Quickly build teams and itineraries for events on the fly. If you think you will build another team or itinerary in the future similar to the one you made, you can save it as a preset!
Import teams and itineraries into new events to save time! Creating presets is fundamentally the same as building them in an event. You can create and manage your presets in the group settings from the group name dropdown found at the top of your group.
Open Your Group Chat → Select Group Name Dropdown → Presets
Team Presets are POWERFUL. Think of it link building out your teams. We personally love A/B scheduling, follow @swebbfyi to learn more. So make your A team week and B team week, assigning leaders and roles - then import them into new events or even pre existing events.
The best part is editing the preset changes all events that use that preset! If someone new joins or leaves the team, it updates every event accordingly.
If you need to make a quick custom team for an event, you can easily add all the teams you would like during the team building step of creating an event. Then dropdown the team to add users to that team and even assign roles before continuing to make an itinerary.
Making itinerary presets are easy! Within the group settings, select presets and tab to itineraries. Users can create presets for just a single song to import or an entire service plan. Best practices we've seen from users so far is saving commonly used songs, and templates of the staples segments you use for every event.
Each segment in an itinerary has a name, time duration, members and descriptions.
Add members and roles (different from scheduling team) to provide clarity on who is doing what within the service.
*Showing the duration and time for every segment requires a start time and durations set for each segment
We made the itinerary builder to be very versatile. For best results, quickly create all the segments you will need for your itinerary. The first itinerary cannot be reordered, you will have to rename it if it needs to be changed to another segment.
Each segment has a title, with a duration in minutes (start time required in first segment), description and even assign any member from your entire organization to the segment. This is different from scheduling, as you can only schedule team members, but it’s common for someone in the organization not in the group to potentially lead a segment in a meeting or service that is not in the group.
Assigning someone to a segment does notify them or roster them. You can assign them a role for additional clarity of what they are doing in the segment or even tagging key details like what microphone they will use.