# Threefold Solutions > Planning Center migration, coaching, and ongoing support for churches. We move > church data onto Planning Center, train the staff who run it, and stay on to > support them. Based in Fort Worth, Texas, working with churches across the US. The blog is the bulk of this site: 139 articles on running Planning Center, church operations, and ministry leadership, written by the team that does this work. The full text of every article, in one file, is at https://www.threefold.solutions/llms-full.txt. The Planning Center Question Bank contains 339 verified answers to real questions from churches. Full answer text is included in llms-full.txt. ## Services - [Planning Center Migration](https://www.threefold.solutions/services#planning-center-migration): We back up, map, clean, and transfer your profile and giving data — so nothing is lost and nothing arrives messy. - [Church Growth Partner](https://www.threefold.solutions/services#church-growth-partner): An ongoing partnership built around your goals, not a generic playbook. - [Coaching + Training](https://www.threefold.solutions/services#coaching-training): Onboarding and alignment for your staff, so the whole team works the system the same way. - [Ongoing Support](https://www.threefold.solutions/services#ongoing-support): Troubleshooting and technical help when something breaks or someone leaves. - [Custom Development](https://www.threefold.solutions/services#custom-development): Tailored tooling and integrations for the workflows Planning Center does not cover. - [Data + Analytics](https://www.threefold.solutions/services#data-analytics): Turn the data you already collect into something your leadership can actually act on. ## Key pages - [About](https://www.threefold.solutions/about): who we are and how the company started. - [Services](https://www.threefold.solutions/services): the full engagement list. - [Client success stories](https://www.threefold.solutions/client-success-stories): migrations we've run. - [Planning Center Playbook](https://www.threefold.solutions/planning-center-playbook): our course for church operations teams. - [Resources](https://www.threefold.solutions/resources): free guides and checklists. - [Contact](https://www.threefold.solutions/contact): how to reach us. ## Blog categories - [Planning Center](https://www.threefold.solutions/blog/category/planning-center) - [Church Operations](https://www.threefold.solutions/blog/category/church-operations) - [Leadership](https://www.threefold.solutions/blog/category/leadership) - [Data & Analytics](https://www.threefold.solutions/blog/category/data-analytics) - [Web & Digital](https://www.threefold.solutions/blog/category/web-digital) - [Buying Guides](https://www.threefold.solutions/blog/category/buying-guides) ## Planning Center Question Bank - [2 stickers vs 3 stickers for children's check-in — how do you track who's in the room and handle pickup without a room sheet sticker?](https://www.threefold.solutions/planning-center-question-bank/2-stickers-vs-3-stickers-for-childrens-check-in-how-do-you-track-whos): Planning Center's digital roster replaces the physical room sheet; two stickers (child name tag + parent security label) is fully supported and the software… - [Are Planning Center list emails a blind send, or can recipients see other recipients?](https://www.threefold.solutions/planning-center-question-bank/are-planning-center-list-emails-a-blind-send-or-can-recipients-see): List emails in Planning Center are a blind send — each person receives their own individual email sent to their primary address, with no visibility into… - [Are custom reports created in People automatically available to other admins?](https://www.threefold.solutions/planning-center-question-bank/are-custom-reports-created-in-people-automatically-available-to-other): Custom report templates in People are org-wide and visible to anyone with Can export CSVs and reports permission — no sharing needed. But they still need… - [Are there automatic notifications when a plan is updated (e.g. song changed)?](https://www.threefold.solutions/planning-center-question-bank/are-there-automatic-notifications-when-a-plan-is-updated-e-g-song): No automatic notifications exist for plan changes; workaround is to manually email the team from the plan's Teams tab, or use Planning Center Chat for… - [Best practice for Calendar tags (Campus/Department) vs. multiple calendars for public visibility and Venue Rentals/Facilities scoping](https://www.threefold.solutions/planning-center-question-bank/best-practice-for-calendar-tags-campus-department-vs-multiple-calendars): Church Center visibility (Published/Featured/Unpublished) is a per-event setting independent of tags, so Campus+Department tags can stay simple while… - [Best practices for Check-Ins when kids attend both class and children's worship — do they need to check in twice?](https://www.threefold.solutions/planning-center-question-bank/best-practices-for-check-ins-when-kids-attend-both-class-and-childrens): Use one Check-Ins event with two times; set both to show early and add a Hide Event At on the first time. Both times are visible simultaneously, so families… - [Best practices for keeping a ChMS updated across multiple giving sources, attendance, and discipleship pathways](https://www.threefold.solutions/planning-center-question-bank/best-practices-for-keeping-a-chms-updated-across-multiple-giving): Planning Center consolidates all giving sources (checks, online, ACH); People Lists auto-segment donors by giving criteria and auto-refresh; Workflows… - [Best practices for using volunteers as Team Leaders in Services — training, setup, and lessons learned](https://www.threefold.solutions/planning-center-question-bank/best-practices-for-using-volunteers-as-team-leaders-in-services): Assign volunteer as team leader (grants scheduler permissions scoped to their team), build team structure/rotations/templates first, train with PCU… - [Best way to clean up a large People database full of former/inactive attendees without doing a clean wipe](https://www.threefold.solutions/planning-center-question-bank/best-way-to-clean-up-a-large-people-database-full-of-former-inactive): Build a list using attendance/giving conditions to surface inactive profiles, then use bulk actions to set them inactive rather than delete — this preserves… - [Best way to pre-assign kids to specific Check-Ins rooms when migrating from Shelby (no waterfalls or randomizing)](https://www.threefold.solutions/planning-center-question-bank/best-way-to-pre-assign-kids-to-specific-check-ins-rooms-when-migrating): Seed last check-in data by using the admin-side Add check-ins feature to manually assign each child to their room before go-live; optionally enable Ignore… - [Best way to publicize groups and events on church website with analytics](https://www.threefold.solutions/planning-center-question-bank/best-way-to-publicize-groups-and-events-on-church-website-with-analytics): Planning Center now has built-in Church Center Analytics in Publishing (visitors and page views for Groups, Calendar, Registrations, and custom pages). No… - [Best way to publicize groups and events on church website — embed vs. link vs. custom integration?](https://www.threefold.solutions/planning-center-question-bank/best-way-to-publicize-groups-and-events-on-church-website-embed-vs-link): Recommend linking/embedding Church Center pages directly on their website using native Planning Center tools rather than a custom integration; the calendar… - [Brother QL-820NWB vs 820NWBc for Check-Ins with USB printing](https://www.threefold.solutions/planning-center-question-bank/brother-ql-820nwb-vs-820nwbc-for-check-ins-with-usb-printing): Both models work for USB printing; the only difference is the NWBc has an automatic label cutter. Choose NWBc for high-volume convenience, NWB to save money. - [Brother QL-820NWB vs 820NWBc for Check-Ins — what is the actual difference?](https://www.threefold.solutions/planning-center-question-bank/brother-ql-820nwb-vs-820nwbc-for-check-ins-what-is-the-actual-difference): Both models have an automatic cutter. The key difference is the NWB has a Host USB interface (for peripherals like barcode scanners); the NWBc does not.… - [Can Check-Ins assign different security codes to each child in a household?](https://www.threefold.solutions/planning-center-question-bank/can-check-ins-assign-different-security-codes-to-each-child-in-a): By design, one security code is shared per household when kids check in together. Separate codes only generate if kids check in at different times. No… - [Can Check-Ins automatically print one guardian label per child checked in, based on household size?](https://www.threefold.solutions/planning-center-question-bank/can-check-ins-automatically-print-one-guardian-label-per-child-checked): Check-Ins can’t scale label printing to household size — the number of security labels is a fixed setting, not one that adjusts to how many children a… - [Can First Impressions volunteers check in via Church Center app and have it update the Services plan?](https://www.threefold.solutions/planning-center-question-bank/can-first-impressions-volunteers-check-in-via-church-center-app-and): Enable Services integration and either match location names exactly to Services teams, or (Threefold's recommended approach) use one generic 'I'm Here to… - [Can Group Type Manager permissions work for volunteer coaches who oversee a subset of groups within a group type?](https://www.threefold.solutions/planning-center-question-bank/can-group-type-manager-permissions-work-for-volunteer-coaches-who): No. GTM is all-or-nothing per group type and gives write access plus contact info visibility across all groups in that type — too broad for volunteer… - [Can Headcounts be used to track small group and off-campus event attendance, and what access do leaders need?](https://www.threefold.solutions/planning-center-question-bank/can-headcounts-be-used-to-track-small-group-and-off-campus-event): Yes -- give leaders 'headcounter' permission (lowest level) in Check-Ins so they can use the Headcounts mobile app to self-report attendance numbers without… - [Can I add a QR code to an event I already created in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/can-i-add-a-qr-code-to-an-event-i-already-created-in-planning-center): No separate QR code creation step needed. For Registrations signups, click 'View on Church Center,' scroll to the bottom, and click 'Shareable Code' to… - [Can I add a redirect or custom link when a People form is closed?](https://www.threefold.solutions/planning-center-question-bank/can-i-add-a-redirect-or-custom-link-when-a-people-form-is-closed): No redirect option exists for closed People forms. Closed forms are simply inaccessible. Workaround: use a URL shortener or link management tool to… - [Can I create a dashboard widget showing attendance for each individual life group instead of the whole group type?](https://www.threefold.solutions/planning-center-question-bank/can-i-create-a-dashboard-widget-showing-attendance-for-each-individual): The attendance widget can't show a bar per individual group in a single widget; workaround is one widget per group, or use the Groups Reports page… - [Can I create a single form automation that fires for all dropdown options except one (i.e., an 'is not' condition)?](https://www.threefold.solutions/planning-center-question-bank/can-i-create-a-single-form-automation-that-fires-for-all-dropdown): No 'is not' condition exists, but as of June 2 2026 update, you can create one conditional automation per dropdown option (all living on the same form)… - [Can I create a single form automation that triggers for all dropdown options except one, or do I need a separate automation per option?](https://www.threefold.solutions/planning-center-question-bank/can-i-create-a-single-form-automation-that-triggers-for-all-dropdown): No 'is not' condition exists. Use the June 2, 2026 response-scoped automations feature — set up one automation per dropdown option, each scoped to trigger… - [Can I hide a group from its own members in Church Center while still tracking attendance in Groups?](https://www.threefold.solutions/planning-center-question-bank/can-i-hide-a-group-from-its-own-members-in-church-center-while-still): Unlisted only hides a group from search/discovery — members already in the group still see it and its events on Church Center. No native setting fully hides… - [Can I safely deactivate inactive profiles (about 2,002 with no involvement in the past year)?](https://www.threefold.solutions/planning-center-question-bank/can-i-safely-deactivate-inactive-profiles-about-2-002-with-no): Yes — setting profiles to Inactive (not deleting) is safe and reversible; they auto-reactivate on any future giving, check-in, registration, or login, and… - [Can I switch between two churches on one login? (Church replant)](https://www.threefold.solutions/planning-center-question-bank/can-i-switch-between-two-churches-on-one-login-church-replant): Yes — link the two accounts (same name, login method, password) to switch between churches from the org dropdown with a single login. - [Can I turn off the Registrations feed that auto-creates Calendar events?](https://www.threefold.solutions/planning-center-question-bank/can-i-turn-off-the-registrations-feed-that-auto-creates-calendar-events): The Registrations feed is intentionally a one-way sync; turn it off via Calendar > Settings > Feeds (warning: deletes all feed events), or switch to… - [Can Music Stand send MIDI output to Antares Auto-Tune (or any external plugin) when a song changes?](https://www.threefold.solutions/planning-center-question-bank/can-music-stand-send-midi-output-to-antares-auto-tune-or-any-external): Music Stand supports MIDI as input only (for page turns and navigation); it does not send MIDI output to external software or plugins, so the requested… - [Can Planning Center Giving accept non-deductible payments for group trips and tours?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-giving-accept-non-deductible-payments-for-group): Giving is for tax-deductible donations only; use Registrations to collect non-deductible payments for trips, tours, and events. - [Can Planning Center Groups be used as an internal staff communication tool?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-groups-be-used-as-an-internal-staff-communication): Groups can serve as a basic staff communication tool (hidden from Church Center, shared chat/events/resources) but lacks integrations and project management… - [Can Planning Center Groups filter membership requests by age, or do you need a form + workflow to gate a 60+ women's group?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-groups-filter-membership-requests-by-age-or-do-you): Groups has no built-in age filter for join requests. Use a People form with a birthdate field + workflow field to route submissions into a review workflow… - [Can Planning Center bulk move students to the next grade level each year?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-bulk-move-students-to-the-next-grade-level-each-year): Yes — People has a built-in Promote Grades feature (gear icon) that moves everyone up one grade in a couple clicks; Check-Ins grade-filtered locations… - [Can Planning Center create a church directory or allow people to directly contact each other?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-create-a-church-directory-or-allow-people-to): Church Center has a built-in opt-in directory; admins enable it in People settings, invite members, and privacy mode provides person-to-person contact via a… - [Can Planning Center replace SignupGenius for recurring worship assistant volunteer scheduling?](https://www.threefold.solutions/planning-center-question-bank/can-planning-center-replace-signupgenius-for-recurring-worship): Yes — use Planning Center Services (not Registrations) with Teams, Positions, and Signup Sheets enabled on the service type template. - [Can Registrations exclude community events from a church's membership-status rules?](https://www.threefold.solutions/planning-center-question-bank/can-registrations-exclude-community-events-from-a-churchs-membership): Planning Center Registrations does not have a 'Counts toward status' tag. Use Registrations categories and People list rules with include and exclude… - [Can Registrations income be integrated into Giving so monthly ministry budget reports include both?](https://www.threefold.solutions/planning-center-question-bank/can-registrations-income-be-integrated-into-giving-so-monthly-ministry): Registrations payments do not appear in Giving by design. Closest native option is the payout report which breaks out each deposit by Giving fund and… - [Can a Church Center navigation item (external URL) be set to visible only for signed-in users?](https://www.threefold.solutions/planning-center-question-bank/can-a-church-center-navigation-item-external-url-be-set-to-visible-only): Navigation items (including external URLs) are always visible to everyone; the workaround is to create an intermediate custom page, put the external link… - [Can a People Form checkbox automatically add someone to a group?](https://www.threefold.solutions/planning-center-question-bank/can-a-people-form-checkbox-automatically-add-someone-to-a-group): No direct checkbox-to-group trigger exists; use a custom field on the form as a profile field, then build a People list filtered on that field with a… - [Can a People form set the primary campus for all household members, not just the submitter?](https://www.threefold.solutions/planning-center-question-bank/can-a-people-form-set-the-primary-campus-for-all-household-members-not): Campus is a per-person field, not a household setting; workaround is a list scoped to form submitters + all household members, with a campus-assignment… - [Can a Services template have a generic 'song placeholder' instead of linking a specific song?](https://www.threefold.solutions/planning-center-question-bank/can-a-services-template-have-a-generic-song-placeholder-instead-of): No — a Song item in a template must link to an actual song from the library; there's no generic song slot, so the worship director will need to replace it… - [Can a brand-new, unassigned volunteer see currently-needed positions on a template (before a plan exists) and self-select one to be placed on a team?](https://www.threefold.solutions/planning-center-question-bank/can-a-brand-new-unassigned-volunteer-see-currently-needed-positions-on): Confirmed: build a Registrations signup with a selection type per open position/time, set each selection type's capacity to match open spots, and build an… - [Can a church make manual ACH entry the default bank option (and bank login the secondary option) on the giving form?](https://www.threefold.solutions/planning-center-question-bank/can-a-church-make-manual-ach-entry-the-default-bank-option-and-bank): No church-side setting controls the bank verification order; Planning Center shows instant bank login first with 'Manually verify instead' always available… - [Can a deleted Planning Center profile be recovered, and what happens to the associated giving history?](https://www.threefold.solutions/planning-center-question-bank/can-a-deleted-planning-center-profile-be-recovered-and-what-happens-to): Profile deletion is permanent; only Admins can delete profiles; giving donations become orphaned (not deleted) and can be reassigned to a new profile; use… - [Can a self station show a name search field like a manned station?](https://www.threefold.solutions/planning-center-question-bank/can-a-self-station-show-a-name-search-field-like-a-manned-station): Self stations only support phone number or barcode/scanner input; name search is exclusive to manned stations by design for privacy reasons. - [Can a shared People list or a Home dashboard widget give someone visibility into Registrations data without granting them Registrations access?](https://www.threefold.solutions/planning-center-question-bank/can-a-shared-people-list-or-a-home-dashboard-widget-give-someone): Both a shared list (via list-collaboration) and a shared Home dashboard widget can let a person without Registrations access see registration data, since… - [Can admins unlock locked fields (like last name) so congregants can edit them in Church Center?](https://www.threefold.solutions/planning-center-question-bank/can-admins-unlock-locked-fields-like-last-name-so-congregants-can-edit): Name fields are permanently locked for congregants regardless of settings; admins can toggle other built-in fields to editable via People > Configuration >… - [Can an Attendee Information question in Registrations autofill a custom field on a People profile?](https://www.threefold.solutions/planning-center-question-bank/can-an-attendee-information-question-in-registrations-autofill-a-custom): Attendee Information questions never update profile fields; switch the question to a People (attendee) form with a Profile field mapped to the Voice Details… - [Can approval groups be scoped to a specific sub-calendar in Planning Center Calendar?](https://www.threefold.solutions/planning-center-question-bank/can-approval-groups-be-scoped-to-a-specific-sub-calendar-in-planning): Approval groups attach to rooms, resources, or event request forms — not calendars. The closest workaround is a form with the PCS calendar set as default… - [Can attendees upload a file (like a photo) during registration?](https://www.threefold.solutions/planning-center-question-bank/can-attendees-upload-a-file-like-a-photo-during-registration): No native file upload in Registrations questions; attach a People form with a file field to the signup — link is sent in confirmation email automatically. - [Can automatic Service reminder emails include plan