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May 03, 2022

Save files to People profiles

Ever need congregants to save a picture, a document, or a signed form to someone’s profile in Planning Center? Maybe you save signed membership covenants, or you need to keep a driver’s license on file for people who drive the church van. Or perhaps your jurisdiction requires proof of vaccination status for certain activities. Well, just in case you didn’t know, you’ve been able to save files to profiles for a while (surprise!); but now you can collect those files through online forms! So yo

Jeff Berg

2 min read

May 21, 2020

Invite Your Congregation to the Conversation

Many churches are struggling with the tension between desperately wanting to be together in person and wanting to be responsible and safe. As with our initial response to COVID-19, we are not suggesting any specific course of action for your church beyond following the recommendations of health and government officials. But we want to help. In each phase of transitioning back to meeting in person, there are a few key Planning Center tools you can leverage. This post is about connecting with y

Jeff Berg

2 min read

Oct 10, 2019

Create Specialized Forms with Conditional Fields

Have you ever asked “if this, then that” questions in your forms? Do you have a background in children's ministry? If yes, tell us a little bit about your experiences. If no, do you have any background working with children outside of ministry? This is an incredibly confusing way to ask questions. Not to mention a sure way to clutter your form with questions irrelevant to half your audience. Yes, you need the information, but people have to remember everything they learned about induc

Daniel Murphy

Product Manager

2 min read

Apr 02, 2019

Attach People Forms to Registrations Events

Summer events come with a lot of forms. Every summer camp and VBS registration comes with numerous release forms. Forms are necessary, unavoidable...and incredibly difficult to get people to fill out! Until now, you had to upload PDFs of these required forms to any event in Registrations for people to print, fill out, and then remember to bring in for an event manager to manually mark them as complete. So much room for confusion! The Forms feature in the People app is a much simpler way to co

Allie Rice

Product Manager

2 min read

Mar 13, 2019

New Admin Permissions in Forms

Forms are a great way to get information from the people in your church and are sometimes the first step to building a connection. Whether it be to check in on someone who requested prayer, or to invite someone to the next step of volunteer training, there is almost always follow up. One person shouldn’t have to bear the weight of all of these follow-up tasks on their own—ministry is a team effort. To help you delegate tasks and protect the privacy of your congregation’s information, we’ve add

Daniel Murphy

Product Manager

2 min read

Dec 04, 2018

Automations in Forms

So people filled out your form…now what? Maybe you need to send a standard “Thank You” email to everyone who filled out your Connect Card or add everyone who responded to your Membership Interest form to the Membership Class in Groups. Now you can automate these actions and many more with Form Automations! Oh, we also gave Planning Center People navigation a design refresh to look a little more in line with our other applications! All of the actions you already use as Bulk Action

Daniel Murphy

Product Manager

2 min read

Sep 06, 2018

How to Create a Volunteer Pipeline

Once your volunteers are in Services and you have them organized into teams, communicating and coordinating with them is easy… but how do you find volunteers? How do you move people through the application and training process before assigning them to a team? In this video, Matthew shares how you can use our free application, People, to create a volunteer pipeline. If you want to get started, go into Services and click the logo in the top left hand corner and find Peop

Jeff Berg

3 min read

Jul 23, 2018

Introducing Forms in Planning Center People

Are you ready for one of the most exciting and frequently requested features in the history of Planning Center? We are too. Say hello to Forms. Forms is a way for you to hear directly from the people in your church by giving them opportunities to share information with you. At some point, every ministry in your church will need a way to collect information from your congregation, which is why we built this powerful new feature in the application all of our customers a

Daniel Murphy

Product Manager

4 min read