Setting a Home Folder

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If your church organizes service types into folders, Planning Center remembers which folder you were most recently in. When you add a new Scheduler, Editor, or Admin to your account, you can set their Home folder from their profile, so you don't have to explain to them how to navigate your folders to get to the one that contains their Service Types.

To set a Home folder for another person, you must have Scheduler or above permissions.

To set a person's Home folder, go to the Details tab in their profile, and then choose a Home folder from the dropdown.

Set a new Home Folder

When that person next goes to the main plans page, they will be in the Home Folder that you set without having to navigate there themselves.

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