Getting started with the Planning module

Overview

The Planning module enables churches to easily produce plans for services, events and bookings (or to create an entirely unlinked plan). Plans are a great way to keep everyone in the loop of the running order of the occasion, so that those involved know precisely who's doing what and when - plans keep everyone on track.

A Plan is essentially an ordered list of items representing the various elements that make up the plan, with each item in the list running consecutively based the item's duration and optional start time. We've made it really easy to build and manage your own Library of items, so that populating plans is quick and really intuitive.

Plan items are categorised into different Types - for example, in the context of a church service, you might have Types for "Prayers", "Songs", "Readings", "Sermon/Message", "Announcements". When adding items to a plan you'll first select the item Type and then either search within the Library for items of that type, or you can add an ad hoc item if you wish.

Getting started - it's as easy as 1, 2, 3...

There are currently no module settings associated with the Planning module - any "set up" takes place within the various sections within the module.

Number 1...

It's helpful to begin by visiting the Types section to review the pre-installed Types, further customising them or adding new Types as appropriate to your context.

Number 2...

Next, start building your Library. You don't have to pre-populate your entire library right away - you can add items as you go if you wish. If you've enabled CCLI tracking for a "Song" Type then you'll find it helpful to start adding CCLI Numbers against songs that you add to your library. This will help you later on when you need to produce your CCLI song usage report for a range of dates - we've made that a simple button click exercise! Perhaps begin by adding a few commonly used songs - we've pre-installed a few to get you started! See the related support article for further information on managing Library items and customising Types.

Number 3...

Add your first plan! Yes, it really is that simple. Head into the Plans section and click Add plan.

Give your plan a Name, Date and start Time - that's all you need to create a blank plan ready to start adding plan items.

Going deeper - next steps

While it's intended to be really easy to produce simple plans quickly and intuitively - just 3 steps - the Planning module is actually packed with lots of feature-rich functionality to help with planning for any occasion. Check out our other Planning module support articles to find out about the following topics...

  • adding people to plans (including linking plan people to your rotas)
  • adding files to plans
  • adding notes to plans
  • linking plans to services, events and bookings
  • distributing and sharing plans
  • working with plan templates
  • library item usage and CCLI reporting
  • plan reporting

Getting help...

You'll find the answers to most questions in our support articles available through the Support beacon on the bottom right corner of each page in the Planning module and within the Support Articles section on our website. If you can't find an answer in the support articles, do get in touch - we're happy to help!

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