Introduction for Team Leaders

Created on:
Updated on:

Each team in Services should have at least one Leader assigned to it. The Team Leader is a member of the team and also has the ability to schedule, manage, and email team members. Leaders can choose which scheduling notifications to receive for their teams.

If you have Scheduler permissions, you can only schedule , auto-schedule , email or set up teams for which you are a Team Leader. You can ask your Administrator to give you Team Leader permissions for teams that you want to schedule.


If you cannot log in, follow the steps in this article.

Scheduling Team Members

The Scheduling Your Teams article walks you through the most commonly used process for creating and scheduling teams to plans. The main steps for scheduling teams include:

  • Create a team. Teams belong to Service Types, so when you create a team, you can schedule those team members to any plan in a Service Type. When you create a team, you are automatically assigned as a leader of the team.

  • Set up scheduling templates that you can use to schedule team members who serve together regularly. For example, you could have a template with teams that serve the 1st and 3rd Sundays of the month, and another template for 2nd and 4th Sundays.

  • Schedule people to plans. Import your templates to the plans that you want to schedule people to. If you have open needed positions after importing the template, add people to those needed positions.

  • Send notifications. Email people that you've scheduled to notify them of their assignments.

You can also use the Matrix to schedule more than one week at a time.

Leader Notifications

Leaders can choose to receive accept, decline, or blockout notifications.

If a leader is set up as the Replies To person in the Team Settings, they can receive notifications when any team members accept or decline a position or update blockout dates.


Any of these options can be checked for each leader, but they only will apply if the leader is set up as the Replies To person:

  • Accept - The leader will receive an email every time a team member accepts an assignment.

  • Decline - The leader will receive an email every time a team member declines an assignment. The leader will have the option to reschedule the position from the Decline email.

  • Blockouts - If a leader is set to receive blockouts, they will receive an email every time a team member sets blockout dates.

If the person who schedules someone is not a Leader of that team, their notification options come from the Replies To defaults set on the Team Settings tab.

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

question mark.jpeg

When you click that, you'll see this helpful dialog box.

help modal.png
  1. Type in what you're looking for. This will search our online manual and return articles on that topic.

  2. Suggested articles are based on the page you're on when you click the question mark.

  3. View introduction articles, watch video tutorials, or browse documentation to be taken directly to our online manual.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.


    Planning Center Support is dedicated to getting you an email response within an hour by investigating the issue in detail, asking for help from other seasoned team members, or even consulting a developer, if necessary. This type of direct assistance and shared knowledge is unavailable on the phone.

Organization Administrator Requests

These requests to Support can only be made by organization administrators:

  • Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)

  • Request promotional pricing (legacy plans, church plants, Giving contract promotion)

  • Gain access to anything that was created and managed by someone else in the account

  • Restore or fully delete a canceled account

  • Disconnect a Stripe account

  • Request access to Giving (if there are no current Giving administrators in the account)

Was this article helpful?
75 out of 121 found this helpful