Setting Up a New Calendar Account

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Welcome to Calendar! This article will help you get up and running and provide you with a few links to learn more. This is the best place to start!

Once you're subscribed, you're ready to get started setting up the application. 

Calendar can be used on the latest version of any browser, such as Safari, Chrome, Firefox, and Microsoft Edge and can be downloaded as an app on iOS and Android.

Planning Center Calendar is designed to help you and your church manage your facilities. Streamline room and resources requests and keep track of when and how your facilities are used, which prevents conflicts and double-bookings. Calendar is for the Facilities Manager, Maintenance Crew, Department Heads, and Church Staff but not the general congregation. Events can only be created, and rooms or resources can only be requested, by someone with permissions in Calendar.

Once an event is created and approved, it will look like this:

Let's show you how to do that!

Add Approval Groups

Approval Groups are groups of people who approve rooms and resources for events. Approval Groups can have one or multiple people in them, and they can be attached to one or multiple rooms or resources. Approval Group members will receive an email notification to approve or reject resources and see this icon when a room or resource is requested.

To create Approval Groups, you need to add people to Calendar and give them appropriate permissions. The events coordinator, custodial staff, and security manager are great examples of people who need access.

Add Rooms and Resources

Rooms and resources are physical items located at your church, such as the Sanctuary and Folding Chairs. Both rooms and resources have optional questions that may be added to further evaluate the reservation request.

Use folders to organize the rooms and resources.

Create Tags

Tags organize your events based on information that makes them alike. Assign a tag to multiple events and filter the calendar to view all those events.

When you first create a tag, we give you options for your tag groups. Choose from those tag groups or create your own.

Create Your First Event

Now that you have your approval groups assigned to rooms and resources, and you have created tags, you're ready to create your first event! Set your schedule and request rooms and resources, and then wait for approval.

As approval groups approve or reject requests, the Event Owner will receive emails, and all activity will be logged in the Activity tab.

Once you've gone through those steps, you are ready to create more events to be approved and keep your church on track!

If you want to dive in a little deeper, we have created a training video that will continually be updated. It's 45 minutes long and has chapters for you to jump around easily. It also links to all of our articles throughout the video.

 

Get Help & Support

If you need any help as you're getting set up, we are here to help you! The best way is by clicking the question mark in the upper right when you're logged in. When you click that, you'll see this helpful dialog box.

Help & Support Box
  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.
  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.
  3. Type in what you're looking for. This will search our online manual and return articles on that topic.
  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. This might include the event, location, person you're working with, the station name you're checking people in on, or the type of printer you're working with. The more specifics you send our way, the better we can help!
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