Explore

Resources

App Use Overview

Mindshifts

Information is firewalled and siloed → Information is flexible and evolving

Control is centralized → Control is multi-tiered

Database is not ancillary → Database is central

Database itself changes slowly → PCO Evolves

Changes require major considerations → Experimentations are okay

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Fundamentals

Every person will have a profile

People profiles are connected in households

We can build lists of people based on data we have in the system

We can put an individual in workflow, in which we manually track their movement along a series of repeatable steps

Logging In

Head over to

https://accounts.planningcenteronline.com/⁠

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Bookmark this page

Anatomy of PCO

Top Centric Menus Design

Switching between Apps

App-centric menus

Search Bar

Your Profile

Help Button

Blue Buttons with Chevrons: ACTION Buttons

Gear Icons: Settings

Pencil Icon = edits

People

Lists

Search based on activity in apps, custom fields, pre-built fields

Option to refresh daily

Share list

List includes

exact matches

all household members

household children of matches

household adults of matches

primary contact of matches

Inactive profiles

Email (plus templates)

Automations (see bulk actions)

Mailchimp synch

Bulk Actions:

People

Change fields

Add to workflow

send email

set background check

order background check

Group

Add to group

Remove from group

Registration

Services

Add to team

add/remove tag

send email

Check-In

Check-in to event

Export CSV

Export Report

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https://pcochef.com/⁠

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