Match Support Note

Our premium package includes the option for one or more customized match support templates for mentees, mentors, guardians and/or matches.

This feature allows you to:

  • Add the topics that should be covered during each match support follow-up.
  • Have a different template for mentors, mentees & guardians.
  • Prepopulate the subject & label fields.

To get started, complete our questionnaire to provide us with the following details:

  1. What you want to name it in the Add New menu in the Communication/Notes tab (Match Support, Match Supervision, etc.).

  2. The subject & label(s) that should be prepopulated (if applicable).

  3. The list of topics to discuss with the mentor, mentee or guardian (or client/volunteer/guardian if using Case Management). The template can be set up per role. Please indicate role(s) per template.