Serving Availability and Preference

Each Planner and Helper has the ability to mark days/times as "unavailable to serve" and "prefer to serve." If you indicate you are unavailable, team leaders will not be able to schedule you for the specific date/time.  When indicating you have a serving preference, team leaders will see your preference and decide whether or not to schedule as you have indicated. To change your availability/preference: 

  1. Login to your Service Planning account
  2. You will land on the "My Schedule" page
  3. You can see the "Availability" panel with the calendar to the right
    Screenshot 2024-05-09 at 1.50.30 PM.png
  4. Click calendar day you wish to change your availability/preference (must be a date in the future)
  5. Use the checkboxes and date/time fields to adjust your availability/preferences
    Screenshot 2024-05-09 at 1.50.41 PM.png
  6. Click the "Save" button. You will then see your choices saved in the availability area.
    Screenshot 2024-05-09 at 1.50.58 PM.png

Team Leaders

The availability and preferences of your team members will appear right on the page where you schedule people to serve.  A calendar view of all team member availabilities can be found by going to your team details and clicking on the People tab> Availability Calendar menu option.  

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You can then change a person's availability for them by clicking on their name in that tab. Leaders can also change a person's availability by going to People Availability then typing in the name of the person you want to change.


Remember, the Serving Preference feature must be enabled for your team (Settings tab in your Team Details).

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