Embark on a seamless journey of customizing your Planning Center People experience. Ready yourself to explore the intricacies of template modification, delving into the depths of this powerful platform. With just a few simple steps, you can transform the look and feel of your online community, tailoring it to your unique needs and preferences.
The beauty of Planning Center People lies in its flexibility, allowing you to effortlessly switch between various templates. Whether you seek a modern and sleek design or a more traditional approach, the platform empowers you to find the perfect complement to your organization’s identity. Transitioning between templates is a straightforward process that can be completed in a matter of minutes, granting you the freedom to experiment and discover the template that resonates most strongly with your congregation.
As you embark on this transformative journey, remember that each template offers a distinct collection of customizable elements. Embrace the opportunity to personalize these elements, including colors, fonts, and images. By harmonizing these design choices with your organization’s branding, you can create a cohesive online presence that reflects your mission and values. Unleash your creativity and let your template metamorphosis inspire connection, engagement, and growth within your community.
Selecting the “Edit Template” Option
To edit a template within Planning Center People, locate the template you wish to modify within the template library. Once found, hover over the template and select the “Edit Template” option that appears.
Accessing the Template Editor
Upon selecting “Edit Template,” Planning Center People will open the template editor, where you can customize various aspects of the template, including its name, description, categories, and settings. Editing a template involves making changes to these elements based on your specific needs and preferences.
Editing Template Elements
The template editor provides a user-friendly interface that allows you to edit the following elements:
| Element | Description |
|---|---|
| Name | Change the template’s name for easy identification |
| Description | Provide a brief description of the template’s purpose and use |
| Categories | Assign categories to organize and group the template for easy sorting and retrieval |
| Settings | Configure various settings related to the template’s functionality, such as visibility and permissions |
Customizing the Template
Once you’ve chosen a template, you can customize it to fit your specific needs. Here are a few tips:
- **Add or remove fields:** You can add or remove fields from your template by clicking the “Edit” button in the top right corner of the template preview. This will open the template editor, where you can drag and drop fields onto your template.
- **Change the order of fields:** You can change the order of fields by dragging and dropping them on the template preview.
- **Change the appearance of fields:** You can change the appearance of fields by clicking the “Style” tab in the template editor. Here, you can change the font, size, and color of fields, as well as add borders and backgrounds.
- Edit advanced CSS: If you’re comfortable with CSS, you can edit the advanced CSS of your template to make even more changes. To do this, click the “Advanced” tab in the template editor and then click the “Edit CSS” button. This will open a CSS editor where you can make changes to the CSS of your template.
| Element | CSS Property |
|---|---|
| Field label | label { font-size: 14px; color: #333; } |
| Field input | input { width: 300px; height: 25px; padding: 4px; border: 1px solid #ccc; } |
| Button | button { background-color: #444; color: #fff; padding: 10px 20px; } |
Saving the Template
Once you have made your changes to the template, it is important to save them so that they can be used in the future. To save the template, click on the “Save” button at the top of the page. A pop-up window will appear asking you to confirm that you want to save the changes. Click on the “Save” button again to confirm. The template will be saved and can be used again by clicking on the “Use Template” button.
Saving a Template for Sharing
If you want to share your template with others, you can save it as a file. To do this, click on the “Export” button at the top of the page. A pop-up window will appear asking you to choose a format for the file. Choose the “CSV” format, which is a comma-separated value file that can be opened in a spreadsheet program such as Microsoft Excel or Google Sheets. Click on the “Export” button again to save the file.
Importing a Saved Template
If you have a template that you want to import, click on the “Import” button at the top of the page. A pop-up window will appear asking you to choose a file to import. Navigate to the location of the file on your computer and click on the “Open” button. The template will be imported and can be used again by clicking on the “Use Template” button.
Customizing the Template
Once you have imported a template, you can customize it to fit your needs. To do this, click on the “Edit” button at the top of the page. A pop-up window will appear allowing you to make changes to the template. You can add or remove fields, change the order of the fields, and change the labels for the fields. Click on the “Save” button to save your changes.
Sharing the Template
If you want to share your template with others, you can click on the “Share” button at the top of the page. A pop-up window will appear allowing you to enter the email addresses of the people you want to share the template with. Click on the “Share” button again to send the email. The people you share the template with will receive an email with a link to the template. They can click on the link to open the template and use it in their own forms.
