PCO Manual

• Getting Started

  • An Introduction to Planning Center
  • Responding to Scheduling Emails
  • Managing Your Schedule
  • Updating Your Personal Information
  • Viewing Service Details & Files
  • Displaying Service Times

• Setting Up

  • Creating A Service Type & Setting Up Dates and Times
  • Adding Items to your Plan
  • Adding People and Assigning Them To Positions
  • How to Schedule Your People
  • How to Use Songs, Arrangements & Keys

• Account Administration

  • Canceling Your Account
  • Changing A Payment Method
  • Changing The Name of Your Account
  • Declined Payments or Delayed Checks
  • Enabling Extra File Storage
  • Enabling/Disabling Music Stand
  • Printing Receipts and Viewing Previous Payments
  • Changing the Primary Account Admin & Adding an Secondary Account Admin for Billing
  • Upgrading/Downgrading Your Account
  • Allowing Administrators to Delete
  • Changing Your Country
  • Locating your Organization and User ID Numbers

• Apps

  • How To Install and use the Facebook App
  • iPhone App
  • Android App

• Attachments

  • Adding Attachments
  • Uploading an Attachment
  • Linking to an attachment
  • Linking to iTunes or AmazonMp3
  • Linking to YouTube

• Reporting

  • Custom Reports Wiki
  • Creating Reports on Frequency
  • Changing Custom Report Options

• The Matrix

  • Setting Up The Matrix
  • Using The Matrix To Schedule
  • Using the Matrix Libraries Sidebar
  • Matrix Reports

• Media

  • Adding and Uploading Media

• Music Stand

  • Using the web-based version.
  • iPad Music Stand App
  • Annotations in Music Stand
  • Hardware for Music Stand

• Personal Profiles

  • Block-Out Dates: Adding and Deleting
  • Changing Your Password
  • Setting Up Text Notifications
  • My Calendar
  • Master Calendar
  • Adding or Changing a Profile Picture
  • Forgotten Password, Login Issues and Error Message
  • Linking Accounts
  • Setting Your Scheduling Preferences

• People

  • Adding a new person
  • Changing Permissions
  • Creating groups or teams for scheduling
  • Can't Add a Person - Duplicate Record Error
  • Filtering Your People
  • How to Email from the People Page
  • Print Report Options
  • Setting Up Custom Properties
  • Welcome Emails
  • Importing People using CSV files
  • Exporting a CSV File
  • Positions: Assign People Directly vs. Assign Using Custom Properties
  • Auto-scheduling
  • Setting Up Back-Up People for Positions
  • Disabling Users
  • Enabling Disabled User Accounts

• Plans

  • The Plans Page (Dashboard)
  • Individual Plan Pages
  • Adding a One Time Special Service
  • Accessing Past Plans
  • Adding Notes Columns to Plans
  • Setting Up Different Teams for each Service Time
  • Changing the Replies To person for a People Category
  • Creating a New Service Type
  • Copying A Plan
  • Editing Or Deleting A Service
  • Deleting a Plan or Recovering Deleted Plans
  • Creating a Folder
  • Moving a service into another folder
  • Deleting Folders
  • Adding and Editing Times
  • Hotkeys for Plans Page
  • How to Create a New Plan
  • How to Link with iCal or Outlook 2007
  • How to Link with Google Calendar
  • Rearranging the order of a plan
  • Removing Items from Only One Plan Time
  • Scheduling A Person
  • Sending Notification Emails
  • Scheduling: Conflicts and Block-Out Dates
  • Scheduling Groups or Teams
  • Setting Up Reminder Emails
  • Adding and Editing People Categories
  • Reordering People Categories
  • Setting Up Positions
  • Setting Up or Editing Needed Positions
  • Item Note Categories
  • Adding or Editing Plan Notes & Categories
  • Resetting LIVE times
  • Setting up Ustream for Planning Center LIVE
  • Streaming and Downloading Songs in a Plan.
  • Using the Stage Layout feature
  • Commenting and Subscribing to Plan Items
  • Changing Options For Viewing a Person's Last Scheduled Date
  • Recovering Deleted Categories
  • Adding an Attachment to a plan item

• Templates

  • Creating & Editing a Template
  • Editing Or Deleting A Template
  • Exporting a Template from an Existing Plan
  • Importing a Template (or Plan) to an existing plan

• Site Settings

  • Site Settings
  • PCO Settings
  • Package Options
  • Billing Options
  • Attachment Types

• Songs

  • Songs: An Overview
  • Adding a New Song
  • Adding Song Arrangements
  • Adding Keys to a Song Arrangement
  • Adding Attachments to Songs
  • Moving files from one arrangement to another
  • Transposing an Mp3
  • Transposing Chord Charts & Making Lyrics PDFs
  • Enabling and Disabling Downloading of MP3s
  • How to Convert to Mp3 Files in iTunes
  • Song Custom Properties
  • Filtering on the Songs Page
  • CCLI Reporting
  • SongSelect Integration
  • Preventing Charts from Shifting Using Chord Pro

• Webinars

  • Webinar Schedule