notes?](https://www.threefold.solutions/planning-center-question-bank/can-automatic-service-reminder-emails-include-plan-notes): Yes — automatic reminders already include plan notes as long as the notes are assigned to the recipient's team. - [Can chat in Services be scoped to specific positions so teams don't see each other's chats?](https://www.threefold.solutions/planning-center-question-bank/can-chat-in-services-be-scoped-to-specific-positions-so-teams-dont-see): Chat is scoped to teams, not positions — separate teams are required to keep chats siloed. Decline notifications already surface position-specific… - [Can donors edit their own pledge, and can you generate a pledge-progress-only statement?](https://www.threefold.solutions/planning-center-question-bank/can-donors-edit-their-own-pledge-and-can-you-generate-a-pledge-progress): Donors cannot edit pledges themselves (admin-only); pledge progress can be included on statements but not as a standalone pledge-only document. - [Can existing Text In Church groups be synced/connected to Planning Center groups?](https://www.threefold.solutions/planning-center-question-bank/can-existing-text-in-church-groups-be-synced-connected-to-planning): Yes — when setting up the Planning Center integration, you can set the Sync Destination to an existing TIC Group instead of creating a new one. Planning… - [Can giving statements show only the surviving spouse's name when two profiles are joined in Giving?](https://www.threefold.solutions/planning-center-question-bank/can-giving-statements-show-only-the-surviving-spouses-name-when-two): No setting exists to filter joint statement names. Solution is the Deceased joint donor workflow: mark as inactive/deceased in People, disjoin from deceased… - [Can kids be added to Planning Center Check-Ins for attendance tracking if they are registered in a different system, not Planning Center?](https://www.threefold.solutions/planning-center-question-bank/can-kids-be-added-to-planning-center-check-ins-for-attendance-tracking): Add kids at a manned or roster station on the spot; use Label Only mode for one-time visitors with no database record; or CSV-import kids registered in… - [Can names be shown on the Check-Ins security label for child pickup?](https://www.threefold.solutions/planning-center-question-bank/can-names-be-shown-on-the-check-ins-security-label-for-child-pickup): Default security label has no names; create a custom security label and add Person details (child name) and Check-in details (checked-in-by) blocks. - [Can potential duplicate profiles be used as a condition in People Lists?](https://www.threefold.solutions/planning-center-question-bank/can-potential-duplicate-profiles-be-used-as-a-condition-in-people-lists): No — the potential duplicate flag is not available as a List condition. The only access is through the dedicated Potential Duplicates view in People… - [Can publishing to Church Center be restricted by permission, or can admins be notified when events are published?](https://www.threefold.solutions/planning-center-question-bank/can-publishing-to-church-center-be-restricted-by-permission-or-can): No native notification or permission restriction for publishing. Best workarounds: policy/process (default unpublished), bulk editing via Table view, or a… - [Can someone share a Planning Center childcare reimbursement form (with policy)?](https://www.threefold.solutions/planning-center-question-bank/can-someone-share-a-planning-center-childcare-reimbursement-form-with): Planning Center forms can't be exported between orgs; recommend building a People Form with standard reimbursement fields, and optionally attaching a policy… - [Can staff send emails as a ministry instead of as themselves in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/can-staff-send-emails-as-a-ministry-instead-of-as-themselves-in): Planning Center People has a Custom Email Senders feature (accessible to People Managers and above) allowing staff to send on behalf of a ministry… - [Can the song history in Planning Center Services be automatically filtered to show only one service type's usage?](https://www.threefold.solutions/planning-center-question-bank/can-the-song-history-in-planning-center-services-be-automatically): No setting auto-filters a song's history to one service type; use the Service Type Reports > Songs report for a pre-filtered view, or create a tag to filter… - [Can volunteers access plan files through Church Center, or do they need the Services app?](https://www.threefold.solutions/planning-center-question-bank/can-volunteers-access-plan-files-through-church-center-or-do-they-need): Plan files, order of service, and the media player are not available in Church Center; Planning Center has stated no plans to add them; volunteers who need… - [Can walk-in attendees check into a class at a Self Check-In station, and can brand-new people (not in Planning Center) check in?](https://www.threefold.solutions/planning-center-question-bank/can-walk-in-attendees-check-into-a-class-at-a-self-check-in-station-and): Self stations require existing Planning Center profiles; walk-ins and new people need a manned station where staff can add a guest profile and print a nametag. - [Can we change the label size on our Brother printer in Check-Ins? Can we use continuous labels and cut them shorter, or tell Planning Center what size we're using?](https://www.threefold.solutions/planning-center-question-bank/can-we-change-the-label-size-on-our-brother-printer-in-check-ins-can-we): Planning Center supports specific Brother label sizes; continuous labels (DK-2205 recommended) are cut based on label design height, and custom dimensions… - [Can we reprint a security tag in Check-Ins if a parent loses it?](https://www.threefold.solutions/planning-center-question-bank/can-we-reprint-a-security-tag-in-check-ins-if-a-parent-loses-it): Security labels cannot be reprinted; churches should establish a lost-tag protocol and can configure locations to print 2 security labels per check-in as a… - [Can we send church announcements to a specific list from Church Center?](https://www.threefold.solutions/planning-center-question-bank/can-we-send-church-announcements-to-a-specific-list-from-church-center): Yes — build a People List, then use the message dropdown to Send Church Center announcement (push notification), with the option to schedule it. - [Can we use the Church Center app through Publishing without having a PC website?](https://www.threefold.solutions/planning-center-question-bank/can-we-use-the-church-center-app-through-publishing-without-having-a-pc): Yes — only the free Essential level of Publishing is required, plus at least one campus. No paid plan or custom website needed to enable the Church Center… - [Can workflow step assignees receive text/SMS notifications instead of email in Planning Center People?](https://www.threefold.solutions/planning-center-question-bank/can-workflow-step-assignees-receive-text-sms-notifications-instead-of): No native SMS option for workflow assignee notifications — options are email, in-app bell, and push notifications via the Planning Center mobile app. - [Can you add a health screening yes/no question in Planning Center Check-Ins that gates check-in based on the answer?](https://www.threefold.solutions/planning-center-question-bank/can-you-add-a-health-screening-yes-no-question-in-planning-center-check): No native yes/no gate exists. The Announcements feature displays a message all attendees must acknowledge before check-in completes, but it is informational… - [Can you add the child's age to the default name tag in Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/can-you-add-the-childs-age-to-the-default-name-tag-in-check-ins): Default label is locked; create a custom Name Label using the Default template and add a Person details block with the Age field. Note: age won't update… - [Can you automate a Checkr background check to trigger when a minor volunteer turns 18?](https://www.threefold.solutions/planning-center-question-bank/can-you-automate-a-checkr-background-check-to-trigger-when-a-minor): Set minor's manual bg check to expire on 18th birthday; create an expired bg check list with a Checkr automation — when the list refreshes and the check is… - [Can you build a report in Planning Center Calendar to show recently updated events?](https://www.threefold.solutions/planning-center-question-bank/can-you-build-a-report-in-planning-center-calendar-to-show-recently): No native way to filter by last-updated date; Calendar reports filter by event occurrence date only, and Liquid variables don't expose updated_at.… - [Can you create a Check-Ins event that doesn't show up on a check-in station (headcount only)?](https://www.threefold.solutions/planning-center-question-bank/can-you-create-a-check-ins-event-that-doesnt-show-up-on-a-check-in): Events only appear on stations you explicitly create for them. For headcount-only tracking, use the Headcounts tab on the event or the free Headcounts… - [Can you create a Planning Center Group that members can't see they belong to in the Church Center app?](https://www.threefold.solutions/planning-center-question-bank/can-you-create-a-planning-center-group-that-members-cant-see-they): No — unlisted/unpublished only hides a group from public discovery; members added to the group still see it in Church Center. For a fully invisible pastoral… - [Can you create private Calendar events visible only to management staff and not volunteer schedulers?](https://www.threefold.solutions/planning-center-question-bank/can-you-create-private-calendar-events-visible-only-to-management-staff): Calendar has no per-event visibility controls — all Calendar users see all events; workarounds include keeping internal events in a separate tool or using… - [Can you delete a block of events for a group?](https://www.threefold.solutions/planning-center-question-bank/can-you-delete-a-block-of-events-for-a-group): No bulk delete exists for group events; for repeating series, open the first unwanted event and choose 'Delete this event and all occurrences after it'; for… - [Can you delete an event request in Calendar without triggering a rejection notification to the requester?](https://www.threefold.solutions/planning-center-question-bank/can-you-delete-an-event-request-in-calendar-without-triggering-a): No silent delete option exists — rejecting an event request always notifies the requester by email. Workaround: leave the request unactioned and it falls… - [Can you disable or close an add-on option in Registrations after a pre-order window ends?](https://www.threefold.solutions/planning-center-question-bank/can-you-disable-or-close-an-add-on-option-in-registrations-after-a-pre): No auto-close by date for individual add-ons; hide the add-on from its edit page (Config > Add-on options > Options > hide) or set total quantity to current… - [Can you email giving statements to donors of a specific fund only?](https://www.threefold.solutions/planning-center-question-bank/can-you-email-giving-statements-to-donors-of-a-specific-fund-only): Statements don't filter by fund — they cover all donors in a date range. To email fund-specific donors, use the By Donor report in Giving filtered by fund… - [Can you enter anonymous or no-receipt in-kind donations in Planning Center Giving?](https://www.threefold.solutions/planning-center-question-bank/can-you-enter-anonymous-or-no-receipt-in-kind-donations-in-planning): The anonymous donor feature (type 'anonymous' in batch) only applies to cash/check, not in-kind. In-kind requires a named donor profile. For known donors… - [Can you link a Registrations signup to an existing Check-Ins event instead of creating a new one?](https://www.threefold.solutions/planning-center-question-bank/can-you-link-a-registrations-signup-to-an-existing-check-ins-event): The Registrations-to-Check-Ins integration always creates a new Check-Ins event via a wizard — there is no option to link to a pre-existing Check-Ins event. - [Can you mass change the Received Date on donations in a Giving batch?](https://www.threefold.solutions/planning-center-question-bank/can-you-mass-change-the-received-date-on-donations-in-a-giving-batch): Use Giving > Manage > Bulk Edit Donations tab, select the batch, choose Received Date as the field to change, pick the correct date, review the list, and… - [Can you print a blank copy of a Registrations or People form to use as a paper sign-up?](https://www.threefold.solutions/planning-center-question-bank/can-you-print-a-blank-copy-of-a-registrations-or-people-form-to-use-as): No native print-to-blank-form option exists in either Registrations or People. Workaround is to manually recreate in Word/Google Docs, then enter responses… - [Can you restrict a Registrations signup to only people with a specific membership type (e.g., 'Member')?](https://www.threefold.solutions/planning-center-question-bank/can-you-restrict-a-registrations-signup-to-only-people-with-a-specific): No native membership-type gate in Registrations; workarounds are (1) hide signup and share direct link only with a People list filtered by membership type… - [Can you set up multiple reminder emails in Registrations for a multi-day event like VBS?](https://www.threefold.solutions/planning-center-question-bank/can-you-set-up-multiple-reminder-emails-in-registrations-for-a-multi): Built-in reminders are limited to one per selection type; use General Email manually or People scheduled emails to send a multi-email sequence. - [Can you take attendance on a Calendar event that has been promoted to a group?](https://www.threefold.solutions/planning-center-question-bank/can-you-take-attendance-on-a-calendar-event-that-has-been-promoted-to-a): No — promoted Calendar events are view-only in Groups and do not support attendance. The event must be created natively in Groups for attendance tracking. - [Can you text Registrations attendees a reminder instead of emailing?](https://www.threefold.solutions/planning-center-question-bank/can-you-text-registrations-attendees-a-reminder-instead-of-emailing): No native text button in Registrations; build a People List of registrants, then send a text from that list using Twilio, Clearstream, or Text in Church… - [Can you text a keyword to be automatically checked in to a Planning Center service?](https://www.threefold.solutions/planning-center-question-bank/can-you-text-a-keyword-to-be-automatically-checked-in-to-a-planning): Planning Center Check-Ins has no native text-keyword check-in; Text In Church's keyword feature adds people to a group synced to Planning Center People, not… - [Can you track how many times a QR code is scanned or NFC tap tag is tapped in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/can-you-track-how-many-times-a-qr-code-is-scanned-or-nfc-tap-tag-is): Links redirects (used to generate QR codes/NFC tags) show a running click count in both the Links app and Publishing; native Check-Ins QR codes have no… - [Can you track weekly attendance for Alpha without using Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/can-you-track-weekly-attendance-for-alpha-without-using-check-ins): Registrations has built-in attendance, but only reports event-wide; for per-week tracking, syncing to Check-Ins or using Groups with reg automation is… - [Can you use AI to build or customize Church Center?](https://www.threefold.solutions/planning-center-question-bank/can-you-use-ai-to-build-or-customize-church-center): Church Center is Planning Center's shared app and can't be rebuilt or rebranded; AI can help write content for custom pages built via Publishing's… - [Can you use a list with auto-refresh to delay a follow-up email by one day after a form submission?](https://www.threefold.solutions/planning-center-question-bank/can-you-use-a-list-with-auto-refresh-to-delay-a-follow-up-email-by-one): Yes: create a list filtered by form submission in the last 1 day, enable daily auto-refresh, and attach an email automation to fire when people are added. - [Can you view the Services master calendar on mobile (app or phone browser)?](https://www.threefold.solutions/planning-center-question-bank/can-you-view-the-services-master-calendar-on-mobile-app-or-phone-browser): Master calendar is desktop-only; workaround is to load http://services.planningcenter.com in a mobile browser and request the desktop site. - [Check-Ins stations showing all events and labels printing medical notes unexpectedly](https://www.threefold.solutions/planning-center-question-bank/check-ins-stations-showing-all-events-and-labels-printing-medical-notes): Lock the station to a specific event to stop it showing all active events; build a custom label without the medical notes block to stop notes from printing. - [Confusion about switching from 'the app' to Publishing/Church Center — what app are they coming from?](https://www.threefold.solutions/planning-center-question-bank/confusion-about-switching-from-the-app-to-publishing-church-center-what): Church Center IS the app; Publishing is just the admin tool to customize it. Asked a clarifying question to find out what app they were previously using… - [Did a new Check-Ins design or pickup code update roll out today?](https://www.threefold.solutions/planning-center-question-bank/did-a-new-check-ins-design-or-pickup-code-update-roll-out-today): No Check-Ins update shipped today. Last entry was Feb 17 2026 (printer troubleshooting). The cross-device pickup code feature went out in Sep 2024, not today. - [Do Services plans need to be in the same folder for the Check-Ins integration to work across teams at a special event?](https://www.threefold.solutions/planning-center-question-bank/do-services-plans-need-to-be-in-the-same-folder-for-the-check-ins): Folders are for organization/permissions only — the Check-Ins/Services integration works across folders as long as event session times and location names… - [Do any texting integrations show conversation history chronologically (like the Communication tab) rather than as Notes, and can platforms like Clearstream or Gloo tie texting to Planning Center Workflows?](https://www.threefold.solutions/planning-center-question-bank/do-any-texting-integrations-show-conversation-history-chronologically): Native Planning Center texts appear on the Communication tab (not just Notes). Third-party platforms keep threads in their own inbox. Clearstream and Text… - [Do kids need to be checked out in Check-Ins, and should Sunday vs. Wednesday kids ministry use separate Check-Ins events?](https://www.threefold.solutions/planning-center-question-bank/do-kids-need-to-be-checked-out-in-check-ins-and-should-sunday-vs): Checkout is optional and security-driven, not required. Sunday and Wednesday kids programs should be separate Check-Ins events so attendance data stays… - [Do new volunteers need to be added through Services team templates for automations to run?](https://www.threefold.solutions/planning-center-question-bank/do-new-volunteers-need-to-be-added-through-services-team-templates-for): Yes. Services automations trigger when someone is added to or removed from a Services team, not when they join a Church Center group. Add volunteers through… - [Do pledge campaigns apply a donation to multiple open campaigns simultaneously?](https://www.threefold.solutions/planning-center-question-bank/do-pledge-campaigns-apply-a-donation-to-multiple-open-campaigns): Yes, Planning Center applies a donation to all open campaigns that share the same target fund. Year-specific funds (separate fund per year) prevent… - [Do volunteers still receive text or email reminders when they serve without installing the Planning Center app?](https://www.threefold.solutions/planning-center-question-bank/do-volunteers-still-receive-text-or-email-reminders-when-they-serve): Email is always reliable without the app; SMS works only if the carrier supports the gateway — Verizon and AT&T have dropped support, making texts… - [Do we have to sign up for a Checkr plan or just create an account and choose background check type per individual?](https://www.threefold.solutions/planning-center-question-bank/do-we-have-to-sign-up-for-a-checkr-plan-or-just-create-an-account-and): No subscription plan — create a free Checkr account, then choose the package (Basic/Standard/Pro) per individual when ordering. - [Does Church Center chat have read receipts, and can leaders see if members have notifications disabled?](https://www.threefold.solutions/planning-center-question-bank/does-church-center-chat-have-read-receipts-and-can-leaders-see-if): Planning Center chat DOES support read receipts. Desktop: single check = sent, double check = read (click checkmarks to view details). Mobile: long press… - [Does Church Center chat support read receipts, and how do you access them?](https://www.threefold.solutions/planning-center-question-bank/does-church-center-chat-support-read-receipts-and-how-do-you-access-them): Yes. Mobile: press and hold your own message > View Read Receipts. Desktop: single check = sent, double check = read; click the checkmarks for details. - [Does Planning Center Registrations have a waitlist? Can you register multiple kids (siblings) at once? Can volunteers mark themselves unavailable in advance?](https://www.threefold.solutions/planning-center-question-bank/does-planning-center-registrations-have-a-waitlist-can-you-register): Registrations has a built-in waitlist; Named Attendees signups support registering household members (siblings) in one go; Services volunteers can… - [Does Planning Center have a waitlist for Registrations, support registering siblings at once with per-attendee questions, replace Sign Up Genius, handle Check-Ins, and let volunteers block out unavailable dates?](https://www.threefold.solutions/planning-center-question-bank/does-planning-center-have-a-waitlist-for-registrations-support): Registrations has built-in waitlist, named attendees support sibling group registration with per-kid questions, Registrations replaces Sign Up Genius for… - [Does Planning Center offer a built-in member texting service for announcements and reminders?](https://www.threefold.solutions/planning-center-question-bank/does-planning-center-offer-a-built-in-member-texting-service-for): Planning Center's native texting (via People/Twilio) is one-way only; for two-way texting, Clearstream is the recommended integration. - [Does Planning Center provide a QR code for the Giving form, or do I need an external tool?](https://www.threefold.solutions/planning-center-question-bank/does-planning-center-provide-a-qr-code-for-the-giving-form-or-do-i-need): Planning Center generates the QR code natively. Open the giving page in a browser, scroll to the bottom, and click Shareable Code to view and download.