Planning Center Team Leaders | 203

Each team in Services should have at least one Leader assigned to it. The Team Leader is a member of the team and also has the ability to schedule, manage, and email team members. Leaders can choose which scheduling notifications to receive for their teams.

If you have Scheduler permissions, you can only schedule, auto-schedule, email or set up teams for which you are a Team Leader. You can ask your Administrator to give you Team Leader permissions for teams that you want to schedule.

Team Leaders are added to the team when the team is created, but additional Leaders can be added to a team. Each team must have at least one Leader to schedule, manage and communicate with team members. Leaders can also receive scheduling and blockout notifications from team members.

Select the Team Leaders tab

Select the Add person button and search for someone or create a new person who will lead the team
The Team Leader can set up notifications here

After adding a leader, set the team leader notifications.

Leader Notifications

Leaders can choose to receive accept, decline, or blockout notifications.

If a leader is set up as the Replies To person in the Team Settings, they can receive notifications when any team members accept or decline a position or update blockout dates.

Any of these options can be checked for each leader, but they only will apply if the leader is set up as the Replies To person:

Accept – The leader will receive an email every time a team member accepts an assignment.
Decline – The leader will receive an email every time a team member declines an assignment. The leader will have the option to reschedule the positionfrom the Decline email.
Blockouts – If a leader is set to receive blockouts, they will receive an email every time a team member sets blockout dates.

If the person who schedules someone is not a Leader of that team, their notification options come from the Replies To defaults set on the Team Settings tab.