Planning Center Overview

Planning Center is a powerful, cloud-based church management software designed to streamline administrative and communication tasks for churches and other faith-based organizations. From scheduling volunteers to tracking attendance and managing resources, Planning Center helps churches operate more efficiently and stay organized.

Uses for ID Verification in Planning Center

Integrating IdentityCheck with Planning Center can enhance security and streamline various administrative processes, such as:

• Volunteer Verification: Ensure that volunteers are who they say they are before allowing them to work with children or handle sensitive information.
• Membership Authentication: Confirm the identities of new members during the registration process to maintain an accurate and secure member database.
• Event Security: Verify the identity of attendees checking in for events to ensure a safe environment.

Setting Up Integration with Zapier

To integrate IdentityCheck with Planning Center via Zapier, follow these steps:

1. Sign up or log in to your Zapier account.
2. Click “Make a Zap” at the top of the dashboard.
3. Search for and select “Planning Center” as the trigger app.
4. Choose a trigger event, such as “New Person Created” or “New Volunteer Registered”.
5. Connect your Planning Center account by following the on-screen instructions.
6. Set up the trigger by customizing filters and parameters as needed.
7. Click “Continue” to proceed.
8. Search for and select “IdentityCheck” as the action app.
9. Choose an action event, like “Verify ID” or another relevant option.
10. Connect your IdentityCheck account by entering your API key and following the prompts.
11. Map the necessary fields from Planning Center to IdentityCheck.
12. Test the integration to ensure it works correctly.
13. Click “Turn on Zap” to activate the integration.

Using ID Verification with Planning Center

After setting up the integration, using ID verification within Planning Center is straightforward:

1. Whenever a trigger event occurs in Planning Center, such as a new person being created or a volunteer registering, the integration will automatically initiate an ID verification request.
2. IdentityCheck will process the ID verification by checking the provided details against various databases and authentication methods.
3. Once the ID verification is completed, the results will be sent back to Planning Center and recorded as part of the person’s profile.
4. Administrators can view and manage the verification results within Planning Center, ensuring that only verified individuals are granted access to certain roles or areas.

This seamless integration between IdentityCheck and Planning Center helps maintain the integrity and security of your church’s operations, ensuring that all members and volunteers are adequately verified.