How To Use Folders and Set Permissions In Planning Center Services

How To Use Folders and Set Permissions In Planning Center Services

Using Folders and Setting Permissions in Planning Center Services

There are several ways to keep your service types organized within Planning Center Services.

This video will show you how to create folders, use them to keep your ministries and services organized AND give custom access to only those who need it.

Transcript

As you start to use Planning Center Services, you will realize there are lots of ways you can keep your teams organized right within the app.

One of those ways is by using folders to keep your ministries and your teams organized. Folders also allow you to set specific permissions for people on your team.

In this video, I’m gonna show you how to set up folders for your ministries and give permissions to your team so they only have access to what they.

Need. Hey everybody, I’m Joshua, I’m the creator of WorshipResources.church. We help you discover and learn how to use quality resources to make your church better. If you haven’t yet, I hope you’ll take a minute to like this video, go ahead and click the like button down below, and also subscribe to this channel – if you haven’t yet, so you don’t miss any of the new content we produce.

And it would be awesome if you would share this with a friend or someone in ministry that you think this would be helpful too.

If you love Planning Center, we’ve got a Facebook group designed specifically for you. It’s called Planning Center training. So just follow this link, facebook.com/groups/planningcentertraining. We’re gonna work together so that we can all use Planning Center to its fullest potential. So I hope you’ll join the Facebook group today.

Alright, let’s dive into folders and permissions.

As you can see, I’m in plans, and we currently have several folders set up. We like to set up folders, one folder for each ministry. There are a few different ways you can use folders. Let’s say you’re a multi-campus church, you could have one folder per campus, and then you could have ministry folders inside of each campus folder. You could also use folders for specific services; contemporary service, traditional service, liturgical service – it all depends on how your teams are set up and really how you wanna keep things organized.

For us, we’ve found that it’s best to have one folder for each ministry, and then inside the folder are all the service types for that ministry. So for instance, if I go to Bethany kids, you can see there are four service types, Bethany Kids, Sunday Kids Groups, Kids Nursery, Kids Wednesday.

Now, our kids ministry doesn’t use Planning Center Services to plan their services, but they do use it to schedule volunteers, and.

Each of these four areas are areas where we need volunteers.

So we have a service type set up for each area where we need volunteers, and all of these fall under the Bethany kids folder.

The same is true for students. I’ll look at events and outreaches, there are some times where we need to plan a service, but it’s a special service beyond our normal weekly services; things like memorial services, funeral services, or prison ministry, special events and things like that.

So we have a folder specifically for events and outreaches, and then the service types fall under that folder.

To create a new folder, click the gear at the top right-hand corner and click add folder. We’re gonna put senior saints.

Now, campus is an option, if you have multiple campuses, you can assign a folder to a campus. Your campuses will show up here under the drop down. If you have one campus, it’s fine to leave none checked or you can check your campus. I’m going to click accept.

Right away, I see that I need to add a service type to this folder, I can also delete the folder or create a new folder, so I’m going to create a new folder and let’s call this 60-70 except, and I’m gonna create one more folder, and we’ll call this women.

So now you can see we have Senior Saints, 60 to 70-year-olds, and all the women.

Now, I don’t think anybody will need to set it up like this, I just wanted to illustrate, you can put folders inside of folders and really get very granular in your organization if you want to.

This would be helpful if you’re a large ministry with multiple campuses and multiple service types.

Now, one thing to note is that you can’t delete a folder if there’s a folder or a service type inside that folder. So, to get rid of these folders, I have to go to the Women folder, and then I can delete the folder, then I can delete the 60 to 70 folder, and I’m gonna leave Senior Saints. Okay, so that’s how you create folders and you can put service types inside those folders.

But now let’s talk about permissions.

You may or may not know that you can give specific permissions to everyone on your team, some people on your team need admin access to Planning Center Services.

Some people just need editor status. Some people need just to be able to view the services. And some people just need to be able to view the services when they are scheduled.

By default, everyone is set up to be a “scheduled viewer,” which means they will only see services that they are scheduled for.

For our ministry, we want each of our pastors to have admin status over their service folder.

So I’m going to navigate to the people tab, I’m gonna search for kids pastor, and then go to details, edit.

And you can see that Bethany Kids – she is the administrator of this folder.

You also could give someone access just to a specific service type. For instance, maybe your nursery coordinator doesn’t need to have admin access to all of the service types, but just this one. You would search for him or her, drop down and click admin. And it will automatically save.

So, once someone has permission, when they log into Planning Center Services, they’re only going to see the folder or folders that they have permission for. So just know if you assign someone the wrong permissions, they may have access to a folder that they don’t need to have access to or they may not be able to see what they actually need to see.

So it’s important to set these up correctly so that your team can only see what they need to see.

I’d love to hear how you use folders in Planning Center Services. I know churches and ministries use them in different ways. Again, we found that the best way is to have one folder for each ministry and then have all the service types inside of that folder, but I’d love to hear how you do it.

Hey, let’s connect on our Planning Center training Facebook group. Just search for Planning Center Training right inside of Facebook, or you can follow the link in the description below.

And if you haven’t yet, I hope you’ll visit WorshipResources.church, where we help you discover and learn how to use quality resources to make your church better.

Hey, thanks for watching everybody. I plan to release a new video every Tuesday, so if you haven’t yet, go ahead and click subscribe so you don’t miss the new video coming out next Tuesday, and I hope you have a great week, if I can serve you in any way, send me an email [email protected]

4 Ways To Be A Great Worship Leader

4 Ways To Be A Great Worship Leader

4 Ways To Be A Great Worship Leader

After leading worship for over 17 years, I have learned a lot along the way.

One thing I realized early on is that Worship Leadership is roughly 10% about worship and 90% about leadership.

No matter what your skill level, or expertise, you can #GetBetter

Here are 4 Ways To Be A Great Worship Leader.

Transcript

What does it mean to be a great worship leader? How can we… How can you be a great worship leader?

I’m taking a break from Planning Center videos for a little bit, ’cause I came across some content that I created several years ago for a conference. And I thought I’d paraphrase it and just share a little bit from my heart.

I’ve been leading in worship ministry for 17 years now, and I’ve learned a lot along the way. And I wanna share with you four things that I’ve learned about being a great worship leader.

Worship leadership, in my opinion, is 10% about worship and about 90% about leadership. Everything good relates back to good leadership. In fact, every problem or issue that I’ve experienced over these last 17 years is largely due to my inability to lead people effectively.

So what is leadership?

You’ve heard it said, “Leadership is influence.” I like to think of leadership as influencing people to help them get from where they are to where they need to be. Worship leadership is influencing people from where they are, thinking about themselves, worried, fearful, anxious, angry, bitter… And helping them get to where they need to be – In communion with God, at peace, thankful, thinking about others, patient, kind, Etcetera.

