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.

Planning Center Training Facebook Group

Planning Center Training Facebook Group

Planning Center Training Facebook Group

Facebook Groups are a great way to learn from others who do what you do. I’ve learned so much from several groups that I’m a part of. The best groups have people that offer advice or their experience to help others in their context. We just launched a brand new Planning Center Training Facebook Group to help people use Planning Center to its fullest potential.

CLICK HERE TO JOIN The Planning Center Training Facebook Group!

We hope our new Facebook Group will grow to be the go-to resource for people who have Planning Center Questions. We also hope to offer practical, easy to understand training videos and resources that anyone can understand.

Planning Center now has 10 applications (including Music Stand, the Church Center App and Headcounts) to help churches do everything from checking in kids to giving online. Other than accounting, you can use Planning Center apps to help you get better in every aspect of your church. There are so many features and options it’s almost impossible for one person to know everything about the apps.

But all of us together, using our experience and expertise, do know everything! And that’s how this new group will help!

One of the biggest benefits of using Planning Center is that all of their apps work together. No more updating contact information in multiple places or managing multiple systems. But figuring out how all the apps work together can take some time. Instead of trying to figure out everything on your own, join a community of like-minded people that can help you get better faster.

In addition to our Youtube videos and blog posts, this new Facebook Group will help you use Planning Center to it’s fullest potential. Come on over to Facebook and jump in on the conversation!

How To Add A Guest To Planning Center Services

How To Add A Guest To Planning Center Services

Add A Guest To Your Planning Center Services Plan

Sometimes you need to add someone to our Planning Center Plan but you don’t want to add them to your team for good. This is true for Guest speakers, Guest Worship Leaders and more.

In this video, learn how to add a GUEST to your Planning Center Services Plan using the new Plans page. This will allow you to add someone to a plan without adding them to your team.

Transcript

I love Planning Center!

Planning Center is a suite of apps you can use to make your church better in just about every area.

Planning Center Services is an app you can use to plan your services, schedule volunteers and communicate with your teams.

In this video, I’m gonna show you how to add a guest to your Planning Center Services plan. And why you should consider using guests in the future.

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. If you haven’t yet, be sure to follow the link in the description to download all the Planning Center shortcuts. It will help you get better at Planning Center Services.

Okay, let’s dive in.

So I’m in Planning Center Services and under plans. Okay, if you see the old plans page and you are an admin, click, try it now, so you can see the new page, now this is the new normal. You might as well get used to using it, okay, we’re gonna learn how to add a guest to our plan.

There’s a couple of ways to do it. Over here on the left, you can see teams, you can click add schedule people. Or if you’re under the teams tab here, you can click add schedule people.

But the easiest way to add a new person is just to click the letter P on the keyboard. That stands for Schedule A person.

Now, if I click team member, I can see all the team members under the audio visual team. I can see people with conflicts, and at the very bottom, I can assign a new team member to one of these positions.

But what I wanna do is add a guest to the staff position. So I’m gonna click on guest and there’s our guests…

This is our guest speaker, Alan. So I’m going to change this Team to staff, and he’s not an assistant, he’s not an intro, he’s not the pastor or worship pastor. He’s just a guest speaker.

So I’m just gonna type in guest speaker. And I’ll tell you why this is important in a minute. Click service times, he’s speaking at both services and he doesn’t need to come to rehearsal. So I’m gonna uncheck that and I’m gonna click Save… Now you can see Alan is scheduled. I haven’t sent him an email yet, but he’s scheduled to be the guest speaker.

Now notice, guest speaker here is in italics, that indicates that this is a temporary position, it’s not a new position. It’s just a temporary position. And just to show you – if I go to manage teams and staff, you can see there’s not a new position called guest speaker.

And also, Alan Baker is not listed as a team member, and that’s why it’s important to add guests.

Sometimes you have a guest speaker or a guest worship leader, may be a guest musician. You don’t want them to be on your team all the time, you just want them to be a part of that service.

So adding them as a guest will enable you to add them to the service without adding them to a team in the future.

Okay, so that’s how we add somebody as a guest who’s currently in Planning Center, but what if they’re not in Planning Center?

I’m gonna get rid of Alan for now. I’m going to click the P to schedule a person, and I’m gonna click new.

Okay, so now I’m gonna search for Walter Robinson. Okay, I don’t have Walter in my system, so I’m gonna click create a new person. I’m gonna fix his capitalization and I’m gonna add his contact [email protected]

Now I’m gonna click Save, and I don’t wanna send him a welcome email, his permissions are normal, and click submit.

And now I’m back to this screen where I’m going to assign him as a staff member. But instead of an assistant, I’m gonna just put him as intro pastor and then check he’s serving in both services, and he doesn’t need to come to rehearsal.

Now I click save, and you can see Walter Robinson is listed under the intro pastor position.

But I wonder if it added him to that team, so I’m gonna go to manage teams. Click on staff. Intro, pastor. And there’s no Walter here.

