A church with a rota-driven visitation team and twenty-five staff seats
The church
About 4,400 people, with Planning Center connected and syncing. Ten months on CareNote.
What they set out to do
Staff visitation as a rota, so coverage is planned rather than remembered.
How it works now
The schedule is the work at this church, not the queue. The church has built more than sixteen hundred visitation schedules with hundreds of assignments hanging off them, plus an on-call rota, and each visitor logs their own contact against the person they saw. Forty-eight groups organize who belongs where, so it is clear at a glance who is due and who is covering.
Automations carry the routing. Twenty-two of them create care work automatically, nineteen tied to a category, so a need reaches the right people the moment it appears, whether it was typed in or arrived on a Planning Center form. Contact goes out by whatever channel suits the person: an email, a phone call, a text, or a visit at the door.
What it takes
Twenty-five paid seats, forty-eight groups, and a standing schedule everyone works from.
By the numbers
- 1,610
- visitation schedules built
- 667
- visit assignments on the rota
- 414
- pastoral touchpoints recorded
- 48
- groups organizing who covers whom
Is this your church?
If your care model is a visitation rota staffed by many people rather than a queue owned by one, build the schedule in CareNote and let each visitor log their own contact.
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.