The Planning Center Playbook
The ultimate resource for setting up, maintaining, and using Planning Center.
The ultimate resource for setting up, maintaining, and using Planning Center.
This is a quick video where we demonstrate how to connect MailChimp to Planning Center through the built-in Integration.
The People Mobile app is an underrated tool for Pastors and staff. In this video, we’ll cover how to use the mobile app and its benefits.
Here’s a quick tour of several key areas within People: Metrics, Notes and Background Checks.
Workflows are a great tool for walking people through a series of steps or ministry processes.
Lists are how you filter and find people. They also run actions called automations. Automations allow you to update or change information on profiles or add people to other apps as well as other actions.
Forms are how you allow people to enter information about themselves and have it saved directly to the database. You can also use Automations to automatically perform an action on people who fill out your form. There are also different types of fields and I’ll discuss how to use those in building your forms.
Managing Households People is a key element to keeping your database clean and accurate. In this video, we will explain the household and how to manage household members.
In this video, I will show you how to merge duplicate profiles in two different situations. Merging duplicate profiles is necessary, and a regular maintenance routine.
In this video, I will cover a quick overview of the Dashboard as well as some of the menus and options you will find within the People app. I will also show you how to manage households, update profile details, and view activity history.