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Services & Service Types

This section provides an overview of the Event Services and Service Reservations pages in MinistryPlatform, including the fields you'll encounter, what they mean, and different service types you can create.

When you create an Event record, there are three categories of setup items that you may need to reserve or book: rooms, equipment, and services.

Rooms should represent real rooms within your property. Equipment should include any available equipment that people can reserve at your church. You can use Services multiple ways. A service is an activity that might require one ministry to support another ministry's Event with personnel or services.

Typically, the people providing the service are not directly part of the team or department organizing the event. Using Event services, the event organizer can have a list of options to pick from and a consistent system to communicate what is expected on the day of the event. For example, you know you'll need food and beverage services for your church's annual Christmas Village, but you'll also need tech services to help you play festive music during the event. Use services and service types to differentiate the expectations for these two different event roles.

Event Services Page

This page defines in detail all the services someone can request for an Event.

Service Name
The friendly name for your event service.
Service Type
The type of event service it is (childcare, food, and so on). Use this field to group similar services together on views. You can edit service types in Lookup Values.
Unit
The unit of measure for this Service (kids, cups of coffee, and so on). Descriptive to help the user know what it is they are requesting.
Price
The cost, if any, related to this service.
Description
A brief description of your event service.
Team Group
The Group that oversees the coordination of the service.
Contact
The staff or volunteer who oversees the coordination of the service.
Standard Service
This is an optional field that you can use with a Process or custom view. Set to Yes if this Service is standard in a reservation, meaning it does not vary or require additional services or details based on the Event.

For example, you could create a Process that emails and creates a follow-up task for the Service Coordinator whenever someone submits a Service Reservation for a non-standard service to follow up with the Event Primary Contact and make any needed arrangements.

Auto Approve
Set to Yes if you want the reservation of the Service to skip any approval Process. You Processes must observe this.
Days to Remind
This is an optional field that you can use with a Process or custom view. The number of days before the service that someone will receive a reminder for that service.

For example, you want to confirm your childcare service three days before the event. So, you create a Service Reminder Email view on the Service Reservations page using the Days to Remind field as a filter. Your Service Coordinator is notified with a View Notification that there is a reservation in three days that someone needs to confirm a service for. They go to the view, select the record, and use an email template to send a reminder to the childcare coordinator.

Setting up the event service options on this page is probably the most difficult part of setting up your facilities system. We recommend that you review samples from other churches. Here's an example.

the Event Services page, including four different services types: beverage, child-care, food, and security

You can create a lot of detailed event services, but it may not be helpful in your church. For example, you may have ten distinct options in the Beverage service type (water pitcher, coffee pot, teach pitcher, five-gallon Gatorade, and more). These many options may help the people providing the service, but it may be tedious to those creating the event.

Service Reservations Page

This page lists the actual services requested for a specific event.

Event
The specific Event the request is for.
Service
The specific item required for this Event. The list of items comes from the Event Services page.
Quantity
The number of the service you need.
Location for Service
Tells the service provider where you need the service.
Notes
Use this to explain the need for this service in detail.
Cancelled
Set to Yes to cancel the request.
Approved
Set to Yes if the Service Request has been approved. This is a read-only field that is set by a Process.

Service Types

Service types define the general categories of services your church offers. You can create or edit service types in the Advanced menu under Lookup Values > Service Types. Some examples of service types include:

  • Beverages (Pitchers of Water, Coffee, Soda).
  • Food (Luncheons, Desserts for funeral receptions, and so on).
  • Childcare (Some evening events we may have where kids ministry does not have services).
  • Service Element (baptism, communion).
  • Tech (Used to request computer or A/V expertise for an event).