Set Up Your Team in Planning Center
This guide provides step-by-step instructions on how to set up your team in Planning Center. It covers creating a team, adding positions and members, and even includes instructions on how to add a new person to the team. Following this guide will help you efficiently and effectively set up your team in Planning Center.
Joshua Malloy
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23 steps
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2 minutes
Planningcenter
How to Set Up Your Team in Planning Center
1
Navigate to [https://services.planningcenteronline.com/schedule](https://services.planningcenteronline.com/schedule)
2
Click "Plans"
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Select the settings icon for the service for which your team serves.
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Click "Teams"
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Click "Add Team" if your team does not already exist on the list.
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Click this field.
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Type the name of your team.
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Review options and select settings if applicable.
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Select call times if any are applicable.
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Click "Add position"
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Type the name of the role on your team.
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Click "Add"
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Click "Add person"
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Search the name of someone on your team and click their name.
information ordinal icon
If they are not in the system, continue on to learn how to add a new person.
How To Add a New Person
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Click "Add person"
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Type the name of the person you are adding to the team.
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Click "Create a new person:"