Worship Planning 101 - 2.1 - Adding and Editing People

In this video, we’ll walk through how to add and edit people in Worship Planning—an essential step for building your volunteer teams and managing event assignments. 

Let’s say someone new wants to start helping out. Great! First, you’ll need to create their profile in worship planning. To do this, navigate to the People tab. With People selected in the left panel, click All People and then the Add Person button in the upper right corner. 

If you haven’t integrated with a Church Management Software (CHMS), you’ll be taken directly to the New Person Editing page. If you have integrated with a CHMS, you’ll first be prompted to search for the person you want to add. If they already exist in your CHMS, you can easily import them into Worship Planning.  If the person isn’t found in either system, click Create User to manually add them. On the New Person Editing page, enter their contact information, upload a picture, and set their user type and permissions. If you’ve already created teams, you can assign them to a team right away. 

You can also assign skills based on the roles you’ve set up, making it easier to match people with the right responsibilities. Once everything looks good, click Save. The new user will now appear in your People list. 

To make changes to an existing user, simply click the Edit icon next to their name. This allows you to update their details, change team assignments, or adjust permissions as needed. 

Adding and editing people is a quick and flexible way to keep your worship planning environment organized and ready for action.