Set up the Services page

Admins choose what the Services page shows: which services are its rows and which roles are its columns. Set it up once, and staff can plan a month at a time instead of opening each event. Until it's set up, the page is only in admins' menu, and it says Services are not set up yet with an Open settings button.

Before you startAdmins

• Each service is an event template, like the 9 AM Sunday service. Its future dates come from the template's Automate: create events automatically schedule.
• Each role links to rows of those templates, on their Schedule or Staff tab. Give the rows the same name on each template, like Preaching, and they're easy to link.

Choose the services (rows)Admins

1. 1
   On the Services page, select Settings (the gear).
2. 2
   Under Services (rows), pick a template in Add a service (template)… 4 (marker 4 on the screenshot).
3. 3
   Give it a Name 1 (marker 1 on the screenshot). The Show menu and the review use it.
4. 4
   Optional: an Alias 2 (marker 2 on the screenshot) is what the table shows. Leave it empty to show the start time, like 9:00 AM.
5. 5
   Use the arrows to change the order, and the bin to remove a service 3 (marker 3 on the screenshot). The template's name shows next to them.

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Add the roles (columns)Admins

1. 1
   Under Roles (columns), select Add role, and type its name 1 (marker 1 on the screenshot).
2. 2
   For each service, pick the template rows it links 4 (marker 4 on the screenshot). A role can link several rows: Worship (×4) means the template has four rows with that name. Leave a service empty when it doesn't have that role (it shows a dash).
3. 3
   Turn on Notes (topic / passage) 2 (marker 2 on the screenshot) for roles that need a second line, like the sermon title or the passage.
4. 4
   Turn on Offer to text people to confirm 3 (marker 3 on the screenshot) for roles whose people should be asked to confirm (Text people to confirm). This turns on the review texts and Send SMS. It doesn't create the weekly reminder alerts: Scheduly adds those to your service templates (email us). You can see them on the template's Alerts tab.
5. 5
   Order the roles with the arrows, then select Save settings.

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Rotations and linked rolesAdmins

Auto-rotation never changes a row that is linked to a role: not when events are created, not when someone declines, and not when it evens out later dates. Rotation would change one row at a time, and linked rows must stay together, so people in these roles are set by hand on Services.

When a linked row still has a Set up a rotation on its template, Settings warns you 1 (marker 1 on the screenshot). Turn the rotation off on the template, so nobody expects it to work.

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What staff see on eventsAdmins

The event editor's Schedule tab tells staff which rows are linked 1 (marker 1 on the screenshot). Changing one person there changes all the linked rows.

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Saving settings doesn't change any event. It changes what the table shows and which rows move together. Unsaved changes in the table are dropped when you save settings.

If settings won't saveAdmins