Create a new service type
A Service type is a container for your plans, teams, and templates. You don't need to create separate service types if the same service happens at multiple times, just add those times to your plans!
You can make a service type from scratch or copy a service type if you want to duplicate settings from another plan.
Important
Only administrators have the option to add new service types and folders.
Create a new service type
When you first sign up for Services, you're prompted to create a service type. If you need more service types later, you can add and customize them to fit your church.
Select the Plans page in the top navigation.
Select the Actions button in the top right.
Choose Add Service Type from the dropdown.
This opens a guided setup wizard, where you'll do the following:
Name your service type and choose the frequency of the service type.
Enter the first date and time that the service will meet. If your services has multiple times, Add another service time and add another time to your first plan.
Choose any teams you need from the list of common teams to add them to this service type. You can edit or delete them later if they aren't what you need, or you can create your own teams.
Tip
If you need to schedule a team that already exists in another service type, go to that team's settings page and add your new service type to that team's assigned service types.
If you’d like to see the steps above in action, check out the video below.
Now that you've created the service type and added your first plan, you can edit the settings, add more information to your plan, delete a service type, assign team leaders, and add additional teams.
Once you add multiple service types, you can rearrange their order on the Plans page from their folder.
Copy a service type
You can duplicate a service type, its settings, and any teams within the service type to another folder. This is helpful in scenarios like setting up a new campus and wanting to duplicate the structure of your existing campus.
When you copy a service type:
All settings that are not people are duplicated. That means it does not copy the people in the Permissions to Control Live section since those are specific people.
Everything on the Teams tab, including the top settings and the basic layout of all the teams, is copied. It does not copy any team members or tags on tag teams. There will be no members or leaders of your new teams, just the team and positions.
Plans, permissions, team members, and team leaders are not copied to the new service type.
To copy a service type:
Select the Plans page in the top navigation.
If you have multiple folders, select the folder of the service type you want to copy.
Select the ⚙️ settings icon to the right of the service type.
Choose Settings from the dropdown.
Select the Actions button in the top right.
Choose Copy from the dropdown.
Enter a name for the duplicated service type.
Select a folder from the Copy To dropdown.
(Optional) Select the checkbox to copy the service type templates. This converts all people scheduled in the templates into needed positions, adding them to any other needed positions if necessary.
Select Submit.
You can now edit the service type settings, add plans, assign team leaders, and add additional teams.
Important
Limit reached?
Some pricing packages limit the number of service types you can have. Your organization administrator can let you know how many you can create. If you try to create more than the allotted amount, you'll be prompted to upgrade your product.