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Create a Schedule

Create a new schedule for a team as a leader.

  • Only available to team leaders who have the Manage team schedules permission.

  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams.
  2. On the Serving Teams page, click the team's name to open a detailed view.
  3. Click the Schedules tab, then click Create Schedule.
  4. Enter the schedule's name.
  5. Add one or more serving times. You can drag and drop serving times to reorder them.
    • To create a serving time based on a group event that already exists, click Add Existing Event. Enter the name of the event's group, then select the event from the drop-down menu.

    • To create a serving time that's not associated with an existing event, click Add New Serving Time. Enter the information about the serving time, then click Add.

  6. Enter the number of volunteers that you need for each role. To remove a role from the schedule, click the ellipsis icon and select Remove.
  7. Select a start and finish time for the role if the serving time is different from the event's time. For example, you may want volunteers to arrive 15 minutes early for event setup. The start/end times you assign here will apply to all event dates, but you can adjust the times as needed on the Assignments tab.
  8. Select a start and end date for your schedule.
  9. In the Other Settings section, select whether you want to allow volunteers to add themselves to the schedule, volunteers to choose their own replacements, and whether volunteers are auto-accepted when assigned to a schedule.
  10. To save a draft of the schedule, click Save & Close. Or, if you want to begin assigning volunteers to the schedule, click Save & Start Assigning.