Add or Import People

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You can add people from the main people tab by importing a CSV file or adding them individually.

You can also add people within any Plan or Matrix using the button at the bottom of the People Library Sidebar.

From the People tab, select one of the options to add people in bulk or individually.

Add Person Button

1. CSV Import

If you have a CSV file with people you'd like to import, select the gear then CSV Import, which will take you to the importing page in People.

Click CSV Import

If you don't have access to People, you will not be able to import people.

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.

2. 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 People who have never been scheduled, or who have been archived, will show in separate groups.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.

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.

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.

Planning Center Welcome Email

There's a Welcome Email available for you to use. You can leave it as it is or edit it to fit your culture by selecting Edit Templates and choosing that template.

Welcome Email

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

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

  • 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.

Check out their profile and add any preferences or teams from the Scheduling tab.

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