… - [Does Planning Center support SSO for third-party in-app authentication (e.g. Subsplash)?](https://www.threefold.solutions/planning-center-question-bank/does-planning-center-support-sso-for-third-party-in-app-authentication): No SAML/enterprise SSO, but Planning Center supports OAuth 2.0 and as of September 2025 OpenID Connect (OIDC) for identity-only auth — perfect for… - [Does Text In Church message history sync back to Planning Center profiles?](https://www.threefold.solutions/planning-center-question-bank/does-text-in-church-message-history-sync-back-to-planning-center): TIC message history does NOT appear under the Planning Center Communication tab — that tab only shows messages sent through native Planning Center apps. TIC… - [Does auto-schedule household preference match times for split teams, or just place in any time?](https://www.threefold.solutions/planning-center-question-bank/does-auto-schedule-household-preference-match-times-for-split-teams-or): "Same plan" household preference only requires both people be in the same plan (any time on a split team); "concurrent plan" preference is needed to match… - [Does setting a Giving fund to Link Only stop existing recurring donations from processing?](https://www.threefold.solutions/planning-center-question-bank/does-setting-a-giving-fund-to-link-only-stop-existing-recurring): Link only (Direct link) funds are still open funds — recurring donations continue processing on schedule. The docs confirm even more restrictive states… - [Does setting a profile as inactive affect giving history or donor statements?](https://www.threefold.solutions/planning-center-question-bank/does-setting-a-profile-as-inactive-affect-giving-history-or-donor): Inactive profiles retain full giving history, recurring donations continue, and statements are still issued for any year the person donated. - [Does submitting a People form without being logged into Church Center send a verification email before the profile update applies?](https://www.threefold.solutions/planning-center-question-bank/does-submitting-a-people-form-without-being-logged-into-church-center): An existing draft answer was confirmed accurate; key nuance added: guests submitting without Church Center login receive a verification email before profile… - [Does the Activity tab show when an event is published? What does the Subscribe button do, and do you have to subscribe to each event individually?](https://www.threefold.solutions/planning-center-question-bank/does-the-activity-tab-show-when-an-event-is-published-what-does-the): The Activity tab logs Settings changes including Church Center visibility. Anyone can subscribe via the Subscribe button, but it requires event manager role… - [Does the volunteer replacement decline feature require volunteers to find their own replacement before declining?](https://www.threefold.solutions/planning-center-question-bank/does-the-volunteer-replacement-decline-feature-require-volunteers-to): Volunteer replacement requires volunteers to coordinate outside Planning Center first; the decline flow only records the result. No built-in tool to find or… - [Faster way to reorder fields in a People Custom Tab?](https://www.threefold.solutions/planning-center-question-bank/faster-way-to-reorder-fields-in-a-people-custom-tab): Drag and drop handles are the only documented way to reorder custom tab fields, there's no bulk reorder option, so suggested zooming the browser out and… - [Forms vs. Registrations vs. Groups for volunteer event RSVPs](https://www.threefold.solutions/planning-center-question-bank/forms-vs-registrations-vs-groups-for-volunteer-event-rsvps): Registrations is the best fit for dated volunteer events; People Forms lack event-specific features; Groups RSVP is a good option if volunteers are already… - [How can I get each Registrations add-on selection to appear in its own column in a CSV export?](https://www.threefold.solutions/planning-center-question-bank/how-can-i-get-each-registrations-add-on-selection-to-appear-in-its-own): Native CSV bundles all add-ons into one cell with no column-splitting option; workaround is filtering by add-on and exporting separate CSVs per session… - [How can I run a report showing which volunteers were scheduled for a specific team (e.g., Greeters) over a date range in Planning Center Services?](https://www.threefold.solutions/planning-center-question-bank/how-can-i-run-a-report-showing-which-volunteers-were-scheduled-for-a): Go to the Service Type > Reports tab > People report; set date range and filter by team to see scheduling history with response status; CSV and print available. - [How can Planning Center Calendar events be automatically pulled into a Mailerlite weekly newsletter email?](https://www.threefold.solutions/planning-center-question-bank/how-can-planning-center-calendar-events-be-automatically-pulled-into-a): No native Calendar-to-Mailerlite integration exists; Zapier can connect the two with custom setup; Flowforth (http://flowforth.co) is the purpose-built… - [How can Planning Center be used to connect congregation members with financial/tangible needs to others who can help?](https://www.threefold.solutions/planning-center-question-bank/how-can-planning-center-be-used-to-connect-congregation-members-with): Use People Forms to intake needs and helper sign-ups, Lists to proactively find people who won't ask, and Workflows to route and assign follow-up tasks to… - [How can a church manage and promote casual recurring community events (bike rides, bonfires) in Planning Center without annoying non-interested members?](https://www.threefold.solutions/planning-center-question-bank/how-can-a-church-manage-and-promote-casual-recurring-community-events): Create a Group Type with open enrollment on Church Center so members self-opt-in; event organizers post events inside the group; feed can syndicate to main… - [How can a custom field like 'Photo Consent' be applied to all household members at once in Planning Center, rather than requiring individual form submissions?](https://www.threefold.solutions/planning-center-question-bank/how-can-a-custom-field-like-photo-consent-be-applied-to-all-household): Custom fields are per-person and don't propagate to household members via forms; best option is enabling the custom field as editable in Church Center… - [How can a scheduler find team members who haven't served in a position for the last two months, to invite them to sign up?](https://www.threefold.solutions/planning-center-question-bank/how-can-a-scheduler-find-team-members-who-havent-served-in-a-position): Use the Filter menu on the Services People page (Team + Last Scheduled Plan date filters) to pull a list directly, rather than cross-referencing People… - [How can a scheduler invite just the people who haven't served as liturgist in 2 months to sign up, given signups are open to everyone in the position?](https://www.threefold.solutions/planning-center-question-bank/how-can-a-scheduler-invite-just-the-people-who-havent-served-as): Filter the Services People page by Team + Last Scheduled Plan to build the invite list; note signup sheets can't be restricted to a subset, so send the… - [How can coaches oversee specific community groups (view attendance trends, know their groups) without getting broad admin access or being added as leaders/members to every group?](https://www.threefold.solutions/planning-center-question-bank/how-can-coaches-oversee-specific-community-groups-view-attendance): Use group tags to identify which coach owns which groups, then build a shared Home dashboard with Groups attendance widgets scoped to the tagged groups.… - [How can families self-register children on Sunday mornings using Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-can-families-self-register-children-on-sunday-mornings-using): Use a People Form with Household Members field for first-timers; returning families use Church Center app pre-check feature. - [How can form submitters add information to a Planning Center People form after submission?](https://www.threefold.solutions/planning-center-question-bank/how-can-form-submitters-add-information-to-a-planning-center-people): Form submissions can't be edited. Pair a second 'Additional Info' form with the same notification list, and use a workflow card on the original form as the… - [How can group leaders request rooms through a form while still having attendance tracking in Groups, without creating duplicate events?](https://www.threefold.solutions/planning-center-question-bank/how-can-group-leaders-request-rooms-through-a-form-while-still-having): Share the existing room request form with the group type; leaders create the event in Groups first (enabling attendance), then submit the form via the… - [How can we reuse the same security labels across a week-long VBS/Kids Camp without breaking pickup security?](https://www.threefold.solutions/planning-center-question-bank/how-can-we-reuse-the-same-security-labels-across-a-week-long-vbs-kids): Security labels can't be reprinted; print 2 labels at Monday check-in so the parent keeps one copy all week. Staff can also look up the original security… - [How can you view a person's group memberships from within their Planning Center People profile?](https://www.threefold.solutions/planning-center-question-bank/how-can-you-view-a-persons-group-memberships-from-within-their-planning): Use the product switcher on the profile to jump to Groups; the Activity tab shows group attendance; or create a custom field with list automations to… - [How do 11-12 year old volunteers respond to scheduling requests in Services — can they, or does a parent have to do it?](https://www.threefold.solutions/planning-center-question-bank/how-do-11-12-year-old-volunteers-respond-to-scheduling-requests-in): Under-13s can't log into Church Center, so parents must respond via household scheduling or by having the parent's email on the child's profile. - [How do I add a 'no photos' option to kids registration check-in labels?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-add-a-no-photos-option-to-kids-registration-check-in-labels): Create a Yes/No custom field in People, then add a People block to a custom label with conditional formatting to print 'NO PHOTOS' when the field is Yes. - [How do I add a user to Text In Church?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-add-a-user-to-text-in-church): Settings > Users > Add New on desktop. Two levels: Admin (full access) and User (limited to assigned groups/numbers). Must use desktop version. - [How do I adjust the 'owed' amount in Registrations for partial refunds after an event was cut short?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-adjust-the-owed-amount-in-registrations-for-partial-refunds): Apply a discount equal to the refund amount to each registration to reduce the total, then issue the partial refund — the balance zeroes out. - [How do I allow multiple date selections for a recurring event? (class meets every other week, 13 meetings)](https://www.threefold.solutions/planning-center-question-bank/how-do-i-allow-multiple-date-selections-for-a-recurring-event-class): Use Split Registrations with a Simple Count signup so attendees can pick which of the series dates they'll attend. - [How do I attach collaborative Google Drive files to Calendar events as a workaround?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-attach-collaborative-google-drive-files-to-calendar-events-as): Paste shareable Google Drive URLs into the event Notes field (internal only); when duplicating the event, all details including Notes carry over automatically. - [How do I bring prayer requests into Planning Center using a People form and workflow?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-bring-prayer-requests-into-planning-center-using-a-people-form): Use a People form with a Notes field mapped to the Prayer Requests note category; set up daily email notifications to the prayer team and an optional… - [How do I build a People list to find kids who used to attend children's ministry but have stopped?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-build-a-people-list-to-find-kids-who-used-to-attend-childrens): Use two rules in People Lists: include kids who checked in X times in the past Y months, then exclude anyone who checked in within the last Z weeks. - [How do I build a first-time guest dashboard that tracks three categories weekly: connect card submissions (marked as new), kids church first check-ins, and new profile creations?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-build-a-first-time-guest-dashboard-that-tracks-three): Funnel all three guest categories into one First Time Guest workflow via list automations; use the Home dashboard Added to Workflow widget (13-week view)… - [How do I change a child's class assignment in Check-Ins (e.g., moving from Babies to Ones when they turn one, or to a potty-trained class)?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-change-a-childs-class-assignment-in-check-ins-e-g-moving-from): Check-Ins uses birthdate and age filters to auto-route children; for age-based moves, ensure the birthdate is correct and location age filters are set (use… - [How do I change a child's class assignment in Check-Ins based on age (e.g., Babies to Ones) or developmental milestone (e.g., potty trained)?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-change-a-childs-class-assignment-in-check-ins-based-on-age-e-g): Use age filters (in months for under Pre-K) for birthday-based moves; use Milestone Distribution on a folder to prompt caregivers at check-in for… - [How do I check in volunteers who move between classrooms week to week?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-check-in-volunteers-who-move-between-classrooms-week-to-week): Use manned stations so staff can manually select any location; enable Services integration to auto-assign Volunteer type and suggest matching rooms. - [How do I collect multiple forms of info (medical, code of conduct, etc.) for a missions trip, and can a parent register multiple students at once?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-collect-multiple-forms-of-info-medical-code-of-conduct-etc-for): Forms appearing after registration is by design (attendee info form, no 15-min timer). Build all the questions into the attendee information form per… - [How do I create a giving statement for an individual in Planning Center Giving?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-create-a-giving-statement-for-an-individual-in-planning-center): Go to Giving > People, find the donor, open their profile, set a date range on the Donations tab, and click Statement PDF to download. - [How do I create a list to email parents of kids in each program using a custom field?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-create-a-list-to-email-parents-of-kids-in-each-program-using-a): Build a list with a Custom Fields rule matching the program value, then set 'My list should include' to 'household adults' to return parents instead of… - [How do I create a report in Groups showing member list with last attended date?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-create-a-report-in-groups-showing-member-list-with-last): Use the attendance report inside Groups to export CSV with per-member attendance data; for a last-attended date column, build a People List filtered to the… - [How do I create a survey in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-create-a-survey-in-planning-center): Use Forms in People — build Basic Fields for survey questions and share the link/embed in Church Center; add a Workflow Field to route interested responders… - [How do I create and send signup sheets in Planning Center Services so worship volunteers can opt into specific dates?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-create-and-send-signup-sheets-in-planning-center-services-so): Enable signups per plan (or globally via team settings), add needed positions, then email the signup sheet from the plan's Teams tab. - [How do I download the Church Center app without using the App Store?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-download-the-church-center-app-without-using-the-app-store): The native app only installs via the App Store/Google Play, but tech-challenged members can use the browser version at http://yourchurch.churchcenter.com… - [How do I duplicate a group event and handle non-patterned recurring events?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-duplicate-a-group-event-and-handle-non-patterned-recurring): Use the Duplicate button on an event to copy it for irregular dates instead of a recurrence pattern. - [How do I edit or add pre-written messages to parents in the check-in app?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-edit-or-add-pre-written-messages-to-parents-in-the-check-in-app): The pre-written parent text messages are fixed and cannot be customized; however, check-in success messages displayed on-screen can be customized in Station… - [How do I enable volunteers to swap service dates?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-enable-volunteers-to-swap-service-dates): Enable the volunteer replacement setting so team members can pick an available replacement when they decline a request; volunteers coordinate directly and… - [How do I export a CSV from Registrations with only specific columns?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-export-a-csv-from-registrations-with-only-specific-columns): Registrations CSV includes all fields with no column picker; workaround is to build a People list filtered to signup registrants, select only desired… - [How do I filter attendee questions for VBS registrations?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-filter-attendee-questions-for-vbs-registrations): From the Registrations tab, use Add filter to filter attendees by their question answers, including photo release responses. - [How do I find all mothers in Planning Center People using list filters?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-find-all-mothers-in-planning-center-people-using-list-filters): No native 'mother' filter exists. Parent/guardian + female catches moms of minors but misses mothers of adult children. Long-term fix is a tag or Yes/No… - [How do I find all profiles with blocked email addresses and fix them in bulk?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-find-all-profiles-with-blocked-email-addresses-and-fix-them-in): Build a People list using the blocked email condition to identify all affected profiles; unblocking must be done one-by-one via each profile's contact info… - [How do I find what percentage of people in my church are serving?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-find-what-percentage-of-people-in-my-church-are-serving): Build two People lists (all active members + people scheduled in Services) and divide manually. For automated percentage tracking, Parable cross-references… - [How do I gather inspiration and tips for launching Church Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-gather-inspiration-and-tips-for-launching-church-center): Use a phased rollout starting with 3-4 core features, finish data migration first, brand the app, train staff, and pull layout ideas from the community Home… - [How do I get notified any time a new calendar event is added?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-get-notified-any-time-a-new-calendar-event-is-added): No global new-event notification exists in Calendar; workaround is joining an approval group for a commonly-used room/resource to receive room-request… - [How do I give volunteers access to rosters in Check-Ins without giving them admin access, especially when they rotate between classes each week?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-give-volunteers-access-to-rosters-in-check-ins-without-giving): Use dedicated classroom tablets as roster stations locked to each location — no volunteer permissions needed. For rotating volunteers on personal devices… - [How do I handle CCLI reporting for medleys where multiple songs are played as one item in Planning Center Services?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-handle-ccli-reporting-for-medleys-where-multiple-songs-are): No native medley feature exists; each song needs its own plan item for CCLI reporting; attach a combined medley chord sheet as a file to a header item so… - [How do I import groups of people into Services teams using a CSV file?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-import-groups-of-people-into-services-teams-using-a-csv-file): CSV import supports profile data only; workaround is adding a custom field for team name in CSV, importing via People, building a list filtered by that… - [How do I import groups of people into teams using a CSV file?