Using Parable
Choose your next task and find the guidance already available for your team.
Start with the task you want to accomplish. You do not need SQL knowledge to use People, Ask Parable, reports, or dashboards.
Get oriented
Create your organization, connect Planning Center, and follow the first import.
Understand organization context, connected data, and access before exploring.
Work with people and your team
Search the directory, save reusable filters, check list freshness, and export an audience.
Review engagement, current groups and attendance, activity, and giving restrictions.
Understand organization roles, ownership, and separate giving access.
Invite members and manage roles and giving levels with the current Team controls.
Understand participation
Understand the giving labels your team sees and how to use them for follow-up.
Read how activity, categories, tiers, and warning lights describe participation.
Explore follow-up examples and the access their actions require.
Connect and explore your data
Connect available sources and manage the actions your organization permits.
Read import states, recover failed connections, and choose a manual action.
Run safe queries, return to saved SQL, and export the right result set.
Ask questions and use your home overview
Start a useful question, check the answer, and return to or share a conversation.
Choose your overview cards, understand their periods, and explore a result in chat.
Manage settings and billing
Update your name, notification preferences and advertising measurement choice.
Keep the intended organization selected and find its shared settings.
Read usage and invoices, and understand which actions require billing management.
Explore the application
| Your task | Where to start |
|---|---|
| Find a person | Find and filter people, then read their profile. |
| Return to an audience | Reopen a saved segment or Planning Center list. |
| Ask about your data | Ask a question, or explore a home widget. |
| Return to analysis | Open Reports or Dashboards for the work you can access. |
| Check an import | Open Apps from the workspace menu or Settings → Apps, select the installed Planning Center app, and review Connections or Activity. See Understand sync progress. |
| Manage your account or workspace | Manage personal settings or choose your workspace. |
Navigation and actions depend on your permissions. Check the selected organization before working, and ask your administrator about unavailable sections or restricted giving information.