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 Tour, which shows you how People works for your church.

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.

Check out this video to get started.

 

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 this video to get started.

 

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

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 an 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!

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