Finalizing (Locking) Services

Service flow details can be "locked" (also know as "finalized") once the planners feel the flow will no longer be changed. Given that security level 2 Planners can change the service flow and service details, many churches also allow security level 2 Planners to lock and unlock services. But in some cases, churches may want only a Planner with an elevated security level to do the finalizing. To accommodate this, your church account can be configured with the security level you'd like to permit to lock and unlock services.


  1. Click on wheel/cog icon to the left of the circle with your initials.
  2. Click on Account Settings
  3. Click the "Edit" button
  4. Select the minimum security level to finalize/unlock services and use dropdown to select

    Screenshot 2024-05-13 at 9.46.30 PM.png

  5. Click Save


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