Schedule Additional People

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After scheduling teams to your plan, you might need to schedule additional team members or guests. You can also schedule a temporary position. Verify the scheduling details, and then add them to the plan.

Filter the list of team members, and then choose a person from the list.

Schedule a guest

You can schedule a person as a guest if they are not a regular member of your team and they are just filling a position temporarily.

In the Guest tab, type the name of the person that you want to schedule. If the person isn't on the list, you can add them as a new person.

schedule a person_guest.png

Click the person's picture to schedule them, choose the position that you want to assign them to, and then click Add.

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If you want to assign the person to a new position just for this plan, assign them to a temporary position.

Assign a temporary position

If you have a position that's not needed very often, you can assign the position as-needed without adding the position to a team.

In the Guest tab, type the name of the person that you want to schedule, and click on the person's name.

Note

If the person isn't on the list, you can add them as a new person.

schedule a person_guest_arrow.png

Choose the team from the Team dropdown, and enter the temporary position in the Position field.

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Confirm Scheduling Details

  1. Change the Confirmation status if you know that the person is already confirmed.

  2. Confirm the team and position.

  3. The people/person listed is notified when the scheduled person accepts or declines.

  4. Disable if you want the person to be able to access this on their schedule without being notified.

  5. If necessary, assign the person to different times than the defaults for the team.

Once confirmed, save the details.

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