Introduction for team members
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!
Welcome to Planning Center Services! Services is a website and mobile app that allows you to manage your schedule, update contact information, and access service details and files. This article explains how to get started with Services and what you can do with your account.
Get started with Services
If you received a Planning Center welcome email from your team leader, follow the steps in the email to set up your login information. Once you've set up your login information, you can use it to log in to the Services website, the Services Mobile app, or the Church Center app!
Check out the Log in to Planning Center article for more details on setting up your login information.
What can you do in Services?
As a team member, you'll mainly use Services to manage scheduling requests, update personal information, and access plans. In Services, plans are pages that contain information about the order of service, scheduled teams, and files related to the service.
Important
If you have scheduled viewer permissions, you can only access plans for which you've been scheduled.
Here's a detailed list of things you can do in Services, along with the corresponding article links:
Manage your schedule and your household's schedule from the My Schedule page.
Accept or decline scheduling requests.
Block out dates that you know you will be unavailable to serve.
Update your personal information on your profile page.
Set your scheduling preferences.
Update your contact information and profile picture.
Access plan pages, where you can view service details and access related files.
If you're part of a rehearsal team, such as a worship team or an A/V team, you can get ready for rehearsal by accessing chord charts and MP3 files.
If you're part of a non-rehearsal team, such as the children's ministry or a pastoral team, you can access other files uploaded to the plan in the Files section on the left sidebar (web) or the Files tab (mobile)
Important
If you need access to plan pages and files but don't have the correct permissions, contact your team leader by selecting Email My Leader on the My Schedule page.
Participate in team chats.
Manage your schedule and your household's schedule in Church Center.
Download the Services mobile app
Use the Services Mobile app to manage your schedule or prepare for your service from your mobile device! You can install the Services mobile app from the following app store links:
Want to watch a video before you get started? No problem! This video demonstrates what you can do on the Services Mobile app.
Download the Church Center app
You can also manage your schedule in the Church Center app! If you'd prefer to use Church Center app on your mobile device, you can download it from the following app store links:
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)