A large church running a prayer list and check-in pipeline that writes back to Planning Center
The church
About 15,600 people, with Planning Center connected and every kind of pastoral note syncing back to it. Thirteen months on CareNote.
What they set out to do
Do the part Planning Center does not do, and put the result back where the rest of the staff already looks.
How it works now
A single Planning Center form is the front door, and one automation turns each submission into a care request. Prayer list and check-in are the two things people ask for, and a whole month's queue now arrives that way rather than being typed in by anybody.
A staff member owns the request, does the work, and files a report, which closes it. Most needs are closed within a week, and almost four hundred requests have been closed over thirteen months. Then the pastoral note written in CareNote appears on the person's record in Planning Center, so the people who never open CareNote still see what happened and when.
What it takes
Nine paid seats, one form, one automation, and note sync switched on for every interaction type.
By the numbers
- 29
- care requests last month, every one straight from the form
- 384 of 390
- care requests closed
- 44
- pastoral touchpoints recorded last month
- 778
- form submissions received
Is this your church?
If your church is committed to Planning Center as the single source of truth, CareNote does the assignment, the report and the closure, then writes the note back. Nobody has to check two systems.
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 4, Form-driven intake.