Okay, that’s how you add a guest to your Planning Center Services plans.

I hope this has been helpful to you, and I hope you’ll utilize all the new tools in the new Planning Center plans page.

If you haven’t yet, will you like and subscribe below? And also go to WorshipResources.church – where 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, it’s yours free. Just click on that link below. And if I can help you in any way with Planning Center or anything workshop-related, just shoot me an email, [email protected]

Hey, thanks everybody.

Fix This Planning Center Error – Request Is No Longer Valid

Fix This Planning Center Error – Request Is No Longer Valid

This Request is no longer valid – Planning Center Error

Some of the most common comments I hear about Planning Center are:
“Why can’t access the plan?”
“I’m getting an error message when I try to log in.”
“Sorry! This request is no longer valid.”
“This service is no longer available.”
“I can’t log in to Planning Center.”
“Something went wrong.”

It can be frustrating when you can log into your Planning Center Account to access your plan. But it’s a pretty simple fix once you understand why you’re getting the error in the first place.

This video will show you how to fix these error permanently.

Here’s more info from Planning Center on this issue.

Transcript

One of the most common questions I get about Planning Center is from someone that I send a request to, and they say, I clicked on the link, but I can’t see the plan, or I’m getting an error message. Or it says, the plan is no longer available. This is a common problem, especially for people who serve in multiple churches or organizations.

You might be logged into one organization and you get an email from another organization, and then you get an error and you don’t know what to do.

In this video, I’m going to show you why that error is happening, how you can fix it and how you can prevent it from happening in the future.

Okay, here we go.

Hey everyone, my name is 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, go ahead and like this video and subscribe to this channel so you don’t miss any of the new content we produce, and there’s a free download in the description below that, I think will be helpful to you as you’re learning and getting better at planning center.

Okay, let’s dive in.

Okay, so I received an email, so I’m going to click accept and I get… Thanks for accepting the invitation.

Now I want to see the service, so I’m going to log in and I’m going to log in here, and now I recognize that there’s an issue because this is for Bethany Church, but the email was from Adventist Fellowship.

So I’m going to click on View Plan, and now I get this error. Something went wrong. What you’re looking for is no longer accessible.

Now, if you get this error page that says something went wrong, if you look at point number two, that gives us a hint as to what’s going on with the issue, be sure to check that you are signed into the correct account. Also if you want to play some Mario, you can play a little Mario Brothers!

Now, you can see that this also happens on a mobile device, if you’re logged in to Planning Center Services app, and you get a request from an organization, you click on accept. It’s going to redirect you to the app, but you might get this error message.

So this error can be frustrating, but actually it’s pretty simple to log into the correct account. You first just need to log out of the other account, go back to the email, click accept one more time, and then login to the correct account.

Now, there’s two ways you can do this. If you have different email addresses for different organizations, then you’ll need to use the correct email address for each organization. So I’m going to log out, I’m going to change the email, I’m going to log in, and now I can see that I’ve confirmed for this service.

But there’s actually a better way to do it, and that is to link your Planning Center accounts.

Now, the only way this works is if you use the exact same name and email address, primary email address, now you might have to ask an administrator of the organization – can you update my email and my name to be exactly this – and tell them what you want it to be. Then you need to go and reset your password. The way to do that is just to go to the log in page and click… Need a password.

Once you do that, you can be sent a code, you enter the code, and then you can put your new password in.

Okay, so I’ve got the administrators in both accounts to make sure that my name and email are the same. So now I’m going to log in again. When I click log in, then I get this new window that gives me the two accounts that I’m a part of – the two organizations that I’m a part of. So I can log in separately with each one, but if I click link these accounts… That’s going to solve all my problems.

Linking your accounts will allow you to switch between organizations without logging out… Yes, that’s what I want to do.

I’m going to link those accounts and now I’m going to log in and I can see up here at the top, now I have a new drop-down option.

I can choose the account I want to access, and you can see under my calendar. So I’ve confirmed for Bethany church, but I’m also confirmed up here for Adventist Fellowship.

Okay, and then if I go back to the Planning Center Services app, I can see that both accounts are linked automatically in my app. And I can quickly go back and forth between Adventist Fellowship and Bethany church.

Okay, I hope this video was helpful to you, it can be frustrating when you’re trying to access a plan and you can’t get access or it says it’s no longer available. Just make sure that you’re logged into the correct organization.

But the best thing to do is to link your accounts together with the same name and email address, so then you can switch back and forth right within the browser or the app without having to log out and log back in.

Hey, thanks for watching. I hope you like this video and subscribe to our channel. We help churches discover and learn how to use quality resources that will make your church better, if you haven’t yet, go to WorshipResources.church. And if I can help you in any way, just shoot me an email, [email protected]

How To Use Shortcuts In Planning Center Services

How To Use Shortcuts In Planning Center Services

Shortcuts Will Save You Time!

