The Best Planning Center Integrationfor Pastoral Care

CareNote is the only pastoral care app with deep, real-time integration into Planning Center.

Why Integration Matters

Most pastoral care tools lack proper Planning Center integration, forcing churches to rely on manual processes where care requests get lost and follow-ups fall through. CareNote offers the deepest Planning Center integration available, transforming your forms into powerful care workflows with automated request handling, volunteer coordination, and expense tracking. Eliminate disconnected systems and let your team focus on what truly matters: caring for your congregation.

Grief Care Automation

Forms trigger automatic care requests, instantly routing to your grief team. No coordinator bottleneck.

Prayer Request Management

Free volunteer accounts let your prayer team respond instantly to requests from Planning Center forms.

Benevolence Tracking

Built-in expense tracking for benevolence requests, with complete history and reporting per congregant.

How CareNote Integrates with Planning Center

A seamless three-step workflow that transforms your pastoral care process

Form Submission

Planning Center form is submitted requesting care

Automatic Routing

CareNote creates and routes the request to the right team

Care & Synchronization

Care is provided and all notes sync back to Planning Center

Planning Center Form Submission

Church member submits a care request through your existing Planning Center form
Information is securely captured including the type of need, urgency, and contact details
No need to create separate forms or portals for your community

Automated Care Requests from Planning Center Forms

Replace spreadsheets and disjointed workflows with automated care request handling:

Forms submitted in Planning Center automatically create care requests in CareNote

Custom routing rules ensure requests reach the right team members

Real-time notifications keep your team informed and responsive

Eliminate manual data entry and reduce response times

1. Care Intake

2. Form Submission

3. Automatic Request Creation

4. Initial Assessment

1. Request Analysis

2. Team Assignment

3. Availability Check

4. Task Distribution

Care Request Routing to Groups & Volunteers

Eliminate coordinator bottlenecks with intelligent request routing:

Automatically route requests to deacons, pastoral teams, or volunteers

Set up custom routing rules based on request type, location, or other criteria

Enable team collaboration while maintaining privacy

Track request status and response times

Real-Time Note Syncing into Planning Center

Keep your pastoral care records synchronized across platforms:

Notes from CareNote appear instantly in Planning Center

Secure categorization ensures privacy and organization

No manual exporting or importing required

Maintain a complete care history in both systems

1. Care Delivery

2. Note Taking

3. Real-Time Sync

4. History Update

Why This Is Unique

CareNote stands apart from competitors with comprehensive integration:

True two-way sync vs. documentation-only systems

Automated routing capabilities not found in basic tools

Deep Planning Center integration unlike generic solutions

Purpose-built for pastoral care workflows

Ready to Transform Your Pastoral Care?

Connect your Planning Center account and start your 14-day free trial today.

Try CareNote Free for 14 Days