Day 1 | Get Started
Discounts
Day 2 | People | Step-by-Step Basics
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Navigating Planning Center (1:21)
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The Dashboard (3:12)
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Create, Edit & Navigate Profiles (3:35)
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Adding People to Households (1:43)
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Updating & Customizing Membership Type (1:31)
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Tracking What Schools Kids Attend (2:00)
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Adding Custom Fields (4:47)
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Updating Background Checks (3:13)
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Adding Notes to a Profile (2:30)
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Merge, Delete & Inactivate Profiles (5:20)
Day 3 | People | Tips & Tricks
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How to Run a Simple List (3:17)
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DOWNLOAD: 50+ List Examples
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How to Create a Powerful List with Multiple Rules and Conditions (9:09)
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Creating "Core Lists" (Lists of Lists) (4:29)
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How to Adjust Your View While in a List (1:17)
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How to Export or Print your List Results (2:11)
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Playlist Mode (1:10)
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Create Your First Workflow (5:35)
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DOWNLOAD: Workflow Inspiration
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Adding People to a Workflow (1:24)
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The Workflow Card (2:27)
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How to Update Multiple Workflow Cards at Once (1:21)
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How to Create & Share A Form (4:27)
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Add Conditional Fields to Forms (2:35)
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Send Mass Emails & Create Email Templates (4:34)
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DOWNLOAD: Email Templates
People | Bonus Content
Day 4 | Services | Step-by-Step Basics
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Overview (3:28)
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Create, Edit & Delete Folders (1:35)
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How to Create Service Types (2:08)
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How to Create & Copy Plans (2:14)
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Navigating the Plans Page (2:30)
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Create, Edit & Delete Times (3:58)
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How to Setup Teams (3:36)
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Create Positions & Assign People to Positions (1:42)
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Navigating a Volunteers Profile (& Blockout Dates) (2:21)
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Add Needed Positions to a Plan (1:15)
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Schedule Volunteers to a Plan (2:51)
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Email Scheduling Requests (3:14)
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Edit a Volunteers Response (1:26)
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Add Items to Your Plan (8:13)
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Add Your Plan to a Sermon Series (2:08)
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Create Tags (1:51)
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Assign Tags (2:50)
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Creating Filters in Services (2:56)
Day 5 | Services | Tips and Tricks
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Schedule with Tag Teams (4:27)
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Supercharge Scheduling with Preferences & Auto-Scheduling (7:12)
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Templates for Planning & Scheduling (8:28)
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The Matrix: Plan & Schedule Multiple Weeks (8:30)
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Matrix Reports (2:26)
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Assign Team Leaders & Get Notifications (1:34)
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Track Attendance in Services (2:04)
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How to use Signup Sheets (3:09)
Day 6 | Check-In | Step-by-Step Basics
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Do I use Groups, Services, Registrations or Check-Ins for Attendance Tracking? (1:57)
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Create An Event (Locations & Filters) (7:09)
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Labels (4:52)
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Setup Your Device As a Station (6:15)
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Edit Your Station Settings (3:03)
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Temporary Visitor or New Household (3:32)
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Add & Check-In Attendees (4:54)
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Check-In Volunteers (Services + Check-Ins Integration) (2:22)
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Add, Edit or Remove Check-Ins (2:18)
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Reprint Labels (1:23)
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Headcounts (6:36)
Day 7 | Registrations | Step-by-Step Basics
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Signup Types (2:47)
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Create Detailed Signups (1:11)
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Edit Details & Settings (6:28)
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Setup Attendee Types (4:48)
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Edit Capacities (1:27)
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Add-Ons (2:26)
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Adding Questions & Forms (7:07)
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Manual Registrations (6:37)
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Managing Registrations (4:04)
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Accept Payments (2:24)
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Filtering & Categories (2:01)
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Create Reports (2:05)
