Adding People in Check-Ins

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People can be added to your database through a CSV import, station, or the Admin side. Once you add a person, they will be added to all applications across Planning Center, but they will not be counted against your total daily check-ins pricing until they're checked in.

CSV File

If you want to add lots of people to your database, import them with a CSV by going to People.

If you don't see People on the list or don't have access to the Importer, you don't have permissions to import the file. Reach out to one of your Organization Administrators to import the file.

switch apps

Important fields:

  • household ID
  • primary contact for households
  • mobile number
  • barcode, if used previously
  • grades
  • birthdates
  • medical notes

Once the file is imported, the people will be found when you search by name or phone number the same way as if they were added in other apps.

Station

People can be added from a Manned or Roster Station. Self Stations are not available for adding new people.

Check out this video to see how to add a person from a Manned Station or follow the steps below.

 

Search their name, and choose Add Person.

If you're starting from scratch with the person, select Add to a new household to create the person as well as their household.

  1. If people in the person's household are already in your database, select Add to an existing household.
  2. If the person is a one-time guest who is just visiting this time, Create a temporary profile for the person.

One-Time Guests

One-time guests are not added to the database, so you will not find them in Check-Ins, People, when searching a station, or in a list; however, they will show on an Event's Check-Ins tab and Reports for the session date they are checked in.
From Check Out on a Roster Station, they will be listed but are not part of the total count.

Enter the person's information by expanding the box and add other people in the household.

Create a mobile pass or barcode for easy check in next time!

Add the parent/guardian first, and then add the children to utilize the Adult default.

Admin Side

From the People tab, select Add Attendee at the top right.

Adding People through the People tab

If the person already exists, you'll see their name listed. If not, select Create A New Person and add their information. Once you've created the person, you can add members of their household.

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