Impact Plan

This folder includes features that are exclusive to the PlanHero Impact Plan for full volunteer, participant, and/or employee management.

Creating Groups and Custom Onboarding Forms in the Impact Plan
Creating Groups and Custom Onboarding Forms Groups are the foundation of volunteer, member, and staff management within the PlanHero Impact Plan. Each G...
Wed, Jun 10, 2026 at 5:16 PM
How to Enable Check-ins and Check-outs in PlanHero Impact Plan
How It Works: Enable Check-ins for an Event   The Check-in feature is available in our PlanHero Impact Plan.     Click Event Settings     1. Che...
Wed, Jun 10, 2026 at 2:40 PM
Impact Plan: How to Collect Dues
New in the PlanHero Impact Plan: Collect Membership Dues   Managing members often means managing more than names, contact information, volunteer activitie...
Fri, Aug 14, 2026 at 4:30 PM
PlanHero Checklists: Volunteer Training Tracking and More
Managing volunteers, members, and employees often means keeping track of much more than event signups. Organizations also need to know who has completed req...
Tue, Aug 11, 2026 at 10:12 AM
PlanHero Impact Plan: How to Add Members and Member Management
This article is specific to the PlanHero Impact Plan Managing volunteers, employees, participants, and other members of your organization can quickly be...
Tue, Aug 11, 2026 at 10:07 AM
PlanHero Impact Plan: Waivers and Agreements
The PlanHero Impact Plan features two ways to require acceptance of agreements such as waivers and codes of conduct.  This video tutorial shows you how...
Mon, Jul 27, 2026 at 9:32 PM