Add or Import People

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

Note

Your Planning Center (People) database allows for unlimited people, but 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.

Check out the video below, and then read the rest of the article to learn about adding people to Services.

 

Import from CSV

If you have a CSV file with people you want to import, go to the People page, and then select CSV Import from the gear menu.

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If you have access to People, you will be taken to the importing page in People .

Note

The CSV Import option in People is only visible to Organization Administrators.

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

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Once you have the list of people, use the bulk action to send them all a Services welcome email, where they can create their password and log in to Services.

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Now you can use an automation from a People list or bulk editing in Services to assign people to teams.

Add a Person

You can also add people to Services individually.

1. Search for the Person

On the People page, click Add Person, and then type the name of the person you want to add.

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  1. If the person already exists anywhere in your Planning Center account, their name will appear in the dropdown menu. If they haven't been added to Services, you will need to add them after selecting their name.

  2. People who have never been scheduled or who have been archived will show in separate groups. You can restore a person's access from their profile.

  3. If your person doesn't show up in the list, they aren't yet in the People database. Type out their full name, click Create a new person, and then enter the person's information for their profile.

2. Add Services Information

After you confirm that you want to import the person to Services, you'll need to add some additional Services-specific information and send them a welcome email.

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  1. If you've created welcome email templates of your own, select the appropriate one to send. If not, the default choice will be the Planning Center Welcome E-Mail.

  2. Adjust their permissions or leave them as the default permission.

  3. If you've created any required tags, select those options.

Select Submit to finish adding the person to Services.

3. Update Their Profile

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

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If you know which folder the person will be in most of the time, choose that folder as the Current Folder from the Details tab. When they log in, they will be taken to this folder or Service Type on the plans page by default.

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Planning Center Welcome Email

When you import a person, you have the option to send a welcome email. You can also resend it at any time by clicking the email address in the header of their profile.

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

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Note

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

When editing this email, pay attention to the code inside the curly braces {{ }}:

  • All users will be sent the final paragraph after {% endif %}.

  • If the recipients have Scheduler permissions or higher, the two paragraphs under {% if to.scheduler_at_all? %} on setting up and learning how to schedule will be included. If their permissions are lower than Scheduler, those two paragraphs will be left out.

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