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.
If you cannot log in, follow the steps in this article.
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.
You can also see any notes left on their profile.
If you're an Editor, you can also add notes.
Check out our Common Lists to see which one you might need.
If you have permission, you can also create workflows.
When you click that, you'll see this helpful dialog box.
Suggested articles will give suggestions based on the page you're on when you click the question mark.
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.
Type in what you're looking for. This will search our online manual and return articles on that topic.
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.
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.
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)