If you or your team physically sets up rooms and provides resources for events, you need a way to streamline information to the correct people. Calendar helps you find that information quickly.
If you cannot log in, follow the steps in this article.
From the events page, customize your view to help you see what needs to be done.
Make sure to include anything people will need to reserve and use for events in the Rooms or Resources tabs so that they can request and reserve the correct items for events.
If a room has certain setups you regularly rotate, add those to the room. When a person requests a room, they can choose one of those setups.
Use suggested resources to help people know what resources are typically used in the setup.
When requesting a room, people tend to forget details. You can set up questions that will remind them to consider different scenarios at the time of the request.
If you want all events to go through an approval process before they're added to the calendar, even if no rooms or resources are requested, you can use an event request form.
Anyone with access to the form's link can submit an event request and you can assign an approval group to each form.
As events are requested, you can receive email notifications about the request. From the Approvals tab, approve or reject the request, letting the event owner and managers know what changes to be made in order for them to request again.
If there are event conflicts, a Conflict Resolver can choose the appropriate event and communicate accordingly.
Although Calendar is best used online, you can run offline reports to help your team know what's coming up.
Filter the calendar based on parameters your team needs, and then click Report... to choose from our built-in reports or create your own custom report.
When you click that, you'll see this helpful dialog box.
Suggested articles will give suggestions based on the page you're on when you click the question mark.
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.
Type in what you're looking for. This will search our online manual and return articles on that topic.
Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.
Planning Center Support Team is dedicated to getting you an email response within an hour by looking into the issue in detail, asking for help from other seasoned team members, or even consulting a developer, if necessary. This type of direct assistance and shared knowledge is unavailable on the phone.
However, if you need a phone call, you can schedule one when you open a ticket.
These requests to Support can only be made by Organization Administrators:
Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
Request promotional pricing (legacy plans, church plants, Giving contract promotion)
Gain access to anything that was created and managed by someone else in the account
Restore or fully delete a canceled account
Disconnect a Stripe account
Request access to Giving (if there are no current Giving Administrators in the account)