There are many other apps to which Planning Center Services Services Integrates. Some integrations are built by Planning Center, some by the Integration Partner, and some by 3rd parties. This lesson covers the basics for both Internal and Supported Third-Party integrations. We'll briefly cover some other intergrations that access Planning Center, but are initiated by a third-party site.
Internal Integrations (How our apps talk to each other)
Though Planning Center Services itself doesn't handle checking volunteers in or taking attendance, Planning Center has another app that does.
Planning Center Check-Ins is primarily made to check kids into classrooms, but it can be used for any type of check-in and even general attendance!
If you want to know which of your team members actually show up for your Services, you can use Planning Center Check-Ins to check them in. Check-Ins can even post back to Planning Center Services so that you can see who has checked in right from your plan! Check out this article on Integrating Check-Ins with Services.
Planning Center Check-Ins is a separate app that adds on to your total Planing Center monthly bill, and each volunteer that checks in does count toward your number of daily check-ins. You'll need to factor that in when choosing a package level.
If you are looking to just track general attendance numbers and not specific people, Planning Center Check-Ins does that too with a feature called Headcounts.
Since Headcounts aren't individual check-ins, they don't affect your pricing level. In fact, if you aren't already using Planning Center Check-Ins and you just want to use Headcounts, you can sign up for the completely free package and use Headcounts for as many people as you want.
Check out this lesson on Headcounts for more information.
Our People app contains contact data, membership info, and everything you need to know about your people. All of the team members you have in Services are already in the People app. This means you can build Lists, Automation, and Workflows using your Services data.
A great example is to have a Workflow for potential new Worship Team members. After completing the workflow, they can be automatically added to a List, which can automatically add tags to your volunteers. The possibilities are nearly endless!
External Integrations (How our apps talk to other programs)
Services has integrations with other applications. These integrations must be enabled from the Services account. Odds are, if you're having a problem with one of these, we're able to help you out. Just let us know!
Other Common Integrations
The apps below are are created by other third-party companies and the integrations were built on their end. We've included some tips and tricks below, but if you run into problems with any of these, you'll likely need to reach out to that company directly.
ProPresenter provides a way to import and use Planning Center playlists and media from within ProPresenter. It's pretty neat, and it's come a long way since they introduced it. It's their integration, so problems will need to be sent to Renewed Vision.
Within ProPresenter's settings, there's an option to Automatically Upload Documents and Media from ProPresenter to Services. If you enable this option, anything added to ProPresenter will be uploaded to Services, and your storage will quickly increase. Make sure you have located that option within ProPresenter before integrating it with Services.
Below is a video that goes into more detail about the Planning Center integration. Skip to the 5 minute mark to learn how to enable/disable the option for using your Planning Center storage.