Adding and managing services in Elvanto is straightforward. This guide will walk you through the process of adding new services, setting up service details, and editing existing services.
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Go to Services.
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Click on Add Service in the top right corner.
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Select the location (if any) and a service type.
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If you select a service type that has been previously populated with content, it will automatically fill out some of the form for you, which can be changed if required.
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Enter the name and select the date of the service. You can also add multiple services at once by adding more lines or choosing Bulk Add.
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Bulk Add Services:
- The Bulk Add modal allows you to add multiple services either by date or by count.
- To add by date: Choose a start date, a frequency of services (default is 7), and an end date.
- To add by count: Choose a start date, a frequency of services, and the total number of services you wish to add.
- The Bulk Add modal allows you to add multiple services either by date or by count.
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Add the time of the service. If you have more than one service (e.g., 8:30am and 10am), click on the green plus icon to add more service times.
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Specify other times (e.g., Rehearsal Times) for this service. This will also show up on the Roster located in the Member Area, so give them a proper name that is easily understood by your volunteers.
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Once a service has been created, click on the Plan tab to edit your service structure. Include any headings, service items, or songs you like in the service plan. Click here to learn more about setting up a service plan.
Edit an Existing Service:
- Navigate to the Services page and select the service you wish to edit.
- From here, you can edit details, create a service plan, schedule volunteers, and more.
- The different tabs at the top allow you to edit different aspects of the service or, in the case of Check-in, allow you to enter the Check-in area for the selected service.
- When editing details about the service, such as name, date, or time, use the Save button. When editing the service plan, changes are saved automatically.
- If you would like to edit multiple services at once, read this article.
- For information on how to edit a service plan, click here.
By following these steps, you can efficiently add and manage services within Elvanto, ensuring your service plans and volunteer schedules are well-organized and up-to-date.