Scheduler is a complete management platform for churches, organisations, and communities. It brings together scheduling, media, communications, events, forms, and more into one integrated system.

What Scheduler Does

Getting Started

After installing the Scheduler plugin on your WordPress site:

The Customer Portal is your hub for managing your Scheduler subscription, accessing downloads, raising support tickets, and reading documentation.

Logging In

Visit your portal URL and enter your email and password. If you've forgotten your password, click "Forgot password?" to receive a reset link by email.

Portal Sections

Use the sidebar to navigate between sections:

• Overview — Your subscription plan, status, renewal date, and license key
• Downloads — Download the latest version of the Scheduler plugin, or roll back to a previous version
• Tickets — Raise support tickets, track their status, and communicate with support
• Suggestions — Submit feature requests and vote on others' suggestions
• Documentation — Comprehensive guides for every Scheduler feature (you're reading it now)
• Status — Check for known bugs and their investigation status

Tips

• Your session is preserved across page refreshes — you won't need to log in again until you log out
• The URL hash (e.g. #tickets) is saved, so bookmarking a specific section works
• License key can be copied with one click from the Overview page

Scheduler is designed for churches and organisations that need to coordinate people, content, and communications. Here's every major feature at a glance.

Core Features

Integrations

Mobile App

The Scheduler Android app gives your members on-the-go access to schedules, messages, media, and more. Available on Google Play.

Every Scheduler page has a top toolbar with navigation, action buttons, and quick access icons.

The Hamburger Menu

Click the three-line icon on the left side of the toolbar to open the main navigation menu:

The menu shows only the sections you have permission to access. The current page is highlighted in blue. Menu item names can be customised in Settings → Menu Names.

Menu Items

• Home — Your landing page
• Library — Media, documents, activities, and all content
• Schedules — Programmes and running orders
• Curriculum — Learning programmes
• Calendar — Events and dates
• Progress boards — Task and project tracking
• Database — Forms and data collection
• Messages — Internal messaging
• Blog/News — Articles and announcements
• Broadcasts — Email, SMS, and WhatsApp campaigns
• Members — People directory
• Groups — Teams and collections
• Classifications — Topics, series, and categories
• Tickets — Event ticket sales
• Ovation — Live presentations
• Polls — Audience voting
• Parent Portal — Family account access

Bottom Icons

At the bottom of the menu, quick access icons provide shortcuts:

• Account — Your profile and preferences
• WP Admin — WordPress admin dashboard (admins only)
• Settings — Plugin configuration (admins only)
• Log out — Sign out of your account

Right-Side Toolbar

The right side of the top bar has context-sensitive buttons that change depending on which page you are on:

• Add new — Creates a new item for the current page (schedule, event, blog post, etc.)
• Quick add menu — Dropdown with all creation options available from any page
• Filter — Opens the filter panel to narrow content by topics, groups, series, dates, etc.
• Search — Search within the current page content
• View switcher — Change display mode (e.g. Month/Week/Day on Calendar)
• More options — Page-specific options like YouTube Sync, Report a Bug, etc.
• Notifications — Shows unread notification count

Quick Add Dropdown

Click the down arrow next to the + button to see all creation options:

Not All Buttons Show on Every Page

The toolbar adapts to the current page:

• Calendar shows: + (Add Event), Filter, View Switcher (eye icon), More Options
• Library shows: + (Add to Library context-dependent), Search, Multi-select, More Options (YouTube Sync, etc.)
• Schedules shows: + (Add Schedule), Quick Add dropdown
• Members shows: + (Add Contact), Quick Add dropdown
• Messages shows: + (New Message), Quick Add dropdown
• Blog shows: + (Add Post), Filter, Quick Add dropdown
• Database shows: + (New Form), Quick Add dropdown
• Settings shows: no + button (settings page has its own controls)

Guest Menu

Non-logged-in visitors see a simplified menu based on guest permissions. If guest access is disabled, they see only the login option. Toggle in Settings → Menu Settings → Show Guest Menu.

Customising Menu Names

Menu item labels can be customised in Settings → Menu Names. For example, rename “Library” to “Resources” or “Calendar” to “Events”.

