Groups help studios organise freelancers into custom lists such as departments, skillsets or favourite collaborators.
Groups are available to all studios, with a limit of two groups on the free tier.
🧱 Creating a group
To create a group, a studio:
- Goes to Dashboard → My Connections.
- Selects one or more freelancers from their connections list.
- Clicks Create Group.
- Enters a group name, for example “CG artists” or “Senior comp”.
- Saves the group.
The new group appears under the My Groups tab.
✏️ Editing a group
From My Groups, studios can:
- Rename an existing group.
- Add more freelancers from their connections.
- Remove freelancers who no longer belong in that list.
- Delete a group completely if they no longer need it.
Editing a group does not affect the underlying connections, it only changes how the studio organises their view.
🎛️ Filtering the calendar by group
Once a group exists, it can be used as a filter on the studio calendar:
- A filter above the calendar lets the studio choose a group.
- When a group is selected, only freelancers in that group are shown in the timeline.
- All booking behaviour stays the same, the view is simply narrowed to the chosen subset of freelancers.
This makes it easy to answer questions such as:
- “Which CG artists are available next month?”
- “Which of our regular compositors are free for this project window?”
By combining groups with the studio booking dashboard, PencilCase turns what is usually a messy spreadsheet exercise into a clear, visual timeline that reflects real-world availability.