Now, you may think, well, I’m not a worship leader. I’m just on the team, I’m a drummer or I’m a guitar player.

But you’re more than just a guitar player. You’re more than just a drummer. You’re more than just a vocalist.

Maybe you’re on the tech team, you’re more than just a sound engineer. Whether you realize it or not, you have influence. And your influence is to be used to influence people toward God.

If you’re a drummer and you decide to stop drumming, for instance, or start playing a different song, what’s the rest of the band is gonna do? What’s the congregation or gonna do? They’re gonna stop and they’re gonna look at you and say, “What’s going on?”

You are influencing them. You are changing the direction of where they were headed. You have influence – positive or negative – you have influence. And everyone involved in worship ministry has influence over the worship service.

We all are worship leaders. It’s not just the one person who’s on stage or called the worship leader or the worship pastor. All of us are worship leaders.

So what does it mean to be a great worship leader? Here are for practical things you can do to be a great leader, and really none of these have anything to do with skill, so anybody can do these four.

You ready?

1. Show Up Early.

Show up early. Now, you may be thinking, show up early to what? Show up early to anything that you are a part of. Show up early to rehearsal, to service times, to sound check to your meetings.

like to say, early is on time and on time is late. It’s better to be 15 minutes early than one minute late.

Here’s the deal, great leaders show up early. It helps you to do a better job. It helps you not to be a rushed. It helps you have time to set up. It helps you to think and be mentally prepared.

So if you are a guitar player and rehearsal starts at 6:00 PM on Wednesday night and you show up right at 6:00 PM, probably you’re not gonna be able to get started at 6:00 PM because you have to set up pedal board, you have to tune your guitar, you gotta get a drink of water, all of these things. 

So when you show up early, you are helping everyone be prepared, helping everyone start on time.

Showing up early communicates a few things. It says, I care about this. When I show up early, it says, I care. It says that this is important to me. Showing up early also communicates that you care about the other people who are involved. So if it’s rehearsal, when you show up early, you’re saying to them, I care about you, I value your time.

Showing up late also communicates something. It says, I don’t care very much about this, or this is not important to me, or the worst case, you’re not that important to me.

Now, think of a favorite concert that you’ve ever attended, you got the tickets early, like the day they went on sale, you got the tickets. You get the VIP passes, right. Your favorite artist – you’ve been waiting for two years for them to come to town, and finally you got the tickets!

When it’s time for the concert, let’s say the concert starts and seven… Are you gonna get there right at seven? No, of course not. You’re gonna get there early, you’re probably gonna get there at 4 o’clock. You’re gonna wait in line for an hour, and then you’re gonna get there and get to your VIP spot and you’re gonna stay there for another two hours. And then the concert is gonna start an hour later than what it was supposed to. And eventually you’re gonna get to experience the concert. 

But you’re gonna show up early because you care. Because you value that artist or you value their concert. It’s important to you. In fact, you’re showing honor to the artist and honor to everybody who you went with by showing up early and in anticipation of what was about to happen.

Ephesians 5:15-16 says “Look carefully then how you walk, not as unwise, but as wise, making the best use of the time, because the days are evil.” Philippians 2:3, it says, “Do nothing out of selfish ambition or vain conceit, but in humility, consider others better than yourself.”

So when you show up early, you are showing others that you value them above yourself. You’re considering others above yourself, and you’re also using your time wisely. The days are short. Use your time wisely showing up early helps everyone to utilize, to maximize the time that they have together.

So great worship leaders. Great leaders, great worship leaders. Show up early.

Okay. Number two: Show up prepared.

Let’s say you’re a guitar player.

And you come to rehearsal and you forgot your guitar, or you didn’t change your strings, or you forgot that one pedal that you need, or you didn’t practice, you showed up late. How successful is that rehearsal going to be? It’s obvious, it’s not gonna be successful at all. Because you didn’t come prepared. Great leaders, great worship leaders, show up prepared.

So when you show up prepared, we talked about this a little bit ago, but when you show up early, you communicate, you care. When you show up prepared, you also communicate, you care – you communicate to everyone around you that you value them.

It also shows that you’re committed to excellence, which God desires. Psalm 3:31-33 says, “Sing joyfully to the Lord, you righteous. It is fitting for the upright to praise him. Praise the Lord with the harp, make music to Him on the ten-string lyre. Sing to him a new song, play skillfully. And shout for joy.”

Play skillfully. So whether you’re playing or singing, or you’re leading in tech ministry, maybe You’re responsible for lyrics or videos or lighting… Do it skillfully. When you do it skillfully, you do it to the Lord.

But in order for us to do that, we have to show up prepared. We have to be willing to put in the time to be prepared. So that means we have to practice. Practice is what you do at home on your own time. Rehearsal is what you do together as a group. And great worship leaders show up prepared.

They put the time in, they practice.

Now, this doesn’t just mean instrumentally or vocally, maybe if you’re on the tech team, you need to look over the order of service and kind of think through the songs, and maybe you need to get the lighting set up. Maybe you need to get Propresenter set up with lyrics, so that everything’s ready to go.

When you show up prepared, you have greater influence, in fact, when you show up prepared, you are positioning yourself for greater influence.

Leadership is influence, and if you want to be a great leader, you gotta show up prepared.

So I have this recurring dream every now and then, and it’s kind of like a… But I’m so used to the dream now that I just expect it, and then I get through the dream. I wake up and say, “Oh, there’s the dream again!” And it’s never exactly the same, but it’s always the same plot.

And the basic plot of the dream is, it’s time for us to sing or lead worship or have a service, and we’re not prepared, or I’m not prepared.

I can tell you, I’ve had this dream probably 15 or 20 times over and over, and it’s the same plot, and I’m always stressed. I’m always anxious in the dream, I’m ready to wake up because we’re not prepared and we’re not ready for this service or whatever it is that we’re planning.

When you show up prepared, you are positioning yourself for greater influence, and so great worship leaders, whether you have this kind of dream or not, great worship leaders show up prepared.

You see, great worship leaders are willing to practice at home. They’re willing to put the work in, so that when it comes time for rehearsal, it comes time for the service, they are prepared and ready to exhibit their influence to lead people into worship.

Now, the third thing is, Communicate Right.

The third way that you can be a great worship leader, to have great influence, is to Communicate Right, work on your communication.

Now, my brother says that communicate right is not grammatically correct. So for all of you grammar nerds out there, I’m sorry. Communicate correctly. Communicate right.

Good communication is the key to every healthy relationship, and that includes with your team, your worship team, your ministry team.

