Getting started with the Planning module
Introduction to the Planning module
Welcome to the Planning module. This module enables you to produce plans that show the running order for a service, event, or booking, including what's happening, when, and who's doing it.

We encourage you to read this article in full to familiarise yourself with the module's key features and customisation options, as well as some of the basic concepts and terminology you'll encounter in it, and in our related support articles and training videos.
Planning module features at a glance
- Create plans and optionally link them to services (Rotas module), events (Calendar module) and bookings (Bookings module)
- Build a library of songs and other commonly used items and track their usage on plans over time
- Drag and drop user experience to change the running order
- Store multiple song arrangements with transposable chord charts, lyric charts, Spotify and video links
- Create templates for plans that you frequently produce time and again - save a great plan as a template, or create great plans from a great template!
- Musicians can view song files and transpose chord charts for a plan in a single view on their music stand
- Upload files to a plan - ideal for sharing the sermon slides and announcement graphics with the production team
- Assign people to plan items ad hoc, or use criteria to link to your rotas - as rotas change, your plans remain up to date
- Publish and share plan pages with ease
- CCLI tracking and reporting
- Download and share plans to MediaShout
- Stay on time by seeing progress when the plan is running in real-time
Next Steps
Check out some of our short training videos...
Terminology
Here's a list of key terms you'll encounter in the Bookings module and the related support articles and training videos for this module:
- Items are things that happen in a service. You can add items to your Library or add them ad-hoc to a Plan. You're optionally able to link files to Library/Plan items.
- People can be linked to plan items. You can link any person ad hoc or connect items to rotas. When communicating and sharing plans, the recipient list is derived from the people linked to plan items.
- Templates can be added for plans that are used time and again. A template will likely contain the broader, common elements of a plan - the things that don't typically change.
Got a question?
You’ll find the answers to most questions in our support articles - they're all available through the Support menu located in the top-right corner of each page in ChurchSuite. Select Get help and 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!
