We're almost to the fun part. The Group Scheduler requires some information from the group before it’s ready. In the Group Viewer, add Meeting Details for every location that needs assigned people. This might be a pretty long list for some groups like the list we see in the screenshot below. At the end of the day, the goal for this page is to have separation and customization for each group. You can break your groups up any way that works best for your flow of work. We recommend that you do some planning before jumping in and creating groups so you can maximize the effectiveness of this feature for your staff. Meeting Details Click on the ti ti-circle-plus icon in the Meeting Details tab. This opens a window to add a new location. The properties include Location, Type, and Schedule(s). Location - Choose from the drop down (these are the rooms from the Named Locations page).Type - These are Defined Types found in General Settings > Defined Type > Group | Location Type.Schedules - This drop down shows all the times from the Schedules page in General Settings. You can select multiple schedules (i.e., service times) just by clicking on them one by one. Make sure you use the same schedule for every group in the meeting details. This will avoid scheduling conflicts. More properties can be selected to add the minimum, desired and maximum people needed for that room and its times. You have the option to choose different capacities for each time. The Group Location screen pictured above is where all those details are customized. When it's complete, you shouldn’t have to do anything in the meeting details again until your organization opens more rooms or adds times. NoteMembersIt goes without saying: it’s best practice for your volunteers to be members in the group to appear on the people list in the Group Scheduler, although there are other ways to search for people in the Group Scheduler. We’ll discuss that later. Next, you'll need to set up the group's Scheduling options. Even though scheduling is enabled at the Group Type level, there are settings you can control for each group individually. Disable Group Scheduling - Group scheduling is enabled at the Group Type level, but you can disable group scheduling for individual groups using this setting.Disable Schedule Toolbox Access - Enabling this takes the group out of the public-facing Schedule Toolbox. Scheduling Must Meet Requirements - If this is enabled, then the person must meet the group's membership requirements in order to be scheduled. For instance, you might want to prevent someone from being scheduled in certain groups if their background check is expired.Check-in Requirements - The setting here applies when the person attempts to check in to the group. The options include:Schedule Not Required: The person does not need to be scheduled in order to check in for this groupPre-select Group if Scheduled: If the person is scheduled then this group will be pre-selected when the person goes to check inSchedule Required: A person can't check in to this group unless they are scheduled Schedule Confirmation Logic - Here you can choose to have everyone who gets scheduled automatically Accept their assignment, as opposed to the person Accepting the assignment themselves manually.Schedule Coordinator - If someone is scheduled and they make a change to their schedule (Accept, Decline, Add), the Schedule Coordinator will be notified.Schedule Coordinator Notification Options - This is where you determine, for the group, which events should trigger a notification to the Schedule Coordinator. Values here will override the corresponding values at the Group Type level. See the Schedule Coordinator Notifications section below for more details. TipSetting up PermissionsYou'll want to be sure that the right people have the proper permissions to access and manage groups. We have all the info you need on how group security works for both group leaders and staff in the Securing Groups chapter above.