Help center
FlockConnect Help and Setup Guides
This is the FlockConnect help center. Each guide below explains how one part of FlockConnect actually works, in plain language, scoped to what the product does today. The guides are public, so a pastor can read exactly how their people's data moves before they ever sign up. If a guide does not answer your question, our support team is one email away.
Bringing your people in
Every church already keeps its records somewhere. FlockConnect adds the relational layer on top of that system rather than replacing it, so the first step is getting your people in. There are two paths.
If your church uses Planning Center, you connect through the official two-way Planning Center integration, the one system FlockConnect syncs with directly. Every other church management system comes in by CSV import: you upload a file, map the columns, and review before anything is created. The guides walk through both, start to finish.
- Connect Planning Center, the one two-way integration FlockConnect syncs with directly.
- Import people from any other church management system by CSV, with column mapping and a review step.
- Send member assessments by email first, with a secure link. Members never log in.
- Follow up by limited SMS only when an assessment is uncompleted, with consent and opt-out respected.
- Write a pastoral follow-up to a connected calendar using generic text and a secure link, after a person approves it.
How member assessments and reminders work
FlockConnect is pastor-facing. Members never log in or hold an account. When a church sends a member assessment, it goes out by email first, with a secure link, so a member can answer a few simple questions without signing up for anything.
If an assessment goes uncompleted, a limited SMS reminder can follow, with consent and opt-out respected, and it never carries sensitive care content. The member assessments guide and the SMS reminders guide explain exactly what is sent, when, and what is not.
How calendar writeback works
FlockConnect can place a pastoral follow-up on a connected Google or Microsoft calendar so it does not get lost. The event uses generic text and a secure link, so the details of who needs care never travel inside a calendar invite.
Nothing reaches a calendar on its own. A person reviews and approves what gets written. The calendar writeback guide shows how that approval works and what the event looks like.
A note on Collie and approval
Several guides mention Collie, the advisory assistant. It is worth saying plainly in one place: Collie can surface who looks isolated and draft a note or a next step. It never sends a message, writes to a connected system, or acts on its own.
A person reviews and approves every external action. The guides describe what Collie drafts and where a pastor signs off, so there is no confusion about what is suggested and what is sent.
When a guide does not cover it
These guides cover setup and the launch behavior of FlockConnect. They do not cover account-specific settings or anything tied to one church's private workspace, by design, since this help center is public.
If you have a question a guide does not answer, email our support team. If you would rather see the product first, you can walk through pricing or arrange a demo from the links below.
Still have a question?
FlockConnect is built and supported by a real person. Email support, or see how FlockConnect is priced.