Set up a new account
After you've signed up for Planning Center, it's time to set up your account! Check out this five-minute video for a visual walkthrough before diving into the step-by-step instructions below:
Access account settings
To access your account's settings, select the product name in the top left corner.
Select Account settings at the bottom of the list.
Add your church information
Your church name, contact information, logo, website, and tax ID number can all be updated by an organization administrator from the Organization page. Check out the Add church information article to see these steps in more detail.
Choose your product plans
Product subscriptions are à la carte, so you can customize your account and only pay for the products you want to use. The Pricing Calculator will let you preview the subscription levels and pricing available for each product and then tell you what the total monthly cost will be based on your selections.
All subscription levels for each product, with the exception of Publishing, include full features and support. You can upgrade or downgrade your subscriptions at any time. The Change plans in slow seasons guide can even help you plan and adjust throughout the year so you're only paying for what you need.
The product pricing article will walk you through how each product is priced.
In account settings, select Subscriptions in the top navigation.
Select Products on the left.
Select the Change plans button in the top right.
Adjust your subscription by selecting a new plan for each product.
Scroll down to view your new monthly total or compare the changes to your current subscription.
Select the Save changes button to keep your selection.
Set up billing information
Billing manager(s) receive an invoice every month, regardless of your chosen payment frequency. Organization administrators and billing managers can see and edit your account's billing information at any time.
In account settings, select Subscriptions in the top navigation.
Select Billing Info on the left.
Set up your payment information, including subscription, card information, and billing address.
Add organization administrators and billing managers
Billing managers have access to only parts of the Subscriptions page and Payments page in account settings. Organization administrators have full access to all subscribed products, account information, and account settings.
Important
Giving is the only exception to this rule. The organization administrator who subscribed to Giving initially can give other people permission to Giving. Other organization administrators won't have access to Giving by default.
If you're not sure who to add as an organization administrator, check out these tips on who should be on the team for rolling out Planning Center to your church.
In account settings, select People in the top navigation.
From the Administrators tab, type the person's name in either the Add a new organization administrator or Add a new billing manager field.
If the person isn't in your database yet, select the Create new person button and enter their information.