Setting Up Teams and Positions

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All scheduling works through Service Types, Teams, and Positions. Positions belong to Teams, which belong to Service Types.

Check out the video below to watch us set up teams and positions or follow the steps below to set up your own!

 

1. Create a New Team

First, create a new team, and add any positions that you need for the team.

edit teams on service type

After setting up your team, it's time to add leaders and other members.

2. Add Leaders and Other Team Members

Assign one or more leaders to the team, and assign team members to the positions that you created when you set up the team.

Once your teams are created, you can use templates to arrange teams in different configurations that you can apply to specific plans.

3. Set Up Templates

Templates allow you to set up different scheduling options. You might have one, or you might have multiple templates based on team rotations. Create as many templates as you need to match your different team configurations.

List of Templates

You can also add needed positions to a template so that you can fill them for each week accordingly.

In the template below, Keys, Acoustic, Drums, and Electric have people chosen, but Bass is a needed position that will be filled after the template is imported to a plan. Templates can include any combination of specific people and Needed Positions.

set up needed positions

Once you've set up your templates, you can import a template to a plan.

After setting up your templates, schedule your teams.

4. Schedule Your Teams

Once you've assigned people to your teams and set up templates, it's time to schedule people to individual plans.

You can add people to a plan by:

Once you've added them in one of those ways, it's time to email them from a single plan or from the Matrix.

email team from plan

Congratulations, you've successfully created and scheduled your first team!

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