Add Someone to Worship Services or Volunteer Team
ADMIN ASBH
16 steps
2 minutes
Planningcenteronline
1
Navigate to [https://services.planningcenteronline.com/dashboard/0](https://services.planningcenteronline.com/dashboard/0)
2
Click "People"
3
Click "Add person"
4
Type the persons name or email into the search box
Tip! - If their name or email doesn't bring up a profile - they will need to be entered into the All Saints' Membership database before you can proceed.
Alert! - Be sure to check any various email address or phone numbers you have before entering a NEW Profile \[this reduces the creation of duplicates in the system\]
5
Click on their name to select and import it into Services Module
6
Click "Yes, add to Services"
7
Select "Send Welcome Email" from the dropdown.
8
Click "Submit" - **Leave Permissions set to "Scheduled Viewer"**
9
Click "Details"
10
Click "Add"
11
Click a Category from the Dropdown \[if you know what you're looking for\]
12
Click the TEAM Name from the Category list. In this case we selected: "Services Team: LEM"
13
Another way to find a 'tag' is to type the TEAM Name into the search field.
14
Click "Done" once you have selected all relevant 'Tags'
15
These tags will now show up in the "Services Team" Tags Box
16
And, that's it you're done. You can now add them to any Service Plan with that Team set up to serve.
Add Someone to Worship Services or Volunteer Team
ADMIN ASBH
16 steps
2 minutes
Planningcenteronline
1
Navigate to [https://services.planningcenteronline.com/dashboard/0](https://services.planningcenteronline.com/dashboard/0)
2
Click "People"
3
Click "Add person"
4
Type the persons name or email into the search box
Tip! - If their name or email doesn't bring up a profile - they will need to be entered into the All Saints' Membership database before you can proceed.
Alert! - Be sure to check any various email address or phone numbers you have before entering a NEW Profile \[this reduces the creation of duplicates in the system\]
5
Click on their name to select and import it into Services Module
6
Click "Yes, add to Services"
7
Select "Send Welcome Email" from the dropdown.
8
Click "Submit" - **Leave Permissions set to "Scheduled Viewer"**
9
Click "Details"
10
Click "Add"
11
Click a Category from the Dropdown \[if you know what you're looking for\]
12
Click the TEAM Name from the Category list. In this case we selected: "Services Team: LEM"
13
Another way to find a 'tag' is to type the TEAM Name into the search field.
14
Click "Done" once you have selected all relevant 'Tags'
15
These tags will now show up in the "Services Team" Tags Box
16
And, that's it you're done. You can now add them to any Service Plan with that Team set up to serve.
