database of users or migrating from another platform, you can import users to Rosterfy by uploading either a .xls, .xlsx or .csv file.

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Creating a Form

Create a series of unique forms that allow you to collect user information specific to your requirements. Types of forms include registration forms, event shift sign-up and role offer forms.

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Email Template

Create multiple custom email templates that you can reference at any time. These can be used in conjunction with your automations with emails triggered by completed actions.

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Automations

Automations will greatly reduce the amount of time it takes you to do day-to-day tasks. 
Simplify your fundraising and event management by replacing repetitive manual actions.

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ACCOUNT SETTINGS

Take a look at Rosterfy's step by step guide on how to set up Account Settings and Branding within your Rosterfy Account.

IMPORTING USERS

Take a look at Rosterfy's step by step guide on how to Import Users within your Rosterfy Account.

EMAIL TEMPLATES

Take a look at Rosterfy's step by step guide on how to Create an Email Template within your Rosterfy Account.

REGISTRATION FORM

Take a look at Rosterfy's step by step guide on how to Create a Registration Form within your Rosterfy Account.

IMPORTING SHIFTS

Take a look at Rosterfy's step by step guide on how to Import Shifts within your Rosterfy Account.

CREATING GROUPS

Take a look at Rosterfy's step by step guide on how to Create a Group within your Rosterfy Account.

ASSIGNING TEAM LEADERS

Take a look at Rosterfy's step by step guide on how to Assign Event & Shift Team Leaders in your Rosterfy Account. 

REWARD & RECOGNITION

Take a look at Rosterfy's step by step guide on how to use our Reward and Recognition functionality in your Rosterfy Account.

RESETTING YOUR PASSWORD

Take a look at Rosterfy's step by step guide on Resetting your Password.

ADDING AN ADMINISTRATOR

Take a look at Rosterfy's step by step guide on how to Add an Admin.

INTEGRATING WITH INSTAGRAM

Take a look at Rosterfy's step by step guide on how to integrate Instagram with your Rosterfy Account.

ADDING REFERENCE CHECKING

Take a look at Rosterfy's step by step guide to adding Reference Check Modules to your Rosterfy Account.