Conflict warnings and blockouts help you avoid accidentally scheduling an unavailable team member. Learn more about the different types of warnings in Services and how to troubleshoot situations where warnings aren't working as you'd expect!
To review someone's conflict and blockout warnings while you schedule:
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From the Teams tab of a plan, select a needed position for which you need to schedule. A list of team members assigned to this position will appear on the right, with team members with no conflicts listed first.
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Review the badge icons next to the team members with conflicts. Each icon indicates different conflict and preference information at a glance.
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A green circle means this plan time is preferred.
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An orange circle means this plan time is not preferred.
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A yellow square means there is a conflict for this time.
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A red square means the person has a blockout or has already declined another position for this time.
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Just because someone has a conflict doesn't mean you can't schedule them. Hover over a badge icon to see more details about the conflict.
In the following example, a team leader is trying to schedule Barbara for vocals. Barbara has a conflict because she's scheduled to greet on the Hospitality team before this service, but you know she'll be done with that before the main worship set, so you can go ahead and schedule her to vocals as well.
If you still want to try to schedule people with conflicts, check out the following sections to better understand the different scheduling conflict types and how to schedule around these.
View more details about a team member's conflicts by selecting their name from the plan and hovering over the warnings.
No conflict type will prevent you from scheduling someone. If necessary, you can choose to ignore a conflict and schedule the person anyway. See the sections below for how to identify each conflict and its meaning.
Each person can set scheduling preferences for how often they prefer to serve. For example, someone might want to serve twice a month or only on the 1st and 3rd weekends.
If your request clashes with their preference, you will see a preference warning and can choose whether or not to schedule them anyway.
If a person is already scheduled for another position and any of the times conflict with what you are trying to schedule them for, you will see a conflict warning.
You will usually want to avoid that and schedule someone else; however, a person can sometimes be scheduled for two things simultaneously, and you can just ignore the conflict. For example, if someone is scheduled to two positions in a worship team, such as acoustic guitar and vocalist, they should be able to do both.
If a person has already declined another position that coincides with the times for this plan, you will see a declined request warning.
People can log in at any time and block out dates if they know they will be gone, so if you try to schedule them during that time, you get a blockout warning.
When someone blocks out a date, they can include a reason, such as “I’m really busy and would rather not, but if you are out of options, let me know” or "I will be out of town this week."
You will see those reasons when you try to schedule them, so you can determine whether or not to request them anyway.
Conflict warnings are based on a team member's assigned times. To ensure that conflict and blockout warnings work properly, make sure to assign your teams to the right times.
When determining conflicts, Services looks at all the plans a person is assigned to and sees which specific times they're scheduled for. If any times overlap with the times in your existing plan, you will see conflicts.
When conflict warnings don't work as expected, you can troubleshoot by checking plan times and assignments.
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If a team member has a conflict warning that shouldn't be there, it's likely that their assigned times have been set incorrectly. For example, a person might be assigned to a rehearsal time on the wrong date.
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If a team member should have a conflict warning that doesn't appear, it's likely that their team is not assigned to the right times (or any times at all).
Review your plan times to make sure your settings are accurate!
If you're still seeing a conflict that shouldn't be there, hover over the warning and open the plan date associated with the conflict. Review the time details for that specific plan.
Still have questions? Try checking which times a specific team member is assigned to!
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From the Teams tab of a plan, select a team member's name whose conflicts you want to troubleshoot.
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Review the time assignments on the right side of the Editing Scheduled Person popup.
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If they aren't already selected, select the checkboxes next to any times this person should be assigned.
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Select Save to apply your changes.
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From the Teams tab of a plan, tap on a team member's name.
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Review the times listed at the bottom of the page. The times this person is currently assigned will be toggled on.
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If they aren't already selected, select the toggles next to any times this person should be assigned.
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Tap the ✅ green checkmark in the top right to save your changes.