Connection Card Pro Help & Documentation

Scheduling your Crew

With Connection Card Pro’s unlimited Crews and Schedules, you can easily manage your volunteer teams, work crews, and more! You can schedule your crew of volunteers, work teams, etc. for your Meeting times, Services, Events, Rehearsals and Shifts. Crews are used for any sort of work team/ work crew/ volunteer teams and even staff.

Each crew can have an unlimited number of custom positions and each crew has its own calendar where you can create events, services, rehearsals, or meetings with ease. Assign positions to each calendar item you create. Users can also view all scheduled items for all crews in your organization’s main calendar.

Once you have your services, events, meetings, etc. schedule you can then create your crew for those services and events!

Scheduled members will receive a notification that they have been scheduled as soon as you schedule them, and can receive reminders via email, text, push or slack to remind them 1-3 days prior. Scheduled members can tap a link in the text or email to confirm their availability.

Scheduling your Crew / Volunteers / Work Team

Prerequisites:

1. Create your Crew in Groups > Crews > Add New and be sure to enable all schedule notifications and reminders here specific to this crew! (see our help doc here) 

1. Create your Crew Schedule. See our help doc on Creating Crew Schedule

2. Set your Alerts and Notifications settings for Crew scheduled alerts and Crew reminders in Communications > Settings > Automated Communication Settings

3. Enable Crew Reminder Messages in your Text settings in Communications > Settings > Text Settings

After you have completed setting up the above, you are now ready to start scheduling your crew!

From the menu: 
Groups > Crews > Schedules button to the right of the Crew/Team

• To the Left of the Calendar find the date and service/event box you are scheduling this crew for.
• Choose from the drop-down menu which person you want to add to the positions listed and make sure to click “ADD” next to each person. Save and confirm this person. (Note: If you do not click the “Add” a notification will not be sent).
• Continue adding your crew to positions, clicking the “Add” after each one to confirm and save.
• To EDIT your positions, people scheduled, etc. click on the 3 vertical dots at the upper right of this Service/Event box and click Edit.
• To delete this Service from the Calendar or Create a Flow, click on the 3 vertical dots at the upper right of this Service/Event box and click Delete or Create Flow.