You want every guest to feel known.
Here’s how it happens for you.
Every Plan a Visit and Connect Card starts a warm, personal follow-up automatically, so guests arrive feeling expected and leave feeling seen.
Plan-a-Visit Engine
Every guest arrives feeling expected and welcome
Every Plan a Visit signup starts a warm welcome automatically, with the time, place and details they need, and automatic reminders before their visit.
- A Plan a Visit ad campaign and landing page
- Welcome texts from your church’s own number
- Automatic reminders before their visit
Why it matters: When someone plans a visit, a quick, warm reply helps them feel expected, and Steeplewise sends it for you.
A guest’s welcome, start to finish
All of this happens without anyone on your team remembering to do it.
When they sign up
A warm welcome text arrives from your church’s own number with the details they need, and their info syncs to Planning Center People.
Before their visit
Automatic reminders, so they arrive feeling expected.
When they arrive
They’re welcomed as friends. A Connect Card starts its own follow-up with next steps.
After their visit
Follow-up keeps going, and any reply lands in your shared inbox with a push notification to the right person.
Guest Follow-Up Path
Know every guest’s next step at a glance
Track each person from the ad they saw to their visit and every follow-up after, so you always know where someone is and what comes next.
- Ad tracking from first click
- A guest path timeline for every person
- Every reply in your shared team inbox
Why it matters: When you can see where each person is, it’s easy to make sure no one is missed.
Signups, confirmations & reminders
Every yes gets a response. Every signup shows up ready.
Every yes gets a response. Every signup shows up ready. Event and baptism signups get confirmations with the time, place and details they need, plus automatic reminders.
See you at Family Night! Here are the details you need.
Every kind of yes, cared for
Baptism
Prompt, caring follow-up for a life-changing step.
Events
Confirmations with the time, place and details they need, plus automatic reminders.
Plan a Visit
Guests arrive feeling expected.
Connect Card
Every card gets a reply.
Any signup form you create
The same automatic follow-up, and the right leader sees it in the team inbox.
Questions about the Plan-a-Visit Engine
What does a guest receive?
A warm welcome text from your church’s own number with the time, place and details they need, automatic reminders before their visit, and follow-up after.
Who gets notified?
Replies land in your shared team inbox, and a push notification goes to the person who owns the conversation. The right leader sees each signup.
Do reminders need setup?
Reminders are part of the automatic follow-up workflows your forms trigger. Once your Plan a Visit form is set up, they go out on their own, and the optional Guided Launch can help you set things up.
Is texting consent-first?
Yes. Nobody is texted until they opt in, and opt-outs are always respected.
“Honestly, the biggest change is peace of mind. I know nobody is slipping through the cracks.”
Clay MonkusLead Pastor, Next Level Church
Let every guest feel known
Join the waitlist ahead of our January 2027 launch.