First, you’ll need to make a few preparations in the Events<\/em> module to ensure that everything runs smoothly afterward.<\/p>\n\n\n\n In the module’s master data<\/em>, you must create all the necessary roles<\/em> and service (role) categories<\/em>. You’ll need these later when you want to assign your employees to roles and enter information for specific teams in the Agenda. <\/p>\n\n\n\n You can find more information about roles and role categories<\/em>, as well as a link to instructions on how to create them, here<\/a>.<\/p>\n\n\n\n Next, you should create an event template<\/em>. In it, you can list the roles needed for your event, the event’s name, and any other information as needed. <\/p>\n\n\n\n Find out how to create an event template<\/em> here<\/a>.<\/p>\n\n\n\n Your final step in preparing is to create an agenda template<\/em>. You can find our instructions here<\/a>.<\/p>\n\n\n\n Now you can start planning your event. To do this, create a new event in the calendar<\/em>. If you need specific resources, such as technical equipment or rooms, you book them directly. You can also have the calendar automatically create the corresponding event for your appointment, which you can then use for further planning. <\/p>\n\n\n\n Here’s<\/a> how to create a new appointment, perform all necessary resources at once, and have the corresponding event created automatically.<\/p>\n\n\n\n Next, switch to the Events module to continue editing the event you created. <\/p>\n\n\n\n Here you can now assign roles to the services and add or remove them as needed. You can find our help page on staffing<\/em> here<\/a>.<\/p>\n\n\n\n Once you’ve added the staff members, you can edit your event Agenda. To do this, select the Agenda template<\/em> you created earlier so that the most important program items are already filled in. Then make any changes specific to this event. <\/p>\n\n\n\n You can find out how to edit the agenda here<\/a>.<\/p>\n\n\n\n The planning for your event is now completed, and in the final step, you can reach out to your employees to, for example, let them know they\u2019ve been assigned to the event, send them the Agenda<\/em>, and answer any individual questions in the event chats<\/em>.<\/p>\n\n\n\nEdit master data<\/h3>\n\n\n\n
Create an event template<\/h3>\n\n\n\n
Create an agenda template<\/h3>\n\n\n\n
In it, you can save program items, songs, or important information for the staff.<\/p>\n\n\n\nCreate an appointment<\/h2>\n\n\n\n
Fill roles<\/h2>\n\n\n\n
To do this, hover over the calendar entry and click the “Event”<\/em> button. This will take you directly to the corresponding event. <\/p>\n\n\n\n![\"Screenshot](\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Calendar_Mouse-hover-over-a-calendar-entry.png\")
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If you create a recurring event, such as your weekly worship service, you can also assign roles to multiple events at the same time.<\/p>\n\n\n\nEdit agenda<\/h2>\n\n\n\n
Inform employees<\/h2>\n\n\n\n