Since your initial setup as been done, you’ll want to start scheduling people!
You should have already given your volunteer a Staffing Assignment in Fellowship1, as well as, the Planning Center Attribute to their individual record.
Click on Template
For the Service Type where you want to assign your volunteer, click on Templates.
Choose the Template
Next, choose the appropriate template by clicking on the pencil to the right of the template name.
Click on People Tab
Click on the People tab option on the upper left hand corner of the window. Note: only positions with a number needed will show up to allow volunteers to be added.
Understand the Template People Page
The People Page in a Template is a great tool to assign volunteers to a schedule.
1. The search area to search by name.
2. The 'Add Filter' button allows you to add a filter such as Campus or to see people who have served in a specific position before.
3. Results of the search will be displayed in this area.
4. Template Name.
5. Scheduled People Categories. This area will display all of the catetories and needed positions for your template. Positions with out a "number needed" will not show up.
6. The 'Needed Positions' button will allow you to change the amount of positions needed. Hover over the "add psople" button and select "needed positions" from the drop down.
Assign Your Volunteer
When you have located your volunteer, simply click and drag the name to the position to schedule him or her.
All Done
Your volunteer should be scheduled in their right experience and position now! To add more volunteers, repeat the above steps.