The guides we hand churches most often — migration planning, giving, permissions, Check-ins, and governing the data you already hold. Every one is free; leave an email address and we'll send it over.
The key reasons churches migrate to Planning Center, and how it supports growth once you are there.
A complete walk-through of moving your donors to Planning Center Giving, and answers to the questions that come up along the way.
A best-practice guide to managing permissions, so the right people see the right data and nobody sees what they shouldn’t.
What to expect when you make the switch, week by week, so you can plan around it.
The key steps to a successful Check-ins launch, in the order we work through them with churches.
Every AI concern a church names is about what comes out. Every AI incident a church has is about what went in. This is the toolkit for the second one — written for the person who holds the database.
A PDF gets you started. These three are what churches reach for next — one you can install in your own account today, and two that bring the whole team along.
Everyone with no attendance, no giving and no group activity in a recent window — the people who have gone quiet while nobody was watching. A bookmark installs the list into your own Planning Center account.
Get the listFirst-time guest follow-up, volunteer onboarding, next steps, pastoral care and giving follow-up — the exact steps and email copy we use with clients. Sent to your inbox.
Get the workflowsAdmins learn to configure Planning Center correctly and keep data clean; staff learn to use it day to day without constant help; volunteers get simple, clear guidance. Ongoing, because your team changes and Planning Center evolves.
Explore the Playbook