Walk-In Quick-Add for Volunteers

Walk-In Quick-Add lets staff register a volunteer who shows up without a prior signup and, optionally, check them in immediately. It creates a real registration on the spot instead of routing the person through the public signup form.

Where to find it

• Manage Participants page — click the WALK-IN QUICK ADD button. This opens the Walk-In Quick-Add modal.
• Kiosk Mode — tap the walk-in toggle on the kiosk screen to bring up the same quick-add flow for use at a check-in table.

Form fields

• First name
• Last name
• Email — leaving this field looks up matching existing contacts automatically
• Phone
• Existing-contact match list (appears when a match is found)
• Shift dropdown (optional)
• Job dropdown
• "Check in now" toggle
• Add volunteer button

Duplicate lookup

When you tab out of the email field, the system runs a fuzzy lookup against email, first name, and last name and returns up to 8 candidate contacts, each showing name, email, and phone. If one of the candidates is the person standing in front of you, select them instead of creating a duplicate contact record.

What happens when you submit

1. Resolve the contact. The system uses, in order: the contact you explicitly selected from the match list, then an exact email match, then falls back to creating a brand-new contact (first and last name are required in this case).
2. If no job was chosen, the campaign's default job is used.
3. A registration and a participant record are created for the selected shift.
4. If Enroll in series is checked, the volunteer is also enrolled in the remaining occurrences of a recurring shift, not just the one selected.
5. If Check in now is on, the system:
   • Checks for a missing volunteer application and, depending on the organization's setting, either warns or blocks the check-in until the application is handled.
   • Checks for unmet mandatory waiver requirements. If any exist, the kiosk signing overlay is triggered before check-in completes.
   • Otherwise completes the check-in immediately, tagged with method "Admin" and device label "Walk-in."

How walk-ins differ from pre-registered volunteers

Reporting

Because walk-in check-ins carry the "Walk-in" device label and "Admin" method, you can filter or segment shift and event reports to see how many participants were walk-ins versus pre-registered signups.