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.
Next, you can edit team settings and add additional teams.
After setting up your team, it's time to add leaders and other members.
2. Add Leaders and Other Team Members
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.
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.
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:
- Importing a template
- Filling a needed position
- Scheduling individual team members
- Scheduling a guest
- Using Auto-Scheduling
Once you've added them in one of those ways, it's time to email them from a single plan or from the Matrix.
Congratulations, you've successfully created and scheduled your first team!