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Planning Center chat

Use chat to coordinate plan changes with your Services team or share prayer requests and other life updates with your group members! You can start, participate in, and manage conversations easily from the toolbar on any product page in Planning Center. 

Tip

In addition to using chat in the toolbar, team or group members can access their conversations in the Services mobile app or Church Center mobile app.

Who can chat?

Anyone with a scheduler permission level or higher in Services can start a conversation with everyone on the team or only the team members scheduled for a specific plan date.

Depending on a group's settings, leaders only or leaders and members of the group can start a conversation with everyone in the group.

Warning

Children under 13 years old cannot read or participate in conversations. See Planning Center's privacy policy for more information.

Start a chat

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  1. From any product page, select the 💬 chat icon in the toolbar on the right side of the page.

  2. Select New conversation.

  3. Select one of the teams you lead or one of your groups. If you don't see what you're looking for, select the 🔍 search button to look for teams you lead and filter by a specific plan.

  4. For groups: Add a conversation title, and then select Start conversation. Add a message to begin the conversation; if a message is not added, only the conversation owner can see the empty conversation.

    For Services teams: Select the Filter by plan toggle and choose a specific plan from the dropdown if necessary, then select Start conversation.

Manage chat conversations

Conversations can be muted, edited, deleted, frozen, or reviewed from the toolbar.

Mark all conversations as read

Select Mark read at the top of the conversation list to turn off unread notifications.

Mark single conversation as read

  1. Hover over a conversation and select the three-dot menu.

  2. Select Mark read to turn off unread notifications.

Mute a conversation

Anyone can mute a conversation for themselves.

  1. Hover over a conversation and select the three-dot menu.

  2. Select Mute to stop future notifications.

Delete a conversation

Only the conversation owner, team leader, or group leader can delete a conversation. To delete a conversation:

  1. Select the conversation from the list.

  2. Select the ⚙️ gear icon to view the Conversation details.

  3. Under Settings, select Delete conversation to remove the conversation permanently. 

Edit or delete a message

Team or group members can only edit or delete their own replies. Team or group leaders can delete any message in any conversation.

  1. Select the three-dot menu next to a message.

  2. Choose Edit Message or Delete.

The read receipt indicators and timestamps are hidden for past messages to keep things tidy. To view these details, select a message to expand it.

Freeze a conversation

Team or group leaders can freeze a conversation, which only allows leaders to post messages.

  1. Select the conversation from the list.

  2. Select the ⚙️ gear icon to view the Conversation details.

  3. Under Settings, select the toggle next to Freeze conversation. This turns off replies for everyone except leaders.

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