Setting up Households
Posted initially by Planning Center Services
People with Scheduler permissions or higher can set up households for their team members, so that those members can set up preferences to serve based on the schedules of their family members.
About permissions to set up households:
- Organization Administrators can restrict household editing to Schedulers or Editors.
- Scheduled Viewers and Viewers cannot add household members, but they can request to have household members added for them.
From the Scheduling tab in your profile, click Edit next to Preferences.
If you have Scheduler or higher permissions, click Edit Households to edit households from any profile.
Viewers and Scheduled Viewers will have a Request Household button instead, allowing them to email any of their team leaders.
Add a Household
To add a person to an existing household or create a new household, click add a household.
Search for a person, and then click on the name of a person.
Click Join Household to join the person with the existing household, or create a new household.
To edit a household, click the household name.
Click the gear next to a person’s name to make them a primary household member or remove them. You can also add a new person to the household or remove the household completely.
