Using The New Stage Layouts In Planning Center Services

Using The New Stage Layouts In Planning Center Services

Using stage layouts is a great way to let your tech team know where all the musicians and singers will go on the stage.

This is especially helpful if you are in a portable set up or your personnel change frequently. Learn how to use the new Stage Layouts in Planning Center Services!

Transcript

Hey everybody! Planning Center just released a brand new feature inside of Planning Center Services called stage layouts. They’ve had stage layouts in the past, but now they’ve upgraded them with some new features. In this video, I’m gonna show you how to create a stage layout for your plan from scratch and using a template. Okay, let’s get started.

Hello everyone, 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. I hope you’ll take a minute to like this video and subscribe to this channel. That would really help us out. We’re doing our best to get to 100 subscribers. So if you wanna be one of the first 100 subscribers, go ahead and click that subscribe button below. And if this video is helpful to you, put it in the comments below. I’d love to start a conversation with you about Planning Center. And I’d love for you to join our Planning Center Training Facebook group. You can find the link in the description below. Okay, let’s look at stage layouts.

So, I’m here in Planning Center Services and plans. I’m gonna choose the folder of the service type that I want to add the stage layout to, so I’m gonna go to this service. Okay, I’m inside the service and I’m going to minimize these tabs. You can minimize just by clicking on them. Okay, this files tab, this is where we’re going to add the new stage lay out, click Add.

And then stage layout. You can see there are a few templates already added, a generic stage layout, a grid layout and a picture layout. And there are also custom options, so if I click Custom, you can see there are no custom templates available, so I’m going to create a new template, and I’m gonna call this Bethany Stage. The template needs an image to place things on, so I’m going to drag in my template. If you don’t have a template to use, I put a template in the description below. So go down below and you can download this template that I’m using.

I’m. gonna click Add Template, and you can see here is my stage. So now I’m gonna click on the actual template, and I can see right away that I have some people that are ready to be placed onto the stage. So if I click on them, they show up.

So you can click and add your personnel wherever you want them to be. We’ve got a tenor here, worship leader, alto, acoustic guitar. So you can place your personnel where you want them to be.

And a new feature is the objects. So if I click on objects, I have these different instruments and gear that I can add to the stage before you add them, you can change the color if you like. I’m gonna change them to green. So I’m going to add acoustic guitar, and that goes right here. If I click on the actual image, I can resize, rotate and change the color. So there’s my acoustic guitar. I’m going to add bass guitar. Again, click on it, resize, rotate.

Okay, I’m gonna change these back to this peach color and start adding these instruments in. And I wanna add some vocal mics. So we’re gonna add these microphones and we’ll increase the signs a little bit.

Now, one other thing you can do inside the stage layout is to make the names smaller or just use initials. So if you click on the person’s name, you can choose name, small name or initials.

I’m gonna choose small. Okay, just a couple more things for your stage layout. If you want to edit the name, you can click the pencil here. You can also delete the stage layout up here on the top right. And I’m gonna go back and we can see here’s the stage layout – Bethany stage. I can preview it, and these stage layouts will be visible to everyone that’s scheduled in your plan.

So from the preview window on the top right, you can download the stage layout or print the stage layout, which will then allow you to give it to your tech team, so they can see what personnel are where.

Okay, I’m gonna show you one more option for stage layout, and that is to use an actual picture of your church stage. So I’m gonna click Add File, stage layout, new template. And we’ll call this Bethany New. I’m going to grab the image and drag it in here. One thing to note is the image cannot be wider or taller than 1000 pixels, so you might have to resize your image before you can import it into the stage layouts. Add template, Bethany New. And now I can do the same thing, I can start adding my people exactly where they’re going to go.

Okay, that’s stage layouts, very simple, but helpful feature, especially if you’re in a portable church or your personnel change frequently, you can use stage layouts to clarify where everyone needs to be. This feature is especially helpful to your tech teams, so they know where to set up gear and where everything should go.