Applying the Template to a Group
To apply a template to a group, follow these steps:
- Navigate to the “Groups” tab in Planning Center People.
- Click on the group you want to edit.
- In the “Settings” section, click on “Edit Group Details”.
- Scroll down to the “Template” section.
- Click on the dropdown menu and select the template you want to apply.
- Click on the “Save” button.
The template will now be applied to the group. All new members added to the group will automatically be assigned the roles and permissions defined in the template.
Customizing the Template
You can customize the template to fit the specific needs of your group by following these steps:
- Navigate to the “Templates” tab in Planning Center People.
- Click on the template you want to edit.
- In the “Template Settings” section, make the desired changes to the roles and permissions.
- Click on the “Save” button.
The template will now be updated with your changes. Any new groups that are created using this template will inherit the updated roles and permissions.
| Role | Permissions |
|---|---|
| Administrator | Full access to all group settings and member information. |
| Member | Can view group information and participate in group discussions. |
| Guest | Can view group information but cannot participate in group discussions. |
Updating the Template
To update an existing template, follow these steps:
- Navigate to the “People” module in Planning Center Online.
- In the left-hand menu, click “Templates.”
- Locate the template you want to update and click “Edit.”
- Make the desired changes to the template, such as adding or removing fields or changing field labels.
- Click “Save” to apply the changes.
Deleting a Template
To delete a template, follow these steps:
- Navigate to the “People” module in Planning Center Online.
- In the left-hand menu, click “Templates.”
- Locate the template you want to delete and click the “Delete” button.
- Confirm the deletion by clicking “OK.”
Import & Export Templates
You can import and export templates to share with other churches or organizations. To import a template, click the “Import Template” button in the “Templates” tab. To export a template, click the “Export Template” button.
You can export templates in two formats: JSON and XML. JSON is the recommended format for exporting templates. XML was the original export format and is still supported for backward compatibility.
| Format | Description |
|---|---|
| JSON | JSON (JavaScript Object Notation) is a lightweight data-interchange format that is easy to read and write. JSON is the recommended format for exporting templates because it is more compact and easier to parse than XML. |
| XML | XML (Extensible Markup Language) is a markup language that is used to encode data in a structured format. XML was the original export format for templates and is still supported for backward compatibility. However, JSON is the recommended format for new templates. |
Deleting a Template
To permanently remove a template from your account, follow these steps:
- In the navigation bar, click People.
- In the left-hand menu, click Templates.
- Find the template you want to delete and click on its name to open it.
- Click the Settings button located on the top-right corner of the page.
- Scroll down to the bottom of the settings panel and click Delete Template.
- Confirm the deletion by clicking OK.
- The template is now permanently deleted from your account.
Additional Information
When you delete a template, it will no longer be available for use in any new forms. However, any existing forms that were created using the deleted template will not be affected.
If you need to recover a deleted template, contact Planning Center Customer Support.
| Item | Description |
|---|---|
| Settings Button | This button provides access to various settings for the template, including the ability to delete it. |
| Delete Template Button | This button initiates the deletion process for the template. |
How To Change Template In Planning Center People
To change the template for a person in Planning Center People, follow these steps:
- Click on the “People” tab in the top navigation bar.
- Search for the person you want to edit.
- Click on the person’s name.
- Scroll down to the “Template” section.
- Select the new template you want to use from the dropdown menu.
- Click “Save”.
People Also Ask About How To Change Template In Planning Center People
How do I create a new template in Planning Center People?
To create a new template in Planning Center People, follow these steps:
- Click on the “Settings” tab in the top navigation bar.
- Select “Templates” from the left-hand menu.
- Click on the “Create Template” button.
- Enter a name and description for your new template.
- Select the fields you want to include in your template.
- Click “Save”.
How do I delete a template in Planning Center People?
To delete a template in Planning Center People, follow these steps:
- Click on the “Settings” tab in the top navigation bar.
- Select “Templates” from the left-hand menu.
- Hover over the template you want to delete.
- Click on the “Delete” button.
- Confirm that you want to delete the template.
Can I share a template with other users?
Yes, you can share a template with other users by clicking on the “Share” button in the template’s settings.
