Assign people and notes

Staff can fill in a whole month from one page. Your changes wait until you save, and before anything is written you see exactly what will change and who will get a text.

Assign people

1. 1
   Select a cell in an upcoming service. Empty cells say + Assign Person.
2. 2
   Type a name in the box 1 (marker 1 on the screenshot). It finds first and last names. Select a person 2 (marker 2 on the screenshot). Pick more than one if the role needs it.
3. 3
   The people you pick replace the people who were there. To empty the cell instead, select Unassign 3 (marker 3 on the screenshot) before picking anyone.
4. 4
   Select Done 4 (marker 4 on the screenshot), press Esc, or click outside the cell.

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If you close the cell without picking anyone, it stays as it was.

Add notes

Roles with notes, like Scripture Reading and Preaching, have a second line for the passage or the sermon title.

1. 1
   Select the notes under the person, or + Assign Text when there are none.
2. 2
   Type in the box 2 (marker 2 on the screenshot). Enter starts a new line.
3. 3
   Select Done 3 (marker 3 on the screenshot), or press Ctrl+Enter (⌘+Enter on a Mac).

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Names you changed show a pencil 1 (marker 1 on the screenshot) until you save. The notes go into every linked row of that role on the event.

Save your changes

The toolbar counts your unsaved changes 1 (marker 1 on the screenshot). While there are some, you can't change month, and Show, Send SMS and Settings are hidden. Discard 2 (marker 2 on the screenshot) drops all of them, after asking you to confirm. To keep them, select Save 3 (marker 3 on the screenshot). It shows how many changes you have.

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Review and confirm

Save opens Review changes. Nothing is saved until you confirm.

1. 1
   Check each change 1 (marker 1 on the screenshot): people removed are struck through, people added are highlighted. The (i) next to the role lists the rows of the event it updates.
2. 2
   Check the texts. Text … now 2 (marker 2 on the screenshot) asks the people who haven't been asked yet to confirm. Turn it off to save without texting. When the service has automatic reminders, Texting schedule 3 (marker 3 on the screenshot) shows when they go out. See Text people to confirm.
3. 3
   Select Save 1 service and text 1 4 (marker 4 on the screenshot) (the numbers follow your changes). Back takes you back to the table without saving.

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A message at the top of the page then says what was saved and how many people were texted.

Dates with no event yet

Services also lists future dates from each service's template, before their events exist. Assign people there like anywhere else: saving creates the event from its template, and the review marks that service New.

See who changed what

Change history, under the table, lists the changes to the roles of the month's services: on this page, on the events and in the Planner. Select it to open it.

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• Edits are shown at first. Turn on Notifications (texts sent) or Replies (people confirming or declining) 1 (marker 1 on the screenshot) to see those too.
• Refresh 2 (marker 2 on the screenshot) loads the latest changes.
• Each entry 3 (marker 3 on the screenshot) says who changed which service and what. Select it for the details, then Open event for the event's full history.

It follows Show: hidden services and roles are left out.

Why can't I change a cell?

• The service has started. Past services are read-only.
• You see View only. Only staff and admins can change Services.
• The cell shows a dash. That role isn't linked to anything on that service. An admin can link it: Set up the Services page.
• "Someone else changed this event since you loaded the page." Someone changed that event while you were editing. Your changes to that service weren't saved, and it now shows the latest. Make them again and save.
• "An event already exists for this date." Someone created the event meanwhile. Reload the page and try again.