Okay, so that’s it for this video. If you like the video, I hope you’ll click the like button below and subscribe to this channel. Click that little bell so you don’t miss any of the new content we produce. And I hope you’ll visit WorshipResources.church to discover tons of free and inexpensive resources you can use to make your church better.

Hey, thanks everybody. We’ll see you next week!

How To Create And Use Planning Center Templates

How To Create And Use Planning Center Templates

Using Planning Center Templates will save you SO MUCH TIME in planning your services.

This video will show you how to create a template from scratch AND the fastest way to create a template (that I almost forgot!).

Transcript

Hey guys, what’s up? So today we’re going to look at templates in Planning Center. Using templates is a great way to save time so that you have about 60% to 70% of your service already completed. So today, I’m gonna walk you through how to create a template from scratch, and then how to use that template for creating services 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 to make your church better. As I said, in this video, we’re gonna look at templates, and this is gonna be from the desktop.

Okay, I’m in Planning Center Services, and I’m gonna go to plans and then I’m gonna select the folder and the service type that I want to add the template to. On the top right, click the gear, drop down and go to Templates. And you can see you’re in the templates tab.

Now, we have several templates already created, but I’m gonna create a new one. I’m gonna click Add template, and we’ll call this Default Sunday Worship, enter. And so right away, I see that this is a blank plan. It looks very similar to a plan, but I don’t have anything in it, so I’m going to add my first item.

 And here it is right here, and let’s call this countdown. And this is going to be before the service begins – and that’s awesome. And now I’m going to start adding some more items.

Now, the quickest way to add items is to use the keyboard shortcuts, for instance, S for song, I for Item, H For header. So I’m gonna click on H and then I’m going to type in walk in. Now I’m gonna click and drag that above. So this is while people are walking in. I’m gonna add some more headers here – so this will be Music. I’m typing in H on the keyboard – this will be a Sermon, and then one more for announcements.

So now I have my headers and now I’m gonna add some items.

These are items that we do every week, so press I and we’ll call this Welcome and Announcements. And we’re gonna say this usually takes 5 minutes and it’s during all the services. So now I’m gonna drag it down beneath the announcements. I’m gonna add another item, and we’ll call this sermon bumper. Let’s say it’s one minute and 30 seconds. I’m gonna add another item, call it sermon. And we’ll say 40 minutes for the sermon. And this is looking pretty good.

It’s a pretty good template – I’m gonna move the announcements up before the sermon, to move those here. And the sermon bumper, of course, goes before the sermon. So we’ve got walk in. We’ve got music, announcements. Let’s do a response. So I’m gonna do – I’ll call this response song, and we’ll say, this is 5 minutes. And I’m gonna put this underneath the sermon. And let’s add another header called walk out. And we’ll add one more item for announcement loop. This will be 10 minutes and it’s going to be after the service.

So in just a few minutes, I created a template, and this is a basic structure for our services from week to week. Obviously I didn’t add the songs because the songs are gonna change from week to week. But now I’m gonna add personnel. So these are all the needed positions for our team. So if we go to the top and click on teams, it gives you some instructions. I can import a template, I can add people and I can do needed positions. I’m gonna click on needed positions, and I’m gonna go through and add all of the needed positions that we need for our team. Front of house; one, light programmer; one, lights; one, livestream; one, screens; one, technical director one.

So we need a piano player, we need keyboard player, we need electric lead, drums, bass, acoustic. I want two altos, two Sopranos, one worship leader and two tenors. And then for staff, we need an assistant, we need an intro pastor, online host, pastor and worship pastor. Now, done.

Now you can see I have the order here and the teams here. If you have people that serve every week in the same position, you can go ahead and add them to the template, and then you don’t have to add them when you create a service. So for instance, our technical director is the same every week. So I’m going to click on that and search for Nick, there is Nick, and add one. So now Nick is automatically added as the technical director in this template, our bass player is usually the same bass player every week, so I’m gonna search for Pablo and add one. Our pastor is the same every week – hopefully your pastor is the same every week. Add one.