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-import-groups-of-people-into-teams-using-a-csv-file): CSV import brings in profile info only (not team assignments); after importing, use People Lists plus a bulk action or automation to add each group to its… - [How do I integrate Notebird with Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-integrate-notebird-with-planning-center): Notebird offers an official two-way People sync via OAuth that takes about 3 clicks to set up, syncing contact info while keeping care notes/tasks inside… - [How do I let registrants select a specific baptism month, and why are already-baptized people still showing on the registry?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-let-registrants-select-a-specific-baptism-month-and-why-are): Registrations has no native recurring event or month-selection feature; best practice is a separate signup per month. Cancel the 4 baptized registrants… - [How do I limit the quantity to 1 per registration in Planning Center Registrations?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-limit-the-quantity-to-1-per-registration-in-planning-center): Set 'Maximum Selections Per Registration' to 1 via Configuration > Selection Types > Options dropdown > Manage. - [How do I make my serving rota live for responses?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-make-my-serving-rota-live-for-responses): Send scheduling emails from the plan so team members get Accept/Decline requests in Church Center or email. - [How do I make my serving rota live so people can accept/decline?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-make-my-serving-rota-live-so-people-can-accept-decline): Send scheduling emails from the plans — once sent, team members get requests they can accept or decline; nothing goes live until you send them. - [How do I manage check-ins for multiple volunteer teams using the Services integration?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-manage-check-ins-for-multiple-volunteer-teams-using-the): You do not need a Check-Ins location for every Services team — the integration just watches for a check-in at the matching time; matching location names… - [How do I manage medical release forms for youth ministry events?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-manage-medical-release-forms-for-youth-ministry-events): Attach an attendee information form or PDF form to the signup on its Configuration tab to capture medical releases per attendee, then mark each as received… - [How do I manually add pledges from email or paper to a campaign, and can I start the campaign at $0 then add existing amounts?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-manually-add-pledges-from-email-or-paper-to-a-campaign-and-can): Pledges from paper/email are manually entered via Donations > Pledge Campaigns > Pledges tab > Enter Pledge. To start at $0, set the campaign start date to… - [How do I manually add pledges received via email or paper to a pledge campaign?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-manually-add-pledges-received-via-email-or-paper-to-a-pledge): Administrators manually enter pledges from the campaign page (batch) or donor profile (individual); donations to the target fund then track automatically. - [How do I move Ignored Duplicates back to Potential Duplicates in Planning Center People?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-move-ignored-duplicates-back-to-potential-duplicates-in): Cannot move ignored duplicates back to potential duplicates queue; manually merge any ignored pair via Actions > Merge profile on the person's profile. - [How do I move or copy a team from one Planning Center Services service type to another?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-move-or-copy-a-team-from-one-planning-center-services-service): Edit the team in People > Teams and add the additional service type, or use Actions > Export/Copy from a plan to copy scheduled team members to another… - [How do I omit birthdates from the printed People directory (Household Report)?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-omit-birthdates-from-the-printed-people-directory-household): The built-in Household Report always includes birthdates with no toggle to suppress them; a custom Liquid report is the only way to print household… - [How do I pre-populate children's profiles with a form before the first Check-Ins service?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-pre-populate-childrens-profiles-with-a-form-before-the-first): Use a People form with a Household Members field to collect children's name, grade, school, and birthdate. Create custom fields for allergies and emergency… - [How do I print check-in rosters for each grade at VBS?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-print-check-in-rosters-for-each-grade-at-vbs): Use the Reports tab on the Check-Ins event with Layout set to organize pages by grade, or use a roster station to view/print classroom rosters. - [How do I pull a VBS attendee list that shows both medical/allergy notes and group assignment for crew leaders?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-pull-a-vbs-attendee-list-that-shows-both-medical-allergy-notes): Build separate People lists per Registrations assignment area with medical notes checked, or use the Assignments tab CSV export which includes assignment… - [How do I pull a mailing list, where are the Addressee/Salutation fields in People, and are addresses USPS standardized?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-pull-a-mailing-list-where-are-the-addressee-salutation-fields): Build a list, print Avery labels or export CSV; name fields (Prefix, First, Given, Nickname) are on the profile; Planning Center does not auto-standardize… - [How do I rename Brother QL-820NWBc printers so they appear correctly in Check-Ins discovered printer list over WiFi/Infrastructure?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-rename-brother-ql-820nwbc-printers-so-they-appear-correctly-in): Rename the printer via Brother Web Based Management (web browser interface using the printer's IP address) under Network > Node Name or mDNS name; Planning… - [How do I resend a Services invite to a restored user?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-resend-a-services-invite-to-a-restored-user): Resend the login/welcome email by selecting the email address in the header of the person's profile, and confirm their permission level since restoring… - [How do I resolve Church Center login issues — users stuck in password/code loop?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-resolve-church-center-login-issues-users-stuck-in-password): Church Center is passwordless; code delivery issues resolved by saving Planning Center phone numbers to contacts, texting START, checking spam, waiting 5… - [How do I search by family last name and check in the whole household at once in Check-Ins for VBS, without selecting a grade group first?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-search-by-family-last-name-and-check-in-the-whole-household-at): Use a manned station instead of roster — search by last name or phone number to pull up the whole household, then check off each kid; with Registrations… - [How do I see who is checked in to a specific location in Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-see-who-is-checked-in-to-a-specific-location-in-check-ins): From the event's Check-Ins tab, use the All Locations dropdown to filter by room and see names. The Overview tab shows headcounts by location without the… - [How do I send a form to parents before our first Check-Ins service to collect child info (allergies, emergency contacts, school, grade)?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-send-a-form-to-parents-before-our-first-check-ins-service-to): Two valid paths: (1) People Form with Household members field for grade, school, and medical notes (allergies); (2) Registrations Named Attendees signup for… - [How do I send texts to specific ministry lists without messages crossing over to the wrong groups?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-send-texts-to-specific-ministry-lists-without-messages): Texting in Planning Center is always list-based; fix is scoped, ministry-specific list rules so lists don't overlap unintentionally. - [How do I set a maximum total registrations for an event in Registrations?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-a-maximum-total-registrations-for-an-event-in-registrations): Set total capacity in the signup's Configuration tab; use add-ons with quantity limits for specific inventory like hotel rooms. - [How do I set up VBS in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-vbs-in-planning-center): Start with a Detailed Signup in Registrations; selections become Check-Ins locations; Services handles volunteer scheduling on the back end. - [How do I set up a Registration with a $25 family maximum while still seeing each family member individually?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-a-registration-with-a-25-family-maximum-while-still): No native family price cap exists, but a group discount set to 100% off for all attendees after the first achieves a $25 family max when the whole family… - [How do I set up a connection card workflow in Planning Center with data import and follow-up tracking?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-a-connection-card-workflow-in-planning-center-with-data): Use custom fields to track card info, import Excel as CSV (with Remote IDs to prevent duplicates), create a follow-up workflow with defined steps, and set… - [How do I set up a first-time guest experience for a youth ministry in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-a-first-time-guest-experience-for-a-youth-ministry-in): Create guest profiles at a manned Check-Ins station with a scoped household form; guardian becomes a household contact for native texting; use a People Form… - [How do I set up instant email notifications for prayer request form submissions instead of only getting the daily digest?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-instant-email-notifications-for-prayer-request-form): Instant notifications require adding people to the form's notification list in Settings; they must also be added as note category collaborators or the… - [How do I set up the SongSelect integration in Planning Center Services, and can songs be transposed without re-downloading?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-the-songselect-integration-in-planning-center-services): SongSelect integration is found under Songs > Actions > Song File Integrations. Importing via ChordPro (Editable) creates transposable charts in all keys… - [How do I set up workflows to follow up with first-time guests and first-time salvation decisions?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-set-up-workflows-to-follow-up-with-first-time-guests-and-first): Use People forms with automations to feed people into separate guest follow-up and salvation decision workflows; workflow steps include welcome contact… - [How do I share the matrix view schedule with my team in a readable format?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-share-the-matrix-view-schedule-with-my-team-in-a-readable): Use the matrix's built-in print icon to generate dedicated matrix reports (PDF or web page) — the People Calendar or Vertical Matrix report options produce… - [How do I sort a People list by birthday month instead of year or age?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-sort-a-people-list-by-birthday-month-instead-of-year-or-age): Sort the list results by 'Birthdate (Without Year)' — this sorts chronologically by month and day, not by birth year or age. - [How do I stop security labels from printing for volunteer check-in?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-stop-security-labels-from-printing-for-volunteer-check-in): Labels are assigned per event or location and per person type in the event’s Labels & Locations settings, so create a name-only label for volunteers and… - [How do I stop team members from getting flooded with signup sheet emails every time someone declines in Services?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-stop-team-members-from-getting-flooded-with-signup-sheet): Change the team's Rescheduling Declines setting from Signup Sheets to Manually Reschedule, then use Scheduling Gap Alerts to notify leaders X days before… - [How do I streamline emailing attendees of past Registrations events without reactivating them?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-streamline-emailing-attendees-of-past-registrations-events): Email attendees straight from the closed signup — no reactivation needed: open the signup’s attendee list, Add filter > Attendance > Attended, then Actions… - [How do I successfully transition to Church Center and encourage congregation adoption?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-successfully-transition-to-church-center-and-encourage): Make Church Center the only path (remove alternate links/routes), phase the feature rollout, soft-test with 10-20 staff/leaders before launch, station lobby… - [How do I track background check renewals and non-Services leaders in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-track-background-check-renewals-and-non-services-leaders-in): Use the Background Check Dashboard plus expiration Lists with automations to flag renewals, including non-Services leaders. Add a list automation on… - [How do I track new group sign-ups across all groups without checking each one manually?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-track-new-group-sign-ups-across-all-groups-without-checking): Use the Newest Members widget on the Groups Reports page to see recent joiners across groups; also create a People list filtered by join date for… - [How do I track user adoption and engagement in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-track-user-adoption-and-engagement-in-planning-center): Publishing Analytics tab shows Church Center app/web visitors and page views; Groups Reports has cross-group attendance export; no native chat read rates… - [How do I understand Planning Center pricing and get better at using the platform?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-understand-planning-center-pricing-and-get-better-at-using-the): Pricing is a la carte per product (People is free, others scale by usage); pointed to pricing calculator and Planning Center University for learning. - [How do I update to the newest version of Planning Center web?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-update-to-the-newest-version-of-planning-center-web): Planning Center is always up to date in the browser; the 'new look' is an opt-in personal setting you enable from your profile during the open beta. - [How do I use Planning Center workflows to track recurring pastoral care visits and death anniversaries?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-use-planning-center-workflows-to-track-recurring-pastoral-care): Use workflow auto-snooze for recurring pastoral care visit cadence; death anniversaries require a dedicated workflow with manual annual snooze since custom… - [How do I use a People form to automatically update profile fields (gender, marital status, birthdate, address, phone) based on what someone submits?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-use-a-people-form-to-automatically-update-profile-fields): Use Profile fields (not automations) in the form builder — they write directly to the person's profile on submit. Enable Require login in form Settings for… - [How do I view or export Registration Notes across all attendees at once?](https://www.threefold.solutions/planning-center-question-bank/how-do-i-view-or-export-registration-notes-across-all-attendees-at-once): Notes in Registrations are per-registration only (no bulk view or export yet). Feature launched March 24, 2026. Users should submit feedback to Planning… - [How do Selections, Questions, and Assignments work in Registrations, and how do they connect to Services for volunteer scheduling?](https://www.threefold.solutions/planning-center-question-bank/how-do-selections-questions-and-assignments-work-in-registrations-and): Selections = role choices visible to registrants; Questions = per-attendee follow-ups; Assignments = admin-only grouping tool. Bridge to Services via People… - [How do churches identify Plan a Visit registrants when they arrive on Sunday?](https://www.threefold.solutions/planning-center-question-bank/how-do-churches-identify-plan-a-visit-registrants-when-they-arrive-on): Pull up the Registrations attendee list on Sunday morning as your guest roster; set up a workflow automation in People so guest team is notified when… - [How do churches share business info (committees, board members, reports) with their congregation?](https://www.threefold.solutions/planning-center-question-bank/how-do-churches-share-business-info-committees-board-members-reports): Annual meetings/reports for the general approach; Publishing custom pages support membership-type access control for member-only digital content (paid plan… - [How do large churches (2,000+ attendance) handle quick team communication across staff and volunteers without relying on phones?](https://www.threefold.solutions/planning-center-question-bank/how-do-large-churches-2-000-attendance-handle-quick-team-communication): Relay Pro (PTT over WiFi/cellular, dedicated device, ~$9/mo) is the top pick; Zello works for phone-based teams; traditional radios with earpieces and a… - [How do overlapping short-term and long-term pledge campaigns work in Planning Center Giving, and do non-pledged donations count toward campaign totals?](https://www.threefold.solutions/planning-center-question-bank/how-do-overlapping-short-term-and-long-term-pledge-campaigns-work-in): Campaigns use fund + date range; any gift to the target fund counts toward all active campaigns covering that window. Non-pledged donations count toward… - [How do you correct a toddler room that uses the preschool age band in Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-correct-a-toddler-room-that-uses-the-preschool-age-band-in): Change the toddler location to the intended younger age range so it no longer overlaps the preschool location. Keep the cutoff and takes-effect dates only… - [How do you delete a check-in for someone who was checked in by mistake?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-delete-a-check-in-for-someone-who-was-checked-in-by-mistake): Go to the event's Check-Ins tab on a browser, click the person's name, scroll to the bottom of their check-in page, and select Delete Check-In. Works during… - [How do you handle walk-in VBS registrations at drop-off using Planning Center Registrations?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-handle-walk-in-vbs-registrations-at-drop-off-using-planning): Admins can manually add walk-ins from the Registrations tab; QR code posted at drop-off lets families self-register on their phones; export CSV for a… - [How do you manage and organize a large People database with many unassigned profiles?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-manage-and-organize-a-large-people-database-with-many): Use a structured membership type taxonomy (Visitor/Guest, Attender, Member, Event Participant, Contributor Only), build lists to surface unassigned/inactive… - [How do you replace special-event times with a regular weekly schedule in Planning Center Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-replace-special-event-times-with-a-regular-weekly-schedule): Edit or delete the old times on the Check-Ins event's Times tab, add the regular weekly times, and set Show Event At early enough for volunteers. If the… - [How do you resolve overlapping toddler and preschool age filters in Planning Center Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-resolve-overlapping-toddler-and-preschool-age-filters-in): Give the toddler and preschool locations distinct age ranges, then verify the cutoff year and location order. Overlapping filters send all matching children… - [How do you segment new Planning Center profiles by source to route them into the right follow-up workflow?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-segment-new-planning-center-profiles-by-source-to-route-them): Use a 'Profile Source' custom field populated via form automations and per-pathway lists, then build separate source-specific workflows and exclude those… - [How do you tell whether a cutoff year or an age band is causing duplicate Check-Ins routing?