Introduction for Administrators

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Welcome to Services! This guide provides an overview of the main concepts to help you have a better understanding of how to set up your Services account.

Tip

If you're unable to log in, follow the steps in this article.

Check out this clip from Planning Center University.

Create a Service Type and Plan

Service Types and Plans organize information for any services or events happening at your church.

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  1. A Service Type contains related Plans, which usually happen weekly. Service Types also contain Teams and Templates related to its Plans.

  2. A Plan is where you store all the details about a particular service. It can include service times, rehearsal times, the teams you've scheduled for that service, and all the items happening in that service.

When you create a new Service Type, you'll be guided through a wizard, which will also help you create the first Plan for that Service Type.

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Check out this clip from Planning Center University.

Add Songs and Media

Any songs or media that you want to use in your Plans must be first added to the Songs library or the Media library.

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Set up the Order of Service

Set up your Plan items and files.

  • Add songs, media, and other Plan items in the order they will occur in the service.

  • Add any additional files for the Plan or Service Type.

When you are finished adding all your items to the Plan, it should look similar to the following example:

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Check out this clip from Planning Center University.

Adding and Scheduling People

Add people to your Services database by importing a CSV file or adding them individually.

Notice

CSV Import is only available for Organization Administrators.

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After people are added, you can create teams and schedule people to Plans.

Notice

The Scheduling Your Teams article walks you through the most commonly used process for creating and scheduling teams.

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After people are scheduled to teams and sent a prepared notification, they are able to log in and view the service, as well as accept or decline the invitation to serve.

Check out this clip from Planning Center University.

Notification Bell

Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by clicking the bell icon.

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If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

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