Getting started with the Planning module

Purpose of the module

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

Planning module features at a glance

  • Create plans and optionally link them to a service (Rotas), events (Calendar) or booking (Bookings)
  • Add library, song or ad hoc items to a plan; optionally set the item's duration and start time, or have run plan items consecutively
  • Drag and drop user experience - change the running order of plan items with ease
  • Build and maintain your library of commonly-used library items and songs
  • Powerful song library capable of storing multiple song arrangements, with chord charts, transposition, lyric charts, Spotify and video links
  • Access a plan page file viewer and see all your plan files in a single view on your music stand. You can even transpose songs on-the-fly
  • Optionally further customise library item 'types' with additional fields to collect and maintain additional information for library items
  • Create templates for plans that you commonly produce time and again - you can save a great plan as a template, or create great plans from a great template!
  • Upload files to library items and song items, or upload ad hoc files direct to a plan - ideal for sharing chord charts, lyric sheets, a sermon powerpoint, announcement graphics
  • Assign people to plan items - either ad hoc or using criteria to link to rotas - as your rotas change, your linked plans remain up to date
  • Publish and share plan pages with ease
  • In-built CCLI tracking and reporting
  • Download and share plans to MediaShout
  • Stay on time by seeing real-time plan progress when a plan is running in real-time
  • Integrates seamlessly with services, events and bookings in your Rotas, Calendar and Bookings modules

Next steps...

You can begin using the module and creating plans immediately - there's no initial setup required. You may wish to add or import Songs, but this can be done later.

Got a question?

You’ll find the answers to most questions in our support articles - they're all available through the Support beacon in the bottom-right corner of each page in the Planning module - just search by topic, phrase or keyword. You can also access the Support Article library on our website. And if you still can't find something you're looking for, click to contact one of the ChurchSuite team - we’re happy to help!

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