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Board Manual

  • Mission, Vision, Values

Operations

  • Protected: Locks (Password Protected)
  • Opening & Closing
  • Inclement Weather Policy
  • Address & Location
  • Change Management
  • Preferred Flatpack Furniture
  • Protected: Furniture Outreach Toolkit
  • Planning Volunteer Tasks
  • Inventory Values Explained
  • Protected: Paint
  • Beds
    • Bed Policy
    • Cribs
    • Bed Intake & Outtake Procedures
  • Client Scheduling
    • Protected: Client Conference Line (Password Protected)
    • Appointment Reminder Email
    • Appointment Scheduled Email
    • Client Directions to New Life
    • Self-Moving (U-Haul) Email
    • Preparing for Your Virtual Appointment
    • Preparing for Your Delivery
    • Bed Policy
    • Recordatorio de la Cita (Appointment Reminder)
    • Confirmación de Cita (Client Confirmation)
    • Protected: Scheduling Deliveries
    • Confirmacao do cliente (Appointment Scheduled)
    • Nao esqueca do Apontamento (Appointment Reminder)
    • Agency Resources
      • Agency FAQs
  • Furniture Build
    • Table Leaf Coffee Tables
    • IKEA Dressers
    • Protected: Paint
  • Health & Safety
    • Bed Bug Procedures
    • Fire Safety
    • How to Safely Lift
    • Dollies
    • Tools
    • Elevator Procedures
    • Volunteer Age Restrictions
  • Recycling & Re-donation
    • Smash It 2 Protocol
    • Blessing Barn Protocol
    • St. Vincent de Paul Protocol
    • Lovell’s Flowers, Greenhouse, and Nursery Protocol
    • Welcome Home Protocol
    • Savers Protocol
    • Trash Procedures
    • Wrentham Country Store Protocol
    • Fiddleheads Fine Home Consignment
    • Misfits
    • Textile recycling
    • FY2023 Sorting Procedural Updates
    • Trash & Recycling
    • Protected: Scheduling a Dumpster
  • Repair
    • Paint allowed on-site
  • Technology
    • P-Touch Printer
  • Trucks
    • Truck Maintenance
    • Driver Prerequisites & Training
    • Truck Start & Exit Checklists
    • Mileage Log
    • Driver/Mover Onboarding
    • Metal Recycling Procedures
    • Protected: Retail Partner Pickup Procedures
    • Delivery
      • Protected: New Life-Funded Delivery Request (Password Protected)
      • Protected: Scheduling Deliveries
      • Delivery Procedures
    • Pickup
      • Bed Frames
      • Scheduling Pickups
      • Pickup Procedures
      • Donation Guidelines (What We Accept)

Organization

  • Protected: Info Line Cheat Sheet
  • About
    • Mission, Vision, Values
    • Tax Information
    • History
    • New Life Brand Book
  • Communications & Marketing
    • Social Media & Website Management
    • Preferred Terminology
    • Protected: Client Testimonials & Stories (Password Protected)
    • New Life Colors & Fonts
    • Logos
    • New Life Brand Book
  • Events
    • Dover Days
    • Westwood Day
    • Outreach Event Toolkit
  • Fundraising
    • Protected: Client Testimonials & Stories (Password Protected)
  • Outreach
    • Protected: Furniture Outreach Toolkit
    • Protected: Volunteer Outreach Toolkit
    • New Life Brand Book
    • Donation Guidelines (What We Accept)
    • Drop-off Town Tally
  • Town Halls
    • Town Halls