Okay, you get the idea, I’m gonna speed up through this process.

Okay, now I have all of my normal personnel, the people who serve every week, in the template, but I’ve left open the slots where the volunteers rotate. So I have my order and I have my teams. And the great thing about Planning Center, it automatically saves. So here’s the title of the template, and if you want, you could add some notes to this template and add categories here.

Now, I do want to mention, you have to first set up your teams in Planning Center before you’re gonna be able to see audio visual, band, vocals, staff. You need to set up those teams first in Planning Center. You can watch another video to see how to do that.

Okay, before we finalize this template, I’m gonna add a few more details. We like to add the leader for each group, but I’m gonna remove a couple of these columns that aren’t needed. So this is video.

Hey, I realized after I recorded this video that I forgot about the fastest and easiest way to create a template, and that’s by exporting a current plan into a template. I’m gonna show you how it’s done.

So I’m inside my plan, and in the top right, I’m gonna click these two little arrows that say export. I’m gonna export to template. You can choose your service type, you can choose the items that you want to export, give it a name, then click submit. After it exports, it sends me right to the template. I can see I’m on default template 2. And here’s all my people, here’s all my songs, and so I’m just gonna delete the songs from the template because we’re not gonna sing those songs every week. And I also will go up to teams and delete the personnel who don’t serve every week, or who I don’t want included on this template. 

Okay, I’m gonna show you one more way to create a template. I’m gonna go to the gear, click on templates, add template, give it a name. Under actions, I’m going to import template and I’m gonna choose recent plans.

So I’m going to import everything from this recent plan to this template. Okay, you can see I’m on template default three, and then I can just remove all of the songs, and now I have my template ready to go.

I’m pretty happy with this template, so now let’s create a service from the template. I’m gonna go to plans, and first I’ll show you, if you go back to templates on the top right, you can see here’s your default Sunday Worship template with six items, four teams, no notes and the date it was created and updated. If I want to update the template, just click on the template, and then you can make some updates from here.

So now I’m going to create some services using this template from plans. Go to the service type you want to add. Click add a plan. I’m gonna choose four, and I’m gonna change this template to default Sunday worship. So I’m copying the times from this Sunday and we’re starting on March the 7th. I click add four. Now, it automatically redirects me to the first service of the services I created, which was March the 7th. So if I go back to plans, I can see here are all the services I just created. And if I click on March 7th, I can see, I already have all of these items added because we used the template. So now really all I have to do is add the songs and adjust the personnel. So I’m gonna click S and I’m gonna start adding songs.

Once you’re finished adding all the songs and all the personnel, now it’s time to send out that service to your team.

Well, I hope this video was helpful in learning how to use templates, how to create a template from scratch, and use templates to plan upcoming services. If you use this, you will save a whole lot of time. And here’s a tip, you can create as many templates as you want. So if you have the same team that serves on the first Sunday and the third Sunday, and then a different team that serves on the second Sunday and the fourth Sunday, create two templates and then build your orders of service from those templates.

Templates are a great way to save time from week to week, so you’re not starting from scratch and building the plan. If you have any questions about templates or anything Planning Center, send me an email, [email protected] And will you take a minute to like this video and subscribe to this channel if you haven’t yet?

I’d love to connect with you over at WorshipResources.church, or on our Planning Center Training Facebook group. You can find all those links and a free download in the description below.

Hey, thanks for tuning in today. I hope you guys have a great day. We’ll see back here next week.

How To Set Up Notifications In Planning Center Services

How To Set Up Notifications In Planning Center Services

Setting up notifications in Planning Center is not hard but it’s important so you don’t miss any services you’ve been scheduled for.

And if you’re a team leader, you need to know when someone declines a service invite or blocks out dates in the future.

This video will show you how to set up email and text notifications!

