Schedule and Check-In (WordPress Plugin)

A volunteer scheduling and attendance plugin for events of different types (adoration schedules, fundraiser work days, and more).

Included Features

• Event management:
  • Event category support and per-event substitute enable/disable.
  • Event owner fields and assignment-report delivery configuration.
  • Event image support via WordPress media picker.
  • Admin PIN support for kiosk override.
• Task and slot management:
  • Task CRUD with start/end windows and slot counts.
  • Task generation wizard for interval-based schedules.
  • Task title schema tokens (for generated task naming).
  • Assignment management with drag-and-drop movement.
• Public signup ([sc_signup event_id="123"]):
  • Scheduled and substitute-aware signup behavior.
  • Auto-assignment to first available slot for scheduled signup.
  • Current schedule slot-capacity display.
  • Optional volunteer field visibility controls.
• Kiosk check-in ([sc_kiosk event_id="123"]):
  • Standalone kiosk rendering (no theme header/footer/sidebar wrappers).
  • Volunteer check-in/check-out and guest check-in flows.
  • PIN verification (volunteer phone last 4 or admin PIN override).
• Communications:
  • Email/SMS template management with token support.
  • Live email/SMS previews for campaign send forms.
  • Campaign actions for scheduled members, substitute requests, and mass messaging.
  • Preferred-channel sending with fallback behavior.
  • Inactive volunteer communication suppression.
  • Automated thank-you messages for signup and guest kiosk check-in.
• Volunteer administration:
  • Dedicated Volunteers admin page.
  • Volunteer edit and active/inactive status controls.
  • Merge workflow with volunteer-id cascade across assignments, check-ins, and communication logs.
  • Merge metadata tracking (merged_into_volunteer_id, merged_at).
• Reporting and analytics (CST-oriented views):
  • Event Hours, Assignment Report, Volunteer Period, Volunteer Lifetime Hours.
  • Attendance Reliability, Late/Early Analysis, Task Coverage Health.
  • Substitute Pool and Substitute History.
  • Check-In Method Audit, SMS Analytics, Retention & Activity (Monthly).
  • Volunteers report with profile fields, separated usage data, category-hour totals, and grand totals.
• Exports:
  • CSV / Excel / PDF export coverage for core and advanced reports.
  • DomPDF-based printable check-in sheet.
  • Volunteers Excel export includes filter metadata and totals summary rows.
• Operational tools:
  • Check-in log editing and pagination.
  • Check Out All Remaining bulk action (records admin_manual source).
  • Assignment report send-now and scheduled/final automated assignment report sends.

Install

1. Copy this folder into your WordPress plugins directory.
2. In the plugin folder, install dependencies with composer install --no-dev --optimize-autoloader.
3. Activate Schedule and Check-In in WordPress admin.
4. Review Schedule & Check-In > Settings and verify dependency status, Twilio values (if used), email sender settings, and event categories.
5. Create an event from Schedule & Check-In > Events and add tasks.
6. Place shortcodes on pages and run the Production Release Checklist before go-live.

Note: .xlsx and native PDF exports require the Composer dependencies. Without them, those export actions are disabled with admin warnings.

Shortcodes

• Signup page: [sc_signup event_id="EVENT_ID"]
• Kiosk page: [sc_kiosk event_id="EVENT_ID"]

Production Release Checklist

Run this checklist in a staging WordPress site before promoting to production:

1. Dependencies and activation

• Confirm plugin activates without warnings.
• Confirm dependency status is healthy in Settings.
• Confirm .xlsx and PDF exports work (dependencies loaded).

2. Core event flow

• Create/edit event (owner info, category, substitute toggle, reminders, admin PIN).
• Create/edit/delete tasks and verify slot counts.
• Verify assignment management and drag/drop slot movement.

3. Public signup + kiosk flow

• Verify signup page renders and registers volunteers.
• Verify kiosk standalone rendering (no theme wrappers).
• Verify volunteer check-in/check-out and guest check-in.
• Verify thank-you communications for signup and guest check-in.

4. Communications

• Verify template CRUD behavior and preview rendering.
• Verify campaign sends for scheduled, substitute request, and mass messaging.
• Verify inactive volunteers are not contacted.
• Verify communication logs and export actions.

5. Reports and exports

• Run each report tab with valid filters and empty-state filters.
• Verify CSV/Excel/PDF exports for each report.
• Verify Volunteers report filters, totals, and Excel metadata rows.
• Verify DomPDF check-in sheet generation.

6. Volunteer administration

• Verify volunteer edit and active/inactive status updates.
• Verify merge workflow and downstream data remap (assignments/checkins/comms).

7. Regression pass

• Re-run one complete end-to-end event cycle after all config updates.
• Validate no PHP errors/warnings in debug logs.

Notes

• Stable release: 1.0.0.
• Recommended deployment flow: validate on staging first, then promote to production.
• .xlsx and PDF exports require Composer dependencies to be present in the deployed plugin.