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. Choose the number of plans you want to add.
  2. Select the date you want to use times from for the plans you're adding. The dropdown is shows the last four plans as well as the last four recently viewed plans.
  3. Select when you want these plans to start.
  4. Select the template you want to use for the plan date you've selected.

If you add multiple date, you can choose a different template for each date.

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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