Want to get the most out of your favorite service planning app? Check out these 5 simple hacks to help you plan and program better than ever before:
1. The Matrix
The Matrix feature in Planning Center is simply an expanded view where you can see and edit several services and service types at the same time. Basically, you can observe all of your main service plans, your night of worship plan, and your youth services. There are really no limits of what you can view in the Matrix. (I’ll refrain from the Neo jokes.)
Not only can you see many different plans, but you can also see every part of the plan, including plan details, order of service, people scheduled, and more. This is where the Matrix becomes super handy. You can schedule people for plans directly from the Matrix, including a really helpful drag-and-drop feature.
The flexibility and functionality of the Matrix will save you time scheduling, programming, and it’s even helpful for planning meetings.
Auto-Schedule is a feature found at the top of the Matrix that allows you to automatically schedule people based on their team, availability, and scheduling preferences. That’s right; you can use this feature to schedule any team, in any plan, for any length of time.
The one caveat for this hack is that I would suggest you do your best to include as much info on your team’s schedule as possible. This means getting your team’s scheduling preferences, block dates, and household information into their People file.
Doing a little work on the front-end will save you a ton of work on the back end.
3. Full Screen Chord Editor
On the Arrangement tab of any Song File, you can find the Chord Editor in the top left corner of the screen. Here you can compose your own custom charts for your team.
Why use this editor? Because it has the ability to transpose your chart to any key/capo you need with the click of a button. I know; I hear the hallelujah chorus too.
To get the most out of this hack, I suggest you use the Chord Pro Format to write your charts. Want to learn how to do that? I made a free e-book to help.
4. Email Templates
You can create your own custom email templates to save time in sending emails you send often. I have email templates for content (charts, mp3s, etc.) being ready, game tape reviews, and rehearsal tracks being ready. These are weekly emails I send out, so creating a template for these emails lets me send these emails in seconds.
My advice: Take a moment to list the emails you send regularly to your teams, and take a few minutes to craft a good template for each.
5. Song File Filter
In the Songs tab, you’ll find an awesome filter on the left of the page. This filter can help you program a great worship set. If you input your charts like I suggested above and go the extra mile when inputting song files to include extra information (i.e. BPM, Meter, CCLI connection, etc.), you can filter these songs to help you find the right song for your set.
It’s easy to forget great songs when you’re deep into planning. Using this filter will help you find songs that are mid tempo (i.e. 80-100 BPM), in the key of C, and have a theme of grace. Using this tool will help you to remember all the songs in your stable, and ultimately help you find the perfect song.
So those are some of my favorite ways to get the most out of Planning Center. What are your secret hacks? Share them in a comment below.