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-tell-whether-a-cutoff-year-or-an-age-band-is-causing): Compare the age window, cutoff date, and takes-effect date for both locations. If the years are current but the birthdate windows are identical, correct the… - [How do you use Planning Center as a borrow/checkout system for physical items like tables, chairs, and equipment?](https://www.threefold.solutions/planning-center-question-bank/how-do-you-use-planning-center-as-a-borrow-checkout-system-for-physical): Calendar Resources is the primary approach — add items as resources and attach them to events to prevent double-booking. Check-Ins can be used creatively as… - [How does Church Center look and work for a multi-campus church, and how do you build out campus-specific pages?](https://www.threefold.solutions/planning-center-question-bank/how-does-church-center-look-and-work-for-a-multi-campus-church-and-how): Campuses are added in Account Settings; members pick their campus on login via the app's location search. Home page is shared by default; per-campus custom… - [How does Pushpay compare to Planning Center Giving for a large church?](https://www.threefold.solutions/planning-center-question-bank/how-does-pushpay-compare-to-planning-center-giving-for-a-large-church): Churches typically save tens of thousands in year one switching from Pushpay; Planning Center reporting is less built-out by default but third-party tools… - [How does mobile check-in print labels if parents use the Church Center app?](https://www.threefold.solutions/planning-center-question-bank/how-does-mobile-check-in-print-labels-if-parents-use-the-church-center): Church Center app handles pre-check-in only; labels print at the iPad station when the parent scans their QR code on arrival — no parent Bluetooth needed. - [How does moving from Subsplash to Planning Center Giving change batching and weekly reporting?](https://www.threefold.solutions/planning-center-question-bank/how-does-moving-from-subsplash-to-planning-center-giving-change): Planning Center Giving card and ACH gifts record directly to the donor through Planning Center Payments and are not batched. Uncommitted batches can be an… - [How does the Advanced age filter's 'on or before' cutoff math work when shifting between age bands?](https://www.threefold.solutions/planning-center-question-bank/how-does-the-advanced-age-filters-on-or-before-cutoff-math-work-when): Explains the mechanics of Check-Ins Advanced age filters: age range + 'on or before' date computes a birthdate window as of that future anchor date (not… - [How does the Subsplash Giving integration sync to Planning Center Giving, and why might a sync be missing?](https://www.threefold.solutions/planning-center-question-bank/how-does-the-subsplash-giving-integration-sync-to-planning-center): Sync runs only when SSG transfers funds to the bank (ACH must be processed first); batches appear in Planning Center on transfer day. Common causes of… - [How does the Text In Church integration with Planning Center Groups work?](https://www.threefold.solutions/planning-center-question-bank/how-does-the-text-in-church-integration-with-planning-center-groups-work): TIC syncs Planning Center Lists and Groups into TIC Groups; Planning Center is the master database; sync can be nightly, weekly, monthly, or real-time… - [How have other churches used Planning Center for capital campaigns?](https://www.threefold.solutions/planning-center-question-bank/how-have-other-churches-used-planning-center-for-capital-campaigns): Pledge tracking works well once loaded manually; deeper reporting like donation size segmentation requires Excel export or a third-party tool like Parable… - [How is Protect My Ministry priced?](https://www.threefold.solutions/planning-center-question-bank/how-is-protect-my-ministry-priced): PMM has an annual subscription fee (Basic $140–$175, Essential $228–$325, Preferred $375–$625, Premier $513–$1025) plus per-check costs of $12–$39 depending… - [How should I set up Check-Ins locations by grade for both Sunday and mid-week services?](https://www.threefold.solutions/planning-center-question-bank/how-should-i-set-up-check-ins-locations-by-grade-for-both-sunday-and): Grade-as-location is valid; grade on the People profile drives list-based communication. Keep grade-based locations for mid-week to capture grade data while… - [How should I structure Funds for one-off or annual special collections in Giving, and how can I add context that shows on donor statements?](https://www.threefold.solutions/planning-center-question-bank/how-should-i-structure-funds-for-one-off-or-annual-special-collections): Use descriptively named funds (close when not in season, reopen as needed) — the fund name is what shows on donor receipts and statements. Memos only work… - [How should a church build a medical release form for a child, parents, and emergency contact in Planning Center People?](https://www.threefold.solutions/planning-center-question-bank/how-should-a-church-build-a-medical-release-form-for-a-child-parents): Make the submitting parent the top-level Profile fields and the child a Household Members field entry (not the reverse); route the second parent as a second… - [How should a form be set up to capture parent contact information for Check-Ins text notifications?](https://www.threefold.solutions/planning-center-question-bank/how-should-a-form-be-set-up-to-capture-parent-contact-information-for): The form should capture the parent's name and mobile so they exist as a household adult, enabling native Check-Ins texting; students fill out the form and… - [How should a multi-campus church set up year-round next-step signups and completion workflows?](https://www.threefold.solutions/planning-center-question-bank/how-should-a-multi-campus-church-set-up-year-round-next-step-signups): Use Registrations with an ongoing signup, selection types per campus, a custom date question, and split registrations. For week-by-week completion, use a… - [How should a multi-campus church track giving with campuses and campus-specific funds?](https://www.threefold.solutions/planning-center-question-bank/how-should-a-multi-campus-church-track-giving-with-campuses-and-campus): Use official campuses in Account Settings for report filtering and campus-specific funds for tracking where donations are directed. Using both provides the… - [How should we handle 3,000 duplicate profiles in People, and what's the downside of not cleaning them up?](https://www.threefold.solutions/planning-center-question-bank/how-should-we-handle-3-000-duplicate-profiles-in-people-and-whats-the): No bulk-merge tool exists, so triage via the duplicate detector, prioritize active givers/volunteers/current families, and build a recurring weekly cleanup… - [How should we handle People profiles flagged as inactive when those individuals still physically attend church?](https://www.threefold.solutions/planning-center-question-bank/how-should-we-handle-people-profiles-flagged-as-inactive-when-those): Don't inactivate people who still attend physically; use household-level list rules and membership types for gray-area profiles; add a manual review… - [How should we organize channels, series, and episodes in Planning Center Sermons (Publishing)?](https://www.threefold.solutions/planning-center-question-bank/how-should-we-organize-channels-series-and-episodes-in-planning-center): Hierarchy (Channel > Series > Episode) is correct, but channels should be organized by audience/content type (e.g. Sunday Worship, Midweek, Kids), not by… - [How should we use Planning Center to pre-sell student ministry t-shirts on an ongoing basis, and how does Square POS fit in?](https://www.threefold.solutions/planning-center-question-bank/how-should-we-use-planning-center-to-pre-sell-student-ministry-t-shirts): Use ONE ongoing Simple Signup as a merch store. Each shirt size = its own Selection Type with capacity for inventory. Use Stripe (via Registrations) for… - [How to get demographic info (like median age) broken down per campus](https://www.threefold.solutions/planning-center-question-bank/how-to-get-demographic-info-like-median-age-broken-down-per-campus): Recommended the Demographic Breakdown widget on a Home dashboard, segmenting a bar chart by campus to see age breakdown per location; export-and-pivot in… - [How to let volunteers check in to a Check-Ins event without printing a name tag, while still tracking child-to-volunteer ratios](https://www.threefold.solutions/planning-center-question-bank/how-to-let-volunteers-check-in-to-a-check-ins-event-without-printing-a): On the event's Labels & Locations tab, edit the name label and uncheck the Volunteer check-in type so no badge prints for volunteers. They still need to be… - [How to manage recurring Check-Ins linked to Registrations (naming & attendance records)](https://www.threefold.solutions/planning-center-question-bank/how-to-manage-recurring-check-ins-linked-to-registrations-naming): Set up one synced Check-In event with a recurring frequency for the series; rename individual sessions using Edit title > For this date only. No way to… - [How to prioritize 3,000 pre-filtered duplicate detector results when it only sorts alphabetically, includes inactives, and Lists can't filter on 'is duplicate'?](https://www.threefold.solutions/planning-center-question-bank/how-to-prioritize-3-000-pre-filtered-duplicate-detector-results-when-it): Use each pair's created-when/where info to separate migration debt from live duplicates, cross-reference the alphabetical detector against targeted Lists… - [How to use Planning Center as an LMS to track training completion and report on who is delinquent?](https://www.threefold.solutions/planning-center-question-bank/how-to-use-planning-center-as-an-lms-to-track-training-completion-and): Use People Forms with custom profile fields and require login enabled; build a People List filtered by that field being empty to identify delinquent people.… - [How would someone use Form Forward, and can others share/use their own scripts?](https://www.threefold.solutions/planning-center-question-bank/how-would-someone-use-form-forward-and-can-others-share-use-their-own): Users sign up for Form Forward directly; for sharing scripts, GitHub is the standard practice in the community. - [In search of training for how to view and edit workflow cards](https://www.threefold.solutions/planning-center-question-bank/in-search-of-training-for-how-to-view-and-edit-workflow-cards): Point the Connections team to Planning Center's Workflow overview docs and assign the correct workflow permission so volunteers can view, edit, and add… - [Is Registrations admin access the only way for a staff member to see a person's full registration activity?](https://www.threefold.solutions/planning-center-question-bank/is-registrations-admin-access-the-only-way-for-a-staff-member-to-see-a): Confirmed: Registrations has only Administrator (full account-wide view/edit) and Manager (edit access limited to signups they're added to as contributor)… - [Is it a security concern to have unverified phone numbers in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/is-it-a-security-concern-to-have-unverified-phone-numbers-in-planning): Phone numbers can be OTP-verified when used as Church Center login credentials; the real gap is guest/no-login signups and secondary registrants. Duplicate… - [Is there a 12-week limit on how far ahead you can schedule plans in Planning Center Services?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-12-week-limit-on-how-far-ahead-you-can-schedule-plans-in): The Add Plans popup creates up to 12 plans per batch; it is not a scheduling limit. Run Add Plans multiple times and advance the Starting On date for each… - [Is there a setting to show all instances of a recurring event in the calendar list, not just the next one?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-setting-to-show-all-instances-of-a-recurring-event-in-the): No setting exists — both the admin table view and Church Center gallery view show only the next upcoming instance; month view is the only way to see all… - [Is there a tutorial video or support article to build a Facilities Manager dashboard in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-tutorial-video-or-support-article-to-build-a-facilities): Planning Center Calendar is the facilities management tool; PCU training videos and YouTube walkthroughs cover setup for rooms, resources, and approvals. - [Is there a way to create a survey in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-create-a-survey-in-planning-center): Use Forms in Planning Center People to build and send a survey; share the public link and view responses on profiles. - [Is there a way to easily switch between two churches on a PC (replant)?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-easily-switch-between-two-churches-on-a-pc-replant): Link the two accounts (same name, login method, and password) so you can switch churches from the org dropdown in the top-right without logging in again. - [Is there a way to enforce name capitalization in Planning Center forms?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-enforce-name-capitalization-in-planning-center-forms): No native capitalization enforcement exists; workaround is CSV export + PROPER() fix + re-import for existing records, and a People workflow review step for… - [Is there a way to get all attendance stats from Groups, Check-Ins, and Headcounts into one combined report?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-get-all-attendance-stats-from-groups-check-ins-and): No single cross-product attendance report exists in Planning Center; each app reports separately, but Groups has a CSV export and Check-Ins/Headcounts share… - [Is there a way to map member addresses and show who lives within X miles of a specific person?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-map-member-addresses-and-show-who-lives-within-x): No native map/radius tool in Planning Center People. Official workaround is CSV export to Google My Maps for basic mapping; use BatchGeo or Maptive for… - [Is there a way to print registration forms with answers besides using browser print?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-print-registration-forms-with-answers-besides-using): No native individual form print exists beyond browser print on the registrant record; bulk data available via CSV export (includes question answers) or… - [Is there a way to recover a deleted event in Planning Center Calendar?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-recover-a-deleted-event-in-planning-center-calendar): Deleted Calendar events are permanent and cannot be recovered; no trash or restore feature exists. Recommendation: use Hide/Unpublish instead of Delete… - [Is there a way to search the text content inside documents stored as media items in Planning Center Services?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-way-to-search-the-text-content-inside-documents-stored-as): Planning Center Services media search indexes titles only, not document content; workarounds include a Description field for keywords on song items, rich… - [Is there a workflow for tracking when someone downloads the Church Center app and creates a profile?](https://www.threefold.solutions/planning-center-question-bank/is-there-a-workflow-for-tracking-when-someone-downloads-the-church): No real-time download notification exists; use a People list filtered by Church Center usage, set to auto-refresh, with an automation to push new users into… - [Is there an age limit for Checkr background checks? Does it block ordering for people under 18?](https://www.threefold.solutions/planning-center-question-bank/is-there-an-age-limit-for-checkr-background-checks-does-it-block): Checkr cannot run checks on minors; use manual background check for under-18 volunteers set to expire on their 18th birthday. - [Looking for examples of multicampus setup in Church Center (campuses for language congregations)](https://www.threefold.solutions/planning-center-question-bank/looking-for-examples-of-multicampus-setup-in-church-center-campuses-for): Add campuses in Account Settings; campus tags then let congregants filter events by campus in Church Center — a common pattern for separating language… - [Pledge campaign start date: will past fund donations count, and is a joint donor checkbox needed on the commitment form?](https://www.threefold.solutions/planning-center-question-bank/pledge-campaign-start-date-will-past-fund-donations-count-and-is-a): Campaign date range controls which donations count toward progress; backdating to 2023 will pull in past donations. Joint donors are linked at the admin… - [Should I allow congregants to manage household members in Church Center?](https://www.threefold.solutions/planning-center-question-bank/should-i-allow-congregants-to-manage-household-members-in-church-center): Yes for most churches — enabling the Households toggle in Church Center settings reduces admin work and keeps data current; weigh against your data-accuracy… - [Should I use separate Check-Ins events for adults and kids, or one event with multiple locations?](https://www.threefold.solutions/planning-center-question-bank/should-i-use-separate-check-ins-events-for-adults-and-kids-or-one-event): Both approaches work; one event with location-based report grouping can clean up messy reports without rebuilding; separate events give cleaner top-level… - [Should room reservations be set up as a separate calendar or part of the main calendar in Planning Center, and should those events be published?](https://www.threefold.solutions/planning-center-question-bank/should-room-reservations-be-set-up-as-a-separate-calendar-or-part-of): Rooms are a separate section in Calendar (not calendars themselves); a dedicated Facilities calendar is optional but helpful for filtering; room reservation… - [Should we keep archived registration check-ins dating back to 2021?](https://www.threefold.solutions/planning-center-question-bank/should-we-keep-archived-registration-check-ins-dating-back-to-2021): Archived events are hidden but data is safe; deleting is permanent and removes all attendance history from every person's record — only delete if you're… - [Should we use a People form or Church Center to get attendees to update their profiles, and will a form create duplicates?](https://www.threefold.solutions/planning-center-question-bank/should-we-use-a-people-form-or-church-center-to-get-attendees-to-update): Use Church Center profile updates first (no duplicate risk), then a People form with 'Require login' enabled for collecting additional fields — duplicates… - [Staff member transitioning out of role but staying as attendee — will changing permissions and removing them from workflows break their automations?](https://www.threefold.solutions/planning-center-question-bank/staff-member-transitioning-out-of-role-but-staying-as-attendee-will): Yes — when a creator's permissions change, their automations stop running and they lose access to their workflows. Before changing permissions: reassign… - [What Planning Center learning resources exist beyond Planning Center University and the Facebook community (webinars, in-person workshops)?](https://www.threefold.solutions/planning-center-question-bank/what-planning-center-learning-resources-exist-beyond-planning-center): Beyond PCU and the Facebook group, the Planning Center YouTube channel has additional content and live PCU streams; the Customer Success team offers free… - [What Planning Center tools work best for ongoing ministry signups that aren't traditional events (serving teams, interest forms, volunteer pipelines, next steps)?](https://www.threefold.solutions/planning-center-question-bank/what-planning-center-tools-work-best-for-ongoing-ministry-signups-that): People Forms + Workflows handles intake and routing for most non-event signups; Groups handles ongoing community and communication lists; Registrations is… - [What are Checkr nodes and how do they work with Planning Center?](https://www.threefold.solutions/planning-center-question-bank/what-are-checkr-nodes-and-how-do-they-work-with-planning-center): Checkr nodes are part of Account Hierarchy — optional org segments (campuses, ministries, teams) used to control package access, restrict user visibility… - [What are creative uses for Planning Center forms beyond building use requests?](https://www.threefold.solutions/planning-center-question-bank/what-are-creative-uses-for-planning-center-forms-beyond-building-use): People Forms support connection cards, prayer requests, volunteer interest, next steps, photo/video release with file upload, pastoral care requests, and… - [What are creative ways to share a weekly announcements blog or update through Planning Center Church Center using external links like Dropbox or a website?](https://www.threefold.solutions/planning-center-question-bank/what-are-creative-ways-to-share-a-weekly-announcements-blog-or-update): Options include a custom page in Publishing, an external URL as a Church Center nav item (pointing to a website, Substack, Google Doc, Dropbox, etc.), or… - [What are tap tags and where do they take people?](https://www.threefold.solutions/planning-center-question-bank/what-are-tap-tags-and-where-do-they-take-people): Tap tags are NFC stickers/cards that work like a tap-friendly version of QR codes. You write any URL to them and people tap their phone to open it. Most… - [What are the differences between attendee fields, attendee questions, the attendee information form, and a People form in Planning Center Registrations, and when should each be used for VBS?](https://www.threefold.solutions/planning-center-question-bank/what-are-the-differences-between-attendee-fields-attendee-questions-the): Use selection type attendee fields for profile-syncing core info, attendee questions for up to 5 event-specific items (with 15-minute timer caveat)… - [What are the steps to set up background checks in Planning Center during a CCB migration, with the goal of eventually requiring checks on service schedules?](https://www.threefold.solutions/planning-center-question-bank/what-are-the-steps-to-set-up-background-checks-in-planning-center): Phase 1: connect Checkr (or enter manual checks for existing cleared volunteers), grant bg check permissions to relevant staff. Phase 2: tag teams as Secure… - [What are the top 10 database maintenance lists to set up in Planning Center People?](https://www.threefold.solutions/planning-center-question-bank/what-are-the-top-10-database-maintenance-lists-to-set-up-in-planning): Top 10 maintenance lists compiled from Threefold's own blog posts: missing profile data, blocked emails, children as primary, expiring background checks, no… - [What can contributors do in a Registrations signup, and does it restrict their access to other signups?](https://www.threefold.solutions/planning-center-question-bank/what-can-contributors-do-in-a-registrations-signup-and-does-it-restrict): Contributors get manager-level access (edit signup settings/payments for that event) scoped only to signups they're added to; they cannot see or manage… - [What church texting platform is best for a 5k+ multi-ministry church — Gloo or alternatives?](https://www.threefold.solutions/planning-center-question-bank/what-church-texting-platform-is-best-for-a-5k-multi-ministry-church): Clearstream recommended over Gloo for large multi-ministry churches; credit-based pricing is more predictable than Gloo's per-ministry annual model. - [What devices are compatible with Planning Center Check-Ins, and what are the best budget hardware options?](https://www.threefold.solutions/planning-center-question-bank/what-devices-are-compatible-with-planning-center-check-ins-and-what-are): Used iPads (6th gen or newer) running iOS 15.6+ are the recommended budget option; Kindle Fire only works on the latest Fire HD model; off-brand Android… - [What intake form or process should I use to collect all the configuration details from pastoral staff before setting up Planning Center events, classes, and signups?](https://www.threefold.solutions/planning-center-question-bank/what-intake-form-or-process-should-i-use-to-collect-all-the): Planning Center Calendar has a native Event Request Forms feature for Calendar events; Google Forms works well for Registrations, Groups, and Services.