Use plan notes for team information

In this section:

Use plan notes to communicate information that applies to the whole plan or to a specific team, such as sermon notes that not everyone needs to see.

If you assign a plan note to a specific team, scheduled team members will see the plan note in any reminder emails they receive. You can also send the plan note as a separate email to the scheduled members of the assigned teams. Plan notes are not included in scheduling emails.

When you create a plan note, you can choose from one of the service type's existing plan note categories. You can customize plan note categories for a service type on the service type's settings page.

Add plan notes

Select the Plans page from the top navigation in Services.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Scroll down to the Notes section in the left sidebar. If the section is grayed out, select the Notes header to expand it.
Select Add next to the Notes header.
Select an existing plan note category from the dropdown.
Enter your note in the text field.
Select Add under Assigned Teams to choose which teams should see this note in their reminder emails.
Select Save to add it to the plan, or choose Send to save it to the plan and immediately send the note as an email to your team.

Select the Plans page from the bottom navigation in Services Mobile.
If you have multiple folders, select the folder that contains the service type you're working with.
Select the service type you're working with.
Select a date to open that plan page.
Select the Notes tab at the top of the plan page.
Tap Add at the bottom of the list.
Tap Select a Category, then select an existing plan note category from this service type.
Enter your note in the Note Text field.
Use the toggles to choose which teams you'd like to assign to this note.
Tap the green ✅ check mark in the top right to save your note.

View plan notes

You can view plan notes on the web, mobile app, or in Church Center.

Send a plan note as an email

You can send a plan note as a separate email to the scheduled members of the assigned teams.

Important

You can only send a plan note as an email 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 that contains the service type you're working with.
Select a plan from the service type you're working with.
Scroll down to the Notes section in the left sidebar. If the section is grayed out, select the Notes header to expand it.
(Optional) If you need to see a note that's assigned to a team you don't lead, select Show [number] note(s) for other team(s).
Select the plan note you'd like to send as an email.
Select Send... in the bottom right to send the note as an email to all scheduled team members from the assigned team(s).

Create a note from an email

When you email a group of people in a plan and add new text to the body of the email, you have the option to save the text as a note. If this new text is information you'd like your team to refer to later, save that info as a note where they can easily find it!