Requirements

Installation Steps

After Activation

Once activated, you'll see the Scheduler menu in your WordPress admin sidebar. The plugin will guide you through initial setup:

License Activation

Scheduler requires an active subscription to function. You can activate via:

• OAuth Connect — Click "Connect" and log in with your portal credentials (recommended)
• Manual Key — Copy your license key from the portal Overview page and paste it in Settings → Integrations → Scheduler License

The plugin checks in with the license server periodically. If your subscription expires, the plugin will lock after a grace period.

Automatic Updates

When a new version is available, WordPress will show an update notification in Dashboard → Updates and next to the Scheduler plugin in Plugins.

Manual Updates

1. Download the latest version from the Customer Portal → Downloads
2. Deactivate the current Scheduler plugin (your data is preserved)
3. Delete the old plugin files
4. Upload and install the new ZIP file
5. Activate the plugin — your settings, content, and license will be restored automatically

Version Rollback

If a new version causes issues, you can roll back to a previous version from the Customer Portal. Go to Downloads and select the version you want from the available versions list.

Force Updates

Security updates may be pushed automatically. These are marked as Required and will prompt you to update immediately. We recommend always keeping Scheduler up to date.

What are Page Mappings?

Scheduler uses WordPress pages to display its content. Each Scheduler section (Calendar, Library, Members, etc.) needs a WordPress page assigned to it. The page contains a shortcode that loads the Scheduler interface.

Creating Pages

1. Go to Settings → Page Mapping in Scheduler
2. For each section, either select an existing page or type a name to create a new one
3. Save settings — Scheduler will create the pages and add the correct shortcodes automatically

Available Page Mappings

The page mapping settings are organised into sections:

Custom URLs

Each page can have a custom slug (URL). For example, you might set the Calendar page to /events/ or the Library to /resources/. Change the page slug in WordPress under Pages → Edit → Permalink.

Accessing Settings

Navigate to your Settings page (the URL you mapped in Page Mapping). Only users with admin permissions can access settings. Click the save icon in the toolbar to save changes.

Settings Sections

Settings are organised into collapsible sections:

Integrations

Each integration has its own setup guide accessible via the collapsible guide panel. Click the guide header to expand step-by-step instructions.

WebSocket Servers

Manage the Node.js WebSocket servers used for real-time features like Messages, Ovation, and Polls.

Subscription Plans

Managing Your Subscription

Log in to the Customer Portal to view your subscription status, plan, renewal date, and payment history.

Cancellation

You can cancel your subscription at any time from the Customer Portal. Your access continues until the end of the current billing period.

License Key

Your license key is shown on the Portal Overview page. You can copy it and paste it into your Scheduler plugin under Settings → Integrations → Scheduler License. Alternatively, use the OAuth "Connect" button for a seamless link.

Log in to the Customer Portal and go to Downloads. Click the download button next to the version you want.

Previous versions are listed below the current version in case you need to roll back.

From the Customer Portal

1. Go to Tickets in the portal sidebar
2. Click "New Ticket"
3. Enter a clear subject line describing your issue
4. Add detailed description in the message box
5. Click Submit

From Within Scheduler (Bug Reports)

On any Scheduler page, click the kebab menu (three dots icon) and select "Report a Bug":

This automatically:

• Detects which page/section you're on
• Captures any console errors from your browser
• Includes your browser and screen information
• Submits directly as a bug ticket to our system

If there are known bugs on your current page, they'll be shown at the bottom of the report dialog so you can check if your issue is already being tracked.

Tracking Your Tickets

All your tickets appear in the Tickets section of the portal. Click a ticket to view the full conversation:

Go to Suggestions in the Customer Portal. You can:

• Submit a new suggestion — Enter a title and description for the feature you'd like
• Vote on existing suggestions — Click the upvote arrow on suggestions you support

Top-voted suggestions get priority in our development roadmap.

The Status section in the Customer Portal shows:

Your Site Status

We monitor your site's availability. If your site goes down, you'll see an alert here.

