To create a new team for a Service Type, either copy a team that's similar to your new team or create a brand new team. After creating the team, add a team leader, create positions and assign team members to those positions.
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Teams belong to Service Types. From the Plans page, click the gear menu for a Service Type, and then select Teams.
From the Teams tab for a Service Type, click Add Team, and then enter your new team information.
When teams are properly set up with all their members and leaders assigned, you gain the following benefits:
Members can click the Email My Leader button on their My Schedule page to contact any of their leaders.
Members can see which teams they are assigned to and set scheduling preferences from their profile.
Schedulers can use Needed Positions to schedule people from a list of team members.
When someone declines, schedulers get a list of other people assigned to that position in the decline message so they can instantly reschedule it from their email.
The People tab can only show you the people assigned to your teams and filter out everyone else.
The ability to email everyone on your team, even if they aren't scheduled to the same date, or even email everyone on multiple teams at once.
Team Leaders are added to the team when the team is created, but additional Leaders can be added to a team. Each team must have at least one Leader to schedule, manage and communicate with team members. Leaders can also receive scheduling and blockout notifications from team members.
Select the Team Leaders tab
Select the Add person button and search for someone or create a new person who will lead the team
The Team Leader can set up notifications here
After adding a leader, set the team leader notifications.
To add a position to a team, click Add position in the team Members tab, and then enter a position name.
Position names should not include times. Use Split teams to assign people to specific plan times.
Select on the positions tab
Select Add person then type in the name of the person you are looking for and select their name from the list or create a new person
It's possible to assign a person to more than one position on a team, but if you have a large team that you want to schedule all at once, we recommend that you assign each team member to only one position.
If you already have teams created, and you have been scheduling people without assigning them to teams, you can assign people to teams using the auto-assign feature.