Service planning in SteepleMate helps you organize and prepare worship services, schedule team members, and manage service details seamlessly. Whether you're using a pre-built template or starting from scratch, this guide will walk you through the process of creating and managing service plans.

Step 1: Access Church Services in SteepleMate

1. Sign into Your SteepleMate Account

   • Go to SteepleMate.com and log in.
   • Click on Manage from the main menu.

2. Navigate to Church Services

   • Click Church Services in the menu.
   • Click Include Future Services to view upcoming services.
   • Use the calendar icon to select the date range for which you’d like to view and plan services.
   • Choose the service from the dropdown menu. Future services will have an asterisk next to the date. Click View to begin planning the selected service.

Step 2: Add Service Details

1. Enter Basic Service Information

   • Add details such as the minister's name, service title, and any relevant notes. These can be edited later if needed.
   • Click Schedule to move on to the next step.

2. Choose a Service Template or Plan from Scratch

   • Select a pre-built Service Template or choose Create Plan from Scratch. Then, click Create to begin.

Step 3: Assign Service Roles

1. Select Service Roles

   • Click on the Service Roles section to assign team members to specific elements of the service (e.g., worship leader, speaker, ushers, tech team).

2. Add or Modify Roles

   • If using a Service Template, roles may already be defined. If not, or if you need to modify the template, click New to add a role.
   • Enter details such as the role name and the number of people needed for each role.

3. Invite Team Members

   • Click the > icon to view more details for each role.
   • Start typing the names of individuals you want to invite to serve in each role. Once selected, click Add to save them to the role.
   • Repeat this process for all roles that need to be filled.

4. Save Your Service Plan

   • You can save your Service Plan at any time and return to it later. To add more people to a role, simply click the number field to edit.

Step 4: Manage Invitations

1. Send Invitations to Team Members

   • To invite people to serve, click Manage Invitations.
   • Review the list of team members and choose the method by which to send invitations:
     • Intra-Office Message
     • Email Message
     • SMS Message
   • Click Send [#] Invitation(s) to send out the invitations.

2. Track Invitation Responses

   • As team members accept or decline invitations, you’ll see updates in the Service Roles table:
     • A green row indicates all needed roles have been filled.
     • A white row shows all invitations for that role have been declined.
     • A yellow row means invitations are still pending.

Step 5: Adjust the Service Flow

1. Customize the Service Flow

   • Click on Service Flow to manage the detailed structure of your service. You can:
     • Add elements such as welcome, worship, prayer, sermon, and announcements.
     • Specify details for each element (e.g., worship song titles, sermon topics, scripture references).
     • Adjust the timing of each element to ensure the service fits within your desired time frame.

2. Save Changes

   • Once all details are added, click Save Changes. You can come back and edit the plan at any time to accommodate changes.

Additional Tips:

• Schedule Rehearsals: Use the Calendar feature to schedule rehearsals for the worship team or other groups needing preparation.
• Organize Songs and Sermon Notes: Use the Media Library to upload music sheets, song titles, sermon notes, and more. This keeps everything organized and accessible for your team.