Assignments help you organize your event by allowing you to assign your attendees to their cabins, buses, tables, teams, or anything else.
Note
Assignments are for administrative use only and cannot be shared with attendees.
Check out this clip from Planning Center University.
From the Assignments tab, click New Assignment Type.
Each assignment type will be applicable to ALL attendees. Within a type, you can create assignment areas where attendees are assigned. Attendees can be assigned to multiple assignment types, but only 1 area within each type.
For instance, for a Youth Retreat, all attendees will need to be assigned to a bus and a cabin. Those will be two different types. The areas within those types will be the specific busses and cabins the kids are assigned to.
Some common assignment types are:
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Vehicles
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Classrooms
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Teams
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Check-In Locations (for Checkistrations events)
Once you've added the type, click New assignment area to create an area within that type.
Some areas that would be within those common assignment types are:
Enter the information for the new area to make it easier assign attendees.
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Vehicles: Van 1, Van 2, Van 3
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Cabins: Oak, Fir, Walnut, Evergreen
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Teams: Blue Team, Red Team, Yellow Team
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Check-In Locations (for Checkistrations events): Nursery, Toddlers - Pre-K, Kids Worship, Sanctuary
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Name the area based on who would be assigned to this area.
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Add any restrictions to who could be assigned.
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If there are only certain selections who can be assigned to this area, choose them.
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Set a maximum capacity for the area.
Click Save, and then add more areas to the assignment type.
Assign people to an area by opening the area and typing their name or choosing them from the dropdown.
If a person doesn't fit the filters of the area, they will be grayed out and you will not be able to assign them to the area. Check to make sure the person's profile is complete and fits within the area filters or adjust the filters on the area to include the person.
If you have lots of attendees and you've set your filters up appropriately, go to the Unassigned tab and click Auto assign to fill your areas with attendees who match the area filters.
Auto assign will account for filters first, then it will consider those who are eligible for multiple areas.
Choose the way you want those attendees to be assigned to areas.
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Waterfall will fill a single area first to complete capacity before moving to the next area.
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Balanced will divide attendees among the areas they fit into as evenly as possible.
You can change the assigned area from the All Attendees tab or from the area.
If you want to change the area a person is assigned to, click the area and choose a new one.
The person's profile information must fit the filters of the area or they will be grayed out and you will not be able to assign them to the area.
