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Create or Copy a Plan

When you are ready to plan your service and schedule your volunteers, create a new plan. You can start from scratch, use a template if it's something you do regularly, or copy the plan if it's a unique worship order, like a holiday you've done in the past! 

Caution

You can add a plan to any service type for which you are an editor or administrator.

Set up the correct information for the new plan or plans.

Once you've adjusted the information, select Add or Save to be taken to the first plan.

Copy or Export a Plan

If you copy the same plan often, copy it as a template instead of a plan, and then use it to create your new plans.

Caution

When you copy a plan, it copies everything, including the Replies To person set in the original plan. Copying a plan is best used for special events. For regular plans, plan templates are the best way to save time. 

To copy a plan from within the plan, choose Export/Copy from the Actions dropdown in the upper-right corner of a plan.

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To copy a plan from the Service Type dashboard, hover over the plan date and select the plus icon.

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Choose what you'd like to be copied to your new plan.

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  1. Choose what elements to copy from the plan to the new one.

  2. Choose if you'd like it copied to an existing plan, a new plan, or a template.

  3. Select which Service Type this plan will belong to.

  4. Choose which plans you want to export this data to. 

Select Submit when finished, and your plan will be copied!

People in the plan will only be copied if the team and positions already exist in the Service Type you're copying them to.

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  1. Add or adjust a time for this service, a rehearsal, or another time you want to include.

  2. Schedule a person or add needed positions for people to fill.

  3. Add an item, such as a song or media item, or header to your order of service.

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