Communication, I think should be three things. It should be clear. It should be consistent and it should be helpful.

So let’s look at the first one, be clear.

Don’t leave any room for doubt. Make sure people know exactly what you need or what you’re expecting. I like to think of it this way. I try to think of every question that might be asked and then I try to communicate that before it’s asked. And if I’m communicating something to my team through an email or verbal communication or maybe a video like this, and nobody has a question, often I feel like that’s a good thing. Because that means I prepared and I communicated everything that needed to be communicated – so they didn’t have questions at the end. Eliminate the doubt, be clear.

Secondly, be consistent. 

By this, I mean respond quickly to text messages and emails, or maybe Facebook messages or however you communicate. Just be consistent.

Your team shouldn’t have to wait 48 hours for you to respond to them when they ask a question. So be consistent with your communication.

And then three, be helpful.

Be helpful. So before you communicate, ask, “Is this going to be helpful? Am I being honest? Am I being kind? Is this gonna be hurtful?” Or worse; “Is this gossip?”

Now, there are sometimes where you can communicate something that’s helpful, but it also can hurt a little bit. Sometimes you need to have a frank conversation with someone on your team. But the approach should be from your heart, from your mind… “Am I trying t o be helpful or hurtful?”

And if your intention is to be helpful and you’ve thought through it and you communicate clearly and you communicate consistently, eventually it will be helpful for them. Even though it might be hurtful in the moment.

Communication, in my opinion, is about 40% listening. Of course, there are non-verbal cues, non-verbal communication and verbal communication, but listening is a huge part of communicating. God gave you two ears and one mouth. You should consider the ratio when communicating. : -]

Really, you should listen more than you talk. And I don’t just mean listening to respond. And this is a, this is a huge deal. 

We could go on and on about this.

But if you really wanna be a great leader, you have to learn to listen well. Listen to understand. Don’t listen to respond.

So most people, when they’re having a conversation, they’re listening, but they’re thinking… Their mind is constantly churning, and they’re thinking, “How can I add what I wanna say into this conversation?”

And so that’s why often, people will use words like, “um”, “and”, “so”. Subconsciously, we’re filling the space so that nobody else will jump in, and frankly, people are bad listeners.

If you wanna be a great leader, a great worship leader, you’ve gotta learn to communicate well, and that involves great listening.

So listen to understand. Don’t be thinking, “How can I respond?” while they’re talking. Be thinking, “What are they saying? How are they feeling about this? What are they actually trying to communicate?”

So be listening, let them talk, give them a break, give them a pause, don’t interrupt. Don’t force them to rush what they’re saying. Take a break, listen, and when they’re totally finished talking then…

And this is a tip; Repeat what they said back to them.

Repeat what you heard them say. I promise it will change your leadership if you repeat what you heard them say. Because they will feel valued. They will know that you are listening, that you care about them, and that what they said is something that you have taken to heart.

Okay, so communicate. Be clear. Be consistent. Be helpful. Proverbs 25:11 says, “A word, fitly spoken is like apples of gold in a setting of silver.”

So our communication, a word fitly spoken, should be one that is helpful to those who are hearing it. We’re being clear, we’re being consistent we’re being helpful.

And you guys know this, but it’s not just what we say. Is how we say it.

Ephesians 4:29, “Let no corrupting talk come out of your mouths, but only such as is good for building up, as fits the occasion, that it may give grace to those who hear.”

Okay, the fourth thing you can do to become a better leader or a better worship leader, is make this one of your goals: Make It Better.

Make it better. Whatever you’re working on. Whatever you’re responsible for, whatever God has called you to. Constantly be thinking, “How can I make this better? How can I improve this?”

So maybe it’s playing an instrument, you’ve been playing an instrument for 10 years. Ask yourself, “How can I improve in my instrument playing?” Or if you’re a vocalist, “How can I improve my vocal skill my vocal range? If you’re responsible for lighting at your church, look for ways that you can improve the lighting to enhance the worship experience.

Don’t just say it’s good enough. Great leaders, great leaders… They say, “How can we make this better?”

Now, this is true even in the little things. I honestly believe, when you take care of the little things, God will bless you with greater things. Take care of the details. Pay attention to the details and ask, “How can I make this better?”

Now, maybe this is not for you. Maybe you’re not a detailed person. That’s okay. But somebody on your team is. And so ask for their help. Get them to be involved and say, “I want us to improve how we look or how we sound, or our service flow” Ask for their opinion and then let them speak into the process.

You see, better is not a destination at which you arrive, it’s a pursuit for which you strive.

Better is not a destination at which you arrive, it’s a pursuit for which you strive.

So, strive to get better.

Now, one thing about getting better is that you have to be willing to evaluate. And when we evaluate, I like to say there’s nothing off-limits. Everything’s on the table for evaluation.

You have to let your team know, it’s okay to evaluate, it’s okay to give me feedback. And then, when they do give you feedback, don’t get defensive, say Thank you, and then work to make it better.

Here’s the deal, there’s enough mediocre to go around. A lot of people are just mediocre, they’re just coasting through life and doing just enough to get by. Great leaders… I guarantee you, everybody that you look up to, that’s a great leader, they’re working, they’re constantly working to improve. To make it better.

1 Thessalonians 4:1 Paul says, “Finally then brethren, we request and exhort you in the Lord Jesus that as you received from us instruction as to how you ought to walk and please God, just as you actually do walk, that you may excel still more.”

Excel still more. Make it better.

1 Corinthians 10:31, “So whether you eat or drink or whatever you do, do everything for the glory of God.”

Leadership is influencing people to help them get from where they are to where they need to be, and that’s what worship leadership is all about. It’s about 10% about music… 10% about worship, and 90% about leading people well.

You have influence. All of us have influence. All of us are leaders.

What makes a great worship leader?

These four things will help: 1. Show up early. 2. Show up prepared. 3. Communicate right. And 4. Make it better.

Hey. Thanks everybody for watching this video. I hope it was helpful to you. If you like it, will you go ahead and click the like button? And if you haven’t yet, subscribe to this channel.

I’d love to connect with you over at WorshipResources.church. That’s our website where we help you discover and learn how to use quality resources to make your church better.

And if I can serve you in any way, shoot me an email, [email protected]

Thanks again for watching everybody! We’ll see you back here soon.

How To Add Color To Planning Center Services

How To Add Color To Planning Center Services

How To Add Color To Planning Center Services?

In this Quick Tip, Joshua will show you how to add color to your Planning Center Services Plans page.

Adding color will help your service elements stand out and help your team clearly see what elements are the grouped together.

Note: At this time you can’t print the rows in color. You can only see the color from your computer or device.

