Assignments help you organize your event by allowing you to assign your attendees to their cabins, buses, tables, teams, or anything else.
Check out this clip from Planning Center University to see how to create assignments.
From the Assignments tab, click New Assignment Type.
The assignment type can hold multiple areas, so set a general assignment, and then add areas to it. Most events typically only need one single assignment type.
Examples of assignments and areas:
- Vehicles
- Van 1
- Van 2
- Van 3
- Classrooms
- B100
- B101
- B102
Once you've added the type, click New assignment area to create an area within that type.
Enter the information for the new area to make it easier assign attendees.
- Name the area based on who would be assigned to this area.
- Add any restrictions to who could be assigned.
- If there are only certain attendee types who can be assigned to this area, choose them.
- Set a maximum capacity for the area.
Click Save, and then add more areas to the assignment type.
Assign Attendees Manually
Assign people to the area by 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 add them to the area. To assign the person to the area, either adjust the filters on the area or change the information on the registration.
Auto Assign Attendees
If you have lots of attendees, and you've set your filters up appropriately, go to the Unassigned tab, and then click Auto Assign to fill your areas with attendees matching the filters.
The auto assign will account for filters first, and then it will consider those who are eligible for multiple areas. Choose the way you want attendees to be assigned to areas.
- Waterfall will fill the area to complete capacity before moving to the next area.
- Balance will make sure each area is has a similar number of attendees.
Change Area
You can change the assigned area from the All Attendees tab or from the area.
Reassign Attendee
If you want to change the area a person is assigned to, click the area and choose a new one.
If a person doesn't fit the filters of the area, they will be grayed out, and you will not be able to add them to the area. To assign the person to the area, either adjust the filters on the area or change the information on the registration.
Unassign from Area
To unassign someone from the area, click Unassign.
The person will be moved back into the Unassigned tab until you assign them to a new area.