Planning Center Support & Consulting

Planning Center is a leading Church Management System (ChMS) that assists church leaders with operational tasks, allowing them to concentrate more on caring for their congregation. At Rooted Software, we are dedicated to helping churches successfully implement and utilize Planning Center. We offer consultation services, customized training, data migration, system optimization, and more. We understand that church staff have limited capacity, so we are passionate about coming alongside you to make the implementation of Planning Center as smooth as possible.

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Ongoing Planning Center Support for Your Church

Planning Center's own help articles are excellent, but sometimes your team needs more than documentation. You need someone who will get into your account with you, fix the workflow, build the report, and show your staff how it works. That is what we do. Rooted Software is an independent consulting partner (we are not Planning Center's help desk), which means our only job is making Planning Center work for your church. And when you want that help every month, across Planning Center and everything connected to it, our Systems Success plans give you one partner and one number to call.

Testimonials

  • “Marla at Rooted Software is a Planning Center extraordinaire. Her advanced knowledge of the tools, systems, processes, and benefits of the platform has greatly helped our church. Her understanding of the various systems has empowered our team to save time, execute ministry with greater efficiency, and wisely accomplish our vision. Her availability to answer questions, explain concepts in an accessible way has provided a premium value at every level of our organization for years.”

    Charles Shannon, Lead Elder
    Mission Church (Norfolk, VA)

  • "We came to Rooted Software to help our church transition our church management software to Planning Center. We are so thankful to have found this group. They brought wisdom and expertise in the technology, and they understand the church context."

    Derek Henricks, Pastor of Care and Administration
    Grace Church (Morton, IL)

  • “Marla helped us immensely when our church transitioned to [Planning Center]. Not only did she help us migrate all the information from one church database to another, but she also helped us get beyond the basics of Planning Center so that we could take advantage of all the ways that [it] could make us more efficient in organizing our ministry.”

    James Varner, Children’s Ministries Pastor
    Colonial Baptist Church (Virginia Beach, VA)

  • “Marla is our resident expert when it comes to all things Planning Center. On more than one occasion she has taken the time to walk through various steps in the Giving module. Her patience and her insight have made training feel accessible and manageable. Marla is an excellent communicator, an effective facilitator, and an efficient leader. With her guidance, I’m confident that other churches will find training to be meaningful and that they will feel equipped with the tools they need to navigate a system that ultimately allows for energy to be spent on building up the body of believers as opposed to managing its systems.”

    Christy Moore, Financial Deacon
    Mission Church (Norfolk, VA)

What We Offer

  • Consulting

    We will help you evaluate what Planning Center modules you need so that your church processes run smoothly. All of our services begin with a free 30-minute consultation where we can hear about your church’s administrative pain points, needs, and goals.

  • Data Migration

    We can help transfer data from your legacy Church Management System to Planning Center. We’ll also help you clean up the data to ensure optimum results for launch.

  • Implementation & Strategy Optimization

    Let us take a load off your plate by setting up and organizing your Planning Center account. We can also provide feedback on how to optimize your current processes and use of Planning Center modules.

  • Training & Ongoing Support

    Now that the data and processes are in place, it’s time for your team to learn how to use the modules. We will walk you through each step in customized training sessions. We also provide support after you’ve launched Planning Center in order to help you maintain your Planning Center account.

  • API

    Custom Integrations

    Is there a software service that you need integrated with your Planning Center account? Our App Development team can build what you need and integrate it with your Planning Center account.

Frequently Asked Questions

  • Yes. Beyond implementation and training, we provide ongoing Planning Center support to help your church maintain and improve your account over time. For churches that want continuous month-to-month help across Planning Center and the tools connected to it, our Systems Success plans provide one partner for your whole operation.

  • Yes. We provide customized Planning Center training sessions built around your church's actual processes, module by module. Your team learns on your own account, not a generic demo, so the training sticks.

  • Yes. We transfer data from your legacy Church Management System into Planning Center and help you clean up the data before launch so you start with accurate, trustworthy records.

  • We work across the Planning Center suite, including People, Giving, Services, Groups, Check-Ins, Registrations, and Calendar. We can also help you evaluate which modules your church actually needs so you are not paying for tools you will not use.

If you’re interested in seeing if Planning Center would be a good fit for your church body or if you’d like input on how you are currently using It, we’d love to chat with you! Schedule a free consultation with us today.

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