Add or Import People

Created on:
Updated on:

You can add people from the main people tab by importing a CSV file or adding them individually. You can also add people from most places that you can search for people within Services.

Although your Planning Center database, which we call People, allows for unlimited people, Services is priced based on the number of team members. When you add a person to Services, they count against the number of Team Members included in the Pricing package.

CSV Import

If you have a CSV file with people you'd like to import, go to the People tab, and then select the gear then CSV Import.

Add Person Button

You will be taken to the importing page in People.

You will only be able to import people if you have access to People.

Click CSV Import

After the CSV file is uploaded, create a list based on when people were created to add them to Services.

Once you have the list of people, use the bulk action to send them all a Services welcome email.

bulk action

Once you've sent a Welcome Email, the people will be added to Services, and they will be able to create their password and log in.

Add Person

Type the name of the person you're adding and choose an option from the list.

Person Search
  1. If the person already exists anywhere in your Planning Center account, their name will appear in the dropdown menu.
  2. People who have never been scheduled, or who have been archived, will show in separate groups.
  3. If your person doesn't show up in the list, select Create a new person.

Enter the information for the new person including as much information as you can gather to keep database up-to-date and accurate.

Add Person Popup

When you select Save, the person's profile is created in the People database, where every person in your church database can be stored (not just team members).

Next, select Services-specific information and send an email inviting them to use Services.

Enter their information
  1. Select which welcome email to send them in order for them to set their password, update their contact information, upload a profile picture, and set up text messaging notifications. In addition, they can view the Volunteer Video Tutorial, which gives them information about managing their schedule and profile.
  2. Adjust their permissions or leave them as the default permission as assigned in the Settings.
  3. If you've created any required tags, select those options.

Select Submit to finish adding the person to Services.

Check the person's profile, and add any preferences or teams from the Scheduling tab.

Planning Center Welcome Email

An default welcome email template is available, and you can also customize the welcome email template for your church.

Welcome Email

This Welcome Email sends different text depending on the person's permission.

When editing this email, beware of code {{ inside the curly braces }}:

  • All users will be sent the final paragraph after {% endif %}
  • If they have Scheduler permissions or higher, there are two paragraphs under {% if to.scheduler_at_all? %} on setting up and learning how to schedule.
  • If their permissions are lower than Scheduler, those two paragraphs will be left out.
Was this article helpful?
15 out of 29 found this helpful