How To Create Templates In Planning Center

Templates, Times, and Other Transformed Tools

Putting together a service program normally involves a ton of varied details. Whether y'all're keeping track of service or rehearsal times, importing templates to give you a head first, using auto-schedule to rotate your squad members evenly, or sending out plan emails, yous'll accomplish these tasks through the use of popup modals. At present that we've improved these iv popups, you lot'll get your planning washed quicker than ever.

Changes to the Scheduler Permission

Of the 5 permission levels bachelor, the Scheduler permission is the one we've had the nearly requests to change. Schedulers have only ever been immune to perform tasks related to scheduling people, only until now, making someone a Scheduler of the Ushers in the Traditional Service also gave them access to all other teams in the Traditional Service. With these updates, nosotros are gradually restricting Schedulers to just be able to accept action on a team if they are a Team Leader of that team.

At the moment, this applies to Importing, Auto-scheduling, and Emailing, since these are the popups we've released. Every bit we redo the residue of the Programme page over the next year, this restriction will apply to scheduling in general. Just make certain any Schedulers that need to interact with a team are added as one of its Team Leaders.

Editing Times

What's the point in scheduling without knowing when everything is supposed to happen? That's why keeping track of your times is so of import. But you also need to know who is scheduled for each time. The new Times popup makes when and who easier to notice.

When is easier to tell past showing you the twenty-four hours of the calendar week in a color-coded badge. Information technology also sets Service Times apart from Rehearsals or Other Times by giving them different designs.

Who is easier to see since y'all only see the Teams assigned to that time. We got rid of the old arrangement that always showed checkboxes for every team, and moved to a new system with smart assignments. Service Times are assigned to all teams by default, only allow you lot to exclude them with a click. Rehearsals and Other Times are not assigned to any Teams until you assign them, just the new Team Picker puts the teams you lot lead at the top of the list for easy access.

Importing Templates or Recent Plans

About scheduling and service planning has a like structure each calendar week, and templates let yous become all that stuff into your program at once. In the new Import popup, yous don't just take a unmarried option to import all Teams from that template, but at present get dissever checkboxes for each Team. But the nearly exciting improver is the ability to import into many plans at once.

If you already accept a bunch of existing plans, go into the showtime one, click import, and yous'll be able to import to this plan, plus all plans afterward information technology.

Choosing E-mail Recipients

Whether you lot are sending an initial scheduling request or following upwardly with additional information afterwards, yous'll get-go past emailing the people scheduled to your plan. When you practise, you'll notice we updated the popup that helps you lot cull those recipients with a new design to make the process simpler.

It automatically selects whatsoever team in which yous are i of the Team Leaders. It also gives you a tally at the bottom so you tin see how each selection affects the total count of people. In addition, it at present restricts people with Scheduler permissions from emailing teams they don't lead.

Auto-schedule

And finally, the Motorcar-schedule popup got many of the same features. It starts with the teams you atomic number 82 selected by default, and only allows people with Scheduler permissions to select teams they lead.

Practice yous see a recurring theme in all of these? If you lot guessed Team Leaders, and then you guessed right! First, we're starting downwardly a path where people with Scheduler permissions can simply interact with teams they atomic number 82. Then, in as many places as possible, we're automatically selecting teams you atomic number 82 or sorting them to the top of the list then that the things you intendance virtually are front end and center.