Schedule a service (calendar)

Create a service in 2 clicks from the calendar and switch between the Month, Week, Agenda and Load views.

2026-07-13
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The Services & Rota module schedules who serves, where and when: worship services, vigils, rehearsals. Everything starts from the calendar.

The 4 calendar views

  1. Month: each day is a card. A service shows as a colored block with its confirmation meter; a red dot means nobody confirmed, orange means the team is incomplete. Beyond 2 services on the same day, a "+N" button opens the agenda.
  2. Week: the 7 days as columns with full service details. The arrows move one week at a time.
  3. Agenda: the dense list of the month, ideal on a phone.
  4. Load: the month's heat map (the more golden a day, the more slots to fill) plus the ranking of the most solicited servants over 8 weeks. A red bar means: consider giving this person a rest.

Create a service in 2 clicks

  1. Hover a day (or tap it on mobile): a golden "+" button appears.
  2. Pick a preset (Worship, Vigil, Rehearsal), adjust the time, confirm. The service is created and its sheet opens to add positions.
  3. Need more options (venue, notes, teams)? "Full form" opens the detailed creation.

Positions and assignments

  1. In the service sheet, add positions (Sound, Welcome, Projection...) with the number of people needed.
  2. Assign members: each one receives a proposal to confirm or decline from "My schedule".
  3. The calendar meter fills up as confirmations come in: you see at a glance what is ready.

The "Print month" button generates a shareable PDF of the schedule, in your church's colors.

Service tasks

Assignments say who is coming; tasks say what to do. On the plan page, the Tasks card lists what needs preparing - and everyone sees where things stand.

  1. Create a task (coordinator): a title, plus optionally a position ("Sound desk" - the task follows whoever is confirmed on that role, replacements included), a specific member, a due date.

  2. Four states, standard colors: to do (grey), in progress (blue), blocked (red), done (green). Everyone ticks their own tasks; the coordinator can tick anything. A due date coming close turns amber, an overdue one turns red.

  3. Checklist templates: the sound desk always has the same 4 tasks. Save them once ("Checklist templates", one task per line), apply them to a position in one click. Applying twice adds no duplicates.

  4. My tasks: in the My planning tab, each member finds their tasks grouped by upcoming service, and the dashboard shows a counter of what is left to do.

  5. Day-before email reminder: on the Tasks card, the "Day-before email reminder" switch (coordinator). The day before the service at 5 pm church time, each person concerned receives the list of their unfinished tasks - and nothing is ever sent without this setting.

  6. Duplicating a plan takes its tasks along: checklists follow the new positions, due dates shift by the same number of days as the plan, and everything starts again as "to do".

Tip: a task set on a position with nobody confirmed stays visible to the team; it becomes "mine" for whoever confirms.

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