Introducing the PlanHero Impact Plan
Full volunteer and member management for growing organizations that need more than basic signups.
Built for organizations ready for the next level
As many of our customer organizations have grown and evolved over time, they’ve shared their increasing need for better ways to manage volunteers, members, employees, training, waivers, background checks, and event participation.
Based on that feedback, we’re delighted to introduce the new PlanHero Impact Plan.
What makes the Impact Plan different?
The Impact Plan is designed for organizations that need flexible account structures, stronger compliance tools, and better visibility into who is participating, cleared, trained, and engaged.
Account Management
Organize multiple Groups, admins, Events, organizers, and members under one powerful account.
Background Checks
Connect with Checkr and require proper clearance before participants can sign up for selected Events.
Check-ins & Check-outs
Track attendance manually or through QR code check-ins and check-outs at your Events.
Waivers & Agreements
Require members or participants to acknowledge documents before joining or signing up.
Member Management
Collect onboarding information, track notes, and manage important member details in one place.
Training & Compliance
Help your organization keep track of required items such as annual training and onboarding steps.
Account Management
The Impact Plan gives your organization a more flexible way to structure teams, departments, ministries, programs, locations, or committees.
- The basic Impact Plan includes five Groups.
- Each Group can have up to five Co-Group Admins.
- Each Group can have unlimited Events (signups).
- Each Event can have up to five Co-Event Organizers.
- Admins and organizers can all be unique for each Group and Event.
- Each Group can have unlimited Members including volunteers, club members, employees, players, and more.
Background Checks
We have partnered with Checkr to allow organizations to complete fast and accurate background checks for volunteers, members, or employees.
- Create your Checkr account and connect it directly to PlanHero.
- Order background checks for Members of your Group.
- Select the screening options that fit your organization’s needs.
- Toggle the Background Check required setting in Event Settings.
- Help ensure only properly cleared participants can sign up for selected Events.
Check-ins and Check-outs
For each Event, organizers can enable Check-ins and Check-outs to better track attendance and participation.
- Enable Check-ins and Check-outs in Event Settings.
- Set how early participants are allowed to check in before an Event begins.
- Allow organizers or co-organizers to manually check participants in.
- Allow participants to check themselves in using QR codes.
- Use printed or digital QR codes at Event check-in stations.
- Modify check-in or check-out times later if needed.
“I Agree” and Waiver Acknowledgments
The Impact Plan makes it easier to collect required acknowledgments from Members and participants.
- Require Members to sign and agree to documents added to your Onboarding Form.
- Require participants to acknowledge documents before confirming their signup.
- Use this for waivers, policies, permission forms, agreements, or other required acknowledgments.
Member Management
Create a more complete profile for every person involved with your organization.
- Create a custom Onboarding Form for new members to complete.
- Ask standard questions such as mailing address, skill sets, and availability.
- Add custom questions such as areas of interest, age, physical capabilities, and more.
- Use a hidden notes section for Account Owners and Group Co-Admins.
- Track important administrative context related to each Member.
- Use checklists for annual training and onboarding completion (coming soon!).
Perfect for growing organizations
The Impact Plan is built for teams that need to manage people, participation, and compliance across multiple programs or Events.
Ready to simplify volunteer and member management?
The PlanHero Impact Plan gives growing organizations a modern, ad-free way to manage volunteers, members, Events, background checks, waivers, check-ins, and more.
