Stop managing compliance in spreadsheets. Connect Planning Center to ClearPolicy and let your existing lists do the work.
TL;DR: Connect ClearPolicy to Planning Center, map your Lists to ClearPolicy Groups, and assign policies to those groups. When someone is added to a Planning Center list, they’re automatically synced into ClearPolicy with the right documents already assigned — ready for you to send with one click.
If your church uses Planning Center, you already know how central Lists are to keeping people organized. You might have a list for paid staff, one for youth volunteers, another for nursery workers. When someone joins a team, they get added to the list. It’s how your church stays organized.
But here’s a gap that list doesn’t close: making sure those people have read and acknowledged your policies.
Most churches handle this manually — an email thread, a printed form, a checkbox on a spreadsheet. It works until it doesn’t, and usually it stops working right when you need it most (an incident, an insurance audit, a new hire who slipped through).
ClearPolicy fills that gap, and the Planning Center integration makes it automatic.
How it works
Connect your Planning Center account to ClearPolicy and map your existing Lists to ClearPolicy Groups. Your Staff list maps to a Staff group. Your Youth Volunteers list maps to a Youth Volunteers group. You choose.
From there, assign your policies to those groups — a Code of Conduct for volunteers, a Child Safety Policy for anyone working with minors, an Employee Handbook for paid staff.
When someone new appears in your Planning Center list, ClearPolicy picks them up automatically (syncing each morning, or immediately if you trigger a manual sync) and assigns them the appropriate policies — ready to send when you are.
Sending acknowledgment requests
Once a person is synced and their documents are assigned, sending a request takes seconds. Navigate to their contact profile in ClearPolicy and send acknowledgment requests with a single click. You stay in control of when emails go out — nothing fires automatically without your knowledge.
From there, everything is tracked. You see each contact’s status in real time: pending, viewed, acknowledged. Send reminders to anyone who hasn’t responded. Every acknowledgment is logged with a timestamp, IP address, and a signed receipt — a complete audit trail if you ever need it.
Getting started
Syncing your Planning Center List with a ClearPolicy group is easy. Check out our documentation here. ClearPolicy is also listed in the Planning Center integrations directory as an official integration.
- Connect your Planning Center account under Settings → Integrations
- Map your Planning Center Lists to ClearPolicy Groups
- Assign your policies to those groups
- Anyone already in your lists syncs immediately. New additions sync automatically going forward.
If you don’t have your policies in ClearPolicy yet, you can import them from Google Drive, upload a PDF or Word doc, or write them directly in the editor.
A note on the “why”
Churches often think of policy acknowledgment as a formality. But for anyone working with children or vulnerable adults, it’s a baseline protection — for the people you serve and for your church. The Planning Center integration doesn’t add a new process to your plate. It connects one you already have to a step you probably know you should be taking.
Frequently Asked Questions
Not at all. Planning Center remains your church’s central database for people, scheduling, and ministry management. ClearPolicy handles one specific job — policy acknowledgment and compliance tracking — and connects to Planning Center to make that job easier.
They remain in ClearPolicy and retain their acknowledgment history. Removing someone from a Planning Center list won’t delete their records in ClearPolicy. If someone is no longer active, you can archive them in ClearPolicy so they continue to receive renewal notifications or new documents assigned to a Group.
No. People receive an email with a link to a secure signing page. No account or password required — they review the document and acknowledge it in one step.
ClearPolicy syncs with your Planning Center lists automatically every morning. If you need to sync immediately — say, a new volunteer is starting today — you can trigger a manual sync from the integration settings.
Any policy document your church uses — staff handbooks, volunteer codes of conduct, child safety policies, confidentiality agreements, and more. You can write documents directly in ClearPolicy, upload a PDF, or import from Google Drive.
Yes. ClearPolicy captures typed-name electronic signatures, which are legally recognized under the ESIGN Act. Every acknowledgment includes a full audit trail with timestamp, IP address, and a signed receipt.
Policy compliance doesn't have to be this hard.
ClearPolicy helps small businesses, nonprofits, and churches send policies, collect e-signatures, and track who's acknowledged what — all in one place.
No credit card required.