Known Bug Status

Confirmed bugs are listed with their current investigation status:

• Investigating — We're looking into the issue
• Fixing — A fix is being developed
• Fixed — The fix is deployed (pending your next update)

Known bugs also appear as indicators on the relevant documentation articles and within the Scheduler plugin itself on affected pages.

Calendar Views

The calendar supports multiple views. Click the eye icon in the top-right toolbar to open the view switcher:

• Month view — Traditional grid showing the full month. Events appear as coloured blocks on their dates. Click any date to create an event
• List view — All events in a scrollable list, sorted by date. Best for seeing everything at a glance
• Week view — Detailed view of a single week with time slots. Events show their exact start/end times
• Day view — Hour-by-hour view of a single day. Perfect for seeing scheduling conflicts
• Holiday — (Admin only) Manage staff/team holidays and absences

Navigating Dates

Use the navigation controls at the top of the calendar:

• Left/Right arrows — Move to previous/next month (or week/day depending on view)
• Today — Jump back to the current date

Creating an Event

Click the + button in the top toolbar, or click on an empty date cell in month view:

Fill in the event details:

• Title — Name of the event
• Date & Time — Start and end date/time (use the date and time pickers)
• Location — Select an existing location or create a new one
• Duration — Auto-calculated from times, or set manually
• Description — Rich text description with formatting
• Colour — Choose a colour theme for the event (appears on the calendar)

Optionally assign Topics, Groups, Series, and Facilitators using the multi-select dropdowns.

Editing an Event

Click on any event in the calendar to view its details. You will see action buttons:

• Edit — Modify all event details
• Delete — Remove the event (with confirmation)
• View — See full event details in a popup

External Calendars

Subscribe to external iCal feeds to display them alongside your Scheduler events. Add external calendar URLs in Settings. To refresh external calendars, open the view menu and click:

Locations

Manage locations from the event editor. Click Add Location to create a new one with name, address, and optionally coordinates for map display. Locations are reusable across events.

iCalendar Export

Events can be exported to iCalendar (.ics) format for syncing with Google Calendar, Outlook, Apple Calendar, and other calendar apps.

What are Schedules?

Schedules (or programmes) are structured plans made up of sessions/activities. Think of them like a running order for a service, a lesson plan, or an event agenda.

Creating a Schedule

Navigate to Schedules and click the + button in the toolbar:

Fill in the schedule details:

Adding Activities/Sessions

Inside a schedule, click "Add" to insert sessions. Choose the session type:

• Activity — A structured activity with title, description, duration, and goals
• Role — An assigned person/role (e.g. "Worship Leader: John")
• Document — A linked document or file
• Media — A linked image, video, or audio file
• Note — A text note or instruction
• List — A checklist or bullet list

Schedule Item Card

Each session in a schedule appears as a card:

Session Numbering

Choose from three numbering schemes:

Schedule Toolbar

When viewing a schedule, the toolbar provides these actions:

• Edit — Modify schedule details
• Duplicate — Copy the entire schedule
• Print — Print the schedule
• Delete — Remove the schedule

Schedule Status

• Published — Visible to all permitted users
• Draft — Only visible to admins
• Archived — Hidden from main views but not deleted

Categorisation

Schedules can be assigned to Topics, Groups, and Series for easy filtering and discovery.

Facilitators

Assign one or more facilitators to a schedule. Facilitators appear on the schedule view and can be notified about their assignments.

Library Type Switcher

The Library page lets you browse content in different views. Use the type selector at the top to switch:

Click the label to see the full list:

• Recent — Dashboard showing recently accessed files with stats cards for each content type
• Folders — Browse all content in a folder/list view
• Activities — Standalone activities not attached to schedules
• Documents — PDFs, Word docs, spreadsheets, presentations
• Media — Images, videos, and audio files
• Remote media — YouTube clips and externally hosted content
• Albums — Photo albums and media collections
• Series — Content organised into ordered series
• Groups — Content organised by group
• Buckets — File storage containers (shared folders)
• Polls — Create and manage polls
• Archives — Archived content (admin only)
• Bin — Deleted items, recoverable (admin only)

Uploading Files

Click the + Upload button on any media or document grid:

The upload flow:

