Event Scheduling 

 

Many WhenToHelp users schedule events. Here are some tips if you are scheduling Helpers for events: 

 

You can create Categories to help with adding shifts for events. Define a category with default Add Shift settings (ex. you can enter the time, and the description information about the event location or client name etc.). Then when you add shifts for the event you can choose that event Category first and those event defaults will pop up for you. 
 

Or if you have repeating events at a certain location you might want to create separate positions that include the location (ex. Server - Marriott, Setup - Marriott) this will allow you to view position groups - servers across all locations, one location - all Helpers etc. 
 

Or you can use the Description to enter information about the events. Description display can be turned on and off using the Change Layout link on most Schedule Views 
 

Or create a Template and Import sets of shifts for events.  When you Import you can set all shifts to have a shift description that explains the event, location details, etc.

 

Adding New Category Definitions 

Existing Shifts - Assigning Categories 

Setting What Positions Helpers Can help 

Creating & Editing "Position Groups"  

How Position Groups can be Used 

Filtering the Schedule View/Printout 

Location Specific Positions 

Rating Helpers for Positions/Locations 

Existing Shifts - Assigning Categories 

Adding New Shifts is Easy Using Shift Categories 

Using Categories to Selectively AutoFill