Using The Matrix To Schedule
Using the Matrix, you can schedule many weeks at a time and consolidate multiple scheduling requests into one email per person. This lesson shows you how.
To Schedule People:
Click the drop-down arrows next to the category that you wish to schedule. It will expand, as shown in the next step.
Drag and drop, add a person, or link for more people needed.
There are 4 ways you can schedule people in the matrix:
- Drag and drop- Hold the name of the person you wish to schedule and drag them into the location you want them in. It will add them to that position and prepare a notification for them.
- Click 'Schedule a Person'. This will give you the same dialog box as you would get when you're in the main plan and click 'Schedule A Person'.
- 1 More Person Needed. If needed positions are set up in plans, you will see all those options in the matrix. Click on those links to schedule from your filtered list.
- You can also schedule people using the Libraries Sidebar on the left.
To email through the Matrix, click 'email these people'
Clicking 'email these people' through the matrix will compile one email for all people who are scheduled multiple times. This is convenient if you have someone on a schedule for many dates, and you want them to 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.
For more information on emailing your people, see our lesson on Sending Notification Emails.