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Service Plans

Service plans organize who is serving and when. Each plan is tied to a specific date and ministry, making it easy to coordinate your volunteer teams week by week and ensure every service is fully staffed.

Before You Begin

  • Set up your ministries and teams in the Serving area
  • Make sure volunteers have been added to your people directory and assigned to teams

Accessing Plans​

  1. Navigate to Serving from the main menu.
  2. Select a ministry tab at the top of the page.
  3. Click on a plan type to see the list of plans for that type.
  4. Click on a specific plan to open it.

Creating a Plan​

  1. From the plan type view, click New Plan.
  2. Give the plan a name or use the date as the name. Select the date for the service.
  3. If you would like to copy from a previous plan, choose positions only or positions and assignments. If you do not want to copy, just choose nothing. You can also copy the order of service from my previous plan.
  4. Save the plan. You can now begin assigning team members and building out the service order.

The Plan Detail Page​

When you open a plan, you will see two tabs:

  • Assignments -- Manage which team members are assigned to this plan. You can add people from your existing teams and see who has confirmed or is still pending.
  • Service Order -- Build the order of service with elements like worship songs, prayers, announcements, and the sermon.

Assigning Team Members​

  1. Open a plan and go to the Assignments tab.
  2. Click on add Position to expand it. Fill out the information in the add a position form. For category name add whatever category you like.
  3. Click on People Needed and choose volunteers to fill that position.
  4. Add members from your team roster by clicking Add.
  5. Assigned members will appear under their team with their assignment status.
  6. Click notify volunteers to notify them within the B1 app or via email.
tip

Set up your teams in the ministry settings before creating plans. This way, you will have a ready pool of volunteers to assign from.

Printing Plans​

You can print a plan for distribution to your team. Open the plan, Open the service order tab and use the Print option to generate a printable version that includes assignments and the service order. This is useful for handing out at rehearsals or posting in a common area.

info

Plans are organized by ministry. Make sure you are on the correct ministry tab before creating or viewing plans.

Next Steps​

  • Build out your Service Order with songs, readings, and other elements
  • Add songs from your library directly into the service order
  • Use Tasks to assign follow-up action items to team members