1. Drag and drop files or click to browse
2. Files upload with a progress bar showing percentage, speed, and estimated time
3. After upload, you are prompted: "Add to a group?"
4. Choose Yes to assign groups (individually or bulk via "Apply to All")
5. Choose No to skip — files go straight to the library

Toolbar Actions

The top toolbar changes based on context:

• Search — Filter media by filename, title, or tags
• Multi-select — Select multiple items for bulk actions (delete, share, move)
• Menu — Additional options including YouTube Sync and Report a Bug

Kebab Menu

Click the three-dot menu for options:

Cloud Sync

Albums and Buckets can be linked to Google Drive or Dropbox folders for automatic file synchronisation. Edit an album or bucket and look for the Cloud Storage tab. See the "Google Drive & Dropbox integration" article for full details.

YouTube Sync

Sync your YouTube channel videos to Remote Media. Open via the kebab menu → "Sync Youtube". Three modes:

Each mode lets you assign synced videos to groups and series. YouTube sync manages API quota automatically.

Video Thumbnails

Uploaded videos automatically generate thumbnail previews. YouTube videos use YouTube"s thumbnail images. If a video is deleted or made private on YouTube, the system automatically detects and cleans up dead entries.

What are Documents?

Documents are non-media files — PDFs, Word documents, spreadsheets, presentations, CSVs, and other file types. They appear in the Documents view of the Library.

Uploading Documents

Use the + Upload button in the Documents view, or upload from any upload popup:

File Type Icons

Documents display with appropriate icons based on their type:

Document Actions

Click on a document to see its options:

• Download — Download the file to your device
• Share — Share via direct link, message, or broadcast
• Delete — Remove the document

Sharing Documents

Documents can be shared via direct download links, added to Buckets for group access, or attached to messages and broadcasts.

What are Groups?

Groups are the primary way to organise people and content in Scheduler. A group might represent a team, ministry, small group, class, or any collection of people.

Creating a Group

Go to Library → Groups view and click "Add new group":

Group Cards

Groups appear as cards in the Library view. Each card shows the group name, member count, and leader:

Adding Content to Groups

Click "Add new media" within a group to:

Files can belong to multiple groups simultaneously.

Groups in Other Sections

• Events — Assign events to groups so only group members see them
• Schedules — Tag schedules with groups for filtering
• Messages — Send messages to entire groups
• Broadcasts — Target broadcasts at specific groups
• Permissions — Control access based on group membership

People Directory

The Members page shows all people in your system — both registered users and unregistered contacts. This serves as your central contact database.

Member List

Members appear in a searchable list with status badges:

Toolbar Actions

• Search — Find members by name, email, or phone
• Add — Add a new contact
• Filter — Filter by group

Inviting Users

Click on an unregistered contact and use the Invite button to send them a registration invitation via email:

Member Profiles

Each member has a profile with:

Promoting to Admin

Members can be promoted to site administrators. When promoted, their login credentials transfer to the WordPress admin system, giving them access to both the Scheduler frontend and the WordPress backend.

Permission Levels

Scheduler uses a layered permission system:

Configuring User Permissions

Go to Settings → User Permissions. For each permission level, toggle access to each section:

Guest Permissions

Go to Settings → Guest Permissions to control what visitors see before logging in. You can show/hide each section independently. Guests typically see a limited view — perhaps just the calendar and public media.

Group-Based Permissions

Some content is restricted by group. Only members of the assigned group can view group-specific content like events, schedules, and media tagged with that group.

The Parent Portal provides parents and guardians with a dedicated view of their children's activities, attendance, and schedules.

Features

Parents log in with their own credentials and see only information relevant to their family.

What are Broadcasts?

Broadcasts let you send announcements to groups of people via multiple channels: in-app notifications, email, SMS, and WhatsApp.

Creating a Broadcast

Go to Broadcasts and click "New Broadcast":

Delivery Tracking

After sending, you can view delivery status for each recipient:

Integration Requirements

Sending Messages

Go to Messages and click "New Message":

Message Thread

Messages are threaded — replies appear in the same conversation:

Real-Time Delivery

When WebSocket servers are configured, messages arrive in real-time without needing to refresh the page. You'll see a notification badge:

Attachments

Attach files from your device or from the media library. Attached files are shared directly in the message thread.

