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Create a New Service Type

A Service Type is a container for your plans, teams, and templates. You don't need to create separate Service Types if the same service happens at multiple times; add those times to your plans. You can make a Service Type from scratch or copy a service type if you want to duplicate settings from another plan.

Create a New Service Type

When you first sign up for Services, you're prompted to create a Service Type. If you need more Service Types later, you can add and customize them to fit your church.

From the main Plans page, click the gear menu and select Add Service Type.

add_service_type_arrow.png

Note

Only Administrators have the option to add new Service Types and Folders.

You will be taken through a setup wizard, where you'll do the following: 

  1. Name your Service Type and choose the frequency of the service type.

  2. Enter the first date and time that the service will meet. If you have another regular service time for the service type, select Add another service time and add that time.

    Notice

    Only add another time for the same service type that occurs regularly. For example, a 9 a.m. and 11 a.m. Sunday worship service.

  3. From the common list of team types, select any teams that you will lead for your service.

    Tip

    The teams you add will be new teams. You can edit or delete them if they aren't what you need later. If none of these teams are what you need, create your own teams with the positions that match your church.

Now that you've created the Service Type and added your first plan, you can edit the settings, add more information to your Plan, delete a Service Type, assign team leaders, and add additional teams.

Once you add multiple Service Types, you can rearrange their order on the Plans page from their folder.

Copy a Service Type

You can duplicate a Service Type, its settings, and any teams within the Service Type to another folder. You might want to duplicate a Service Type if you are setting up a new campus and want to duplicate the structure of your existing campus.

When you copy a Service Type:

  • All settings that are not people are duplicated. That means it does not copy the people in the Permissions to Control Live section since those are specific people.

  • Everything on the Teams tab, including the top settings and the basic layout of all the teams, is copied. It does not copy any team members or tags on tag teams. There will be no members or leaders of your new teams, just the team and positions.

  • Plans, permissions, team members, and team leaders are not copied to the new Service Type.

In a Service Type, select the gear menu and choose Settings.

service type settings_settings_arrow.png

From the Service Type Settings page, select Actions and choose Copy from the dropdown.

copy_service_type_arrow.png

Choose a folder from the Copy To dropdown.

If you want to copy the Service Type templates, check the box.

modal_duplicate.png

Note

When you duplicate Service Type templates, all people scheduled in the templates are converted into needed positions, adding them to any other needed positions if necessary.

After you click Submit, the Service Type will be copied to your chosen folder.

You can now edit the Service Type settings, add plans, assign team leaders, and add additional teams.

Warning

Limit Reached? 

Some older pricing packages limit the number of Service Types you can have. Your organization administrator can let you know how many you can create. If you try to create more than the allotted amount, you'll be prompted to upgrade your product.

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