Transcript

Hey everybody how’s it going? I’m Joshua. I’m the creator of WorshipResources.church. We help you discover and learn how to use quality resources to make your church better. If I can help you in any way, I’d love to connect with you in the comments. Today we’re gonna talk about Planning Center Services and how you can customize the look using color to help things stand out. Okay, I’m gonna show you how it’s done.

Now, first of all, I’m gonna go to plans and we’re gonna change to the new plans page, so I’m gonna click try it now.

Now, if you are an admin or an editor, you’ll be able to see this currently, but eventually everyone will be on the new plans page, I’m gonna click try it now, and here I am in the new plans page.

So I’m gonna go back to plans and click the gear at the top right, and then click Settings. Okay, so I’m editing the settings for adult worship.

I’m gonna scroll down, see where it says item row colors, they already have three set up for headers, songs, and media. So I’m gonna go ahead and change the color of these.

I’m gonna click grey, save, I want the songs to be blue. I’m gonna save. And media, we will leave them as white ’cause we actually don’t use media files very often.

Now, I did notice that if you click on a color and you don’t click save, that it won’t save for you. So make sure you click Save. Okay, so now I’m gonna go back to the plan, and I’m gonna go to this first plan here, and we’ll see if we have some color and – there’s no color.

The reason is, every user has to say that they want to see the color. So even if you set this up as an admin, your team is not gonna see it unless they do this step. On the top right, click the drop down and then check the box, use custom item row colors, and you can see as I check it, then the colors show up.

Okay, so now I have my blue and all the songs stand out really nicely.

But what if I wanna add a custom color for these… Well, go back to plans, click on the gear, go to Settings, and then right here where it says add, click Add, and then you can put in a title… I’m gonna put in a title of something that we always use, for instance, announcements.

And I want announcements to be green, so I wanna click Save and I’m gonna go back to the plan and just see if it’s working and… Yes!

Now you’ll notice that offering and announcements turned green, and that’s because I define the word announcement to be green, so any time announcements is used in a description, that’s gonna show up green, I’ll show you specifically with sermon, bumper and sermon – ’cause I want a sermon bumper, I want all of our video files to be red.

Okay, so I’m gonna go back up to plans, select the gear, go to Settings, scroll down, I’m gonna click Add, and we’re gonna say sermon, and that’s gonna be green, ’cause I want all of our speaking items to be green, so announcements, offering, sermon, etcetera.

And then I’m gonna add another one for sermon bumper. I want that to be red. And I’m gonna add one more for countdown video. I want that also to be red.

Okay, so I’m gonna go back to plans and let’s see what we have. So we’ve got countdown video in red, that’s good. Offering is green. Sermon bumper, that should be red. And then sermon is green.

The reason sermon bumper is not red is because I defined the sermon as green, and Planning Center is gonna recognize the first word of the description.

So I’m gonna go back to plans one more time. Click settings. I’m going to edit sermon bumper and just call it bumper. Save.

Now when I go back to plans and select the plan, the sermon bumper video is red, so now all my videos are red. All my songs are blue, my headers of course are dark gray and all speaking – offering, announcements and sermon are green.

Okay, so that’s how you do it. That’s how you can have custom colors. Again, you have to be an admin or an editor currently, but I’m sure later on in 2021, they will open this up for everybody.

And also if you want your teams to see the colors they have to click the little three lines.

Drop down and check the box. Use custom item row colors.

Hey I hope this was helpful for you. If you have any questions about Planning Center I’d love to connect with you on our Planning Center Facebook group just follow the link right here and join us on our Facebook group.

Hey if I can serve you in any way send me an email [email protected].

And I hope you like the video. If you did go ahead and click Like. Subscribe if you haven’t, and maybe share this with a friend.

Hey thanks! We’ll see you back here soon.

What Is Planning Center? A complete overview of each app and how you can use them

What Is Planning Center? A complete overview of each app and how you can use them

What Is Planning Center?

Planning Center is a suite of apps you can use to make your church better.

This video will walk you through each Planning Center App and show you how you can use them in your church to get better.

I plan to do a deep dive video into each application in the coming months, so be sure to subscribe to our YouTube so you don’t miss them!

Transcript

What is Planning Center?

At its core, Planning Center is a suite of apps that you can use to make your church better in just about every area. Each app solves a specific problem in ministry.

You’ve probably heard of Planning Center Services, that was their initial flagship app, but Planning Center Services has grown to over 10 different applications. And there’s even some add-on applications. They are constantly working to improve these apps to make things easier and faster for you and your church ministry.

In this video, I’m going to give you an overview of each of the Planning Center applications and how you can use them in your ministry to get better…starting right away.

Okay, let’s dive in. Hi everyone, I’m Joshua, I’m the creator of WorshipResources.church. We help you discover and learn how to use quality resources that will make your church better.

If you haven’t yet will you like this video? And go ahead and subscribe to this channel.

In this video, we’re gonna be talking about all of the Planning Center applications, but I plan to do a deep dive into each one of these applications. So you don’t miss that information, be sure to subscribe below, click that button right below me and subscribe to this channel.

And I’d love for you to visit worship resources to church today, where we help you discover and learn how to use quality resources to make your church better.

Okay, let’s take a look at each of the Planning Center applications. When you hear Planning Center, you probably are thinking Planning Center Services. That application is their flagship app.

We’re gonna get into what it does in just a minute, but Planning Center overall is a church management system or a CMS. It’s a way for you to manage the systems and processes in your church. Each application serves a specific function and helps you get better in those areas.

Planning Center People is the core app of Planning Center.

You can think of it like the central hub. All of the other applications pull their information from Planning Center People.

Planning Center People is like your main database where you store addresses, names, phone numbers, membership information, household information, and all kinds of data. 

In addition to that, Planning Center People allows you to create lists.

So for instance, if you want to see a list of everyone who has volunteered in the last six months, you can create a list of those people. If you want to see all the kids who are in second grade who attended VBS last year, you can create a list of those people.

The great thing about lists is that you can sync them with third-party applications like MailChimp for email or Clearstream or Text-In-Church for texting services. And then you can use those lists to communicate with those people.

Planning Center workflows allow you to take a person from where they are to where you want them to be.

So for instance, maybe you want to send someone through a new member’s class. You can create a workflow for that person, maybe you want to have a follow-up system in place for new visitors or for someone who fills out of digital connection card. You can create a workflow for those people to make sure that no one falls through the cracks.

Planning Center forms allows you to gather information about your people. So you can use forms for a digital connection card, a digital parent release form. You can also use forms for simple event registration or pot luck, sign up.

Really, the sky is the limit with forms, and the great thing about forms is that they are mobile-friendly, you can embed them on your website, they’re simple to use and they look great.

