Setting Up a New People Database

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Welcome to People! This article will help you set up your People account by showing you how to find and track people and their information. In addition to this guide, check out our Product Tour, which shows you how People works for your church.

Once you're subscribed and have imported your data, you're ready to get started learning the application. Here are some quick overview videos for you to see how to set up and use the main features:

 

If you'd like to see how to use each feature individually, check them out below:

Find People with Lists

Lists allow you to filter your people based on their information and activity across all Planning Center applications. You can share lists with others or print them.

From a list, explore the tabs at the top to share the list or perform actions on the people in the list.

Use Workflows to Track Processes

Workflows help you keep track of your processes to be better connected to your church and those who attend and visit.

workflows

In a workflow, you can see each step and any cards assigned. Add a person or a new step to the workflow to keep up with your people.

When a card is Ready, the assigned person will receive an email notification.

Forms

Forms help you learn information about people, which keeps your database up to date.

Drag and drop fields into a form to collect necessary information, and then share the public form with your people to gather information.

You are ready for your first day to use People! Be sure to download our app for iOS or Android!

Get Training & Support

If you want to dive in a little deeper, we have created a training video that will continually be updated. It's 30 minutes long and has chapters for you to jump around easily. It also links to all of our articles throughout the video.

 

If you need any help as you're getting set up, we are here to help you! The best way is by clicking the question mark in the upper right when you're logged in.

From there, you'll be able to see suggested articles based on the page you're on, or you can search for other articles if you don't see what you're looking for.

You can also email our support team! Make sure you include specific information, such as the list, workflow, or form name, as well as the person you're working with. The more specifics you send our way, the better we can help!

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