Transcript

Hey, what’s up, everybody? So my son comes, my middle son, he’s 13, he comes to my room this morning and he says, “Dad, I think I know how you can get more YouTube subscribers.” And I said, Oh yeah, really? How… And he said, “You need to be more exciting.” And I said, Okay. And he said, I watched one of your videos. And it was really boring.

So, I’m sorry, if these videos are boring. I will try to be more exciting for you guys. But thanks for tuning in.

So in today’s quick tip video, I’m gonna show you everything you need to know about Planning Center notifications – how you can set up notifications if you’re a leader and also if you’re just a normal user on Planning Center. This is how you can set up notifications for your Planning Center Services account.

Okay, ready, 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 to make your church better. I hope you’ll take a minute to like this video, and if you haven’t yet subscribe to this channel – I promise to be more exciting.

 In future videos, I will follow my son’s advice. I promise he’s a YouTube Pro.

Okay, so we’re gonna dive into notifications.

Now, the first thing you need to know is that you have to set your notifications for team leaders. So whoever is a team leader, that’s who your notification is gonna be set for. And these notifications are if they accept a plan, decline a plan, or they block out their dates.

So first, go to the service type that you want to edit the notifications in, click the drop down in the top right next to the gear, and go to teams. You will see you’re on the teams tab, and you’ll see a list of your teams. These might look similar or these could be totally different, it just depends on how you have set up Planning Center.

But I’m gonna click on the first team and then I’m gonna click team leaders. And you can see I’m a team leader for the audio visual team, and these are the notifications that I will receive if someone accepts a plan, if they decline a plan or they block out.

Now, I always like to just have decline and block out because I don’t really need to know if they accepted it. I don’t need to get an email or a text for that. I just wanna know if they declined so I can find a replacement for them, or if they block out dates, then I’ll know I need to find a replacement for them coming up in the future. So I always leave the decline and block out checked. Now you have to make these settings for every team, so I’m on go to band, team leaders and decline and block out.

I’m making sure that they are set. Then you go to vocals, team leaders, decline, block out.

Now, let’s say you wanted to add a team leader – you can do that right from here. Click add a person and then search for someone you want to add as a team member. And this pop-up is letting me know if I add Allison as a leader, it will increase their permissions to scheduler for adult worship. Sounds good.

And now I can set the notifications for her – what notifications she will receive. Obviously, if you don’t have any of them ticked, then she won’t receive any notifications. Then if you want to remove the team leader, just mouse over, click the minus button and remove…

Okay, so that’s how you set your permissions if you’re a team leader. Now let’s check how you can set permissions. If you’re just a regular user on Planning Center and you wanna get, let’s say, text notifications.

So I’ve logged in to another account, and you can see I can block out dates. I can look at my messages. I can also email my leader. And if I’m scheduled for an event, it will show up here. But to edit my notifications, in the top right corner I’m gonna click the drop down and then profile under the profile tab. Click communication, and then where it says text notifications, click edit to add a mobile number and carrier.

So I’m going to edit, I’m gonna add my mobile number, which of course is 867-5309, and I’m gonna click Save.

Now you’ll notice nothing showed up here, it doesn’t look like anything happened. And that’s because you have to choose a mobile carrier. Now, you can set text permissions for your users if you’re an admin or an editor, or you can set your own text notifications, but you have to know who their mobile carrier is AT&T, Verizon, US Cellular, etc.

So I’m gonna go back to edit, I’m gonna change my mobile carrier and click save from there. I can tick the boxes where I want text notifications, if I want general emails, scheduling request reminders, these will become text message notifications.

Before we move on, I wanna let you know that if you are a Verizon customer, you cannot receive text notifications unfortunately. So if you click edit and you change to Verizon – save, you will see this notification that says Verizon has stopped supporting text notifications.

So what they encourage you to do is to install the Planning Center Services mobile app on your phone and Enable notifications using the mobile app. If you want to find out more information, just click learn more and I’ll link this page, this is the help page from Planning Center. But you can see that Verizon does not support text notifications.