What is Ovation?

Ovation is Scheduler's live presentation system. It lets you display lyrics, Bible verses, images, videos, and custom content on a secondary screen — perfect for church services, events, and meetings.

Setting Up

Both pages connect via WebSocket for real-time sync.

Content Controls

From the controller, use these buttons to display content:

Displaying Content

From the controller, you can:

• Search and display song lyrics — browse your song library or search by title/lyrics
• Look up and display Bible verses — search by book, chapter, and verse
• Show images from your media library
• Play videos
• Display custom text or announcements
• Show a blank screen or logo

Song Lyric Display

When displaying a song, navigate between verses:

Linking to Schedules

When a schedule is linked to an event, Ovation can follow the running order — automatically suggesting the next song, reading, or media item as you progress through the service.

Creating a Poll

Go to Library → Polls and click "Add":

Running a Poll

Share the Poll Vote page URL with your audience. They can vote from any device — phone, tablet, or computer.

Live Results

Open the Poll Display page on a projector or screen to show real-time results:

Exporting Results

After voting closes, export results for analysis. Results include vote counts, percentages, and if non-anonymous, who voted for what.

Setting Up Tickets

Tickets are attached to calendar events. Edit an event and click "Set up tickets":

Ticket Types

Define multiple ticket types for each event:

Payment Processing

Tickets are purchased via Stripe. Requires Stripe integration to be configured in Settings.

• Full payment at purchase
• Partial payments / balance due
• Refunds (full or partial)
• Multi-currency

Attendee Management

View all attendees for an event:

Check in attendees on the day, and export the attendee list as CSV.

Receipts

Automated receipts are generated for each purchase. These can be viewed, emailed, or printed.

What are Database Forms?

Database Forms let you build custom data collection forms and view the collected data in a spreadsheet-like interface. Use them for sign-up sheets, feedback forms, inventories, registers, and any structured data.

Creating a Form

Go to Database and click "New Form":

Available Field Types

Drag field types from the palette into your form:

Form Preview

A form with fields looks like this:

Conditional Logic

Fields can be shown/hidden based on other field values. For example, show a "Please specify" text field only when "Other" is selected in a dropdown.

Data Management

View submitted data in a spreadsheet-like grid:

Export

Export your data in multiple formats:

Public Forms

Forms can be made public — accessible without logging in. Public forms can include reCAPTCHA validation. After submission, you can show a thank-you message, redirect to a URL, or send a confirmation email.

Reports aggregate data from across Scheduler to give you insights into your organisation.

Available Reports

Filtering Reports

All reports support date range filtering:

Some reports also filter by group, location, or event.

Exporting

Curriculum lets you build structured learning paths with sessions, resources, and completion tracking.

Creating a Curriculum

Go to Curriculum and click "New Curriculum":

Adding Sessions

Add sessions in order. Each session can have attached resources:

Public Access

Curricula can be shared publicly via the public curriculum page, allowing non-registered users to access learning materials.

Tracking Progress

When users complete sessions, their progress is tracked. Administrators can view completion rates across all participants.

Creating a Register

Attendance registers are created within the Database/Forms system as a special type of form.

1. Go to Database
2. Create a new form or open an existing attendance register
3. Open the register for a specific date
4. Mark attendance for each person

Marking Attendance

Click each person's name to toggle their attendance status:

Attendance Reports

View attendance history over time, see who attended most/least, and export attendance data for analysis.

Public Attendance

Attendance can optionally be marked publicly — attendees check themselves in via the public attendance page.

Creating a Blog Post

Go to Blogs and click "New Post":

Formatting Toolbar

The rich text editor provides formatting buttons:

Blog List

Published posts appear in a card list:

Filtering Blog Posts

Visitors can filter blog posts by topic, group, or series using the filter controls at the top of the blog listing.

Overview

Scheduler can sync files from Google Drive and Dropbox into your Albums and Buckets. When you add a file to a linked cloud folder, it automatically appears in Scheduler.