And here’s the really cool thing, when you use Planning Center forms, the information that is put into a form, is automatically synced with Planning Center People. So you no longer have to keep asking people for their address or their phone number because you can gather that information using a Planning Center form.

In addition to all that, you can use a third party application called Checkr to manage your background checks, so you can take background checks on all of your volunteers using Planning Center People.

Okay, Planning Center Calendar.

This application allows you to manage all of the rooms, all of the locations in your facilities.

So for instance, if you reserve specific rooms for meetings or for practices or for rehearsals, you can use Planning Center Calendar to manage all of that.

In addition to that, you can put all of your events in Calendar so that it’s clear about when everything is happening and who’s using what rooms and who’s in charge, etc.

So Planning Center Calendar is one of the apps that I haven’t used that much, but I’m looking forward to diving deep into Planning Center Calendar in the coming months.

Planning Center Check-ins allow you to check in your kids, students and even adults. And it also allows you to take attendance. You can even use the free Head Counts app to take a quick head count of everyone who’s in the room.

With Planning Center check-ins, you can print name badges and security badges, you can also use their free mobile app called Church Center to pre-check-in, which will create a barcode where you can quickly check in your kids just by holding your phone up to a scanner.

Planning Center check-ins is a great way to keep your kids safe so that only the people who checked in your kids can also pick up your kids.

Planning Center check-ins works on any device. You can check in right from your phone. You can also print labels wirelessly, and so much more.

 

Planning Center Giving

Planning Center Giving allows you to manage all of the giving in your church. Now, you might think that it’s just for online donations, but you actually can use Planning Center Giving to manage all of your giving, your check gifts and your cash gifts with Planning Center Giving.

You can encourage your people to give online in a fast and secure way. It’s mobile-friendly and works and looks great.

You can also set up Text to Give, and even Apple Pay using Planning Center Giving. You can see and send reports of giving history. You can encourage people to give through an ACH gift. You can also encourage people to cover their fee.

Planning Center Giving integrates with the Stripe giving platform, one of the leading giving platforms in the world.

And the great thing about Planning Center Giving is that they have worked to give us non-profits, one of the best rates in the country, you can find a great giving rate using Planning Center Giving.

In fact, our effective giving rate or the fee that we pay as the transactions come in, is actually less than 1% because so many people give with ACH and so many people cover their fees when they give.

 

Planning Center Groups

At its simplest form, Planning Center Groups is a way for you to manage all of the groups that meet on campus or off-campus.

Each group leader has control over his or her group. They can take attendance. They can use the Church Center app to communicate by text message. They can also email their group. They can schedule events. They can upload resources, and so much more.

With Planning Center Groups, you can manage more than just your Sunday School classes or your small groups. You can manage any group that meets on a regular basis.

One of the great things about Planning Center groups is the public access page. You can set up your groups to be public or private, and if they are public, a guest or a visitor can log into your Church Center account and see all of the groups that you have available and see if there’s one that’s right for them. They can contact leader and try to get connected with a group.

Now, if you don’t know about the Church Center app, hang on, I’m gonna mention that in just a minute, and while we’re taking a break, will you go ahead and hit that like button below, that would be awesome.

 

Planning Center Registrations

Planning Center registrations allows you to register people for events. It also allows you to communicate events that are coming up in your church. You can create a simple event that’s just an announcement.

You can also get a detailed event where you’re gathering all kinds of information like names and addresses and phone numbers, and how many kids are attending. You can also charge for specific products like t-shirts or Bible study books or summer camp fees.

We use Planning Center Registrations for all kinds of events like Trunk or Treat, or Summer Camp or Bible Studies. Or VBS. 

With Planning Center Registrations, you can ask all kinds of questions. You can even do a digital release form using the Planning Center Forms feature, so that your church family doesn’t have to print off those pesky forms, sign them and then get them back to you. You can do everything digitally in Planning Center Registrations.

Did I mention you could take payments for stuff?

So using the Stripe integration, you can take payments for all kinds of things. So that once someone registers, they can put their information in, pay for the item and their registration is complete.

 

Planning Center Services – the flagship app.

 This is the most robust app in all of the Planning Center family.

This is an incredible app to help you plan services, schedule volunteers and communicate with your teams.

You can plan a service and upload pdfs of songs. You can upload cord charts. You can upload MP3s. You can link to YouTube videos. You can use the Song Select or Praisecharts integration to automatically include all of your lead sheets and PDF cord charts, etc. 

You can use Planning Center Services to schedule volunteers. So even if it’s not worship ministry – let’s say it’s kids ministry. You can schedule all of your kids ministry volunteers. You can also schedule all of your welcome team, your greeters, your first impressions team, and so much more.

Planning Center Services is a great way to communicate with your teams because they can block out the dates they’re unavailable to serve. With Planning Center Services, you can create multiple service types to keep things organized, and you can give specific permissions to only the people who need it.

For an additional fee, you can add on the Music Stand app, which will allow all of your musicians to see the charts and pdfs right on their device, you can sync those devices together and even turn the pages all at the same time.

As I said, you’ve probably heard of Planning Center Services. If you’re not using Planning Center Services, you should get started today. It is the best application you can find to help you plan worship services, keep all of your songs organized, keep your personnel organized and communicate with all your teams.

 

Okay, Planning Center Publishing

Planning Center Publishing is the newest application that allows you to manage the Church Center app.

The Church Center app is a free app that you can use as a part of the Planning Center family. The Church Center app is free to use, but there are some additional fees if you want to add specific features like sermon videos or sermon files. 

The Church Center app is an application that works on iOS or Android, but it’s also a web-based application. So you can link from your main website to the Church Center website, which will give your church family all of the information that they need.

So within the Church Center app, you can see events from your Planning Center Registrations. You can pre-check in your kids using Planning Center Check-ins. You can give right through the app using Planning Center Giving. You can also see and manage your groups using Planning Center Groups and you can give general information about who you are as a church, such as service times, locations, addresses, phone numbers, social media profiles, and so much more. The basic Church Center app is totally free. Which is incredible.

So Planning Center Publishing is the app that you use to help you manage your Church Center account.

Planning Center Publishing also just released a brand new feature called Directory, where you can give custom access to a church directory to everyone in your church.

If you use the Calendar app, you can also link your events and all of your upcoming activities right within the Church Center app.

Okay, let’s talk about pricing for a minute. One of the great things about Planning Center is that you only pay for what you need. Some other church management softwares are all-in-one. You pay one price and you get all the features that they have to offer. With Planning Center, you only pay for what you want to use.

So if you’re only using Planning Center Services and Planning Center Giving, you only pay for those applications, each application’s price is based on how many users are using that application.

