Create Approval Groups

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Approval Groups are groups of people who approve or decline rooms and resources for events. Approval Groups need to have at least one person in them, and they can be attached to any number of rooms or resources.

Only one person from an Approval Group is required to approve the room or resource request.

Check out this clip from Planning Center University to see how to set up approval groups.

 

On the People page, the left sidebar lists the Approval Groups and their members.

People tab

Click the pencil icon next to the Approval Group to change its name, approvers or to delete the group entirely.

Create an Approval Group

Once you've clicked New Approval Group, type the name of the group and select the box next to Approvers to choose from the list of people in Calendar.

A person must have permissions in Calendar to be added as an Approver.

add approvers

View Your Events

Once you're added to an Approval Group, you can view events that need your approval by filtering them on the Events page or from the Approvals tab.

view events

Now that you have Approval Groups in place, add them to rooms and resources!

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