Setting Up Google Drive

1. Click the Setup Guide to expand step-by-step instructions
2. You'll need a Google Cloud project with the Drive API enabled
3. Create OAuth credentials and enter the Client ID and Client Secret
4. Click "Connect with Google" to authorise

Setting Up Dropbox

1. Click the Setup Guide for instructions
2. Create a Dropbox app at dropbox.com/developers/apps
3. Enter the App Key and App Secret
4. Click "Connect with Dropbox" to authorise

Linking Folders to Albums/Buckets

Edit an Album or Bucket and go to the Cloud Storage tab:

Configure sync settings:

Webhooks (Google Drive)

Google Drive supports push notifications — when a file changes in a linked folder, Google notifies Scheduler immediately, triggering a near-instant sync. This is set up automatically when you enable auto-sync.

Multiple Accounts

You can connect multiple Google Drive and Dropbox accounts. Organisation-wide accounts are configured in Settings; personal accounts can be added in your user Account page.

What it Does

The Mailchimp integration syncs your Scheduler groups with Mailchimp audience lists, so your email marketing stays up to date with your membership.

Setup

Mapping Groups to Lists

Map your Scheduler groups to Mailchimp audiences:

How Sync Works

When members are added to or removed from groups in Scheduler, their email addresses are automatically synced to the mapped Mailchimp audience. This keeps your mailing lists current without manual updates.

What is iCalendar?

iCalendar (.ics) is a standard format for sharing calendar events. Scheduler can export your events in this format so they appear in Google Calendar, Outlook, Apple Calendar, and other calendar apps.

Subscribing to the Calendar Feed

Scheduler provides a subscription URL that your calendar app can follow:

How to Subscribe

When events are added, changed, or deleted in Scheduler, they automatically update in your external calendar.

What are Taxonomies?

Taxonomies are ways of categorising and organising your content. Scheduler uses several types:

Managing Taxonomies

Go to Taxonomies page to create, edit, and delete taxonomy items. Each item has:

Taxonomy Tags in Content

Assigned taxonomies appear as coloured badges on content:

Using Taxonomies as Filters

Taxonomies appear as filters throughout Scheduler. When creating or editing content (events, schedules, media, etc.), you can assign it to one or more taxonomy items. Users can then filter content by taxonomy to find what they need.

Adding New Items Inline

In most taxonomy dropdown fields, you can add a new item on the fly — just click "Add New" in the dropdown and enter the name.

What are Rotas?

Rotas are volunteer scheduling grids where you assign people to roles over a date range. Perfect for worship teams, welcome teams, sound desk operators, Sunday school helpers, and any recurring volunteer rota.

Creating a Rota

Go to Database and create a new attendance register:

Rota Grid

The rota displays as a grid with dates across the top and roles down the side:

Cells highlighted in yellow indicate a scheduling conflict.

Publishing the Rota

Once complete, publish the rota to make it visible to your team:

Public Rota

Share a public rota link so volunteers can see the schedule and optionally sign up for open slots. Use the [swp_publicrota] shortcode on a public page.

What are Buckets?

Buckets are file storage containers that you can share with specific users or groups. Think of them like shared folders — you control who can access each bucket and what files are in it.

Creating a Bucket

Go to Library → Buckets and create a new bucket:

Bucket Cards

Buckets appear as cards in the Library view:

Adding Files

Click "Add new media" within a bucket to upload new files or select existing ones:

Cloud Sync

Buckets can be linked to Google Drive or Dropbox folders for automatic file synchronisation. Edit the bucket and go to the Cloud Storage tab to configure.

Sharing

Share a bucket link with others. If password-protected, they'll need to enter the password to access the files.

What are Progress Boards?

Progress Boards give you a visual way to track projects, tasks, goals, or any work that moves through stages. Each board contains categories with items that can be tracked by percentage completion.

Creating a Board

Navigate to Progress Boards and click "New Board":

Board View

Items are organised into categories with progress indicators:

Tracking Progress

• Set a percentage on each item to show completion
• Items are colour-coded based on their status
• Drag and drop items to reorder or move between categories
• Assign items to specific people or groups

Overview

Scheduler includes a built-in bingo game feature for events, youth groups, and social gatherings.

