Planning Center Online Migration Guide

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Using PCO Groups as a Group Leader

Group Leaders

When you are made a Group Leader in PCO, you will receive an email prompting you to set a password. This password will give you access to log into PCO on any device and manage your group. In order to set a password, you will receive a code from PC to your email address:

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Enter the code in the prompt that appears:

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Once you enter this code, you will be allowed to enter your password. After you have entered your password, you will have access to your group page:

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Click anywhere on the group square to access your group.

Members

If you look at the left panel, you will see “Members” if highlighted in orange. That tells you that you are on the members page. Here you can see a list of all of the members in your group:

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Use the green button on the right side to invite members to your group. You can enter their email address, and send them a personal message:

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There are 3 buttons at the top of your list:

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The first one allows you to send an email to the members of your group. You may choose to email all members, or you may select the members that you wish to email using the checkboxes to the left of the person’s name on the list.

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The second button allows you to print a pdf of your list. The pdf will get emailed to the email address that you log in with.

The third button will generate a csv file of your list. CSV stands for “comma separated value”, and is a format that can be opened with Excel or Google Sheets.

You can use the search bar above your list to search for members in your group:

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In the case above, there is no one in my group named “Jane”.

Events

The next tab down is for “Events”:

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If you want to create a new event for your group, click on the green button on the lower right-hand corner of the screen. You will then see this screen:

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Most of the field entries here are self-explanatory. You have the ability to send a reminder to everyone on your list 3, 7, or 10 days prior to the event.

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Scrolling down will show where you can set the location of your event:

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If it is an online event, choose “Virtual”, and the location will change to prompt you for the URL.

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Once all of the details of your event have been entered, be sure to click “Create event”:

You will then see the following screen:

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An email will be sent to the leader’s email address 10 minutes before the start of the event with a link to take attendance for your event.

Resources

Turning back to the left-side panel, the next option is the “Resources” tab:

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Here you can add files and links to your group that you might find useful. Either green button on this page will open up the following screen:

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You can change the visibility so that either Leaders or Members can also have access to these files and/or links.

Settings

The settings page will often be pre-set for you by a staff member, but there may be a few changes that you might want to make. Options for things you might want to update here include:

Editing the Group Description

Modifying the Meeting Schedule if needed

Updating the Contact Person for the group (useful for groups with multiple leaders)

REPORTS

Overview

This page provides you with metrics on your group’s activity. You can see metrics about your member retention and attendance rates over time. Accurate data keeping and attendance recording will help make this information more valuable.

Attendance

The Attendance Report is useful in looking at the overall attendance of your group over time. It may not be something that you choose to use until your group has been established for a while.

Additional Resources

Video by Amy Gage

https://www.loom.com/share/0367ce54c90647eca9be08829752311d

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https://www.loom.com/share/0367ce54c90647eca9be08829752311d⁠

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Resources from PCO:

Video by Planning Center Online:

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https://pcogroups.zendesk.com/hc/en-us/articles/360006319853-Introduction-to-Groups-for-Leaders⁠

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Group Leaders

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https://pcogroups.zendesk.com/hc/en-us/articles/360016079234#GroupLeaders⁠

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