Planning Center Home

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Planning Center Home is a place for Administrators to keep a pulse on what's going on in the church. It has a dashboard of configurable widgets displaying alerts about what's going on and what needs to be done. Customize Planning Center Home with widgets that will help you stay in touch with your congregants!

Check out this clip from Planning Center University.

When you log in for the first time, you'll be taken to Planning Center Home, where you can choose to add widgets automatically or allow Planning Center to add widgets for you, based on the data you already have access to.

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If you're already logged in to Planning Center, you can get to Home from the product switcher in the top left.

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Home holds a dashboard of quick information that you either need to act upon or you may want to know.

Scroll through the widgets loaded on your dashboard, or explore the widgets you can have.

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Add Widget to the Dashboard

To make sure you stay up-to-date with what's going on in your database, add widgets that give you information at a glance. The widgets you choose will have alerts to help you stay updated or give you the next actions you need to take.

Click Add widget to add a new widget to your dashboard.

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View a preview of the widget to ensure that's the widget you want before you add it.

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  1. If this is not the widget you want to add to your dashboard, choose another from the dropdown.

  2. Rename the widget.

On the dashboard, you'll see the widget you just added with some options.

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  1. Go back to the configure screen to change the title.

  2. Rearrange the widget on the dashboard.

  3. Go to the alert within the widget.

  4. If there are more alerts than what fit in the widget, you can be taken to the place in the product to view all of them.

Check-Ins Widgets

Groups Widget

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