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Planning Center Help

Table of Contents

Manage plan titles and series information

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You can add a title and series name to your plans. These details appear on your main Plans page as well as in each individual plan page.

Add a plan title

To add a title to a plan:

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select a plan from the service type you're working with.

  4. Select Actions in the top right.

  5. Select Add plan title from the dropdown to expose the plan title field.

  6. Add your title to the plan title field.

  7. Press enter to save.

Add a series

To add a series to a plan:

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select a plan from the service type you're working with.

  4. Select Actions in the top right.

  5. Select Add series from the dropdown.

  6. Choose an existing series to add the plan to, or type in a new series name and select Create a new series.

  7. (Optional) To add series art, hover over the No series art box and select Add.

  8. Upload your series image.

    Tip

    Use the image sizing guide to upload the right size and file type.

  9. Select Submit to add the art to the series.

Edit series title or art

To edit the series art or title:

  1. Select the Plans page in the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select the plan you want to edit.

  4. Select the series image in the top left to make your changes.

  5. In the Series popup, you can do the following:

    • Hover over the series image and select Replace to upload a new image, or select the red X that appears to remove the image.

    • Edit the series title in the Title field.

    • Select Detach from Plan to remove the current plan from the series.

  6. Select Submit to save your changes.