Planning Center Mastery: How to Master People Forms

In this video, I will provide a detailed overview of how you can utilize forms in Planning Center People. I will cover how to create categories, utilize campus drop-downs, and add various types of fields. Additionally, I will explain how workflow fields work and how you can use logic and conditions to customize your forms. By the end of this video, you will have a clear understanding of how to create and utilize forms in Planning Center.
If you need help or want to learn more about utilizing Planning Center better, contact us by visiting: www.threefold.solutions.
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[@scott29kelly]

Hey, I just found your channel and am super grateful for the content since I'm just starting to set up PC for our church. Just wondering if you plan to add the videos from the website series to CZcams. I would love to be able to save the whole "playbook" series as a playlist in CZcams rather than having to navigate through the website every time (and remember where I left off last time, etc). Either way, thank you for making these videos. I can already tell they will be an important resource for me in this project.

[@ThreefoldSolutions]

Thanks for the comment Scott. We will be adding some of the playbook videos here but also plan to add additional content to the CZcams channel that won't be found in the playbook series.

[@scott29kelly]

@@ThreefoldSolutions Can't wait. Super helpful content!

[@vjrvideo]

Good tutorial. There is a way to use a tablet at the lobby as an kiosk for the visitors to complete the form? If yes, there is a way to show one question/field per screen (like typeform)?

[@ThreefoldSolutions]

There isn't a way to display your questions on a single screen (like typeform or survey monkey) but you can use those 3rd party forms and then link them to Planning Center using a new add-on called "Form Forward". So when someone fills out your typeform, they can have the information ported directly into a People workflow for follow up later. You can check it out here: app.formforward.io/sign-up

[@Joeycrochet]

Is the form still public if a person is to login or do you have to share the QR code to direct people to the form

[@ThreefoldSolutions]

Sharing the QR code just directs people to the form. If the person has an account, they will be asked to login, if they do not, they can fill out the form and an account will be created. Hope that helps!