Each person's profile has built-in fields for personal information, household, social profiles, and more.
Check out this clip from Planning Center University.
Select a person from the People page or use the search shortcut.
From a person's profile tab, you can view the most necessary information quickly. To edit any of the information, select the section.
Go to the corresponding section for more information.
The header holds administrative tools to help you keep track of individuals based on settings in your account.
Managers can view and edit permissions, perform an action in any app, merge, delete, or set the person to inactive, all from the Actions dropdown.
When a person leaves your church, set them as inactive, removing any permissions they have in any app. They will no longer be able to log in, but their history will remain intact.
Use the dropdowns to change the membership status, campus, or run a background check.
Important
Managers can customize the membership status options.
Contact the person by selecting their information, or select the pencil to make changes to the information in this section.
General Editing
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Use the + to add a new type of contact or the - to remove the contact information.
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Use the dropdowns to choose the stage of life and important dates.
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Medical Notes show up on Registrations and Check-Ins labels.
Danger
When the phone number or email address of someone who can log into Planning Center is updated, they receive a notification email letting them know.
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Enter the first and last name as well as any additional names. Use the Given Name, the legal first name of the person, in associating a check from a person who goes by a different name. Use the Nickname if a person regularly goes by another name in addition to this one.
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Managers can customize the prefix, suffix, and marital status options.
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If you're editing a phone number or address with the type set to Home, you can update it for all members in the same household by checking the box that appears when you edit.
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Mobile numbers are listed first. They are shown on a mobile device and will take you to your SMS app.
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Phone numbers will be auto-formatted based on your church's country settings, or the person's assigned campus (if in a different country).
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Age is shown in months until 2 years and is used in Check-Ins location filters.
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If you want to add a birthday with no year, type it in manually rather than using the picker and use 1885 as the birth year, which will show no age.
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A Child can log in but cannot make changes to their profile.
Update the profile picture by hovering over the image and clicking the pencil. You can then choose a picture from your files.
On a mobile device, update your profile picture from the edit screen. You can take a picture or choose a picture from your files.
Create a household for a person, add them to an existing one, or manage their current households.
If the person is a Child, click the pencil to change the school or add other schools.
Only schools that match the selected School Type are listed in the dropdown, and only grades that fall in the range set for the school will show up. If you don't see a school, a Manager can add and edit school information from the Manage Schools button.
Managers can create custom tabs and fields to track information that doesn't fit into a default field. You can see these custom tabs on the left side of a profile.
Add social profiles like Twitter, Facebook, LinkedIn, and Instagram.
