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Planning Center Help

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Introduction for team members

See also:

Important

This article is primarily for team members with scheduled viewer permissions.

Check out the other introduction articles for different permission levels, such as administrators, service planners, schedulers, and team leaders!

Planning Center Services allows you to manage your schedule, update contact information, and access plans and files. You can access Services from a web browser or the mobile app on your phone or tablet.

Tip

If you cannot log in, follow the steps in the Log in to Planning Center article.

Watch this introduction video on accessing Services from the mobile app, and read on to learn how to make the most of your account and know what to expect!

Access the Services mobile app

With the Services mobile app, you can manage your schedule or prepare for your service. You can install the Services mobile app to your device from:

What can I do in Services?

Get help and support

Any time you have questions, Planning Center's support team is here to help! Use the ? question mark icon in the toolbar to open the Help and support sidebar.

From here you can:

  • Search online documentation for an instant answer to your question. The toolbar also suggests help articles based on the page you are currently viewing.

  • Access getting started resources or jump into Planning Center University (PCU). You can also connect with other Planning Center customers in the customer communities and see what's new by checking out the changelog.

  • Connect with a support agent for one-on-one help. You can email them directly from the toolbar, or schedule a phone call if you prefer.

Depending on which Planning Center product you're using, you can also contact support directly from the corresponding mobile app:

  • Services/People: Tap your profile icon in the top right, then tap Help to access help articles or open a ticket with support.

  • Check-Ins: Tap the ⚙️ settings icon in the bottom right, then tap Contact Support to open a ticket with support.

  • Music Stand: Tap the menu icon (three horizontal lines) in the top left, then tap Help to access help articles or open a ticket with support.

Organization administrator requests

The following Support requests can only be made by organization administrators:

  • Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)

  • Gain access to anything that was created and managed by someone else in the account

  • Restore or fully delete a canceled account

  • Request access to Giving (if there are currently no Giving administrators in the account)