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Planning Center Help

Set up households

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If you utilize households in Services, you can set up your preferences based on the schedules of your family members. Households can be managed in People, so you may already have one set up for you. If so, you can then set up household permissions.

Important

Organization administrators can restrict household editing permissions to schedulers or editors.

Scheduled viewers and viewers can't add household members, but they can request that household members be added for them.

Request a household

If you only have scheduled viewer or viewer permissions, you'll need to request a team leader to add you to a household.

  1. Select your profile picture or initials in the top right of the toolbar.

  2. Select My profile to open your profile.

  3. Select the Scheduling tab.

  4. Select Edit at the top right of the Preferences section.

  5. Select Request Household to email a team leader.

Add a household

If you have the right permissions, you can follow the steps below to add a household to someone's profile:

Warning

Only place people in a household who live in the same house.

  1. Use the search bar in the top right to find the person you'd like to edit.

  2. Select their name from the list to open their profile.

  3. Select the Scheduling tab.

  4. Select Edit in the top right of the Preferences section.

  5. Select Edit Households.

  6. Select Add a household to add this person to an existing household or to create a new household.

  7. Search for a person and select their name from the list.

  8. Select Join Household to add this person to the existing household, or select Create a new household with [person A] and [person B] as members.

Edit a household

  1. Use the search bar in the top right to find the person you'd like to edit.

  2. Select their name from the list to open their profile.

  3. Select the Scheduling tab.

  4. Select Edit in the top right of the Preferences section.

  5. Select Edit Households to edit this person's households.

  6. Select the name of the household you'd like to edit.

  7. Edit this household's details in the popup:

    • Rename the household using the Household name field.

    • You can add or remove the household photo that appears in the directory.

    • Select the three-dot icon next to a person's name to set them as the primary contact, a parent/guardian, a child, another adult in the household, or to remove them from the household.

    • Select Remove household to remove the household completely.

  8. Select Save to apply your changes.

Now you can set household scheduling preferences!