How to View & Interact with a Group Participant (Playbook)

This guide offers a comprehensive overview of how to effectively communicate and manage interactions with group participants through the SBC Playbook App. It provides step-by-step instructions for texting, calling, emailing, and mapping addresses, as well as adding birthdays to calendars and requesting prayer. Additionally, it outlines procedures for updating participant information and attendance tracking, making it an invaluable resource for anyone looking to enhance their engagement within the group.

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How to Text, Call, & Email Group Participants

When Texting, Calling, or Emailing directly from the Group Participants profile, it will use the native apps on your phone and will come from your phone number and e-mail address.

In the SBC Playbook App, you can communicate with a Group Member directly via Text Message, Phone Call, or E-mail.\ \ In the SBC Playbook App, navigate to **Groups**.

Select your Group Roster that the Group Participant is a member of.

Navigate to the **Roster.**

Locate the Group Participant you are wanting to contact and select their name.

Once you have selected their name, it will open up their profile that contains the following information:\ 1\. Role in the class\ 2\. Email\ 3\. Phone (Mobile)\ 4\. Address\ 5\. Birthday\ 6\. Family information (spouse and kids)

If you want to **Email** the Group Participant, select their e-mail address.

Once you have selected the **Email** address, it will open in your default e-mail application. From here, you can compose the e-mail and send it to the group participant.

If you want to **Text** or **Call** the Group Participant, select their phone number and the following dialog box will appear. You can either Call them or send them an Text Message.

How to Map a Group Participants Address

Navigate to the Group Roster of the Group Participant you are wanting to map the address of and select the member.

On their profile, there will be an Address listed. If you are needing directions to their home or would just like to map it out, select the address.

Once you have selected the Address, it will open your default Map App and show you the location of the address and also allow you to get directions.

How to Add a Group Participant's Birthday to Your Calendar

You can add a group participant's birthday to the calendar on your mobile device. Open the SBC Playbook App, navigate to the desired group roster and locate the group participant.

If you want to add their birthday onto your calendar, simply click on their **Birthday** and you'll receive confirmation that it's been added onto your calendar.

How to View a Group Participants Attendance History

Navigate to the group participant and click on their name to visit their profile.

To view the attendance history, click on the dialog box showing a percentage. This number is the percentage of classes that they have attended in the past three months.

From here, you can view the attendance history of the group participant from the past **three months.**

How to Request Prayer to a Group Participant

IMPORTANT! Use the Playbook app to request prayer and notify our pastoral staff of those hospitalized or who have lost a loved one.

Navigate to the **Roster.**

Navigate to the group participant that you are wanting to request prayer for.

In the lower left-hand corner of their profile, select "Add Prayer"

It will take you to the following page, where it will autofill in some information for you at the top.\ \ From here, you can fill out the following information:\ 1\. I am requesting Prayer For: This will be where you put the person that you are requesting prayer for\ 2\. Type of Prayer Request: From here, you can specify what type of prayer request from the drop-down menu\ 3\. Are they hospitalized?\ 4\. Name of Hospital (If applicable)\ 5\. Prayer Request\ \ Once you have finished, click on **Next**

Another dialog box will appear with the information from the person's profile. Make sure that their information is correct, fill out the Category and Request, then save.

How to Request an Update

If you find that a person's contact or family information has changed, you can easily send a request to our Records Department letting them know of the update that needs to be made.

Navigate to yourself or the group member that you are wanting to request an update for.

Select the option **Request Update** in the lower right-hand corner of their profile.

Enter in the information that you are needing changed for the group participant or yourself. The request will be sent to our Records Department where they can make the change for you.

How to Update Group Participants Photo

Navigate to the roster of the group participant that you are wanting to update the photo of and select their name.

Select the **Camera** Icon on a person's profile picture and select one of the following options: Photo Library or Camera

Once you have updated the Photo, you will see the following prompt. Once it disappears, save the profle.

How to View & Interact with a Group Participant (Playbook)

Second

How to Text, Call, & Email Group Participants

When Texting, Calling, or Emailing directly from the Group Participants profile, it will use the native apps on your phone and will come from your phone number and e-mail address.

In the SBC Playbook App, you can communicate with a Group Member directly via Text Message, Phone Call, or E-mail.\ \ In the SBC Playbook App, navigate to **Groups**.

Select your Group Roster that the Group Participant is a member of.

Navigate to the **Roster.**

Locate the Group Participant you are wanting to contact and select their name.

If you want to **Email** the Group Participant, select their e-mail address.

Once you have selected the **Email** address, it will open in your default e-mail application. From here, you can compose the e-mail and send it to the group participant.

If you want to **Text** or **Call** the Group Participant, select their phone number and the following dialog box will appear. You can either Call them or send them an Text Message.

How to Map a Group Participants Address

Navigate to the Group Roster of the Group Participant you are wanting to map the address of and select the member.

On their profile, there will be an Address listed. If you are needing directions to their home or would just like to map it out, select the address.

Once you have selected the Address, it will open your default Map App and show you the location of the address and also allow you to get directions.

How to Add a Group Participant's Birthday to Your Calendar

You can add a group participant's birthday to the calendar on your mobile device. Open the SBC Playbook App, navigate to the desired group roster and locate the group participant.

If you want to add their birthday onto your calendar, simply click on their **Birthday** and you'll receive confirmation that it's been added onto your calendar.

How to View a Group Participants Attendance History

Navigate to the group participant and click on their name to visit their profile.

To view the attendance history, click on the dialog box showing a percentage. This number is the percentage of classes that they have attended in the past three months.

From here, you can view the attendance history of the group participant from the past **three months.**

How to Request Prayer to a Group Participant

IMPORTANT! Use the Playbook app to request prayer and notify our pastoral staff of those hospitalized or who have lost a loved one.

Navigate to the **Roster.**

Navigate to the group participant that you are wanting to request prayer for.

In the lower left-hand corner of their profile, select "Add Prayer"

Another dialog box will appear with the information from the person's profile. Make sure that their information is correct, fill out the Category and Request, then save.

How to Request an Update

If you find that a person's contact or family information has changed, you can easily send a request to our Records Department letting them know of the update that needs to be made.

Navigate to yourself or the group member that you are wanting to request an update for.

Select the option **Request Update** in the lower right-hand corner of their profile.

Enter in the information that you are needing changed for the group participant or yourself. The request will be sent to our Records Department where they can make the change for you.

How to Update Group Participants Photo

Navigate to the roster of the group participant that you are wanting to update the photo of and select their name.

Select the **Camera** Icon on a person's profile picture and select one of the following options: Photo Library or Camera

Once you have updated the Photo, you will see the following prompt. Once it disappears, save the profle.