Welcome to People! This article will help you set up your People account by showing you how to find people and track 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:
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 perform actions on the people in the list or manage who has access to the list.
Workflows help you keep track of your processes to be better connected to those who attend and visit your church.
In a workflow, you can see each step and any assigned cards. Add a person or a new step to follow up with your people.
When a card is Ready, the assigned person will receive an email notification.
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 a hour 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!