Volunteers

  • Inclement Weather Policy
  • Software Shortcuts
  • Volunteer FAQs
  • Welcome Letter
  • Volunteer Parking Pass
  • Client Hosting
    • How to Access the Software
    • Protected: New Life-Funded Delivery Request (Password Protected)
    • Questions, Comments, Concerns?
    • Virtual Client Host Guide
    • Client Appointment Troubleshooting
    • Client Host Onboarding
    • Accessing the Store Before an Appointment
    • Client Host Schedule & Scheduling Procedures
    • Bed Policy
    • In-Person Client Procedures
    • Helpful Resources
      • Bed Sizes
      • Appointment Reminder Email
      • Inches to Feet Conversion
      • How to Disable AutoFill/AutoComplete
      • How to Clear Past Autofill Info in Chrome
      • Appointment Scheduled Email
      • Client Directions to New Life
      • Dining Table & Chair/Stool Heights
      • Self-Moving (U-Haul) Email
      • Cribs
    • Info for Clients
      • Client Directions to New Life
      • Preparing for Your Virtual Appointment
      • Preparing for Your Delivery
      • Recordatorio de la Cita (Appointment Reminder)
      • Confirmación de Cita (Client Confirmation)
      • Confirmacao do cliente (Appointment Scheduled)
      • Nao esqueca do Apontamento (Appointment Reminder)
  • Drop-off
    • Bed Frames
    • Team Leader/Duty Officer Report Template
    • Saturday Drop-off Shift
    • Donation Guidelines (What We Accept)
  • Furniture Matters (Medfield HS Club)
    • New Life Colors & Fonts
    • Logos
  • Inventory
    • Bed Frames
    • How to Attach Stickers
    • Furniture Inventory
    • Trash Procedures
    • Dining Table & Chair/Stool Heights
    • Rugs
    • Inventory Counts
  • Sorting
    • Dish Sets
    • Starter Kits
    • Silverware Sets
    • FY2023 Sorting Procedural Updates
    • Packing 101
    • Glass Sets
  • Team Leaders & Duty Officers
    • Protected: Locks (Password Protected)
    • Opening & Closing
    • Inclement Weather Policy
    • Team Leader/Duty Officer Report Template
    • Team Leader & Duty Officer Guide
    • Elevator Procedures
    • Saturday Drop-off Shift
    • Donation Guidelines (What We Accept)
  • Uploading
    • How to Access the Software
    • Dining Table & Chair/Stool Heights
    • Rugs
    • Dish Sets
    • Starter Kits
    • Uploading Artwork
  • Volunteer Management
    • Volunteer Role Descriptions
    • Senior Service
    • Volunteer Age Restrictions
    • Volunteer Welcome Letter
    • Planning Volunteer Tasks
    • Schedules
      • Client Host Schedule & Scheduling Procedures
    • Volunteer Groups
      • Group Interest Form
      • Preferred Flatpack Furniture
    • Volunteer Training/Onboarding
      • Client Host Onboarding
  • Home
  • Volunteers
  • Client Hosting
  • Client Host Onboarding

Client Host Onboarding

1. The new Client Host(s) attend training with the Volunteer and Development Coordinator. #

2. The new Client Host(s) register as a volunteer. #

Those that are just new to client hosting and not new to volunteering at New Life can skip this step.

Register

3. The Volunteer and Development Coordinator will tag the new Client Host(s) as Virtual Client Host or Alternate Virtual Client Host in the software. #

4. Shadow at least a couple of appointments. #

The Volunteer and Development Coordinator will reach out after training to schedule shadowing.

5. The Volunteer and Development Coordinator will get access to the software for the new Client Host(s). #

An email will be sent to the new Client Host(s) with their login credentials.

Volunteer and Development Coordinator
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Updated on September 1, 2021

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Table of Contents
  • 1. The new Client Host(s) attend training with the Volunteer and Development Coordinator.
  • 2. The new Client Host(s) register as a volunteer.
  • 3. The Volunteer and Development Coordinator will tag the new Client Host(s) as Virtual Client Host or Alternate Virtual Client Host in the software.
  • 4. Shadow at least a couple of appointments.
  • 5. The Volunteer and Development Coordinator will get access to the software for the new Client Host(s).
  • Return to main website
New Life Furniture Bank of MA
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