Using the Lists feature in Planning Center People, you can create a list of attendees. You can share lists with others or print them using reports.
Important
This process requires access to People. If you don't have access, ask an administrator to take this step or to give you permission.
To create a new list, click New List from the Lists page in People.
Notice
Refer to the Lists article for detailed instructions on creating a list.
To communicate with those parents who checked in their children at your service, create a list with these rules.
Email the people on the list results, or send them a text.
See who's not using a mobile pass and automatically send them one!
Set the list to exclude those with Barcode/Mobile Pass on their profile.
Create an automation to send them a mobile pass, and set the list to auto-refresh.
If you add age or grade filters to your locations, children without a birthdate or grade will see a message that there are no locations to check in to. Create a list to find children in your database who don't have an age or grade on their profile and set the list to show their household adults.
Once the list is created, you can email those adults asking them to update their child's grade! To find out how parents can update their children's profiles, check out this article: Help People Update Their Own Profiles
Find children who first attended one of a few select locations in the last five days and were also new profiles within the last five days.
Tip
You can run this list without the second rule to account for people who may have been part of your church for a while but just started attending your event within the last five days.
Once you have this list, you can create an automation to add these kids to a workflow and move them through the welcome process for new attendees!
If you'd like to find children who normally attend but missed the last X weeks, you can create a list to find those children. Here's an example of a list that finds children who usually attend but have missed the last two weeks. You can edit the time parameters to fit your specific needs.
Tip
Set the list to auto-refresh, so it stays up to date!
Once you have this list, create an automation to add these kids to a workflow with the classroom leader as the default assignee. The classroom leader will be notified when a person is added to the list.
Create a list to find those in your database without phone numbers.
Once you have the list results, you can make changes in the database itself or a CSV file.
Tip
You could also reach out to the people in the list results and have them update their contact information on Church Center or create a form to update their contact information.
Pro-Tip: Use an email template, list refresh, and an automation to automatically ask people to update their contact information.
If you don't have many profiles to change, you can edit them one by one from the list results.
Click the name of a person in the list, edit their phone number, and move to the next person on the list.
The CSV file will show all phone numbers for the user profile if you choose to export all available data. If you have a bunch of profiles that need changes, you can update them from a CSV file.
Click the button export the CSV file, make the changes in the file, and then import the file.