Introduction for Service Planners

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Service Planners make sure everything is in the order of service! They collaborate with other team leaders to add announcements, worship, message elements, and team members to ensure the service runs the way it's intended. This overview will help you become familiar with some features of Services that will help you streamline your process.

Tip

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

Organize Account

Every church has their own way of planning services. Before you dive into a plan to add your order of service, think through how you want to organize those plans. Service Types hold all the plans in one place. Here are some ideas to get you started:

Notice

If you're the first Administrator, you can set up your account by following our Getting Started guide.

Check out this clip from Planning Center University.

Are there multiple services happening? If so, they need their own plans. Create Service Types based on the services happening on campus:

  • Adult Service

  • Elementary

  • Preschool

  • Young Adult

  • Youth

Creating Service Types for each service helps you organize teams in the correct place and gives access to the right people.

Add Order to Plan

Once you have a Service Type and created a plan, add the order of service to ensure everyone scheduled to the plan knows what's going to be happening in service.

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  1. Add times to the plan, so people know when they're expected to be there.

  2. The order of service is made up of items, songs, and media elements.

  3. To view teams, files, notes, or contributor history, click to expand the section.

Tip

If your future services look similar to the one you're creating, export the plan as a template, so you can quickly import it to other plans in the future.

Check out this clip from Planning Center University.

Songs

Team Members

Add team members to the plan. If your times are assigned to the appropriate teams, you'll see any conflicts when you add them.

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Tip

If you've never added team members to a plan, check out our Scheduling Guide!

Manage Files and Notes

If there's more information you want team members to know outside of what's already included in the plan, add a file or note.

Caution

This section is not for media or song files that need to be used in service. Chord charts can be added to songs, and sermon slides can be added to media.

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  1. Add specific files for people in the plan to access. You can also add files to the service type, which will appear in every plan in that service type.

    Check out this clip from Planning Center University.

  2. Any notes are specific to the current plan. If there's information you want your teams to know or be reminded of when you plan, make a note!

Communicate Plan Information

You can communicate with the teams scheduled to the plan in different ways:

  • Send an initial scheduling email letting them know about the plan.

  • If any changes happen, send a text to everyone scheduled to the plan from the Android or iOS app.

  • On the day of the event, encourage team members to use Services LIVE to communicate during service.

Check out this clip from Planning Center University.

Regardless of how you communicate, make sure you communicate clearly and often! Many team members may not have the same knowledge as Services like you do, so help them find the information they'll need!

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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