You'll find the toolbar on the right side of every Planning Center product. Use it to quickly access your profile and login settings, as well as support resources, notifications, tasks, and chat. Let's take a look at all it can do!
Select your avatar icon at the top of the toolbar to open the profile tab. From there you can quickly jump to your profile in the product you're currently using, edit your login settings, or log out of Planning Center.
You won't see the My profile option if you open the toolbar while using Home or Publishing because these products don't contain people profiles.
Select the ? question mark icon to open the Help and support tab of the toolbar and quickly find a variety of help options:
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Search our documentation for an instant answer to your question. The toolbar also suggests help articles based on the page you're currently viewing.
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Access our getting started resources or jump into Planning Center University (PCU). You can also connect with fellow Planning Center customers in the customer community and see what's new by checking out the change log.
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Connect with a support agent for one-on-one help. You can send them an email directly from the toolbar, or schedule a phone call if you'd prefer.
Select the đź”” bell icon to open the Notifications tab of the toolbar.
Here you can view your notifications across all Planning Center products. Selecting a notification takes you to that product. Or, if you select the three-dot button next to the notification, you can either mark it as read or add it as a task in your To do list.
You can filter your notifications by selecting Show read or Hide read at the top of the toolbar.
Select the đź“‹ clipboard icon to open the To do tab of the toolbar.
Select the đź’¬ chat icon to open the Chat tab of the toolbar.
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Quickly open existing conversations or start a new one using the New conversation button.
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Planning Center chat is only available if you're subscribed to Services or Groups.