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Planning Center Made Easy for Kids Ministry

Day 1 | Get Started

START HERE: 10 Principles to Learn Planning Center FAST (13:43)
Custom Training Plan
What is Planning Center & Where Does it Fit In? (3:03)
The Architecture of Planning Center (5:58)
Create a FREE Sandbox Account (6:53)

Discounts

Clearstream: Mass Texting Software
ServeHQ: On-Demand Volunteer Training
MailChimp: Email Marketing & More

Day 2 | People | Step-by-Step Basics

Navigating Planning Center (1:21)
The Dashboard (3:12)
Create, Edit & Navigate Profiles (3:35)
Adding People to Households (1:43)
Updating & Customizing Membership Type (1:31)
Tracking What Schools Kids Attend (2:00)
Adding Custom Fields (4:47)
Updating Background Checks (3:13)
Adding Notes to a Profile (2:30)
Merge, Delete & Inactivate Profiles (5:20)

Day 3 | People | Tips & Tricks

How to Run a Simple List (3:17)
DOWNLOAD: 50+ List Examples
How to Create a Powerful List with Multiple Rules and Conditions (9:09)
Creating "Core Lists" (Lists of Lists) (4:29)
How to Adjust Your View While in a List (1:17)
How to Export or Print your List Results (2:11)
Playlist Mode (1:10)
Create Your First Workflow (5:35)
DOWNLOAD: Workflow Inspiration
Adding People to a Workflow (1:24)
The Workflow Card (2:27)
How to Update Multiple Workflow Cards at Once (1:21)
How to Create & Share A Form (4:27)
Add Conditional Fields to Forms (2:35)
Send Mass Emails & Create Email Templates (4:34)
DOWNLOAD: Email Templates

People | Bonus Content

Automate Online & In-Person Attendance Tracking: Check-In with a Form (14:38)
On-Demand Volunteer Training with Serve HQ (12:36)
Powerful Text Messaging with Clearstream (26:41)

Day 4 | Services | Step-by-Step Basics

Overview (3:28)
Create, Edit & Delete Folders (1:35)
How to Create Service Types (2:08)
How to Create & Copy Plans (2:14)
Navigating the Plans Page (2:30)
Create, Edit & Delete Times (3:58)
How to Setup Teams (3:36)
Create Positions & Assign People to Positions (1:42)
Navigating a Volunteers Profile (& Blockout Dates) (2:21)
Add Needed Positions to a Plan (1:15)
Schedule Volunteers to a Plan (2:51)
Email Scheduling Requests (3:14)
Edit a Volunteers Response (1:26)
Add Items to Your Plan (8:13)
Add Your Plan to a Sermon Series (2:08)
Create Tags (1:51)
Assign Tags (2:50)
Creating Filters in Services (2:56)

Day 5 | Services | Tips and Tricks

Schedule with Tag Teams (4:27)
Supercharge Scheduling with Preferences & Auto-Scheduling (7:12)
Templates for Planning & Scheduling (8:28)
The Matrix: Plan & Schedule Multiple Weeks (8:30)
Matrix Reports (2:26)
Assign Team Leaders & Get Notifications (1:34)
Track Attendance in Services (2:04)
How to use Signup Sheets (3:09)

Day 6 | Check-In | Step-by-Step Basics

Do I use Groups, Services, Registrations or Check-Ins for Attendance Tracking? (1:57)
Create An Event (Locations & Filters) (7:09)
Labels (4:52)
Setup Your Device As a Station (6:15)
Edit Your Station Settings (3:03)
Temporary Visitor or New Household (3:32)
Add & Check-In Attendees (4:54)
Check-In Volunteers (Services + Check-Ins Integration) (2:22)
Add, Edit or Remove Check-Ins (2:18)
Reprint Labels (1:23)
Headcounts (6:36)

Day 7 | Registrations | Step-by-Step Basics

Signup Types (2:47)
Create Detailed Signups (1:11)
Edit Details & Settings (6:28)
Setup Attendee Types (4:48)
Edit Capacities (1:27)
Add-Ons (2:26)
Adding Questions & Forms (7:07)
Manual Registrations (6:37)
Managing Registrations (4:04)
Accept Payments (2:24)
Filtering & Categories (2:01)
Create Reports (2:05)

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