How to Create a New Plan

This lesson will teach you how to create a new plan under your service types

Click on the 'add a plan' button under the service type you would like to create plans for.

Click on the 'add a plan' button under the service type you would like to create plans for.

Indicate specifics

Indicate specifics
  1. Template: Here is where you indicate what template you want to use, if any. If you do not have templates, leave it on "No Template".
  2. Quantity: Indicate how many plans you want to create.
  3. Change Dates for this plan: Here you can edit the date for this plan before it's even been created. If you forget to put in the correct date here, you can always change it once you're inside the plan.

Begin Planning!

Begin Planning!
  1. Add a time (here you can add more dates/times, whether they are for this service or for a rehearsal, or just another time you want to include).
  2. Schedule A Person.
  3. Add an Item, Header, Song, or Media (hold your mouse over add an item to get these other options).
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