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Planning Center Help

Table of Contents

Create, edit, or delete folders

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A folder allows you to organize service types for different campuses or ministries within your church. You can also reorder service types within a folder by editing the folder.

Important

Only people and plan administrators have the ability to add and edit folders.

Create a folder

  1. Select the Plans page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Add Folder from the dropdown.

  4. Add the new folder's information in the popup:

    • Folder Name: Name your folder based on a campus or ministry (or any other way you're organizing).

    • Campus: If your church has multiple campuses, you can associate this folder with a campus. If not, just leave it set to None. If you have campuses in multiple time zones, setting the campus here ensures that when reminder emails are sent or users subscribe to a calendar feed, their times are in the right time zone.

  5. Select Accept to add the folder.

You can create new service types, move service types in this folder from the service type settings, or create a subfolder under this folder.

Edit a folder

  1. Select the Plans page in the top navigation.

  2. Open the folder you want to edit.

  3. Select the Actions button in the top right

  4. Choose Edit Folder from the dropdown.

  5. In the Edit Folder popup, update the parent folder, campus, matrix options, or reorder the service types:

    • Use the text field to rename your folder.

    • Parent: If you want this folder to be inside another folder, choose it here.

    • Campus: If your church has multiple campuses, you can associate this folder with a campus. If not, just leave it set to None. If you have campuses in multiple time zones, setting the campus here ensures that when reminder emails are sent or users subscribe to a calendar feed, their times are in the right time zone.

    • Reorder Service Types: Drag the handles to the left of each service type up or down to reorder them in the list.

  6. Select Save to apply your changes.

Delete a folder

You can only delete empty folders. To delete a folder:

  1. Select the Plans page in the top navigation.

  2. Select the folder you want to delete.

  3. If the folder has a service type in it, delete it or move it to another folder first.

  4. Once the folder is empty, select delete this folder.