PLANNING CENTER BEST PRACTICES TRAINING VIDEOS

Best Practices

• 1. Add new team members to team on services when they join. 

  2. Send Block out date reminder email 2 days before scheduling.

  3. Schedule the team 1 month in advance.

  4. Check the Wednesday before Sunday if any positions need to be filled.

  5. Send a reminder email or text to the pending request.  

  6. Don’t decline for your team ask them to use planning center to decline personally.

  7. Follow up with confirmed no-shows Sunday morning. 

Overview of Best Practices, Creating/adding a plan, Creating and Adding People to Services

• Video: Adding People to Services

  • Instructions: Adding People to Services

• Video: Creating a plan/adding a week

  • Instructions: Create or Copy a Plan

Creating Teams and Setting Up an Order of Service

• Video: Creating Teams and Positions

  • Instructions: Creating a Team

• Video: Setting Up Order of Service

  • Instructions: Set Up Order of Service

Needed Positions/Scheduling,  Auto Scheduling and Block Out Dates

• Video: Needed Positions and Scheduling

  • Instructions: Schedule Your Team  

  • Instructions: Using the Matrix to Schedule

• Video: Auto Scheduling

  • Instructions: Auto Scheduling Your Team

• Video: Block out dates

  • Instructions: Blocking Out Dates

Volunteer Care, Desktop vs App and App Training Videos

• Video: Volunteer Care

• Video: Desktop vs App

• Video: App Training Video

MINISTRIES // DREAM TEAM SYSTEM

Page Owner: Scott Ramsey