Dashboard

Upcoming Birthdays

Needs Follow-up

Select a person to view their profile

Visitor Intake

Select Contacts

0 selected

Tone

Shared context (optional — used for all drafts)

Your Information

Your Name

Church Name

Follow-up Period (days)

Your Timezone

Planning Center

App ID

Secret

Claude AI

Anthropic API Key

Messaging Style

Default Message Length

Join (SMS / Calling)

API Key

Device ID

Automated Birthday Texts

Mode

Send at hour (0-23, server local time)

Days in advance (0 = on the birthday)

Tone

Requires Anthropic API key and Join API credentials. The birthday check runs automatically each day at the configured hour.