So if you’re a small church, you get all of the features of the full application for a small price. And the larger your church, the more you will pay to access the applications.

To give you an idea, we’re a church of about 350 people, and we are currently paying $226 a month for all of the applications that we’re using.

All of the apps have a free 30-day trial period. So if you want to test out the app to see if it’s right for you, you can sign up right away and get a free 30-day trial. And you can also upgrade or downgrade the apps as needed.

For instance, with Planning Center Registrations, we use registrations for VBS. We have a lot of people that come to our VBS. So I increase the limit on Planning Center registrations when it’s time for VBS. And then after VBS is over, I downgrade back to our normal plan.

 

Okay, you may be thinking, What does Planning Center not do?

The only major thing that Planning Center does not do is accounting, they are not an accounting software.

Now you can manage all of your giving through Planning Center Giving, but you can’t manage all of your purchases and the checks that you write and things like that.

If you’ve seen any of our other videos, you know I’m a huge fan of Planning Center. In my opinion, it is the best church management software out there, in part because it’s easy to use and they’re constantly updating their applications to make it easier and better for us, the end user.

Hey, before we go on, I want to encourage you to follow the link below and join our Planning Center Training Facebook Group. This is a brand new group that we just created – where we’re going to help other people just like you, maximize Planning Center to its fullest potential.

So follow this link or get the link in the comments and join our Planning Center Training Group today.

Okay, that’s an overview of all of the Planning Center applications and how you can use them to get better in your church.

Okay, before you leave, let’s talk about what is offered for free in Planning Center.

Planning Center People is 100% free. No matter how many people you have in your database. In my opinion, Planning Center People is worth using just for the Forms feature. Planning Center People is 100% free and will always be 100% free.

In addition to that, you can create a free account with Planning Center Check-ins and use the Head Counts app for free to take a quick attendance at all your events or services.

As I mentioned, the Church Center app is also free. Now, it integrates with the various apps, of course, you’re paying for each app, but the actual Church Center app is free, which is also a great feature.

There’s a reason over 60,000 churches use Planning Center.
There’s a reason over 60,000 churches use Planning Center.
There’s a reason over 60,000 churches use Planning Center.

It is an incredible church management solution, and so I hope you’ve seen how each of these apps work and how you can use them in your church or ministry.

Get started today with a 30-day free trial. Just follow the link in the comments to get started.

But here’s the deal, don’t try to use all of the applications at one time. Just pick one app and start using it and see how you can improve your systems and processes using Planning Center.

 

Hey, thanks for watching everybody, I hope you enjoyed this video.

Again, be sure to like and subscribe, like this video and subscribe to the channel. Click that little bell so you don’t miss any of the new content we produce.

I’m planning to do a deep dive into each application in the coming months, so stay tuned for that.

I’d love for you to join us on our Facebook Group: Planning Center Training. And if you haven’t yet, be sure to go to WorshipResources.church, where we help you discover and learn how to use quality resources that will make your church better.

Have a great day everybody!

Attachment Types How To Use Them To Make Planning Center Great

Attachment Types How To Use Them To Make Planning Center Great

Attachement Types

Using attachment types is a great way to make the Planning Center Services experience great for your team.

Enabling this feature will allow you to hide certain files so that each team member only has access to what they need.

But be careful!

Sometimes this feature can cause people not to see the files they need.

This video will walk you through all those details and show you how to use Attachment Types to their fullest potential.

Transcript

Attachment types in Planning Center Services is a great way for you to manage files and make the Planning Center Services experience for your band and your teams the best it can be.

Attachment types allow you to hide certain files from people who don’t need to see them.

In this video, I’m gonna show you how attachment types work, how you can get them set up for your organization and issues that you might come across when using attachment types.

Okay, let’s get into it.

Hey everyone, I’m Joshua, I’m the creator of WorshipResources.church. We help you discover and learn how to use quality resources that will make your church better.

I put a link in the description below of all the Planning Center shortcuts. I hope you’ll take advantage of this free download. And if you haven’t yet, will you like this video? Just go ahead right now and click that like button and subscribe to our channel, if you haven’t yet, so you don’t miss any of the new content we produce.

Okay, let’s get into attachment types for Planning Center Services.

So the very first thing that we’re going to do is make sure that our attachment types are set up.

So under plans, I’m gonna click this gear at the top right and go to services settings. I’m gonna scroll down and I can see attachment types here. And I’m gonna make sure attachment types are enabled for the service that I’m using. We’re gonna use adult worship and they are enabled.

Okay, before we go on, I wanna make sure, you know attachment types should only be used for files that you don’t want certain people to see. So let’s say you have an orchestra and you have all kinds of PDFs for all of your orchestra, flute, oboe, saxophone, violin, etcetera.

Now, you probably don’t want your team to have to go through all of those files to find the file that’s right for them. For instance, the saxophone player shouldn’t have to go through all those files just to find his chart. So that’s where attachment types come in.

You can also use them for specific vocal parts, like if you have recordings for your soprano, alto and tenor parts, you can assign an attachment type to those files, so that they only see the part that they need.

Okay, so I’m here under attachment types, and I’m gonna add a new attachment type for saxophone and I’m gonna make an alias of sax, and I’m gonna click accept.

Okay, so now we have this new attachment type. So now I’m going to go to a song. And let’s look for How Great Is Our God. Hear’s How Great Is Our God, it’s already in our library. And I’m going to add the saxophone part to the key of A.

So here’s Tenor Sax, the key of A. If I click this pencil icon, I can see attachment types to selected.

So I’m gonna drop that down and I can see tenor and saxophone.

Attachment types work based on the name of the file. So if you have a file with the attachment type in the name… let’s say saxophone or a tenor, then it’s going to automatically assign that attachment type to that file.

So you can see that this file has tenor sax. But I don’t want the attachment type to go to my vocal tenor, so I’m going to uncheck that.

I only want it to go to people who are scheduled to play the saxophone. So I’m gonna click Save.

Okay, so now you have to assign the attachment type to the position.

Okay, so I’m gonna go up here to search and I’m gonna search for band and adult worship. Under positions, I’m gonna scroll down and I already have a position for Sax. And I can see attachment types are for Mix: horn, but I’m gonna click on that and I wanna add in the attachment type for saxophone that we just created.

Okay, so now when I go to the song, How Great Is Our God, and I look under the key of A, at tenor sax, I can see that the saxophone is…

Okay, let’s review. I created an attachment type called saxophone, and I gave it an alias, sax. I uploaded a file with the name saxophone in it, tenor sax, and I assigned the position, saxophone to the sax attachment type.

