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Edit a Schedule

Change a schedule's settings, edit or remove its serving times, and update volunteer assignments.

  • Only available to administrators and users who have the Manage Schedules permission.

You can change a schedule's settings, edit or remove its serving times, and update its volunteer assignments at any time. If a serving time is linked to an event, your changes apply only to the schedule, not to the event itself.
  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams
  2. Click the name of the team, then click the Schedules tab.
  3. Click the ellipsis icon next to the name of the schedule, then select Edit.
  4. On the Schedule Settings tab, make your changes. Any information you edit is saved automatically.
    1. To edit a serving time, click the expand arrow icon next to it, then make your changes.
      You'll receive an alert if your edit affects existing assignments on the schedule.
    2. To remove a serving time, click the ellipsis icon next to it and select Remove. If volunteers are assigned, they're removed and notified, so enter a message to them if needed.
      CAUTION: Removing a serving time permanently removes any assignments made to it.
  5. To update assignments, click Assignments, where you can add or remove volunteers.
  6. Click Done.
    Note: If a serving time is based on an existing event and the event's date or time changes, the schedule isn't updated automatically. The team leader and the person who created the schedule are notified, and they can update the schedule if needed.

Edit Roles in a Schedule

Make changes to the roles in a schedule.

  • Only available to administrators and users who have the Manage Schedules permission.

When creating a new schedule or editing an existing schedule, you can add and remove roles, as well as change the number of volunteers needed for each role. You can also remove all roles you don't need and then customize the roles for each day on the schedule from the Assignments tab.
  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams
  2. Click the name of the team, then click the Schedules tab.
  3. Click the ellipsis icon next to the name of the schedule, then select Edit.
  4. Click the Assignments tab.
  5. Click the ellipsis icon next to the day on the schedule, then select Edit.
  6. To add a role, select the role from the Select team role drop down menu.
  7. To remove a role, click the ellipsis iconnext to the role, then select Remove.
  8. Enter the number of volunteers you need for each role.
  9. Click Save.
  10. Click Update Schedule when you have finished making your changes.

Edit a Date on a Schedule

Change or remove a single date on an existing schedule, including its serving times and roles.

  • Only available to administrators and users who have the Manage Schedules permission.

You can change the details of a single date on a schedule, or remove a date you no longer need. Both are done from the Assignments tab.
  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams
  2. Click the name of the team, then click the Schedules tab.
  3. Click the ellipsis icon next to the name of the schedule, then select Edit.
  4. On the Assignments tab, click the ellipsis icon next to the date you want to change.
  5. To edit the date, select Edit, make your changes, then click Update Schedule.
    1. To remove a role from a serving time, click the ellipsis icon next to the role, then click Remove.
    2. To delete a serving time for the date, click Remove Serving Time. To undo, click Restore serving time.
      CAUTION: Removing a serving time that has assignments permanently deletes those assignments. Restoring the serving time does not restore them.
  6. To remove the date entirely, select Remove, then click Remove to confirm.
    CAUTION: Removing a date permanently removes any volunteer assignments created for that date.
  7. If your changes unassign volunteers from the schedule, they are notified. Enter a message to those individuals if needed, then confirm.