Okay, what if your mobile carrier is not listed? So, if you go to edit and you select the mobile carrier, you can see there are several dozen mobile carriers available. They have the most common ones listed here at the top. But if your mobile carrier is not listed here, then it’s probably not supported to get text messages through Planning Center. Also, please note, you have to have your email address. Also, if you have more than one mobile number, make sure you put a star next to the one that you want to receive text notifications and save.

Okay, so that’s all you need to know really about notifications and how to set them up in Planning Center. I hope this was helpful for you.

If you have any questions about Planning Center, shoot me an email, [email protected]. And I’d love for you to connect with us on our Planning Center training Facebook group. You can follow the link in the comments below to access the Planning Center training Facebook group. It’s free, and we’re helping users just like you, maximize Planning Center to its fullest potential.

Hey, thanks again for watching. Like this video and subscribe. I’ll be more excited from now on! Have a great day, guys. We’ll see you next week. 

Whoa.

How To Create A Free Digital Release Form Using Planning Center

How To Create A Free Digital Release Form Using Planning Center

Learn how to create your own Digital Release Form for free, using Planning Center People Forms. This will save you and your parents time from having to fill out those pesky release forms. Digital is better!

Download a free Digital Release Form Example Here.

*This is not legal advice. You should consult your own attorney before implementing Digital Release Forms for your church.

Transcript

 Hey, before we jump into this video, you need to know I am not an attorney, you should not take legal advice from me or from this video. You need to consult your own attorney when deciding if digital release forms are legal or appropriate for your context. Okay, here we go.

In this video, I’m gonna show you how to create a digital release form for free using Planning Center People, and also how you can link your digital release form using Planning Center registrations. Okay, let’s dive in.

Hey everybody, I’m Joshua, I’m the creator of WorshipResources.church, where we help you discover and learn how to use quality resources to make your church better. In this video, I’ve got a brand new, free download in the description below where you can download all of the copy – the language we use for our digital release forms. And then you can edit it to fit your context.

Again, this is not legal advice, but you can edit this content for your digital release forms. It’s a free download in the description below, I hope you’ll grab it today.

Okay, before we get started, I’m gonna show you an example of a digital release form that we have created for one of our events. This is for one of our kids events, parents night out. You can see that an adult must fill out the form and they need to check each section to confirm compliance. So they’re gonna put their name and email address, the age group of their children, the children’s names, any allergies, and then emergency contact. And here’s where we get to the release. So we have created multiple checkboxes that the parents need to check to release liability, injury risk, assuming risk, comply with conditions, negligence, photo release – this is a great thing that you actually need to have. You need to get a photo release so that the parents can give permission for you to show pictures of their kids on your website or on social media and videos, and things like that.

We even added a COVID-19 release and you can read that here.

So the guardian must sign – so they’re gonna check the box and then they print their name as a signature below. And then they click Submit.

Okay, I’m gonna show you how to create the form now. So I’m in Planning Center People, I’m gonna go to forms, and I’m gonna click new form in the top right corner. I’m gonna give it a name – parent release, and then I’m going to add a description. And I have some text already filled out, so I’m just gonna copy the text from here. I’m gonna click Save and Save.

Now, I do recommend to put the name of the activity or event that they’re releasing from. I know some churches do one release for the entire year. For us, we do one per event just to hopefully cover any bases.

So I’m gonna put Summer Camp 2021 save. Now, by default, they always have to put their first name, last name and email address.

So now we’re gonna start dragging some fields in to get started. So you can see there are profile fields over here, there are workflow fields, which we won’t get into those today, and then basic fields. These are the main fields that we’re going to start adding.

Okay, in the form, you can collect any information that you want to – names, phone numbers, email addresses, personal information about the kids or the parents – whatever you deem necessary. So I’m going to drag a couple of basic fields in, text and I’m gonna ask, how old is your child? I’m gonna make it required and then save. And then I’m going to ask for the child’s name, make it required, and save. I’m going to ask if there’s any allergies or medical issues. So I’m gonna copy this text.