I hope you’re following me. [laughter]

Okay, so now I’m gonna go to plans. I’m gonna go to my most recent plan. And I’m gonna click N for needed positions. First, I’m gonna click teams, and then I’m gonna click the letter N on the keyboard for needed positions. And I’m going to add saxophone.

I need one person to play sax, I’m gonna press N again to get rid of that, and now I’m gonna click on needed positions. I haven’t ever assigned anyone to play sax, so I’m gonna search for Walter, our favorite guy. There he is, Walter Reed. And I’m going to add one.

So now Walter Reed has been scheduled as a sax player.

When Walter gets his Planning Center invite, he’s the only one that’s gonna be able to see the sax PDF. Because I assigned an attachment type to the position Sax. And Then I put Walter in that position. So now Walter is the only one who can see the saxophone PDF.

Unless of course you’re an administrator or your permissions allow you to see all files.

Okay, we’re gonna go to one more song, I’m gonna go back to songs, and I’m going to search for Because He Lives. Because He Lives [Amen], and you can see right here, under arrangement that we have an alto demo, a soprano demo and a tender demo.

I’ve set up attachment types for alto, tenor and soprano.

So when we upload a file that has alto, tenor or soprano in the file name, only those who are assigned to those positions will be able to see those files.

So I’m gonna click the pencil and I can see that there are three attachment types selected, Alto for vocal, Alto, keys and piano.

I have keys and piano selected because both of our keyboardists sing alto, and I want them to be able to access the Alto demo MP3.

Okay, just before we go, let’s talk about if you’re having issues with attachment types.

Sometimes if you have attachment types enabled, you accidentally upload a file that has an attachment type assigned to it, and then someone can’t access the file that they need.

When this happens, the easiest thing to do is to disable attachment types so that everyone can see all the files.

So if you go up to the gear icon, under plans, gear, services settings. Scroll down and then disable. And with one click of the mouse, that will fix your attachment types issue.

However, if you want to use attachment types, the way you can troubleshoot is to make sure they are enabled, just go to the song that someone is having trouble with, let’s say it’s At The Cross.

Mouse over and make sure that attachment types say none selected. None of the attachment types are selected for this file. Then click save.

Once you make sure that all of your files are correctly assigned to their correct attachment types, then you can tell your team… “Sorry about that, you should be able to see everything now.”

Believe me, I’ve had that issue happen more than one time.

Well, I hope this video was helpful to you learning how to use attachment types in Planning Center Services. If you have any questions, put them in the comments below, or maybe you’re using attachment types in a totally different way, I’d love to hear about it in the comments below.

If you haven’t yet, go ahead and like this video and click subscribe so you don’t miss any of the new content. And I’d love for you to visit WorshipResources.church today, where we help you discover and learn how to use quality resources that will make your church better.

Hey, thanks for watching everybody. I hope you have a great day. If I can help you with Planning Center in any way, just shoot me an email, [email protected]

How To Use Planning Center Matrix To Save Hours Every Month

How To Use Planning Center Matrix To Save Hours Every Month

Planning Center Matrix

Planning Center Matrix will save you hours every month, but you have to know how to use it.

If you use it correctly, you can quickly plan services and schedule volunteers over several weeks.

This video will show you all the features of Planning Center Matrix and how to save hours of time each month by batching your service planning and volunteer scheduling.

Transcript

As a worship leader, one of our responsibilities is to learn how to get better at our jobs, and one of those ways we can get better is with the systems that we use.

I’m a huge fan of Planning Center. If you’ve watched any of our other videos, you know that. Planning Center Services is an incredible application you can use to plan your services, schedule volunteers and communicate with your team.

In this video, I’m gonna show you how you can save a few hours every month just by using the matrix view of Planning Center Services.

Okay, here we go.

Hey everybody! I’m Joshua, I’m the creator of WorshipResources.church, we help you discover and learn how to use quality resources that will make your church better.

Hey, if you haven’t yet, will you like this video and subscribe to our channel? That way, you don’t miss any of the new content we produce.

And I’d love to invite you to join a brand new Facebook group called Planning Center training. It’s just facebook.com/groups/PlanningCenterTraining. We want to build a community of like-minded leaders who want to use Planning Center to its fullest potential, so I hope you’ll join us over on Facebook.

Okay, let’s dive into Planning Center Matrix. So I’m here in the top level folder of our Planning Center account.

Now, before I go on, you may be using folders, you may not be… It’s not a huge deal if you’re not.

I just wanna let you know that there are multiple places you can access the matrix from. Basically each of our ministries has its own folder, and then within that folder are the service types for that ministry.

In the top right corner, you can see Matrix, beside every matrix button, there’s a little drop down where you can choose previous plans and next plans, how many plans do you want to load into your matrix?

I typically load one previous plan and four next plans. Notice that this has load from Bethany church. So I’m gonna click matrix and let’s see what happens.

Well, nothing is showing up, and that’s because we don’t have any service types in our main folder. All of our service types are in the sub-folders.

So I’m gonna go back and I’m gonna try this again. I’m gonna click Load from adult worship and Matrix.

And there we go. Now we’ve got the matrix going on.

Before we move forward, I’m gonna show you quickly how you can access the matrix, a couple of other ways.

I’m gonna click on Bethany Adults, and right here in the top, I can see Matrix.

Now, this matrix will load from the entire Bethany adult plan, this matrix will load from this service type.

So I click the drop down arrow, one previous four next – click matrix, and here’s my matrix.

And one other way you can access the Matrix – if you’re in the plan, page, of course we’re in the new plans page. Right here at the top – matrix – and as I mouse over, you can see “load previous plans” and four plans, and I’m gonna click matrix.

Okay, so right away, we can see that this looks a little bit differently. If you never used matrix before, it might seem overwhelming, but it’s really intuitive.

In the top, you can see the series title and the plan title. And if you want to, you can click and add or change.

So I’m going to add our series title, click enter and it automatically saves the series title. On October 4th, we’re gonna stay in the series, so I’m gonna add the plan title, it’s gonna be week 11, and Standing Firm.

If you remember, when I clicked on Matrix, I said I wanted to load one previous plan and four next plans. So I have the previous plan here, but I only have three next plans. The reason is because I have not yet created another plan after October 4.

So I’m gonna go back to my plans page, I’m gonna click add a plan, and then I’m going to go ahead and create the rest of October, October 11th, 18th and 25th by choosing three.

I’m gonna copy the times from October 4th and the services are gonna start on October the 11th, and I’m gonna choose my template, COVID team… Isn’t that sad, COVID team?

You can set up templates. You’ll have to watch another video to see how you set up all the templates.

Okay. And now I’m gonna click Add three, and it automatically sends me to the October 11th plan.

