Plans Overview

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The main Plans page is where you navigate through Service Types and Folders to access individual plans. Each individual plan has its own page.

Main Plans Page

When you go to the Plans page, you're taken to the most recently viewed folder.

  1. The top of your dashboard shows you which folder you're viewing. If you're not in a folder, you'll see the church name as the top of your dashboard.
  2. View a Matrix of all Service Types.
  3. Edit or add new Folders or Service Types. Access Services Settings if you have high enough permissions.
  4. The left sidebar shows an overview of the services scheduled during the month, along with a list service times by date. You can click View Master Calendar to see more calendar details, such as blockout dates, birthdays, and anniversaries.
  5. A Folder is for organizational purposes. You could create as many folders as you wanted to and place your Service Types in them, but they are simply there to organize your Plans page and add another level of permission. Use locations or departments as folder names.
    A good example of using a folder would be to have one titled Student Ministries and then within that folder, have service types called High School, Jr. High, and College & Career.
  6. A Service Type is the main area in which you will plan for your services. Typically these are weekly services, but you can also have Service Types which hold special services that recur randomly.
  7. A Plan is the service flow. It contains all of the scheduled people and items for that particular service day, including any times. Any plans you are scheduled to will be shown in bold.

Individual Plan Pages

Individual plan pages hold all of the service times, items, files, and scheduled teams for a service.

Left Panel

The left panel is available from both the Order and Teams tabs. The sections can be expanded or collapsed to view service times, scheduled teams, plan files and notes, and plan contributors.

Order Tab

The order tab of a plan page contains plan items, notes, as well as access to Services LIVE and rehearsal tools.

  1. List the service items in the order you want them to occur.
  2. Connect to Services LIVE or share the plan.
  3. Access rehearsal tools.
  4. Add items to the plan.
  5. Choose which information to display about plan items and adjust the plan view.
  1. Choose the times, songs, and notes that display for each item.
  2. The Expanded view displays larger text and allows white space between items. The Condensed view allows more item details to display on the screen.

Teams Tab

The Teams tab holds all of the information on the people and teams scheduled to the plan.

  1. Schedule people to individual teams, send scheduling emails, or enable signups.
  2. View the status of team members scheduled to the plan, or adjust needed positions for the team.
  3. Send a scheduling email to all people scheduled to the plan.
  4. Take action on all teams in the plan, including:
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