Setting Up

Bingo Card Preview

Green = marked, ★ = free space

Features

• Automatic card generation with random numbers
• Number calling interface for the host
• Players mark squares on their device
• Winner verification
• Print cards for offline play

Overview

The Scheduler Android app gives your members mobile access to key features including schedules, messages, media, and events.

Connecting to Your Site

App Features

Bottom Navigation

The app uses a mobile-friendly bottom navigation bar:

Multiple Sites

The app supports connecting to multiple Scheduler sites. Switch between sites from the app settings.

Notification Types

Scheduler sends notifications for various events:

Notification Bell

The notification bell icon in the navigation bar shows a count of unread notifications:

Notification Panel

Managing Notifications

In your Account/Preferences page, you can configure which notification types you want to receive and how (in-app, email, or both).

Global Search

Most Scheduler pages include a search function. Look for the search icon in the toolbar:

The search bar expands to let you type:

Filter System

Content can be filtered by multiple taxonomy types. Look for filter controls:

Active Filters

Active filters appear as removable tags:

Combining Filters

Filters can be combined — for example, show only "Worship" topic items in the "Youth" group. Active filters are shown as tags that can be individually removed by clicking the icon.

Saving Filter Preferences

Your filter selections are remembered within your session so you don't need to reapply them each time you navigate.

Possible Causes

Manual Update

If automatic updates aren't working, download the latest version from the Customer Portal and install it manually (see "Updating Scheduler to a new version").

Reset Your Password

On the portal login page, click "Forgot password?" to receive a password reset email:

Check your spam/junk folder if it doesn't arrive.

Common Issues

Common Causes

Re-linking

The easiest fix is to disconnect and reconnect:

Go to Settings → Integrations → Scheduler License, click Disconnect, then click Connect to re-authenticate via OAuth.

Common Reasons

Retry Payment

After fixing the issue, your next scheduled payment will retry automatically. If you need immediate access, contact support via a ticket in the Customer Portal.

Check WebSocket Connection

Ovation uses WebSocket for real-time updates. If the display isn't updating:

Browser Compatibility

Ovation requires a modern browser (Chrome, Firefox, Edge, Safari). Older browsers may not support WebSocket connections.

Check Integration Status

Verify each delivery channel is properly configured:

Check Recipient List

Ensure the target group has members with valid contact details (email addresses for email, phone numbers for SMS/WhatsApp).

Troubleshooting Steps

Check Permissions

Go to Settings → User Permissions and verify the permission level for the affected user:

Ensure the relevant section (Calendar, Library, etc.) is enabled for their level.

Check Group Restrictions

Some content is restricted to specific groups. If the user isn't a member of the required group, they won't see group-restricted content.

Check Content Status

Content set to Draft is only visible to admins. Ensure the content is set to Published.

Check Date Range

The calendar shows events for the current view (month/week/day). Navigate to the correct date range to see your events.

Check Event Status

Events set to Draft won't appear for non-admin users. Edit the event and set it to Published.

Check Group Restrictions

Events assigned to specific groups are only visible to members of those groups.

Check Permissions

Ensure the user has permission to view the Calendar in Settings → User Permissions.

License Architecture

Scheduler uses a three-layer licensing system:

Domain Registration

When you activate Scheduler, it registers your domain with the license server. You can view and manage registered domains from the Customer Portal.

Trial Period

New installations get a 14-day trial to enter a license key. After 14 days without a key, the plugin locks.

REST API

Scheduler provides a REST API under /wp-json/scheduler/v1/ for programmatic access to your data. The API uses WordPress authentication.

Key Endpoints

Webhooks

Scheduler receives webhooks from external services:

Rate Limiting

The REST API is rate-limited to 60 requests per minute per IP address. Admin users are exempt from rate limiting.

Authentication

External API access requires WordPress Application Passwords or legacy API key authentication.

Setting Up Application Passwords

Example Request

Response Format

All responses are JSON. Successful responses include the data directly. Error responses include a code, message, and data object.