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Planning Center Help

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Chat in Planning Center

See also:

Use chat to coordinate plan changes with your Services team or share prayer requests and other life updates with your group members. You can start, participate in, and manage conversations from the toolbar on any product page in Planning Center. 

In addition to using chat in the toolbar, team or group members can access their conversations in the Services mobile app or Church Center.

Who can chat

Groups: Depending on a group's settings, either only leaders or both leaders and members can start a group-wide conversation. 

Services: Anyone with Services editor permission level or higher, or a team leader, can start a conversation with everyone on the team or only with team members scheduled for a specific plan date.

Important

Children under 13 cannot read or participate in conversations. For more information, see Planning Center's privacy policy.

Start a new conversation with your group

  1. Select the 💬 chat icon in the toolbar on the right side of the page.

  2. Select the ✏️ pencil icon in the top right.

  3. Select the group to start the conversation with.

  4. Add a title for the conversation.

  5. Select Start conversation.

  6. Type your message.

  7. Select the up arrow icon to send your message.

Warning

Each group can have up to 100 conversations. When the 101st conversation starts, the oldest conversation is removed and cannot be recovered.

Start a new conversation with your team

  1. Select the 💬 chat icon in the toolbar on the right side of the page.

  2. Select the ✏️ pencil icon in the top right.

  3. In the Teams I lead section, select a service type to see teams within that service type.

  4. Select or deselect teams within that type.

  5. (Optional) Use the Filter by plan toggle and select the date in the dropdown to include only team members scheduled for a specific date.

  6. Select Start conversation.

  7. Type your message.

  8. Select the up arrow icon to send your message.

Filter conversations

If you belong to multiple teams or groups, you can filter your conversation list to find and focus on specific conversations. The filter options you see depend on the types of conversations you’re a part of.

  1. From any product page, select the 💬 chat icon in the toolbar on the right side of the page.

  2. The blue filter buttons appear at the top of the Conversations list.

  3. Choose one of the four options:

    • Select All to remove any filters and view all group and team conversations.

    • Select Groups to only view group conversations.

    • Select Teams to only view team and plan conversations.

    • Select More to only view a specific team or group's conversations.

Filters will remain selected unless you select All or a new filter or select the X next to a filter.

Respond to messages

You can reply to, report, or react to other people's messages, as well as edit or delete your own messages.

Tip

Share the Manage chat messages article with your congregants who use chat!

  • Select the three dots icon next to someone else's message to reply to or report the message.

  • Select the three dots icon next to your own message to edit or delete the message.

  • Select the 🙂 emoji icon next to a message to add an emoji reaction.

  • Select the 📎 attachment icon to use your device's camera or to select an image from your photo library.

  • Select the ⚡️ lightning bolt icon to search for a GIF to share in your chat.

Manage conversations

Role

Abilities

Everyone

  • Mute chat conversation for themselves.

  • View the list of conversation members.

  • React to conversations that have been set to leader messages only.

  • Delete their own messages.

Leaders and

Conversation owners

  • Edit a conversation title.

  • Set a conversation to leader messages only.

  • Send messages and reactions in conversations set to leader messages only.

  • Delete all messages.

  • Delete a conversation.