Welcome to People! This article will introduce you to features in People. If you haven't already, check out the Product Website, which introduces you to how People works for your church.
Tip
If you cannot log in, follow the steps in this article.
Important
If you're the first Administrator, make sure you import your data!
Lists allow you to filter your people based on their information and activity across all Planning Center applications. You can email people in the list, share lists with others, print lists, or update people in the list. If you are an Organization Administrator and find a list that no one has permission to manage, you can give yourself manage permissions for that list!
Check out our Common Lists to see lists other churches are creating!
Workflows help you keep track of your processes to be better connected to those who attend and visit your church. Add a person or a new step to follow up with your people, and give permissions to those who need access to the workflow. When a card is Ready, the assigned person will receive an email notification.
Check out our Common Workflows to see workflows other churches are creating!
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.
Check out this video to get started.
Notifications
Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by selecting the bell icon.
If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.
Update a person's contact information from their profile.
Keep your database clean by merging duplicate profiles.
Use notes to track information about people, including prayer requests.
Initiate background checks with Checkr or manually track background checks from another system.
Track membership.
Use automations to move people along your processes.
Monitor a person's activity from their profile.
Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.
When you select that, you'll see this helpful dialog box.
Type in what you're looking for. This will search our online manual and return articles on that topic.
Suggested articles are based on the page you're on when you select the question mark.
View introduction articles, watch video tutorials, or browse documentation to be taken directly to our online manual.
-
Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.
Tip
Planning Center Support is dedicated to getting you an email response within an hour by investigating the issue in detail, asking for help from other seasoned team members, or even consulting a developer, if necessary. This type of direct assistance and shared knowledge is unavailable on the phone.
These requests to Support can only be made by organization administrators:
Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
Request promotional pricing (legacy plans, church plants, Giving contract promotion)
Gain access to anything that was created and managed by someone else in the account
Restore or fully delete a canceled account
Disconnect a Stripe account
Request access to Giving (if there are no current Giving administrators in the account)