Planning Center Integration

Available on the Voice Pro plan.

Connect your Planning Center account to let your voice agent access real-time information about your church's groups, events, and ministries. When callers ask about upcoming events or small groups, the agent can give them accurate, up-to-date answers.

What the Integration Does

Once connected, your voice agent can:

• Look up events — Tell callers about upcoming services, special events, and activities from your Planning Center Calendar
• Share service times — Pull live service schedules from Planning Center Services so callers always get the latest times
• Provide event details — Share dates, times, and locations for specific events

The agent reads events and service data from Planning Center only. It does not access financial data, giving records, personal member information, or any other sensitive records. It does not create, modify, or delete anything in your account.

How to Connect

1. Open your admin dashboard and go to the Settings tab
2. Find the Integrations section
3. Click Connect Planning Center
4. You will be redirected to Planning Center to authorize access
5. Log in to your Planning Center account and click Allow
6. You will be redirected back to your dashboard with the connection confirmed

The entire process takes less than a minute.

What Callers Can Ask

Once connected, callers can ask questions like:

• "Do you have any events this week?"
• "What time is the Sunday service?"
• "When is the next men's breakfast?"
• "Do you have a youth group meeting coming up?"
• "What is happening at the church this Saturday?"

The agent draws from your Planning Center Calendar and Services data to give accurate, specific answers with real dates and times.

Keeping Data in Sync

Your voice agent pulls data from Planning Center in real time. When you update events or groups in Planning Center, the voice agent automatically has access to the latest information. There is nothing extra you need to do.

Troubleshooting

The agent is not showing updated events

Planning Center data is accessed in real time, so updates should appear immediately. If the agent seems out of date, try disconnecting and reconnecting the integration in your Settings tab.

Authorization expired

Planning Center access tokens can expire over time. If the integration stops working:

1. Go to Settings in your dashboard
2. Click Reconnect Planning Center
3. Authorize access again through Planning Center

This refreshes the connection and restores access.

The agent gives incorrect information

If the agent shares wrong details about an event or group, the issue is likely in the Planning Center data itself. Double-check the relevant event or group in your Planning Center account to make sure it is accurate.

Privacy and Security

Your Planning Center connection is secured with an encrypted access token stored in your voice agent configuration. The voice agent only reads event and service schedule data needed to answer caller questions. It never accesses:

• Financial or giving data
• Personal member records
• Donation history or pledges
• Any data outside the Calendar and Services modules

Data is cached briefly (one hour for events and service times) to keep calls responsive, and the cache refreshes automatically so callers always get current information.