Okay, so now I have all my plans already created through October. So I’m gonna go back to Matrix and click matrix, and now I’ve got October 4th and October 11th – the 13th has already happened – so I’m gonna actually take that out.

And I want to go ahead and add the 18th and the 25th. So the way to do that is to click Load a plan and then choose the service type, ours is called Adult Worship.

And then you can click on the ones that are in bold and it will automatically add them to the matrix.

So now you can go through and add the titles, week 12, week 13, etcetera.

So over here, I have Order of Service, I’m gonna drop this down and it reveals all the orders of service coming up. So I’ve got the 20th, 27th, 40th, 11th, 18th and 25th.

The great thing about matrix is that you can drag and drop between services and automatically create those items in the new service.

So for instance, we’re gonna have Baptism coming up on October the 18th. So I’m gonna click on Baptism header and I’m gonna drag that in, and I’m gonna click on the Baptism element and drag it in – and now I have Baptism scheduled October the 18th.

I used the template, if you remember, so that’s why these items already loaded, but I still need to add the songs. So there’s a couple of ways to do it.

I can choose a song from a previous plan, for instance, Christ Be Magnified. I know we’re gonna do that song again, and I want it to be after the sermon. So I’m gonna click on it and drag and automatically it copied the key and the arrangement and all the details… right into October 11,

I’m gonna go ahead and get rid of this response song, we don’t need that. And then I wanna add some more songs.

So I’m gonna come over here to the top left, click on songs. I like to sort by last used, so I know what songs we’ve recently sang. So once they’re sorted, I’m gonna scroll down and find the song that I want to sing in the service.

Stand In Your Love. Then it pulls up an Add an item. I can add an item description here, I c an add in my notes if I need to report any CCLI, and I can use the key, change the key and the arrangement.

I’m gonna click accept and now Stand In Your Love is scheduled for October 11th.

Okay, so one of the things I wanna do is make the transitions smooth between songs, and so I wanna choose another song that starts in the key of B flat.

So I can do that by using the filter. So if I click add a filter and the n key, then I can choose the key of B flat and th en search.

So now this list of songs, are all the songs that have the available key o f B flat. So I can scroll down and find the song that I want. Graves Into Gardens. Yes, that’s it.

So I’m gonna click and drag it in and I’m gonna choose B flat as my key, make any changes I want to, and then click accept.

Okay, so let’s say you make a mistake, I’m gonna drag build my life, and actually we don’t need to sing that song on the 11th, you can just mouse over it and remove it.

Okay, you can click the music note to go straight to the song page, or you can click the pencil to edit the information.

I’m gonna click on songs to collapse that back down, and I want you to notice on the top right, this little edit item descriptions.

If you use item descriptions, this is a great way to edit all of them at the same time. This could be specifics for the praise team or notes about camera positions or any other note or a description that you wanna put under each item.

So for instance, Baptism, I know that Baptism is going to be Walter Reed and Mary Brown. So I’m gonna put that in the description under Baptism. Then, when I’m finished editing all my descriptions, I click finish editing.

And then if I go back and look under Baptism, here’s Baptism from September the 27th, if I look – there’s the description I just put in.

Okay, I’m gonna collapse the orders of service, and then I’m gonna look at plan notes. If you use Plan notes, this is where you can edit those, you can add your plan notes.

And then you have your teams that are serving, so I’ve got my audio visual team. I can see who has confirmed with the green check marks. I can see who hasn’t confirmed yet. I can also see who hasn’t been notified yet because of the little envelope, and I can see my needed positions.

Now, this is so cool because you can schedule all your volunteers just by dragging and dropping.

So I’m gonna choose my camera people, I need it to be Clint and Cooper an d Shammane.

Oh, wait a minute.

Now I see that there’s a block out. She’s declined this for the 11th and there’s a block out. She’s blocked out her dates.

So I’m gonna cancel that because I know that she’s not available, and then I’m gonna come over here to people and I’m gonna add a filter. I’m gonna choose audio visual and choose camera, and then search.

And these are they available people that can serve. So I know Lee White is good, so I’m gonna click on him, and then I schedule Lee White as a camera operator.

So you can drag and drop and fill up all of your slots, just like that. You can even add someone to the team when there’s not a needed position available.

So for instance, on October the 11th, I know we actually need four camera operators. And so I’m going to come over here to Mark. I’m gonna drag him on top of this section and automatically, it schedules Mark as a camera operator.

Okay, that’s all my audio visual team. Now I’m gonna look at the band.

These are all my band members, and again, I can drag and drop between services and quickly schedule them. I can see my vocalist, can see who’s scheduled and who needs to be scheduled.

I can come up here to people and remove this filter, I can search by name and then click and drag and add her to the schedule.

And then I’ll look at staff, and this is my staff, and I can see that Shammane has blocked out. So I know I need to fill this position.

Okay, once you have planned all your services and you’ve scheduled all your volunteers, now it’s time to communicate with those volunteers to let them know they’ve been scheduled to serve.

One of the great things about the matrix view is that instead of sending one email every week, you can send an entire month or even two months worth of schedules in just one email.

Now, if you do this, I encourage you to be sure to set reminders to go out to your team. So I’m gonna quickly show you how to do that.

I’m gonna get out of the matrix view. I’m gonna come to October the 4th.

Okay, so here’s the schedule for October the 4th. I’m gonna click on times and rehearsal times, and all teams, Sunday rehearsal. And I wanna make sure that the audio visual team is reminded two days before the service starts on Friday, that they need to show up.

So now I click save, and that will create a reminder email to automatically go out at 10AM on Friday before they’re scheduled to serve.

So I’m gonna go back to Matrix and I’m just gonna load October, so I’m gonna get rid of the 27th.

And now I’m gonna email all of my team. Click email these people at the top right. You can choose which teams you want to email. If you wanna take one out, just click remove.

I want them to receive all four plans for October, and I want everybody who’s pending and anybody who has a prepared notification. I can see that it’s 23 people. I click next, and then I can update the subject and update the Email, and then click send.

Okay, so that is the Planning Center matrix view. As you see, if you can learn how to use matrix, you will save so much time. It’s kind of a way to zoom out and see the big picture.

All of us as Worship Leaders have things that we have to do every week, and if you can figure out how to batch those things together and do them all at the same time, you will save so much time in the long run.

Planning Center Matrix to the rescue.

Hey, thanks so much for watching this video. Again, if you haven’t yet, be sure to like and subscribe, and I’d love for you to join us over on Facebook at our new Facebook group called Planning Center Training. I’ll put a link in the description below.

I’d love to connect with you over on Facebook and help you in any way I can. If you have questions about Planning Center, just shoot me an email, [email protected] Have a great day, guys.