Introduction for administrators
Welcome to People! This article will introduce you to a few of the features in People.
Important
If you're the first administrator for your organization, be sure to import your data!
Find people using lists
Lists allow you to filter your people based on their information and activity across all Planning Center products. Once you have your list results, you can email people in the list, share lists with others, print lists, and more. If you're an organization administrator and find a list that no one has permission to manage, you can give yourself manage permissions for that list.
Check out some common lists to see lists other churches are creating!
Track processes using workflows
Workflows help you keep track of your processes, fostering better connections to those who attend your church. Add a person or a new step to follow up with your people, and grant permissions to those who need access to the workflow. When a card is Ready, the assigned person will receive an email notification.
Check out common workflows to see workflows other churches are creating!
Gather information using forms
Forms let you learn about the people at your church and help keep your database up to date. Drag and drop fields into a form to collect necessary information, and then share the public form with your people to gather information.
Other helpful features
Update a person's contact information from their profile.
Keep your database clean by merging duplicate profiles.
Use notes to track information about people, including prayer requests.
Initiate background checks with Checkr or manually track background checks from another system.
Track membership.
Use automations to move people along your processes.
Monitor a person's activity from their profile.
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)