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How do I set the dates and times on a service plan?

Describes how to indicate the dates and times a service plan takes place on.

You will need the Full Write Service Plans permission to set a plan's dates and times. You need it at one or more of the plan's campuses.

On a service plan, the dates and times are managed within the Dates & Times box on the rightmost side of the page.

The Dates and Times box on a service plan

To add a new time, click the three dots and select + Add new in this section. Edit an existing time by hovering over one and then clicking it. To delete a time, click the three dots and choose Delete.

Adding/Editing a Plan Time

When adding or editing a plan time, the following window appears:

The plan time window

From here, the following fields can be edited:

  • Type - the type or purpose of this time. There are 3 types that come built into the system: Service, Rehearsal, and Other. Add custom types by clicking the three dots and choosing Add new.

    • Important: a service plan can take place on different dates. The name of the service plan is determined only by the dates of the times where the type is Service. The order of service on the plan also only considers times of type Service.

  • Name - an optional nickname for this time. If not set, the time type name is used instead.

  • Date/Time - the date and time. Both the start time and end time are required.

  • Assigned Teams - the teams this time is meant for. Scheduled volunteers on these teams will be assigned to this time by default. However, this can be overridden at time of scheduling. For example, adding a rehearsal time is something that the worship team would only need to attend. However, for service times, this would likely be opened to everyone.

Once finished, click Save.

Plan times follow the clock of the plan's campus. A plan at more than one campus uses its primary campus. See How do time zones work across campuses and organizations?

Helpful Tips

  • At least one time of type Service should be added to a service plan. Otherwise, the plan won't have a date. The other time types aren't used to determine this.

  • The arrows next to the plan date navigate between plans of the same service type. They will only connect two plans if both also have the same Campuses setting (or both are set to All Campuses).

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