Now before I move on, I’m gonna put a header here under this child information, just so it cleans up the form a little bit. And the way to do that is here, where it says section heading. I’m gonna drag it above here, and I’m gonna put child’s information.

 Now, I’m going to add an emergency contact by default. Every form gathers the first name, last name and email address, but sometimes the emergency contact might be different. So I’m going to add a header, first, section heading and emergency contact. And then I’m going to add the name. I’m gonna use the basic text field, make it required. And then I’m going to add phone number. So I’m gonna come up here, click on Phone Number, drag it down and make that required.

Now, if you use the profile field, this phone number will be permanently attached to the first name, last name and email address. So it might be that you wanna just use a basic text field for the phone number. It just depends on your scenario.

Okay, so now we’re gonna get to the release form part. I’m gonna add another section heading, and I’m gonna copy this text and copy the description. Now this information you will want to update. So, Bethany Church Students, let’s make this all caps Students Summer Camp.

 Now I’m gonna start adding the check boxes, I can click on it and it’s gonna add it to the bottom, and I will copy this information. So now I have the information. I’m going to, of course, make it required, and then click save. And then I’m going to add more checkboxes and I’ll speed up through this process ’cause you don’t wanna watch all this.

Okay, now I have all of the forms copied and you can see what it looks like on the back end. Let’s see what it looks like to the public. On the top right, I’m gonna click View Public Form, and I can see that this release form is looking good.

So now if I wanna send out the release form, all I have to do is copy this link, and of course, this part of the link before Church Center will be your church-specific link. You can also go to settings and copy the link or learn how to embed the form onto your website, following these directions.

A couple of other things to mention; you might want your student pastor to have access to this form, so I’m going to add him, and also we’re gonna give him a notification, so that any time someone fills out the form, he will get a notification that the form has been filled out. You can also add a category for the form if you want to, you can also close the form or archive the form once you’re done with it.

Now, I’m gonna show you how you can integrate the form into Planning Center Registrations. Which means that your entire registration process will be digital. No more pesky paper forms waiting for parents to print the off, fill out the form.

 And then hand it back to you. Now, it can be all done digitally. So I’ll go to Planning Center Registrations. I’m gonna go to this Bethany Students. Under settings and forms, I’m going to add a form, new form, and make sure that you check people forms. And then you can select the form that you just filled out, which was… Parent Release Form. You can see we have a lot of forms. Parent Release Summer Camp. And then if you want to, you can only ask for the students, save.

And that’s all there is to it. Now, when someone registers for an event using Planning Registrations, they will be prompted to fill out the digital release form that you created in Planning Center People. How cool is that?

There are some other options for digital release forms, I’ll put those in the description, but we decided to keep things simple and use Planning Center Registrations and Planning Center Forms for all of our sign-ups, including our digital release forms.

Again, I am not a lawyer or an attorney. I cannot give you legal advice. You should consult an attorney before you implement this strategy, but I hope this was helpful in learning how to create a form, a digital release form that you can send out to your parents.

Hey, before you go, I wanna mention one thing. You don’t have to use Planning Center Registrations to send out the digital release form. All you need to do is copy the link of the Planning Center People Form and then send that out in an email and get them to fill out the form that way.

So you can use it just with Forms, or you can use the Forms feature inside of Planning Center Registrations – whichever is most convenient for you.

I hope this video was helpful. If I can serve you in any way, send me an email, [email protected] And 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, be sure to download the free copy that we use for our Parent Release Forms. You can get that in the description below. You can edit it and use it however you need to for your church.

Hey, will you take a minute to click the like button and also subscribe to this channel if you haven’t yet? And maybe share this with a friend who might find this information helpful.

I hope you have a great day. We’ll see back here next week!

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]

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.