Auto-scheduling
Autoscheduling will automatically fill in needed postioins based off of who hasn't been scheduled the longest, and avoiding conflicts and block-out dates.
First, here's a helpful video on auto-scheduling:
Load a Matrix
Hover over the plan date to get the Matrix option.
Note: This can be done from various places in Planning Center with different options. For a list please see our lesson on Setting Up The Matrix
Make sure that you have the correct number of needed positions set up for each plan
Hover over each plan date, and click on the needed postions link to set those up. For more info see our Setting Up Needed Postions lesson
Once Needed Postions are set up, click on the 'auto-schedule' link
Check which categories you would like to auto-schedule for, then click 'Accept'
Auto-scheduler will then do the rest!
It will fill your needed postions based off of the person who hasn't been scheduled the longest and avoid conflicts, scheduling preferences and blocked-out dates. If it doesn't fill some of your positions, it is because everyone has a conflict, scheduling preference or blocked-out date.
To undo auto-scheduling, click on the auto-schedule link again
Then click the link in the yellow box
If your positions are setup with Primary People and Alternate Subs, read our lesson on Setting Up Backup People for Positions