You will need the Full Write Service Plans permission to perform this action.
A service plan is the framework for an upcoming service — it holds the order of service, scheduled volunteers, and the songs being used. There are two ways to start a new service plan from anywhere in One Church Software.
Open the Add Service Plans dialog
Option 1 — From the top header. Click + New in the top header bar, then select Service plan.
Option 2 — From the left-hand navigation. Select Service Planning, then click the + Add New button at the top of the page.
Either option opens the Add Service Plans pop-up.
Fill in the service plan details
The following fields are available:
Type — the type of service. Defaults to Worship Service, but that can be changed. The service type determines the default settings on the plan and can be changed later if needed. See What are service types? for more on managing service types.
How Many? — how many service plans to create at once (up to 16). The dates and times for each plan are determined as follows:
• The interval between plans follows the frequency setting of the chosen service type — for example, weekly service types produce plans one week apart.
• The first plan uses the date chosen under starting on, and each later plan follows the service type's frequency.
• Plan times come from whichever existing plan chosen under Copy Times From.
Copy Times From — defaults to Enter times manually. Times from another existing service plan can be copied by selecting it from the dropdown.
Campus — the campus the plans belong to. Leave blank for a universal plan that isn't tied to a specific campus.
Preview and assign templates
As the fields are updated above, the Preview area shows the plans that will be created. Each plan is named after the date(s) the services will occur on. Hover the info icon next to a plan name to see a breakdown of the dates and times.
Next to each plan preview is a dropdown to set which template should be used. Templates pre-configure the order of service, needed teams, and assigned volunteers — see What are service plan templates? for more.
Leave the Change templates together box checked to apply one template to every plan at once. Uncheck it to set a different template per plan.
When finished, click Save to create the plans. A redirection to the earliest plan that was created will occur.
Tip: If this is the first service plan being created in the account, create only one plan and leave Copy Times From set to Enter times manually. After it's created, continue to build out future plans in bulk and pull the times from this first plan.
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