Service Type Settings

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Service Type defaults are good for most Service Types, but you can change the note categories, add files, change permissions, or adjust public views from the Service Types Settings.

An Administrator can edit Service Type Settings by clicking the gear icon, and then choosing Settings.

This page holds all the information about the Service Type. Any change made on this page affects all the plans in the Service Type.

Options

Set the Service Type frequency or folder location, and enable or disable Attachment Types.

options

Most services are weekly, but you can choose from the other frequency options. One-time special events can be set to None.

Notes

Item and plan notes are used within plans to add additional information that people can see at a glance.

Add and delete note categories or drag them to rearrange the order. If you have categories that aren't used very often, you can drag them to the Occasionally Used category to hide them when they don't have any content.

notes

Permissions

Choose who can comment on items or control Services LIVE.

permissions
  1. People with this permission in this Service Type will be allowed to make comments on any item in the order of service.
  2. Only Editors and Administrators can control LIVE by default, but you can click Add to add the names of other people that you want to give control to.

Public View

Control what people see from Publicly Shared Plans by unchecking the options you want to hide. Public plans can be viewed by anyone, even if they don't have a Planning Center login.

Public View

Files

If you have files that you want everyone scheduled to the plans in the Service Type to access, click Add to upload or link the files to the Service Type.

files

Once you add those files, they'll be available in the Attachments section at the bottom left of every plan in this Service Type.

Once you've adjusted your settings, go back to the plan in this Service Type by hovering over Plans and selecting the one you want to view.

If you have multiple Service Types, you can use folders to organize them!

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