The guides we hand churches most often — migration planning, giving, permissions and Check-ins. 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.
A PDF gets you started. These are what churches move to when the whole team needs to be on the same page.
First-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