Editing Or Deleting A Service Type

A Service Type is a container for related plans. It is most commonly used for a weekly service. This lesson shows how to edit various settings for any Service Type, including how to rename it or move it to another folder. You must have administrator permissions for a Service Type to be able to edit its settings.

Hover over your service name and click on the pencil icon

Hover over your service name and click on the pencil icon

OR Click the Gear at the top right of a Plan page

OR Click the Gear at the top right of a Plan page

Note: Only Administrators will have access to these icons.

Edit your Service Type setup

Edit your Service Type setup
  1. Name of the Service Type
  2. Folder this Service Type is in.
  3. Frequency the service is set to when creating new plans
  4. Attachment Types being enabled or disabled.
  5. Delete the service. This can only be recovered for 7 days by emailing support@planningcenteronline.com.

Times & Dates Tab

Times & Dates Tab

When scheduling people, you can see the last date they were scheduled. You can restrict or expand where this date comes from by changing this option. Auto-scheduling also uses this option to determine the best person for any position.

Permissions Tab

Permissions Tab

When hovering over items in your Order of Service, you can click the comment bubble and discuss that item with people who are subscribed. This option sets the minimum permission needed in order to comment on plan items.

Matrix Tab

Matrix Tab

When clicking the Matrix button from within this Serivce Type, you can choose how many previous and next plans are loaded by default. After it is loaded you can still easily add or remove plans.

LIVE Tab

LIVE Tab

From here you can add any of the additional people (besides Editors or Administrators) who will have permission to run Services Live.

Public View Tab

Public View Tab

Control what people see from Publicly Shared Plans from here! Just uncheck the options that you want to hide.

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