Start planning your service by setting up a service type and creating your first plan! Service types and plans organize information for any services or events happening at your church.
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A service type contains related plans, which usually happen weekly. Service types also contain teams and templates related to their plans.
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A plan is where you store all the details about a particular service. It can include service times, rehearsal times, the teams you've scheduled for that service, and all the items happening in that service.
The first step is to create a service type! Here's how:
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Select Plans in the top navigation.
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Select the ⚙️ gear icon in the upper right corner.
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Choose Add Service Type from the dropdown.
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Enter a name for your service type. Common examples for service types will be listed above the input field.
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Select a recurrence pattern for your plans using the dropdown. This determines what dates your service times will automatically be set for when you create new plans.
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Select Next: Add Times.
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Enter a date and time to create a service time for your first plan.
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Select Next: Add Teams.
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Select one or more of the common teams suggested below. You can use these teams to schedule members for your plans.
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Select Finish to complete the process.
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The Order and Teams tabs will be empty until you set up your order of service and schedule your teams.
The service times you added when creating your plan will be listed under the Times section.
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If you can't see the times just added, your teams are not assigned to those times. Select Show times for other teams under the Times section to see all the times.
Select Add in the Times section to add additional times, such as Rehearsal times and Other times.
Add time information, search for the teams and positions that should be assigned to this time, and set up optional automated reminders for each time.
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You can also create additional plans for a service type and set up additional service types. Once you've created multiple service types, create a folder to contain the service types.
After setting up your plan and times, go ahead and schedule your teams!