Butler Volunteer Training

a) Software Settings > Users > Add New User. Use an email address not already tied to a user account. (ex: info@nonprofit.com, help@nonprofit.com)

This new user will receive an email to set up their user profile. You can set up one user for all volunteers to use. Just make sure this user gives you their password so you can pass along their email and password to the rest of your volunteers.

Grant Full Butler Permissions

b) Find Butler by going to Event Central > Butler

User Sign-In Credentials:

URL to sign in: cbo.io/butler

Email: The email associated with your user account

Password: Password associated with your user account

Pro Tips:

Write down the Butler URL and login credentials on a few sheets of paper or sticky notes and hand them out to your volunteers so they can easily get logged back in if they log out.
The separate URL is designed to give your volunteers access to only the Butler, they cannot access the admin from the Butler.
Email the training documents, located at the bottom of this article, to your volunteers prior to your event.
Perform an overview of check-in and check-out with your volunteers one hour prior to your event.

When logged in directly through the Butler URL link, the timeout will be 4 hours if left inactive.

Below are links to downloadable training sheets for your volunteers to use on the night of your event.