Butler Volunteer Training

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Creating your Volunteer User Account

First, you'll want to follow the best practice below to create a user profile for your volunteers. The credentials set for this account are what your volunteers will use to log in to cbo.io/butler.

Creating a User Account for Your Volunteers

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7 Steps
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Butler Tips and Tricks

  • 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 (vs Event Central> Butler), the timeout will be 4 hours if left inactive.

Downloadable Training Sheets

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


Training Videos



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