People 360 guide

How to See Each Person's Whole Church Story in One Place

When a pastor asks "How is Sarah doing?", the answer is spread across People, Groups, Services, Giving, and Check-Ins. Here is how to bring it together.

Why one person's story gets scattered

Planning Center is great at running each ministry. But each product keeps its own piece of the picture, so seeing one person fully takes time most staff don't have.

5

Planning Center products holding pieces of one person

10+ min

to look someone up by hand before a meeting

1 page

with People 360

What a full picture should include

  • Groups: Which groups they are in and whether they have been attending lately.
  • Serving: Teams they are on and how often they have been scheduled.
  • Giving (finance team only): Whether they give regularly, never the amounts unless you have access.
  • Milestones: Baptism, membership, classes, and the dates your church chose to track.
  • Household: Who they are connected to at home.

Connection, described in plain words

Numbers and scores can feel cold. People 360 describes involvement in simple words, so a leader knows where to start a conversation.

Connection stagesIllustrative example
Deeply ConnectedIn a group, serving, and giving
ConnectedTwo of the three
Partially ConnectedOne of the three
Not Yet ConnectedA great place for a personal invitation

Words, never scores. Stages describe involvement, not faith.

Before and after

The usual way

  • Open People, then Groups, then Services
  • Ask the finance person to check giving
  • Dig through workflows for a baptism date
  • Still not sure who to talk to

With Ministry Lens

  • Search a name once
  • See groups, serving, and milestones together
  • Giving shows only for finance access
  • Know the next caring step

How Ministry Lens helps

People 360 reads one person live from Planning Center the moment you open them. Nothing personal is copied or stored in Ministry Lens, and nothing is ever changed in Planning Center.

People 360Illustrative example
Sarah Mitchell

Sarah Mitchell

Member

Deeply Connected

Small group

Young Families Tuesday

Leader: David Chen

Serving

Guest Services

Greeter

Sun 9am · Guest ServicesConfirmed
A person's whole story in People 360 (illustrative example).

Look up anyone in seconds

Connect Planning Center and search any name. Your free trial includes People 360 and every other feature.