Planning Center Integration
We believe that Planning Center is the premier church management software on the market and that is why they were our first choice when picking integration partners. Their powerful software suite helps you run all aspects of your ministry from child check-ins, giving, event registration and much more.
Notebird is a pastoral care software helping churches track people interactions, assign follow-ups and record important life moments. We have remained dedicated to creating an easy-to-use and intuitive pastoral care tool and nothing more. Because this is what we focus on exclusively, it has allowed us to build a tool specifically for that purpose; helping you care for your people.
In this short article we will answer the most frequently asked question from churches using Planning Center:
What is the difference between the Planning Center People Notes feature and Notebird?
We think this is a good question and one that should be asked if you are evaluating a new technology. We will highlight some Notebird features that we think compliment Planning Center nicely.
We let Planning Center People handle demographic graphs, membership line charts and other data breakdowns. Notebird’s interface has been intentionally designed to show you the relevant and specific information in regard to pastoral care and intentional interactions with your people. When you click into a person’s profile, you’ll see care history and care tasks take center stage. No digging around or extra button clicks to find the care information you need.
Care Dashboard & Life Milestones
Our Activity Feed (Care Dashboard) is nicely laid out and shows updates in real-time as well as upcoming life milestones. Life Milestones are birthdays, anniversaries, passing of loved ones, and any other custom milestones you want to keep tabs on. Know exactly what big moments are coming up in the lives of your people.
Easily assign a task to yourself or someone on your team to follow-up with a congregant. Use tasks to assign someone to deliver a meal, send flowers and so much more. People centric tasks help you and your team take action on care needs within your church. Our Tasks page is great for Notebird users who manage others. It allows them to see what tasks are outstanding so nobody falls through the cracks.
Easy Team Management & Permissions View
Easily see who has access to what information. You can also check users’ care load. See updates broken down by user and how many tasks they have assigned to them. This helps you distribute care needs so you don’t burn out staff members or care volunteers.
Bonus: A Planning Center People profile link can be found in every Notebird person.
We have made it extremely convenient for you to navigate to a person's Planning Center profile from Notebird. There is a Planning Center link directly under a person's name in their Notebird profile. That link directs back to that individual's Planning Center profile for you to find relevant information.
Here are what others are saying about Notebird:
“Even our least tech savvy staff members found Notebird straightforward and easy-to-use.” - Zach H. (Administrator)
“We like having our pastoral notes separate from our main database. We don’t have to do dual entry because our Planning Center People account syncs with Notebird.” - David G. (Pastor)
"I just wanted to say how wonderful Notebird has been for us in just a few short weeks, especially since all of us are working remotely. Our Wellness check-ins with our congregants have been received well and are appreciated and our ability to share the information with our pastors and key staff has been so important! I just wanted to say thank you." - Pam S. (Pastoral Staff)
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Planning Center People + Notebird - Frequently Asked Questions
How easy is to link our Planning Center People account to Notebird?