Scheduling/Roles

Scheduling is often one of the biggest struggles of planning services and events. The more people you schedule, the more complex things can become. ChurchTrac gives you the ability to define roles and send scheduling requests quickly and easily.

Adding Names, Teams, & Roles

You can add people and roles to a service by selecting the Service you want, then go to the Scheduling/Roles Tab and click the "Add People/Roles" button. Here you can find and add people by name, by team, or by role.

Scheduling/Roles

When adding names, you can search the individual by name, add names from a smart list, or add names by Tag.

You might find the options below even easier if you are scheduling multiple teams.

Scheduling/Roles

Adding by Teams will allow you to choose one or more Teams and select the individuals from those team that you want to be scheduled. Only the Teams that you lead are shown by default. 

Scheduling/Roles

Adding by Roles will allow you to select all of the Roles needed for the service, and those roles will be added to your service. You can then click on each role to choose individuals to fill those roles.

Scheduling/Roles

Sending Scheduling Requests

Once you have all of your people added, you can send a scheduling request for that service. To send a scheduling request, click the "Send Invites" button located below the service outline.

Scheduling/Roles

Editing Status and Roles

You can manually edit an individual's status or role at any time. To do this, select the individual and change it accordingly. For example, John originally declined to play keys this week, but he said he could play bass instead. We can update his role and status in just a couple clicks.

Scheduling/Roles

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