Groups settings

Go to Groups > Settings. Only Administrators and Ministry Leaders of the ministry can open it.

Group types

A group type sets how its groups work. Every group needs one.

1. Click Add type.
2. Name: what you call these groups, like "Small Groups".
3. Ministry: one ministry, or All ministries.
4. How is attendance recorded?
   • Leader takes attendance: leaders take roll in the Serve app.
   • Auto from a check-in: pick the check-in under Which check-in? Attendance comes from who checked in. Needs the Attendance tool.
5. Dynamic roster (check-in types only): keeps rosters tidy on its own.
   • Add after: a placed student becomes active after this many weeks in a row.
   • Drop a no-show after: a placed student who never comes is taken off after this many missed meetings.
   • Active members are never dropped automatically. New faces are never placed automatically; use Placements.
   • These changes happen during scheduled Auto-Sync.
6. Target size: Smallest and Largest. Groups outside the range are flagged on Health, and Largest sets group capacity on Placements.
7. If a group misses a scheduled week: Skip the missed lesson or Shift later lessons forward.
8. Leaders reach out first: drifting students go to their leader's Care list in the Serve app before staff. Only turn this on once leaders are actually using their Care lists.
9. Save.

You can't delete a type while groups use it. Move those groups to another type first.

Seasons

A season is a stretch of time groups run, like "Fall 2026". Each season belongs to a group type, so different types can run on different calendars.

1. Click Add season.
2. Pick the Group type (or leave it unassigned so every type can use it).
3. Enter a Name, Starts and Ends.
4. Save.

Seasons can overlap. The season that includes today is marked Now.

A group is only in the seasons you add it to (when creating it, with Edit or by rolling over). Deleting a season doesn't affect groups, but removes its curriculum calendar.

Roll over a season

At the end of a season, move your groups into the next one. You'll see a banner on the Groups page in the last two weeks of a season, or click the roll-over icon next to a season here.

1. Click Roll over.
2. Pick the season to Roll into, or + New season.
3. For each group, choose:
   • Continue: same group and roster, now in both seasons. Optionally rename it or Advance grade.
   • Start fresh: a new empty group (optionally copying leaders and advancing grade). The old group stays in the old season.
   • Wrap up: the group stays in the old season only.
4. Click Apply rollover.

Advance grade moves the group's grades up (7th becomes 8th). It doesn't change students' grades. Promote students under Workspace Settings > Grade Promotion so they still fit their group.

Grade ranges

A grade range is your own name for a set of grades, like "Middle School" for 6th to 8th. Use ranges to plan one lesson for several grades in Plan.

1. Click Add range.
2. Enter a Name, pick the Grades and the Ministry.
3. Save.

Deleting a range removes any lessons planned for it.

Coach and director

Choose where coach and director roles from CCB show:

• Off: hidden everywhere.
• Group pull-out only: only when you open a group (the default).
• Everywhere: also on the Groups and Leaders pages.

Main leaders and co-leaders always show. Coaches and directors don't get group access in the Serve app.