Getting Started

• VIDEO TRAINING COURSE [The Best Way to Get Started]

People

• People - Overview [VIDEO)
• Adding a New Person
• Finding a Person in your Database
• Editing a Persons Information
• Setting up Families
• Deleting a Person
• Adding and Viewing Notes
• Adding Custom Fields to track any info you need
• Getting a Birthday List
• Getting an Anniversary List
• Merging Duplicate Entries
• Updating Multiple People at Once
• Importing People and Data into your Account
• Exporting your Data
• Creating a Directory
• Print Mailing Labels
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Tags

• Using TAGS & more [VIDEO]
• Creating and Deleting Tags
• Adding and Removing Tags from a Person
• Filtering Your Database
• Adding a Tag to Multiple People at Once

Communication

• Sending Email & Texts [VIDEO]
• Sending a Text
• Getting Your Free Phone Number for Texting through Faith Teams
• Viewing Replies from Mass Texts
• Using the Text "Chat" Feature
• Sending a Group Text from the Mobile App
• Adding more text message credits
• Sending an Email
• Email Templates
• View Delivery Reports for Previous Emails and Texts
• Viewing Previous Communications with a Person
• Improving the Delivery of Emails

Events

• Events & Church Services [VIDEO]
• Creating an Event
• Adding an Event/ Church Service to the Calendar
• Deleting an Event/Church Service from the Calendar
• Syncing the Calendar with your Google Calendar

Service Planner

• Service Planner [VIDEO]
• Using the Service Planner
• Using the Song Library
• Using the Document Library

Attendance / Check-in

• Attendance Tracking & Kids Check-In [VIDEO]
• Setting up Classes
• Checking People In - Tracking Attendance
• Adding a Head Count for Attendance
• