Planning Basics

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Service Types and Plans organize information for any services or events happening at your church.

Each of your related Plans, which usually happen weekly, are contained within a Service Type. Service Types also contain Teams and Templates related to its plans.

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.

Create a Service Type

The first step is to create a Service Type.

Click the gear icon in the upper right corner, and then select Add Service Type.

You are guided through a wizard, which helps you create your first Plan, as well as Teams that you will need for the Service Type.

 Once you've walked through the wizard, you'll have your first Plan.

Plan Times

The Service Times that you created when you created your first plan are listed under Times.

Click add a time to add additional times, such as Rehearsal Times and Other Times, after the plan is created.

New plan

Check the boxes next to each team that should be assigned to this time, and you can set up automated reminders for each time.

New time

You can also create additional plans for a Service Type, as well as additional Service Types. Once you've created multiple Service types, create a  Folder to contain the Service Types.

Next: See the Team Basics article for more information on setting up teams.

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