Using Service Plan Templates

Templates save time when you have recurring service formats.

Creating a Template#

From an Existing Plan#

1. Create a service plan with your standard format
2. Click More → Save as Template
3. Name your template (e.g., "Sunday Morning Format")
4. Template is saved

From Scratch#

1. Go to Service Planner → Templates
2. Click New Template
3. Build your template structure
4. Save

What's in a Template#

Templates can include:

• Time blocks — Worship (15 min), Message (30 min), Response (10 min)
• Draft song slots — "Opening Song", "Second Song" (you'll fill in later)
• Transitions — Standard transition notes
• Notes — Recurring instructions

Using a Template#

When creating a new plan:

1. Click New Service Plan
2. Select From Template
3. Choose your template
4. The plan populates with template content
5. Replace draft rows with selected songs

Template Ideas#

Managing Templates#

Editing Templates#

1. Go to Templates
2. Click on a template
3. Make changes
4. Save

Deleting Templates#

1. Find the template
2. Click Delete
3. Existing plans created from it are not affected

Sharing Templates#

In organizations:

• Admins can create shared templates
• All leaders can use shared templates
• Personal templates stay personal

Related Articles:

• Creating Service Plans
• Adding Songs to Plans
• Organization Settings