… - [What is Services LIVE and how would it benefit a church with a separate tech booth?](https://www.threefold.solutions/planning-center-question-bank/what-is-services-live-and-how-would-it-benefit-a-church-with-a-separate): Services LIVE is a real-time service runner built into Planning Center Services that lets teams track the order of service, see countdowns, and chat —… - [What is the best Planning Center strategy to replace a website carousel/form for volunteer interest collection and route submissions to ministry leaders?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-best-planning-center-strategy-to-replace-a-website-carousel): Use one People form per ministry area, each linked to a workflow, with the ministry leader on the form notification list; embed or link each form from the… - [What is the best use case for multiple calendars vs. tags in Planning Center Calendar?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-best-use-case-for-multiple-calendars-vs-tags-in-planning): One calendar + tag groups is best for most single-campus churches; multiple calendars are for distinct entities needing separate approval workflows or… - [What is the best way to run reports of absentees for the week?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-best-way-to-run-reports-of-absentees-for-the-week): Build a People list filtering for those who attended before but missed the last week(s); for scheduled volunteers, use the Services CHECK-INS: Absent People… - [What is the best workflow for a Groups event that needs both room/resource requests and group attendance tracking, without leaders requesting every event to the calendar?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-best-workflow-for-a-groups-event-that-needs-both-room): Enable a Groups feed so events auto-sync to Calendar for room/resource booking by admins; share the event request form with group types for special one-off… - [What is the best workflow when a new guest family arrives 3 minutes before service?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-best-workflow-when-a-new-guest-family-arrives-3-minutes): Check-Ins can create new household profiles on the spot at a manned station; Label Only mode handles one-time visitors who don't need a database record. - [What is the difference between files attached to an Arrangement vs. a Key in Planning Center Services, and why can't some team members see a linked file?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-difference-between-files-attached-to-an-arrangement-vs-a): Files in the Arrangement section are always visible; files in Key sections only appear when that key is selected; Limited File Visibility by position tag… - [What is the macOS minimum version for Check-Ins, and will iMacs stuck on 10.14 Mojave become fully unsupported?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-macos-minimum-version-for-check-ins-and-will-imacs-stuck-on): macOS 10.15 is now the minimum; 10.14 machines were cut off at v2.0.0 and are pinned to 1.10.0 which still works but is unsupported. No published end date… - [What is the price difference between Checkr background check plans/packages?](https://www.threefold.solutions/planning-center-question-bank/what-is-the-price-difference-between-checkr-background-check-plans): Basic $12.99 (national only), Standard $24.99 (+ 1 county), Pro $34.99 (+ unlimited counties); MVR add-on $5 any package. - [What list conditions should I use to identify unassigned/inactive profiles for database cleanup across multiple campuses?](https://www.threefold.solutions/planning-center-question-bank/what-list-conditions-should-i-use-to-identify-unassigned-inactive): Build a People list with no-activity conditions per product (Check-Ins, Giving, Groups, Services) over a chosen time window, plus a no-membership-type… - [What metrics can churches track and report on across Planning Center apps for an annual business meeting?](https://www.threefold.solutions/planning-center-question-bank/what-metrics-can-churches-track-and-report-on-across-planning-center): Annual metrics can be pulled from Check-Ins (attendance trends, first-timers), Giving (donor growth, fund comparison), People (new profiles, life events via… - [What month-end report shows Registrations payments paid out that month?](https://www.threefold.solutions/planning-center-question-bank/what-month-end-report-shows-registrations-payments-paid-out-that-month): Use Account Settings > Payments > Payouts tab; each payout report breaks down Registrations by signup and Giving by fund. Export CSV of individual payouts… - [What parts of a recurring Calendar event apply to every recurrence vs. a specific date? (Connections and signups)](https://www.threefold.solutions/planning-center-question-bank/what-parts-of-a-recurring-calendar-event-apply-to-every-recurrence-vs-a): Event name, date/time, location, rooms/resources can all be edited per instance. Tags, Church Center settings, Registration URL, Connections, and task lists… - [What printers work best with Planning Center Check-Ins for a mixed Windows and iPad setup, and how do I fix frequent printer connectivity issues?](https://www.threefold.solutions/planning-center-question-bank/what-printers-work-best-with-planning-center-check-ins-for-a-mixed): Brother QL-820NWB recommended for mixed Windows/iPad setups; use USB for Windows desktops and Bluetooth or Wi-Fi for iPads; fix flakiness by disabling sleep… - [What should a church announcement say when switching donation platforms to Church Center, and how do donors close the old account and set up the new one?](https://www.threefold.solutions/planning-center-question-bank/what-should-a-church-announcement-say-when-switching-donation-platforms): Provided announcement title/description options plus two-step donor instructions: cancel recurring gift in the old platform, then set up a new recurring… - [What should a church know before using QR codes or NFC tap tags with Planning Center?](https://www.threefold.solutions/planning-center-question-bank/what-should-a-church-know-before-using-qr-codes-or-nfc-tap-tags-with): QR codes are mature native Check-Ins/Church Center functionality; NFC tap tags run through the separate free Planning Center Links app, a PicoLabs… - [What should our policy be for joining donors in Planning Center Giving?](https://www.threefold.solutions/planning-center-question-bank/what-should-our-policy-be-for-joining-donors-in-planning-center-giving): Auto-joining household members is common; watch for separated/divorced couples and adult children. Both donors always receive notification email when… - [What's the best philosophy for a church visitor form in Planning Center — how many questions, and what type?](https://www.threefold.solutions/planning-center-question-bank/whats-the-best-philosophy-for-a-church-visitor-form-in-planning-center): Keep visitor forms minimal (name, email, phone, household members); capture grade/age upfront to enable ministry workflow routing; save deeper profiling for… - [What's the best way to set up a single-entry volunteer journey that routes people into ministry-specific workflows?](https://www.threefold.solutions/planning-center-question-bank/whats-the-best-way-to-set-up-a-single-entry-volunteer-journey-that): Use a single People form with a Workflow field linked to ministry-specific workflows; the form routes each person into the right workflow based on their… - [What's the best way to set up a visitor/connect card workflow using both physical and digital cards in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/whats-the-best-way-to-set-up-a-visitor-connect-card-workflow-using-both): Use both physical and digital cards with matching fields; have staff enter paper card data into the digital form on behalf of the visitor to keep all intake… - [What's the best way to track interpreter assignments in Planning Center so staff can see if an interpreter is already assigned?](https://www.threefold.solutions/planning-center-question-bank/whats-the-best-way-to-track-interpreter-assignments-in-planning-center): Use a dropdown custom field on person profiles (options: Needed–Unassigned, Assigned–[Name]) combined with a People List filtered by that field so all staff… - [What's the process for getting AT&T and Verizon users to receive Planning Center notifications?](https://www.threefold.solutions/planning-center-question-bank/whats-the-process-for-getting-at-t-and-verizon-users-to-receive): AT&T and Verizon no longer support the SMS gateway used by Services; the fix is switching those users to in-app push notifications via the Services mobile app. - [When is the best time to switch to the Canadian grade system in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/when-is-the-best-time-to-switch-to-the-canadian-grade-system-in): Switch grade systems (Accounts > Localization) on a quiet midweek before grade promotion — it is a display-only change — then update Check-Ins grade filters. - [When should I use a Registrations form vs. a People form vs. a Calendar event request form?](https://www.threefold.solutions/planning-center-question-bank/when-should-i-use-a-registrations-form-vs-a-people-form-vs-a-calendar): People forms collect profile data and trigger workflows; Registrations is for event signups (paid/capacity/named attendees); Calendar event request forms… - [Where can I find YouTube videos to learn Planning Center as a new user transitioning from another system?](https://www.threefold.solutions/planning-center-question-bank/where-can-i-find-youtube-videos-to-learn-planning-center-as-a-new-user): Pointed to Planning Center University (PCU) free video series and Getting Started guide for transitions; mentioned Threefold YouTube channel as bonus resource. - [Where can I find training on how to view and edit workflow cards for our Connections team?](https://www.threefold.solutions/planning-center-question-bank/where-can-i-find-training-on-how-to-view-and-edit-workflow-cards-for): Point the team to Planning Center's 'Follow a card through a workflow' docs — how to open cards, add notes, snooze, and reassign — plus the toolbar widget… - [Where can I store volunteer t-shirt sizes in Planning Center?](https://www.threefold.solutions/planning-center-question-bank/where-can-i-store-volunteer-t-shirt-sizes-in-planning-center): Use a custom field (dropdown) in People for persistent profile data, or a registration form question if it's event-specific. - [Where do I enter a call time when adding a new team to Services?](https://www.threefold.solutions/planning-center-question-bank/where-do-i-enter-a-call-time-when-adding-a-new-team-to-services): The Team Assignments 'Time Assignments' popup only lets you check boxes for existing rehearsal/other times already created in the plan; to get a new call… - [Where is the 'Update home phone/address for all household members' option? Is it a permissions issue?](https://www.threefold.solutions/planning-center-question-bank/where-is-the-update-home-phone-address-for-all-household-members-option): The option only appears when the address field type is set to 'Home'. Not a permissions issue if the user can already edit the address. - [Which Brother printer setting controls the name shown in Planning Center Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/which-brother-printer-setting-controls-the-name-shown-in-planning): The displayed name comes from AirPrint > Advanced Settings > Location, not Printer Name or the mDNS Service Name. The printer appears as 'Brother QL-820NWB… - [Which barcode scanner should I use for Planning Center Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/which-barcode-scanner-should-i-use-for-planning-center-check-ins): Any 2D scanner that sends an enter-key suffix works; 2D recommended for QR/mobile passes; iOS/Android can skip a scanner and use built-in camera. - [Who can see background checks in Planning Center? Is there a permission to only view status but not the reason/details?](https://www.threefold.solutions/planning-center-question-bank/who-can-see-background-checks-in-planning-center-is-there-a-permission): Org admins see everything; background check admins see full details; People admins without BC permissions only see Clear badge; Check-Ins/Services users… - [Why are kids checking into the wrong class at self check-in stations when age/grade filters are set?](https://www.threefold.solutions/planning-center-question-bank/why-are-kids-checking-into-the-wrong-class-at-self-check-in-stations): Self stations only show locations a child fits based on profile data (birthdate/grade). If multiple locations match or profile data is missing/incorrect… - [Why are only some campuses showing up in Calendar's campus tags section?](https://www.threefold.solutions/planning-center-question-bank/why-are-only-some-campuses-showing-up-in-calendars-campus-tags-section): Campuses added to account settings after Calendar tags were already set up don't sync automatically — user must manually run 'Set up campus tags' in… - [Why aren't blockout dates and scheduling conflicts being recognized when applying templates in Services?](https://www.threefold.solutions/planning-center-question-bank/why-arent-blockout-dates-and-scheduling-conflicts-being-recognized-when): Teams must be assigned to a service time in each plan; without this, blockout dates, conflicts, and preferences are ignored by Planning Center. - [Why can overlapping toddler and preschool age filters route every child to one Check-Ins room?](https://www.threefold.solutions/planning-center-question-bank/why-can-overlapping-toddler-and-preschool-age-filters-route-every-child): When two Check-Ins locations have the same age window and cutoff, every matching child can route to whichever location wins the ordering tiebreak. Give each… - [Why can't Music Stand auto-import Lead Sheets from CCLI SongSelect like Worship Tools can?](https://www.threefold.solutions/planning-center-question-bank/why-cant-music-stand-auto-import-lead-sheets-from-ccli-songselect-like): CCLI doesn't make Lead Sheets available in their API to Planning Center. Worship Tools can do it because it's a CCLI product. Workaround is manual PDF… - [Why can't parents update their child's grade in Planning Center, and how do we fix incorrect grades at scale?](https://www.threefold.solutions/planning-center-question-bank/why-cant-parents-update-their-childs-grade-in-planning-center-and-how): Parents can only fill in an empty grade field; once populated, only admins can change it. Fix bad grade data first via List + Bulk Actions, then run Promote… - [Why do kids show as 'already checked in' on Day 2+ of multi-day VBS when using Registrations + Check-Ins?](https://www.threefold.solutions/planning-center-question-bank/why-do-kids-show-as-already-checked-in-on-day-2-of-multi-day-vbs-when): Set the Check-Ins event frequency to Daily so each VBS night starts a fresh session; or manually start a new session each day from the event Settings tab. - [Why do some children get two tags printed during check-in?](https://www.threefold.solutions/planning-center-question-bank/why-do-some-children-get-two-tags-printed-during-check-in): Labels set at both the event level and the location level stack and print both — remove the duplicate from whichever level is unintentional, and verify… - [Why does Planning Center Services list song creators as 'authors' instead of 'composers'?](https://www.threefold.solutions/planning-center-question-bank/why-does-planning-center-services-list-song-creators-as-authors-instead): Planning Center mirrors CCLI's terminology, which uses 'author' as a catch-all for all song creators (lyricists and composers). Songs imported from CCLI… - [Why does a child's check-in label show 1st grade when their profile says Kinder?](https://www.threefold.solutions/planning-center-question-bank/why-does-a-childs-check-in-label-show-1st-grade-when-their-profile-says): The check-in label reflects the location name, not the grade on the child's profile. If a location is named '1st Grade' and has a grade filter spanning… - [Why does merging duplicate profiles now show a long warning about payment methods and pending giving being deleted?](https://www.threefold.solutions/planning-center-question-bank/why-does-merging-duplicate-profiles-now-show-a-long-warning-about): Expected behavior — saved payment methods from the removed profile are not carried over on merge; active recurring donations move to primary profile but… - [Why does the monthly attendance view in Planning Center Check-Ins show a higher number than the weekly view for the same period?](https://www.threefold.solutions/planning-center-question-bank/why-does-the-monthly-attendance-view-in-planning-center-check-ins-show): Monthly view counts unique individuals across the whole month, not an average; weekly view counts unique individuals per week — irregular attenders inflate… - [Why doesn't the Unique Groups type show up when assigning Group Type Manager permissions?](https://www.threefold.solutions/planning-center-question-bank/why-doesnt-the-unique-groups-type-show-up-when-assigning-group-type): Unique Groups is a built-in system type that cannot be edited, deleted, or have managers assigned to it. The fix is to create a new custom group type and… - [Why don't new families appear on the classroom roster after checking in?](https://www.threefold.solutions/planning-center-question-bank/why-dont-new-families-appear-on-the-classroom-roster-after-checking-in): Roster Ready tab populates from past check-in history; new families have none, so they only appear on the Here tab after checking in. Teachers should use… - [Why has my default Calendar view added a filter for Approved and Pending?](https://www.threefold.solutions/planning-center-question-bank/why-has-my-default-calendar-view-added-a-filter-for-approved-and-pending): Aug 11, 2026 update split the old approval status filter into Booking status and Event request status; every event now has a status under one, so unchecking… - [Why is a Planning Center group not appearing in Church Center?](https://www.threefold.solutions/planning-center-question-bank/why-is-a-planning-center-group-not-appearing-in-church-center): Publish the built-in Groups page in Publishing, then set the individual group to Listed in its own settings. Also check its tags, enrollment status, and… - [Why isn't the Next Live Service banner showing on Church Center Sermons page?](https://www.threefold.solutions/planning-center-question-bank/why-isnt-the-next-live-service-banner-showing-on-church-center-sermons): The Next Live banner only replaces the most recent past episode once that episode is at least 14 days old; confirmed both by Planning Center support and by… - [Why isn't there a Services tab in Church Center for a volunteer's scheduling requests?](https://www.threefold.solutions/planning-center-question-bank/why-isnt-there-a-services-tab-in-church-center-for-a-volunteers): Services doesn't have its own Church Center nav tab; scheduling requests and upcoming plans show under the profile icon on the Me page instead, so no… - [Will a label only visitor show on the roster in future sessions and be suggested when the family checks in again?](https://www.threefold.solutions/planning-center-question-bank/will-a-label-only-visitor-show-on-the-roster-in-future-sessions-and-be): Label only visitors are not saved to the database — they won't appear on future rosters or be suggested at future check-ins. Use the full Add Person flow… ## Articles - [New in Planning Center Calendar: Give Team Members Access to Only the Calendars They Need](https://www.threefold.solutions/blog/new-in-planning-center-calendar-give-team-members-access-to-only-the-calendars-they-need): Planning Center just rolled out a way to control who sees each calendar. Here's what's new, plus a few ideas for structuring Multiple Calendars at your church. - [How to Use the New Announcements Feature in Planning Center Publishing](https://www.threefold.solutions/blog/how-to-use-the-new-announcements-feature-in-planning-center-publishing): Learn how to use the new Church Announcements feature in Planning Center Publishing to create a centralized, always-current page for your congregation inside Church Center. - [Planning Center People Updates: Household Form Submissions and Conditional Form Automations](https://www.threefold.solutions/blog/planning-center-people-updates-household-form-submissions-and-conditional-form-automations): Learn how to use Planning Center's new household member form submission setting and conditional form automations — two long-awaited updates now live in Planning Center People. - [New in Planning Center Services: Volunteers Can Now Find Their Own Replacements When They Decline](https://www.threefold.solutions/blog/new-in-planning-center-services-volunteers-can-now-find-their-own-replacements-when-they-decline): Planning