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Planning Center Blog

Service Type

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Blog

Service Type Wizard
Jul 10, 2018

Service Type Wizard

The first thing to do when you set up a new Services account is to create a Service Type. Once you understand what a Service Type is, it makes perfect sense, but at the start the term can be confusing. The new Add Service Type Wizard gives first-time users the context they need to get started and power-users the tools to create Service Types faster than ever. If you are an Administrator for a Folder you can find the Wizard by clicking the + Service Type button. The Wizard will walk you thr

Aaron Stewart's profile image

Aaron Stewart

·

Co-Founder / Product Manager

2 min read
Service Types and Reports
Mar 14, 2018

Service Types and Reports

Service Types are one of the key organizational units in Planning Center Services: the container for your plans (usually weekly), teams, and templates. We’ve consolidated multiple popups into a new Service Type page, making each feature easier to find and use. Plus, we’re throwing in some new and updated reports we think you will love. Settings The settings tab contains most of the options in the previous Edit Service Type popup, with the addition of Files and Notes, which were in oth

Aaron Stewart's profile image

Aaron Stewart

·

Co-Founder / Product Manager

6 min read

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