Planning Center has default fields for personal information, such as birthdate, gender, name, and contact information. If you want to collect information outside of what's already listed on a person's profile, edit some of the built-in fields, create your own fields, and organize them using section headings or custom tabs. Once you've got them created and organized, add the answers to them on a person's profile.
From the People tab, click the gear icon, and then choose Customize Fields.
Only Managers can add custom fields. Each tab has its own permissions for who can edit the fields.
Edit Built-In Fields
The Personal tab holds all the built-in fields. You can customize these default fields with your own answers by clicking the pencil on the field.
Add or edit schools.
- Set the beginning and ending grades of that school. Once you assign a person to the school, the only grade options will be within that set range. If kids leave this school after the ending grade and always move into another school, select that school. When you promote grades at the end of the school year, they'll be moved to the listed school if they pass the set ending grade.
If some students go to a different school, you'll have to manually change their promoted school.
- Use the handles to reorder schools in the list.
- Click the trashcan icon to delete the listed school from this list and any profile.
Scroll to the end of your schools list to add a new option.
Select the pencil to add, edit, or remove options.
To edit field options:
- Click the trash can icon to the right of any item to delete it from this list and any profile.
- Use the handles to reorder the options in the list.
If you want social profiles to be imported based on a person's email address, check the box.
If a profile picture does not exist, importing social profiles will use the profile picture from another account and add it to their profile.
If this button is checked, and you uncheck it, any profile pictures previously added from a social account will be removed along with their social information.
Once you check or uncheck the box, click Save to finalize your decision.
Add Custom Fields
In order to add Custom Fields, you must create at least one Custom Tab. Click add tab, type the name of the tab, and press Enter.
Add fields by clicking New Field and choose what type of field you want it to be.
- Use the pencils to edit the name of your tab any any fields.
- Reorder the tabs and fields by dragging the handles.
- Choose who can edit the fields on a person's profile with by clicking the x to remove the listed person or Share with to choose a person or permission.
As you're adding Custom Fields, ensure they are defined by the parameters in the table, so your information is added correctly.
If you create a dropdown field, you cannot then change it to a checkbox field: you'll need to recreate the options.
|Text||Any text up to 1,000 characters|
|Paragraph||Any text up to 65,000 characters|
Dates in other formats will be ignored.
|Dropdown||Any existing option for the field must be an exact match of an existing option
|Checkboxes||Any combination of existing values, separated by a |
The values must be an exact match of an existing option.
|File||Bulk importing file fields in not currently supported.|
If no fields exist in the tab, you can delete the tab; however, if there are any fields in the tab, that option will not be available.
Once you've created your fields, you can import a file with the answers to that fields.
Custom Field Permissions
You can manage who has access to a custom field on a person's profile by making it visible only to certain individuals or permission levels.
All Managers have access to make changes to the custom tab and fields, but they may not have access to the tab on a person's profile.
- Click the X to remove access for the individual or permission level.
- Share with another individual or permission level.
- Check the box to share the tab with Check-Ins to allow the fields to be printed on a label.