Shep for Planning Center

Planning Center has the names. Shep has the story.

Connect Planning Center once. Your people, households, groups, and serving teams come over, and your team gets one place to keep up with how each person is doing.

14 day free trial. No card needed.

SM
Sarah Mitchell
Shepherd: Dana Brooks
  • Baptized on Sunday
    Milestone, 2 days ago
  • Got the job she interviewed for. Starts Monday.
    Note by Mike, yesterday
  • Joined a small group
    Milestone, 3 weeks ago
  • Coffee with Sarah
    Task for Dana, due Thursday
  • First visit
    March 2, from Planning Center

Open on Sunday. Open on Tuesday too.

Planning Center runs your week. Shep is where your team goes every day to see what is happening in people's lives.

Stays in Planning Center

Your system of record

  • People and households
  • Groups and who attended
  • Serving teams and schedules

Lives in Shep

What your team opens every day

  • Each person's story: notes, wins, milestones
  • A shepherd for every person
  • Follow up tasks with an owner and a date
  • Private 1 on 1s
  • Birthdays and anniversaries coming up

What your team does with it

Guest follow up

A first visit starts their story.

When a first visit lands in Planning Center, Shep adds it as a milestone. Give them a shepherd and a next step, so follow up belongs to a person and not a list.

Notes

Notes the whole team can find.

A note lands on the person's story and in the team feed. Nobody chases updates in a group text. 1 on 1s are always private.

Next steps

Journeys with owners and dates.

Lay out the steps your church already walks people through. Everyone on a journey has someone walking with them and a next step.

What comes over, and what stays yours

  • People, households, groups, and serving teams come over from Planning Center.
  • It stays current. Shep syncs every day and when something changes.
  • You choose who comes in by Planning Center membership status.
  • Nobody shows up twice. People you already added are matched.
  • Your notes are never overwritten. Stories, shepherds, and journeys belong to Shep.
  • Planning Center stays the source of truth for names, phones, and emails.

Connected in three steps

  1. 1

    Connect

    The church Owner signs in to Planning Center from Shep.

  2. 2

    Choose who comes in

    Pick the membership statuses you want to see in Shep.

  3. 3

    Invite your team

    Admins, Leaders, and Shepherds. Shepherds are always free.

Church plan. $79 a month.

Planning Center sync, unlimited people, unlimited journeys, and 6 users included. Shepherds are always free.

See pricing

Questions

Does Shep replace Planning Center?
No. Planning Center stays your system of record. Shep syncs from it and adds the relationship on top.
Who can connect Planning Center?
The church Owner, from Settings.
What if we are not on Planning Center?
The Team plan runs on your own people list. Add people by hand or import a spreadsheet, and connect Planning Center whenever you are ready.

Every person has a story worth knowing.

14 day free trial. No card needed.