Ministry Centered Technologies
PCO Manual
ยป The Matrix
Topics
Getting Started
6
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
5
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
12
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
3
How To Install and use the Facebook App
iPhone App
Android App
Attachments
5
Adding Attachments
Uploading an Attachment
Linking to an attachment
Linking to iTunes or AmazonMp3
Linking to YouTube
Reporting
3
Custom Reports Wiki
Creating Reports on Frequency
Changing Custom Report Options
The Matrix
4
Setting Up The Matrix
Using The Matrix To Schedule
Using the Matrix Libraries Sidebar
Matrix Reports
Media
1
Adding and Uploading Media
Music Stand
4
Using the web-based version.
iPad Music Stand App
Annotations in Music Stand
Hardware for Music Stand
Personal Profiles
9
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
16
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
40
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
4
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
5
Site Settings
PCO Settings
Package Options
Billing Options
Attachment Types
Songs
15
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
1
Webinar Schedule
Download Manual PDF
PCO Manual
The Matrix
Setting Up The Matrix
Using The Matrix To Schedule
Using the Matrix Libraries Sidebar
Matrix Reports
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