Center Services now lets volunteers find and confirm their own replacement when they decline. Here's how it works and how to turn it on for your teams. - [Planning Center Background Check Services Compared](https://www.threefold.solutions/blog/planning-center-background-check-services-compared): A complete comparison of all five background check options for Planning Center — Checkr, MinistrySafe, Protect My Ministry, Verified First, and manual tracking — with verified 2026 pricing, integration details, and guidance on which provider fits your church's size and needs. - [Keep Benevolence Requests and Pastoral Counseling Intake Private With Planning Center's New Form Permissions](https://www.threefold.solutions/blog/keep-benevolence-requests-and-pastoral-counseling-intake-private-with-planning-centers-new-form-permissions): Learn how to use Planning Center's new form permissions to restrict access to sensitive forms like benevolence requests, pastoral counseling intake, and recovery program enrollment — so only the right people on your team can see submissions. - [Planning Center Services Just Solved One of the Biggest Headaches in Church Scheduling](https://www.threefold.solutions/blog/planning-center-services-just-solved-one-of-the-biggest-headaches-in-church-scheduling): Planning Center Services now lets teams belong to multiple Service Types — no more duplicate teams, messy workarounds, or confused volunteers. Learn how to merge, assign, and manage your church volunteer teams the right way. - [Planning Center People Workflows: New Features and Interface Updates](https://www.threefold.solutions/blog/planning-center-people-workflows-new-features-and-interface-updates): A long-awaited update to Planning Center People gives church admins control over who can see form submissions. Here's what changed, which forms to lock down first, and how to set it up. - [Planning Center Church Center Check-In: Security Codes Now Visible for Every Family](https://www.threefold.solutions/blog/planning-center-check-ins-just-got-better-in-church-center-security-codes-real-time-status-and-more): Learn how Planning Center's Church Center app now shows security codes for every check-in — no matter how families checked in. Less chaos at pickup, more peace of mind. - [Planning Center Just Launched a New App That Makes Admin Work Way Easier](https://www.threefold.solutions/blog/planning-center-just-launched-a-new-app-that-makes-admin-work-way-easier): The new Planning Center app gives church admins one place for notifications, tasks, their Home dashboard, and every Planning Center product — all from their phone, for free. Learn what's new and which existing apps you can finally delete. - [Clearstream vs Text In Church vs Gloo: Planning Center Texting Compared](https://www.threefold.solutions/blog/the-best-texting-integrations-for-planning-center-clearstream-vs-text-in-church-vs-gloo): Which texting platform works best with Planning Center? We break down Clearstream, Gloo, and Text In Church — pricing, setup, features, and our recommendation. - [The Long Game: Navigating Ministry with Infinite Thinking](https://www.threefold.solutions/blog/the-long-game-navigating-ministry-with-infinite-thinking): We’ve all been there: You launch a new discipleship plan, breathe life into a young adult ministry, and reimagine your church’s outreach. You’ve got the calendar blocked out — three months, maybe less — and high hopes for a strong launch. Nine months later ... you’re still revising. Still waiting - [How to Set Up and Track Workflows in Planning Center People](https://www.threefold.solutions/blog/pco-tips-how-to-set-up-and-track-workflows-in-planning-center-people): Every church has processes — how they follow up with new guests, onboard volunteers, or prepare people for baptism. The problem is, without a clear system, those processes often live in someone’s head, a random spreadsheet, or a stack of sticky notes on a desk. Workflows in Planning Center Peo - [Stopping the Last-Minute Texts: Stopping the Culture of Urgency](https://www.threefold.solutions/blog/stopping-the-last-minute-texts-stopping-the-culture-of-urgency): Most churches that rely on last-minute texts to keep things running aren’t unhealthy. They’re passionate. They’re relational. They care deeply about people and the mission. That’s what makes this issue so deceptive. The problem isn’t laziness or lack of commitment. In many cases, it’s the opposite - [Leading Through the Fire: Navigating Ministry Transitions When People Walk Away](https://www.threefold.solutions/blog/leading-through-the-fire-navigating-ministry-transitions-when-people-walk-away): Every ministry leader will eventually face a heartbreaking season. Sometimes, key people walk away angry, hurt, or disillusioned. Maybe they’re mad at you, the situation, or even God. Over the years, I have experienced this. Conference rooms that once buzzed with vision and excitement for the fut - [Planning Center Tips: How to Use Check-Ins for Kids Ministry (and Beyond)](https://www.threefold.solutions/blog/pco-tips-how-to-use-check-ins-for-kids-ministry-and-beyond): For parents, the very first experience they have on at a church service isn’t the worship set or the sermon, it’s the kids check-in station. A smooth and secure check-in builds confidence. A chaotic one can create stress before families even set foot in the sanctuary. That’s why Planning Center c - [How to Launch Church Center in Your Church: A Complete Planning Center Setup Guide](https://www.threefold.solutions/blog/how-to-launch-church-center-in-your-church-a-complete-planning-center-setup-guide): Are you new to Planning Center and wondering how to roll out Church Center to your congregation? Or maybe you’ve used a few features but haven’t fully embraced it across your church community? This guide will walk you through how to set up Church Center, launch it effectively, and encourage your - [New Year, Same Goal!](https://www.threefold.solutions/blog/new-year-same-goal): Every January, leaders feel that familiar pull: fresh calendars, new initiatives, and a renewed drive to make the next year better than the last. But here’s the truth: while the year changes, the goal of ministry will always stay the same. For churches and ministries, the mission doesn’t expire - [Finishing Strong: Leading with Consistency When Everyone’s Coasting](https://www.threefold.solutions/blog/finishing-strong-leading-with-consistency-when-everyones-coasting): I’ve always loved the feeling of running the last lap of a race. The crowd is cheering, the finish line is in sight, and you can feel every muscle fighting to push through. But there’s also this subtle thought that creeps in because you’re almost there , and your mind starts to whisper, “You can e - [How to Organize Your Song Library in Planning Center Music](https://www.threefold.solutions/blog/pco-tips-how-to-organize-your-song-library-in-planning-center-music): If you’ve been leading worship or planning services for any amount of time, you know the pain of a messy song library. Duplicate titles, missing arrangements, or unclear keys can create headaches for worship leaders and confusion for teams. The good news? Planning Center Music (within Services) giv - [The Post-Christmas Follow-Up Playbook For Pastors](https://www.threefold.solutions/blog/the-post-christmas-follow-up-playbook-for-pastors): Let me hit you with a stat that should change everything about your post-Christmas strategy: Church-growth consultants like Herb Miller have long observed that if you connect with first-time guests within about 24–36 hours, around 85% of them return. If you wait up to 72 hours, that drops to about - [Simplify Your Planning Center Check-Ins Setup with Templates and Themes](https://www.threefold.solutions/blog/simplify-your-planning-center-check-ins-setup-with-templates-and-themes): Managing multiple check-in stations across different rooms and events — especially during busy weekend services — can be a logistical headache. That’s where station templates come in. Planning Center created templates to help automate and streamline your station setup, ensuring everything is ready - [Planning Center Tips: How to Build a Powerful Leadership Overview Dashboard with Widgets in Planning Center](https://www.threefold.solutions/blog/planning-center-tips-how-to-build-a-powerful-leadership-overview-dashboard-with-widgets-in-planning-center): Looking to empower your church leadership team with data-driven insights? Planning Center makes it easy to create a customized dashboard that tracks attendance, giving, demographics, and more — all in one place. In this guide, we’ll walk you through the basics of dashboards, how to add widgets, an - [From Dream Team to Real Team: The “Why” Before the “What”](https://www.threefold.solutions/blog/from-dream-team-to-real-team-the-why-before-the-what): Now that you understand that excellence is about being faithful with what’s in front of you, it’s time to move on to the next thing to consider when you’re at a conference and feeling inspired. Often, when we see something we like, we tend to get excited and want to adopt it immediately. The firs - [Start with Strategy: Identify the Real Audience Behind Your Church’s Social Media](https://www.threefold.solutions/blog/start-with-strategy-identify-the-real-audience-behind-your-churchs-social-media): Discover how to create church social media content that engages members and reaches new visitors with shareable, mission-driven posts. - [Building a Core Leadership Team: From Theory to Practice](https://www.threefold.solutions/blog/building-a-core-leadership-team-from-theory-to-practice): Discover how to build leadership pipelines in your church using Planning Center and intentional development systems. - [Stay Ahead of Scheduling Gaps with Planning Center’s New Alert Feature](https://www.threefold.solutions/blog/stay-ahead-of-scheduling-gaps-with-planning-centers-new-alert-feature): Struggling with last-minute volunteer scheduling? Planning Center Services just released a new feature— Scheduling Gap Alerts —to help you stay ahead of unfilled positions. Get customizable email reminders 1 to 7 days before your service so you never miss a spot. Plus, take advantage of tools like - [Rediscovering Our Roots: Balancing Tradition and Innovation in Modern Churches](https://www.threefold.solutions/blog/rediscovering-our-roots-balancing-tradition-and-innovation-in-modern-churches): Discover how to build authentic church community by blending Acts 2 principles with modern ministry practices. - [Effective 1:1s](https://www.threefold.solutions/blog/effective-11s): Learn how to run effective 1:1 meetings using the 4 C’s framework to boost trust, clarity, and team development. - [Unlock Your Church's Growth: The Ultimate Church Management System Playbook](https://www.threefold.solutions/blog/unlock-your-churchs-growth-the-ultimate-church-management-system-playbook): Turn your church database into a powerful ministry tool with smart forms, workflows, and automation that boost engagement and discipleship. - [How to Set Up a Church Merchandise Store Using Planning Center Registrations](https://www.threefold.solutions/blog/how-to-set-up-a-church-merchandise-store-using-planning-center-registrations): Looking to sell church merchandise online without the hassle of setting up a separate store? This step-by-step guide shows you how to use Planning Center Registrations to create a simple, integrated church merch store. Learn how to manage inventory, accept payments through Stripe, offer discounts, a - [Busy Doesn't Always Mean Productive](https://www.threefold.solutions/blog/busy-doesnt-always-mean-productive): Avoid busy procrastination in church leadership. Learn to align your ministry with vision, purpose, and true spiritual impact. - [A Quick Guide on Exporting Calendar Feeds from Planning Center to Google Calendar](https://www.threefold.solutions/blog/a-quick-guide-on-exporting-calendar-feeds-from-planning-center-to-google-calendar): If your team uses Android and Google Calendar, subscribing to Planning Center calendar feeds is still possible—even if the “Share to Google Calendar” option seems missing. Most Planning Center apps now offer iCal feed links , which work seamlessly with Google Calendar. Syncing Planning Center event - [How We Communicate](https://www.threefold.solutions/blog/how-we-communicate): Discover how understanding communication styles can boost team clarity, connection, and collaboration in your leadership. - [Leading a Generous Church: Building a Culture of Discipleship Through Giving](https://www.threefold.solutions/blog/leading-a-generous-church-building-a-culture-of-discipleship-through-giving): Discover how to grow generosity in your church through vision, discipleship, and strategic storytelling that inspires lasting impact. - [Empowering Small Group Leaders with Planning Center](https://www.threefold.solutions/blog/empowering-small-group-leaders-with-planning-center): Empower small group leaders with Planning Center tools to simplify scheduling, communication, and discipleship. - [Your Website Is the Digital Lobby of Your Church—Are You Treating It That Way?](https://www.threefold.solutions/blog/your-website-is-the-digital-lobby-of-your-churchare-you-treating-it-that-way): Your church website is your digital front door—make it clear, welcoming, and visitor-focused to grow your community. - [Using Planning Center to Prepare for Fall Events](https://www.threefold.solutions/blog/using-planning-center-to-prepare-for-fall-events): Plan your fall church events with ease using Planning Center tools for volunteers, registration, communication, and more. - [Hands-on, Hands-off, or Hands-in? Finding Your Leadership Balance in Ministry](https://www.threefold.solutions/blog/hands-on-hands-off-or-hands-in-finding-your-leadership-balance-in-ministry): Explore hands-on, hands-off, and hands-in leadership styles to build trust, empower your team, and lead with clarity. - [The Ministry Dilemma: Balancing Maintenance and Growth](https://www.threefold.solutions/blog/the-ministry-dilemma-balancing-maintenance-and-growth): Learn how to balance maintenance and growth in ministry by discerning your current season and leading with clarity, purpose, and strategy. - [Planning Center Updates: What’s new this Summer 2025?](https://www.threefold.solutions/blog/planning-center-updates-whats-new-this-summer-2025): Discover Planning Center's Summer 2025 updates—new tools, smarter workflows, and powerful features to simplify church management. - [5 Leadership Lessons from ARC Conference that Transformed My Ministry Approach](https://www.threefold.solutions/blog/5-leadership-lessons-from-arc-conference-that-transformed-my-ministry-approach): Explore 5 transformative leadership lessons from ARC Conference to grow in character, clarity, and Kingdom impact in today’s digital ministry world. - [Elevate Your Congregation's Engagement: Creating and Sharing Sermon Notes](https://www.threefold.solutions/blog/elevate-your-congregations-engagement-creating-and-sharing-sermon-notes): Create and share sermon notes using YouVersion and Planning Center to boost engagement and deepen weekly connection with your congregation. - [5 Ways to Empower Your Staff and Volunteers](https://www.threefold.solutions/blog/5-ways-to-empower-your-staff-and-volunteers): Empower your church team with trust, vision, and support. Discover 5 ways to lead with confidence and build a stronger ministry. - [The Sweet Spot of Service: Unleashing Gifts for Kingdom Impact](https://www.threefold.solutions/blog/the-sweet-spot-of-service-unleashing-gifts-for-kingdom-impact): Help your church volunteers serve with joy by aligning their gifts, passions, and purpose through a strengths-based ministry approach. - [Systems That Stand the Test of Time](https://www.threefold.solutions/blog/systems-that-stand-the-test-of-time): Build sustainable systems that serve your team long-term. Learn key principles and top tools for creating lasting organizational processes. - [Why Your Church Needs Google Analytics: A Simple Guide to Understanding Website Trends](https://www.threefold.solutions/blog/why-your-church-needs-google-analytics-a-simple-guide-to-understanding-website-trends): Set up Google Analytics for your church website to track visitors, boost engagement, and make smarter ministry decisions online. - [SEO Essentials for Churches: Your Guide to Digital Ministry Growth](https://www.threefold.solutions/blog/seo-essentials-for-churches-your-guide-to-digital-ministry-growth): Boost your church’s visibility with SEO tips on headings, keywords, mobile optimization, and content that connects seekers to your ministry. - [The #1 Type of Content People Actually Want to See from Your Church (Yes, Seriously)](https://www.threefold.solutions/blog/the-1-type-of-content-people-actually-want-to-see-from-your-church-yes-seriously): Discover what people really want to see from your church on social media—and how to create engaging posts that build trust and connection. - [The Craftsmanship of Ministry: Building Something That Lasts](https://www.threefold.solutions/blog/the-craftsmanship-of-ministry-building-something-that-lasts): Discover why lasting ministry impact requires patience, vision, and craftsmanship—not quick fixes or short-term success. - [Church Calendar: Preparing for Summer Events](https://www.threefold.solutions/blog/church-calendar-preparing-for-summer-events): Plan a purposeful summer with 7 strategies to lead fun, mission-focused church events and outreach. - [Establishing a Feedback Culture](https://www.threefold.solutions/blog/establishing-a-feedback-culture-honesty-is-honoring): Build a healthy feedback culture in your church by embracing honesty, fostering growth, and leading with openness. Honesty honors and strengthens teams. - [How to Make Your Church More Welcoming for Easter Guests](https://www.threefold.solutions/blog/how-to-make-your-church-more-welcoming-for-easter-guests): Make your church more welcoming this Easter! Learn simple tips to help first-time guests feel at home from the moment they walk through the doors. - [Planning Center Updates: What's New This Spring 2025?](https://www.threefold.solutions/blog/planning-center-updates-whats-new-this-spring-2025): Discover the latest Spring 2025 Planning Center updates with new features for communication, scheduling, security, and volunteer coordination. - [Measuring Local Impact: How to Track Your Church's Effectiveness in the Community](https://www.threefold.solutions/blog/measuring-local-impact-how-to-track-your-churchs-effectiveness-in-the-community): Learn how to measure your church’s true impact beyond numbers—track lives changed, build lasting community connections, and create transformational change. - [The Growth Pipeline: Tracking Your Church's Discipleship Journey](https://www.threefold.solutions/blog/the-growth-pipeline-tracking-your-churchs-discipleship-journey): Discover how to track discipleship growth beyond milestones with the "Growth Pipeline" and key metrics to measure spiritual transformation in your church. - [Digital Ministry Metrics That Drive Real-World Impact](https://www.threefold.solutions/blog/digital-ministry-metrics-that-drive-real-world-impact): Discover how to measure real impact in digital ministry by focusing on engagement and next steps instead of vanity metrics like views and follower counts. - [Understanding Your True Reach: The Science Behind Congregation Engagement](https://www.threefold.solutions/blog/understanding-your-true-reach-the-science-behind-congregation-engagement): Discover why church attendance numbers don’t tell the full story and how to measure true engagement for greater ministry impact in 2025. - [Have You Tried Texting? Revolutionize Your Ministry with the Power of SMS](https://www.threefold.solutions/blog/have-you-tried-texting-revolutionize-your-ministry-with-the-power-of-sms): Revolutionize your ministry with text messaging! Reach your congregation instantly, foster real connections, and boost engagement with SMS. - [Volunteer Engagement: Celebrating Unseen Teams](https://www.threefold.solutions/blog/volunteer-engagement-celebrating-unseen-teams): Celebrate and appreciate the unseen volunteer teams in your church with simple gestures, personalized events, and tools like Planning Center. - [Leadership Insight: Navigating Shifting and Crisis in Ministry](https://www.threefold.solutions/blog/leadership-insight-navigating-shifting-and-crisis-in-ministry): Learn how to navigate change and crisis in ministry with resilience, encouragement, and faith, turning challenges into growth opportunities. - [Who's Going to Carry the Boats?](https://www.threefold.solutions/blog/whos-going-to-carry-the-boats): Who’s going to carry the boats? Discover the power of resilience, leadership, and faith in overcoming life's toughest challenges. - [5 Essential Church Metrics You Need to Track in 2025](https://www.threefold.solutions/blog/5-essential-church-metrics-you-need-to-track-in-2025): Discover five essential church metrics to track in 2025 to measure engagement, spiritual growth, and ministry impact beyond attendance numbers. - [Transforming Ministry with Discovery-Based Volunteer Teams](https://www.threefold.solutions/blog/transforming-ministry-with-discovery-based-volunteer-teams): Discover how a discovery-based volunteer approach helps churches place people in roles aligned with their gifts, creating energized and thriving teams. - [Church Growth Stages: Your Roadmap to Sustainable Growth](https://www.threefold.solutions/blog/church-growth-stages-your-roadmap-to-sustainable-growth): Learn the 4 stages of church growth and discover actionable steps to build sustainable, healthy ministries at every stage of your journey. - [Transform Your Year: Yearly Themes > Resolutions](https://www.threefold.solutions/blog/transform-your-year-yearly-themes-gt-resolutions): Discover the power of yearly themes over resolutions! Embrace grace, foster growth, and transform your year with this practical framework. - [The Planning Center Playbook Objective](https://www.threefold.solutions/blog/the-planning-center-playbook-objective): Unlock the full potential of Planning Center to grow your church community, deepen engagement, and build lasting connections in 2025. - [Closed Highways, Leadership Responsibility, and Removing Obstacles](https://www.threefold.solutions/blog/closed-highways-leadership-responsibility-and-removing-obstacles): Learn how to identify and overcome internal and external obstacles to support your team's success, growth, and resilience in the workplace. - [Planning Center Unleashes Major Updates to Streamline Church Operations](https://www.threefold.solutions/blog/planning-center-unleashes-major-updates-to-streamline-church-operations): Explore the latest Planning Center updates to improve church management, streamline communication, and enhance team collaboration. - [You Don't Have an Excuse](https://www.threefold.solutions/blog/you-dont-have-an-excuse): Discover how to create time for church growth and ministry priorities with practical, faith-driven strategies that transform your impact. - [New Features Guide: Planning Center's October 2024 Updates](https://www.threefold.solutions/blog/new-features-guide-planning-centers-october-2024-updates): Explore Planning Center's latest features: branded emails, enhanced forms, mobile upgrades, and customizable check-ins for streamlined ministry. - [Thanksgiving, Racetracks, and SMART Goals](https://www.threefold.solutions/blog/thanksgiving-racetracks-and-smart-goals): Learn how SMART goals inspire teamwork, clarity, and progress for achieving personal and organizational success. - [Hope in the Light and the Shadows](https://www.threefold.solutions/blog/hope-in-the-light-and-the-shadows): Find hope this holiday season in the light and shadows, embracing the joy and peace of Emmanuel, God with us, amidst life's challenges. - [Unlocking Church Growth: The 10/80/10 Rule for Effective Delegation](https://www.threefold.solutions/blog/unlocking-church-growth-the-108010-rule): Unlock church growth with the 10/80/10 Rule! Master planning, delegation, and optimization to empower your team and multiply ministry impact. - [Everything I Built is Now Gone: Finding Peace in Ministry Transitions](https://www.threefold.solutions/blog/everything-i-built-is-now-gone): Find peace in ministry transitions by focusing on eternal impact, planting seeds, and trusting God's plan for your lasting legacy. - [Old Pianos, the Uncanny Valley, and Gen Z](https://www.threefold.solutions/blog/old-pianos-the-uncanny-valley-and-gen-z): Discover how imperfection, authenticity, and joy can connect churches with Gen Z, a generation craving real, meaningful experiences. - [The Internal Communication Revolution: 7 Powerful Strategies](https://www.threefold.solutions/blog/the-internal-communication-revolution): Discover 7 powerful strategies, including using Planning Center, to revolutionize your church's internal communication, boost team efficiency, and strengthen connections. - [The Myth of Overnight Success](https://www.threefold.solutions/blog/the-myth-of-overnight-success): Discover the truth behind the myth of overnight success and learn how consistent, long-term effort leads to lasting achievements in life and ministry. - [The Silent Threat of Incremental Degradation](https://www.threefold.solutions/blog/the-silent-threat-of-incremental-degradation): Is your church sacrificing future growth for short-term savings? Learn how to prevent incremental degradation and foster long-term community vitality. - [Something’s Gotta Change](https://www.threefold.solutions/blog/somethings-gotta-change): Learn how to navigate team changes with empathy, effective communication, and strategies to ease resistance and foster growth. - [Unlocking the Power of Planning Center People: 5 Important Lists You Need Now!](https://www.threefold.solutions/blog/unlocking-the-power-of-planning-center-people-5-important-lists-you-need-now): Unlock the power of Planning Center People with 5 must-have lists to streamline your ministry and strengthen your church connections! - [Empowering Others to Solve the RIGHT Problems](https://www.threefold.solutions/blog/empowering-others-to-solve-the-right-problems): Learn how leaders can delegate effectively, empower their teams, and focus on strategic goals using the 10/80/10 rule for leadership success. - [Favorite Features: Workflow Settings You Should Be Using](https://www.threefold.solutions/blog/favorite-features-workflow-settings-you-should-be-using): Optimize your Planning Center workflows with snoozed cards, deadlines, and shortcuts to improve follow-up and team efficiency. - [Getting Unstuck](https://www.threefold.solutions/blog/getting-unstuck): Feeling stuck? Discover how to reframe your mindset, recognize growth, and find progress even when it feels elusive. - [New Planning Center Features You Need to Know About](https://www.threefold.solutions/blog/new-planning-center-features-you-need-to-know-about): Discover the latest Planning Center features, including updates to People lists, Check-ins, Registrations, and the Home Dashboard. Stay informed today! - [The Failure Factor](https://www.threefold.solutions/blog/the-failure-factor): Discover how embracing failure can boost team growth, resilience, and problem-solving in leadership. Learn to turn setbacks into success. - [Why SEO Matters for Churches: Becoming a Beacon of Hope](https://www.threefold.solutions/blog/the-importance-of-seo-for-churches-being-a-beacon-of-hope-online): Boost your church's online visibility with SEO. Learn how to attract new visitors, engage your community, and build trust. - [The Art of Followship](https://www.threefold.solutions/blog/the-art-of-followship): Discover the power of followship in the Christian life. Learn why following Jesus is essential and how to embrace it within leadership. - [What Does Community Look Like in the Church Today?](https://www.threefold.solutions/blog/what-does-community-look-like): Discover how to blend in person and digital communication to foster a thriving, connected church community today. - [Empowering Volunteers: A Church Leader's Guide](https://www.threefold.solutions/blog/empowering-volunteers-with-strengthsfinder-20-a-church-leaders-guide): Discover how to empower church volunteers with StrengthsFinder 2.0 by aligning their strengths with impactful ministry roles. - [The key to managing rapid church growth: a strong, reliable foundation.](https://www.threefold.solutions/blog/the-key-to-managing-rapid-church-growth-a-strong-reliable-foundation): Learn how to manage rapid church growth with a strong foundation, centralized processes, and effective team culture for sustainable expansion. - [Lost in Buckets](https://www.threefold.solutions/blog/lost-in-buckets): Discover how church leaders can rebuild trust and foster a safe, supportive environment amidst challenges and scandals. - [The Role of the Chief Reminding Officer in Leadership](https://www.threefold.solutions/blog/the-role-of-the-chief-reminding-officer-in-leadership): Discover the vital role of a Chief Reminding Officer in leadership and how constant communication keeps your team motivated and aligned with your vision. - [Embracing Online Discipleship: What is an LMS and is it Right for Your Church?](https://www.threefold.solutions/blog/embracing-online-discipleship-what-is-an-lms-and-is-it-right-for-your-church): Discover how Learning Management Systems (LMS) can revolutionize your church's online discipleship and spiritual growth programs. - [Who’s in charge here?](https://www.threefold.solutions/blog/whos-in-charge-here): Optimize church management with a Planning Center Champion. Learn key strategies at threefold.solutions. - [One Lesson I Learned Working for a Mega-Church](https://www.threefold.solutions/blog/one-lesson-i-learned-working-for-a-mega-church): Discover the transformative power of playbooks in mega-church management for streamlined operations. - [Know this one thing before migrating to Planning Center.](https://www.threefold.solutions/blog/know-this-one-thing-before-migrating-to-planning-center): Ensure a seamless migration to Planning Center by understanding the vital role of the Remote ID in maintaining data integrity. - [Metrics: Beyond the Numbers](https://www.threefold.solutions/blog/metrics-beyond-the-numbers): Explore the balance between measurable data and spiritual growth in church metrics. - [Achieve More by Doing Less](https://www.threefold.solutions/blog/achieve-more-by-doing-less): With insights from Cal Newport's productivity tips, discover ways to enhance ministry efficiency as a church leader. - [Streamline Your Church Check-In Process with a Planning Center Check-In Station](https://www.threefold.solutions/blog/streamline-your-church-check-in-process-with-a-planning-center-check-in-station): Optimize your church's check-ins with Planning Center Stations for seamless, secure, and efficient attendance management. - [Breaking the Burnout Cycle](https://www.threefold.solutions/blog/breaking-the-burnout-cycle): Discover effective strategies to prevent volunteer burnout and maintain a vibrant church community. - [Five Stats Every Pastor Needs to Know in 2024](https://www.threefold.solutions/blog/five-stats-every-pastor-needs-to-know-in-2024): Discover key 2024 church trends: Millennial engagement, digital worship, and leadership succession. - [The Bluetooth Solution: Brother Printers and Planning Center Check-ins](https://www.threefold.solutions/blog/the-bluetooth-solution-brother-printers-and-planning-center-check-ins): Enhance your church's Planning Center Check-ins process using Bluetooth with Brother Printers for reliable, seamless connectivity. - [Why Church Center should not be your Church's Website](https://www.threefold.solutions/blog/why-church-center-should-not-be-your-churchs-website): Discover why Church Center isn't ideal for your church's website and explore better options for SEO and design. - [Unlocking Growth: Harnessing the Four Disciplines of Execution in Your Church](https://www.threefold.solutions/blog/unlocking-growth-harnessing-the-four-disciplines-of-execution-in-your-church): Explore "Unlocking Church Growth", detailing how the Four Disciplines of Execution can transform church management. Learn to set impactful goals, use visible scoreboards for tracking, and hold regular accountability meetings to drive church growth and effectiveness. Start small and expand - [Embed a Planning Center form on your Squarespace website.](https://www.threefold.solutions/blog/embed-a-planning-center-form-on-your-squarespace-website): Learn simple steps to embed a Planning Center form into your Squarespace website with our visual, easy-to-follow guide—no coding required! - [Add-ons and Integrations: Enhancing your Experience](https://www.threefold.solutions/blog/add-ons-and-integrations-enhancing-your-planning-center-experience): Enhance Planning Center with integrations like MailChimp, Checkr, and Clearstream. Streamline church management, improve communication, ensure security. - [Workflows You Probably Aren’t Using but Should Be](https://www.threefold.solutions/blog/workflows-you-probably-arent-using-but-should-be): Discover essential church workflows to boost efficiency and engagement using Planning Center. Learn about Donation Tracking, Membership Processes, and Volunteer Onboarding to ensure no inquiry goes unanswered and every interaction is meaningful. Perfect for church administrators. - [Community Engagement: Making a Better Newsletter](https://www.threefold.solutions/blog/community-engagement-making-a-better-newsletter): Transform your church newsletter with 5 key strategies. Enhance impact using Mailchimp, audience segmentation, and personalized content. - [Harnessing the Power of Text Messaging](https://www.threefold.solutions/blog/the-power-of-texting): Explore how texting in ministry can deepen connections and support congregants. Learn strategies for heartfelt messages and consistent communication. - [The Ultimate Guide to Streamlining Your Planning Center People Database](https://www.threefold.solutions/blog/the-ultimate-guide-to-streamlining-your-planning-center-people-database): Explore the essentials of maintaining an efficient Planning Center People database. Learn about regular maintenance routines, benefits of a clean database, and how streamlined data management enhances church operations, communication, and growth. - [Forget about First Time Guests](https://www.threefold.solutions/blog/forget-about-first-time-guests): Discover a unique church growth strategy focusing on life-stage groups over first-time guests, where community and personal connections drive engagement. - [Maximize Volunteer Engagement with Planning Center Check-ins](https://www.threefold.solutions/blog/maximizing-volunteer-engagement-harnessing-the-power-of-check-ins-in-planning-center): This guide offers practical tips for managing attendance, setting up stations, and using single-event check-ins with Planning Center's check-in solutions. - [Streamline Volunteer Onboarding with Forms & Workflows](https://www.threefold.solutions/blog/streamline-volunteer-onboarding-optimize-with-planning-center-people-forms-amp-workflows): Efficiently onboard volunteers with Planning Center tools. Streamline processes with forms and workflows for better management and improved engagement. - [From Attenders to Members: Tracking Milestones](https://www.threefold.solutions/blog/from-attenders-to-members-tracking-membership-milestones-in-planning-center-people): Manage membership with Planning Center People. Efficiently track church growth and milestones using Custom Fields, Check-ins, Lists, and Automations. - [The Power of Celebrating Moments](https://www.threefold.solutions/blog/the-power-of-moments): Discover the 'Power of Moments' in celebrating church milestones. Learn strategies using Elevation, Insight, Pride, Connection, and Planning Center People. - [Prevent Data Disasters: Your Permissions Blueprint](https://www.threefold.solutions/blog/prevent-data-disasters-your-blueprint-for-planning-center-permissions): Protect your church's data with our Planning Center permissions guide. Create and implement a robust policy and request workflow for secure access. - [Improve Church Attendance: the 'Plan Your Visit' Framework](https://www.threefold.solutions/blog/improve-your-churches-attendance-mastering-the-plan-your-visit-framework): Grow church attendance with the 'Plan Your Visit' framework. Embrace digital outreach and personalized communication to build and foster community. - [Church Data Security: Protecting Your Congregation](https://www.threefold.solutions/blog/church-data-security-email-scams-protection): Secure your church and congregant information to protect against email scams and data breaches. Learn how now. - [Using Wix Studio? Here’s how to embed a Planning Center Form.](https://www.threefold.solutions/blog/using-wix-studio-heres-how-to-embed-a-planning-center-form): Struggling to embed a Planning Center Form in your Wix website? I don’t know about you, but reading documentation or how-to guides can be almost as frustrating as the problem itself. If so, I will show you, with pictures (for those of us who are more visual learners), how to embed a Planning Center - [A Comprehensive Setup Guide for Brother 820 Printers](https://www.threefold.solutions/blog/how-to-connect-the-brother-ql-820-printer-to-planning-center-check-ins): The ultimate guide to wirelessly connect your Brother QL-820 printer to Planning Center Check-Ins. Follow our step-by-step tutorial for a seamless setup. - [Planning Center Churches: Swap Mailchimp for Clearstream?](https://www.threefold.solutions/blog/planning-center-churches-is-it-time-to-swap-mailchimp-for-clearstream): Compare platforms for church email marketing. Get insights on user experience, integration, cost, and automation to make an informed decision. - [Brother Printers and Planning Center Check-ins: Your Complete Implementation Guide](https://www.threefold.solutions/blog/brother-printers-and-planning-center-check-ins): Brother Printers are now the Ministry Standard for Planning Center Check-ins. This guide walks you through how to choose the right printer, strategy for setting up your check-in, and best practices across Mac, Windows, iOS, and Android platforms. - [Planning Center Background Checks: A Guide for Churches](https://www.threefold.solutions/blog/streamlining-church-management-a-guide-to-planning-center-background-checks): Streamline church management with Planning Center background checks. Ensure safety, compliance, and efficiency with easy integration and management tips. - [The Ultimate Guide to Migrating Away from Blackbaud Church Management](https://www.threefold.solutions/blog/the-ultimate-guide-to-migrating-away-from-blackbaud-church-management): With the announced shutdown of Blackbaud Church Management software in January 2024, many churches are left searching for an alternative solution to manage their data. In this guide, we'll discuss the importance of choosing the right church management system and provide a step-by-step guide to migra - [Understanding and Assigning Permissions in Planning Center People](https://www.threefold.solutions/blog/understanding-and-assigning-permissions-in-planning-center-people): Planning Center Online is an essential tool for managing church operations, and one of the crucial aspects of using it effectively is understanding and assigning the right permissions to different users based on their roles within the organization. In this article, we will provide you with an overvi - [Effective Ways to Use Church Data for Your Ministry](https://www.threefold.solutions/blog/how-to-use-church-data-effectively-for-your-church-or-ministry): Unlock the power of church data to enhance your ministry. Learn benefits, tools, best practices, and success stories of effective data use. - [The Importance of a Solid Data Security Process for Churches](https://www.threefold.solutions/blog/the-importance-of-a-solid-data-security-process-for-churches): Ensure your congregation's information is secure with a solid security process for when a team member exits the organization. - [Empowering Church Leaders: How Planning Center Helps us Make Data-Driven Decisions](https://www.threefold.solutions/blog/empowering-church-leaders-how-planning-center-helps-us-make-data-driven-decisions): As a church leader, one of the most important tasks is to make decisions that will benefit the congregation and further the mission of the church. - [Streamline Church Volunteer Onboarding with Workflows](https://www.threefold.solutions/blog/streamlining-church-volunteer-onboarding-with-planning-center-people-workflows): Streamline church volunteer onboarding with Planning Center Workflows. Ensure all volunteers are properly trained and equipped to serve efficiently. - [Maximizing Efficiency with Church Management](https://www.threefold.solutions/blog/maximizing-efficiency-how-a-modern-church-management-system-can-streamline-operations): Streamline church operations with a modern management system like Planning Center Online. Centralize contact info, scheduling, and financials securely. - [Why Database Hygiene Matters for Churches: The Importance of Accurate Information](https://www.threefold.solutions/blog/why-database-hygiene-matters-for-churches-the-importance-of-accurate-information): Database hygiene is important for churches because it ensures that their information is accurate and up-to-date. This is critical for a number of reasons. - [Quick Tips: Planning Center List Idea - Finding New Families](https://www.threefold.solutions/blog/quick-tips-planning-center-list-idea-finding-new-families): Here’s a quick Planning Center People list tip about how to identify new families checking children in at your church. - [How to Use Planning Center Workflows](https://www.threefold.solutions/blog/maximizing-planning-center-workflows): Planning Center’s People app helps churches track member info and manage communication. Use custom workflows to streamline tasks for individuals or groups. - [Top 5 Event Registration Tools - A Church Event Coordinator’s Guide](https://www.threefold.solutions/blog/top-5-event-registration-tools-a-church-event-coordinators-guide): As a church event coordinator, finding the right tools to manage event registration can be a daunting task. - [Thinking About Switching your Church Management System to Planning Center?](https://www.threefold.solutions/blog/thinking-about-switching-your-church-management-system-to-planning-center): Switching to a new church management system (ChMS) or customer relationship management (CRM) platform can be intimidating, but it doesn't have to be scary. - [Tracking Attendance for Churches: How to Get Started with Planning Center Check-ins](https://www.threefold.solutions/blog/tracking-attendance-for-churches-how-to-get-started): How to use Planning Center Check-ins for a better kids and volunteer check-in experience - [Online Church Calendar Solutions: Planning Center Calendar](https://www.threefold.solutions/blog/online-church-calendars): Streamline your operations with Planning Center Calendar, an easy-to-use tool for scheduling and managing your organization's day-to-day activities. - [Best CRM for Churches: 5 Church Management Systems](https://www.threefold.solutions/blog/top-5-church-crm-systems-2022): A church management system is a software that helps your church manage data and increase engagement. It is an all-in-one solution for managing members, tracking donations, helping teams stay in communication and more .