Planning Center Services is the best way to plan worship services, schedule volunteers and communicate with your teams. In order to get the most out of the app, learn how to use shortcuts!

Using shortcuts in Planning Center will help you save time while you add songs to your set list, schedule volunteers, send out emails and so much more.

Watch the video below to learn how to access all the shortcuts and start saving time today!

Download a list of all the Planning Center Shortcuts HERE.

Transcript

If you’re like me, you’re always looking for ways to improve your craft, if you wanna be a better worship leader, you have to evaluate. And you have to be willing to try new things.

In this video, I’m gonna show you the fastest way to move throughout Planning Center Services. This is a tip that most people, I don’t think are using, but you should be using it, it’s gonna take a little bit to learn it, but once you get it, it will save you so much time in the long run.

Hey everybody, my name is 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.

Planning Center Services is an incredible tool that will help you plan services, schedule volunteers and communicate with your teams.

If you’re not using Planning Center, I encourage you to follow the link in the description and sign up for Planning Center today.

Okay, here we go. You probably know there are multiple tabs in Planning Center. You’ve got the schedule, my schedule tab. This will show you your calendar and your upcoming things that you’re scheduled for.

You can also block out dates, look at your messages or email your leader.

The Plans tab, it’s gonna have all of your upcoming plans.

The songs tab, has your entire song library. Media tab has media. And then people are all the people in your system.

And so here’s the tip – and I encourage you – it’s gonna take a little bit of time. But if you make yourself do this, I promise you will save so much time in the future, and that is… Use keyboard shortcuts.

If you’re not a keyboard guy or gal, I wanna encourage you just to force yourself to learn how to use keyboard shortcuts. You will save so much time in the long run and Planning Center has some great keyboard shortcuts built right into the app.

So I’m gonna go back to plans and I’m gonna click… or actually, I’m gonna go to songs.

The keyboard shortcuts are really simple to find, and all you have to do is just click shift and the question mark. And that will pull up all of the keyboard shortcuts that you can use on the page.

So this says when hovering over a song or arrangement, the following shortcuts can be used. So you can use Archive, A, or delete, which is the key of X.

These are general shortcuts that you can use at any time.

Okay, so let’s see if this actually works. So if I hover over this and press A, it says – wait a minute, are you sure you wanna hide A Might Fortress from the song list? Do I wanna archive it? No, I don’t wanna archive it. But that’s all I did, hover over it and press, A.

Okay, and then, okay, so what I would do is just, do them one at a time. Practice using the shortcuts so you get used to using them.

So… Okay, the next one is delete, so I’m gonna come over here and I’m gonna press X and wait a minute, are you sure you wanna delete A Strange Way To Save The World and all its files… This cannot be recovered. Yes. delete forever or cancel, I’m gonna cancel.

Don’t delete all the files.

Okay, so let’s go to the Plans tab and look at an upcoming plan.

Okay, I’m gonna find the short cuts – Shift question mark, and look at all the shortcuts that can be used in this… on this page.

And I can do the song book, make a PDF of the song book, I can send an email with E, That’s awesome.

Add a file with the letter F, add a header with a letter H, add an item with a letter I.

Open services live with the letter L, add media, M, needed positions N. Ooh, that one’s awesome.

Alright, let’s try it. So I’m gonna close this and I’m gonna just type N and let’s see what pops up.

So I’m gonna click on teams and look here, N – here are all the needed positions.

So I can add needed positions to my teams, and then if I click N again, they go away.

So I actually have one needed position here, but if I click N, then all of the needed, so I can add needed positions, which is so helpful if you know that you need three more people singing, for instance, or two more people playing acoustic guitar.

Okay, so I’m gonna press N again and hide that. And I’m gonna look at the shortcuts again, question mark.

So add a song, so that one’s pretty sweet. Just press S on the keyboard and you can add a song – it pulls up your library. Same thing for M, for media, if you wanna add media to your list.

I’m gonna look again. Let’s see – add a time. Let’s see what that one does, So close, T for time. Oh, this is sweet. You can add a new service time or a rehearsal time or other time just by clicking the T, and you can create it in future plans. That’s really nice.

Okay, so I hope you get the idea. If you use shortcuts, you will get so much faster in scheduling and planning, adding songs, adding media. You’re gonna save yourself a lot of time. So learn the keyboard shortcuts.

And the way to figure out what keyword shortcuts are available is just click shift + ? , shift + ? . Then that will pop up all the keyboard shortcuts.

Here’s a hint, I’ve listed all the keyboard shortcuts in the description below this video. So if you just wanna grab them from the description, you can do that as well.

The keyboard shortcuts will save you so much time, so I encourage you to consider using those starting now.

If you haven’t yet, go to WorshipResources.church. We help you discover and learn how to use quality resources that will make your church better.

Thanks for watching this video. Be sure to subscribe so you don’t miss any of the new content we produce. And we’ll see you on the next video.

God bless guys!