How to Schedule Your People
There are many ways to schedule your people in Planning Center. This lesson is an overview that will briefly describe the different ways and give you links to learn about each one.
First, check out our tutorial on Scheduling and Emailing Your People!
Schedule One Week at a Time from a Plan
- Scheduling A Person - Learn how to schedule people one at a time.
- Scheduling Groups or Teams - Learn how to schedule an entire group at one time. You can schedule the whole group to one position, like the Choir, or you can schedule each person to different Positions.
- Setting Up or Editing Needed Positions - Needed Positions allow you to schedule even before you know who you want to schedule. Tell Planning Center how many people you will need for each position, and when you are ready, it will give you a list of people to choose from.
Schedule Using Templates
- Creating A Template and Applying it to a Plan - You can create templates that already have your people or needed positions in them. When you create new plans you can choose the template that has the people you want. You can even add the people from a template to an existing plan.
Schedule Many Weeks at a Time using the Matrix
- Using The Matrix To Schedule - The Matrix shows you many plans side by side. Learn how to use the Matrix to schedule weeks or months at a time.
- Auto-scheduling in the Matrix - If you have setup your needed positions, you can have Planning Center automatically complete your schedule, avoiding any conflicts or block-out dates.