Edit Profile Information

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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 search for them by typing / and their name or by clicking the search icon.

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From a person's profile tab, you can view the most necessary information quickly. To edit any of the information, select the section.

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Go to the corresponding section for more information.

Header

The header holds administrative tools to help you keep track of individuals based on settings in your account.

Actions Dropdown

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.

Membership, Campus, and Background Checks

Use the dropdowns to change the membership status, campus, or run a background check.

Important

Managers can customize the membership status options.

Contact and Personal Information

Contact the person by selecting their information, or select the pencil to make changes to the information in this section.

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General Editing

  • Use the + to add a new type of contact or the - to remove the contact information.

  • Use the dropdowns to choose the stage of life and important dates.

  • Medical Notes show up on Registrations and Check-Ins labels.

Names

  • 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.

  • Managers can customize the prefix, suffix, and marital status options.

Phone Numbers

  • 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.

  • Mobile numbers are listed first. They are shown on a mobile device and will take you to your SMS app.

  • Phone numbers will be auto-formatted based on your church's country settings, or the person's assigned campus (if in a different country).

    Notice

    To avoid cluttering up the People page with unnecessary country codes, the phone number formatting will take into account your church’s country setting and the country setting of the campus that a profile has been assigned to.

Birthdate/Life Stage

  • Age is shown in months until 2 years and is used in Check-Ins location filters.

  • 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.

  • A Child can log in but cannot make changes to their profile.

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.

Profile Picture

Update the profile picture by hovering over the image and clicking the pencil. You can then choose a picture from your files.

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On a mobile device, update your profile picture from the edit screen. You can take a picture or choose a picture from your files.

School Information

If the person is a Child, click the pencil to change the school or add other schools.

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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.

Use the tabs on the side to find more information. Managers create tabs to store more specific information.

Social Profiles

Add social profiles like Twitter, Facebook, LinkedIn, and Instagram.

Household

Households let you keep track of families or people living in the same house. People can be in multiple households, and each household has one Primary Contact. When updating the home phone or home address of anyone in a household, you have the option to save it for everyone in the household.

Click the pencil next to the Household name to add or remove people in the household.

The household shows all the members as well as their contact information. The default name of the household is the Primary Contact's last name, but you can change the name of the Household.

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  1. Add or remove a household image that shows on the Directory.

  2. The Primary Contact for the household is labeled. To change the contact, click the gear.

  3. When you click the gear, you can remove a person from the household or make that person the Primary Contact.

    If you remove the person from the household, they still exist in your database. If you need to remove a person from your database, make them inactive .

  4. Add a new person to the household by searching for existing people in your database. If the person doesn't exist in your database, you can add them.

  5. Remove the household. Profiles will not be deleted when you remove the household, but the household will no longer exist.

    Tip

    If a household was created in error or a duplicate household exists, you can remove the unnecessary household as shown in the clip below!

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Invite Individuals to Directory

From a person's profile page, click Invite to directory.

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Once they've added their information, their Directory Status will change.

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  1. If you no longer want them to have access to the directory, remove their access.

  2. You can view their directory profile.

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