A multi-campus church where the whole staff shares the care desk
The church
A three-campus church of about 12,900 people, with Planning Center connected. Eight months on CareNote.
What they set out to do
Make care a competence every pastor and director owns, rather than a department one person runs.
How it works now
Needs used to be typed in and increasingly are not. Planning Center forms now bring in most of a month's care requests on their own: five automations turn a particular form into a particular kind of request, so the submission is the request. Ten categories tell whoever picks it up what kind of thing it is, from financial assistance and bereavement to hospitalization, crisis, births and adoptions, and marriage preparation.
Every pastor and director logs their own calls, notes and visits against the person's record. A written report closes the request, and most close within a week. When a family needs meals, Care Table handles the sign-up: the church posts the dates, the congregation picks one, and every sign-up so far has been confirmed. Benevolence cases carry their expenses alongside the notes, so the money and the pastoral record live together.
What it takes
Twenty-nine paid seats across three campuses, nine Planning Center forms, and five automations doing the intake.
By the numbers
- 36
- care requests last month, 25 of them straight from a form
- 132
- pastoral touchpoints recorded last month
- 120 of 136
- care requests closed
- 14
- meal sign-ups, every one confirmed
Is this your church?
If you want every pastor and director to own their own pastoral contact instead of funneling it through one person, this is what that looks like when it works.
See it set up the way you would run it
Start a free trial and build this yourself, or book a demo and we will walk through the write-up closest to how your care ministry already works.
More churches like this
Other write-ups in shape 2, Whole-staff care desk.