Introduction for Staff Members

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You have access to a database full of people who attend your church! We want to help you use the database to connect with people and continue to follow up with them.

Tip

If you cannot log in, follow the steps in this article.

Profile

From a person's profile, you can see their contact information, household, and social profiles or school information.

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From the Activity tab, you can also see the last time a person checked in, attended a group, served on a team, or registered for an event. If you don't have permissions in a product, you won't see activity for it.

Click the product name to enable or disable that product from the list.

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You can also see any notes left on their profile.

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Important

If you're an Editor, you can also add notes.

Lists

If you need to contact groups of people, you can create a list, and then use bulk actions or automations to reach out to them.

Check out our Common Lists to see which one you might need.

Workflows

Workflows help you move people through a process. You might already be assigned to some cards, so make sure you keep up to date with the workflows by checking the tab or updating your notifications.

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Important

If you have permission, you can also create workflows.

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

  2. Suggested articles are based on the page you're on when you click the question mark.

  3. View introduction articles, watch video tutorials, or browse documentation to be taken directly to our online manual.

  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.

    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.

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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