Create or copy a plan

In this section:

When you're ready to plan your service and schedule your volunteers, create a new plan. You can start from scratch, use a template if it's a service you do regularly, or copy the plan if it's a unique worship order, like a holiday you've done in the past!

You can create a plan in any service type where you are an editor or administrator.

Create a new plan

Select the Plans page from the top navigation in Services.
If you have multiple folders, select the folder where you'd like to create a new plan.
Scroll down to the service type where you'd like to create a new plan.
Select Add plan at the bottom of the service type.
Enter the details for your new plan(s) in the popup.
- Quantity: Choose how many plans you'd like to create.
- Copy Times From: Select a previous plan date from which you'd like to copy times. The dropdown shows the previous four plans and the last four recently viewed plans.
- Starting On: Select a starting date for your plan. If you're creating multiple plans, your plans will start on this date and recur according to your service type's frequency setting.
- Templates: Select the template you want to use for the chosen plan date. If you add multiple dates, you can select a different template for each date.
Select Add in the bottom right to open the new plan page.

Select Plans from the bottom navigation.
If you have multiple folders, select the folder where you'd like to create a new plan.
Select the service type where you'd like to create a new plan.
Tap the ➕ plus sign icon in the bottom right of the page.
Enter the details for your new plan(s):
- Tap the Template field to select a template for these new plans.
- Tap Quantity to select how many plans you'd like to create.
- Tap Starting On to select a starting date for your plan(s). If you're creating multiple plans, your plans will start on this date and recur according to your service type's frequency setting.
- Times will be automatically copied from the most recent plan in this service type.
Tap Save in the top right to create your plan(s) and go to your new plan page.

Copy an existing plan

If you want to reuse your worship order from a special service (such as Easter), you can create a copy of that plan.

Important

You can only copy a plan when using Services on a web browser.

Select the Plans page from the top navigation in Services.
If you have multiple folders, select the folder with the plan you'd like to copy.
Scroll down to the corresponding service type and select the plan you'd like to copy.
If this plan is in the past, select the Upcoming dropdown and choose whether to view past plans from Since 12 months ago or set a Custom date range.
Select Actions in the top right of the plan page.
Choose Copy plan from the dropdown.
In the Include section, check the boxes next to the items, notes, or teams you'd like to copy to the new plan.
Important
Teams from this plan will only be copied if those teams are assigned to the service type you're copying them to.
Use the dropdown at the top to choose which service type you'd like to copy this plan to.
Select the quantity of plans you'd like to create by copying this plan.
Select a date from the Starting On dropdown.
Select a date to copy times from. The plan you're viewing will automatically be selected, but you can also choose None if you'd like to manually add new times, or choose from another plan date.
Select Submit to go to the new plan page.

Tip

If you copy the same plan often, export it as a template instead so you can apply it when creating new plans!

Create or copy a plan

Create a new plan

Copy an existing plan

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