Using the Matrix, you can schedule many weeks at a time and consolidate multiple scheduling requests into one email per person.
You can check out this video on scheduling using the matrix, and then read the rest of the article for more details.
Load the matrix with the plans that you want to schedule from, and then click the dropdown arrow next to a team to expand the positions.
In the team section, there are four different ways you can schedule people in the matrix.
- Click and drag the name of the person you wish to schedule to another plan. They will be added to the position, and a notification will be prepared for them.
- Hover over an empty position, and click on the schedule a person link when it appears.
- Click on the x person(s) needed link to fill a needed position.
- Click + person to schedule a person to the team.
Add Needed Positions
If you need additional needed positions for the plan, hover over the date in the header, and click needed positions.
To send an email to people who are scheduled in the matrix, click email these people.
The matrix will compile one email for all people who are scheduled for multiple times.
If you have someone on a schedule for many dates, they will just receive one email instead of several. They will still respond to each individual date, but it will cut back on the number of emails being sent to their inbox.