How to build a member preference order to assist Auto Book

With Band Pencil you can use our Auto Book feature to automatically ask the next member if the previous member states they're not available for an event. To accompany this feature, you can build a preference order to save you having to add each individual member to an event and setting them as the backup.

How to Build a Preference Order

  1. Navigate to Your Members Page
    Go to your members page and click Manage Groups in the top-right corner.

  2. Create a New Group
    Add a new group and name it something descriptive, like "Preference Order - Vocalists".

  3. Set the Group as a Preference Order
    On the group page, click the cog icon in the top-right corner and select Edit Group.
    Check the box labeled Make this group a preference order.

  4. Add Members and Arrange Them
    Click Add in the top-right corner to add members to the group.
    Once members are added, drag them into the desired order. The member at the top (highlighted in orange) will be the first to be contacted, while the others will be marked as pending.


Assigning a Preference Order to an Event

Assigning a preference order works the same way as assigning a single member:

  • Your groups will appear at the bottom of the selection dropdown, but you can search for the group.
  • Click Add to Event, and Band Pencil will automatically add your members, linking them in the specified order.

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