Introduction for Administrators

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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!

Find People

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!

Track Processes

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!

Gather Information

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.

Other Powerful Features

Tip

Be sure to download our app for iOS or Android!

Get Help and Support

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.

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When you click that, you'll see this helpful dialog box.

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  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. 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.

Phone Calls

Planning Center Support Team is dedicated to getting you an email response within an hour by looking into 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.

However, if you need a phone call, you can schedule one when you open a ticket.

Organization Administrator Requests

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)

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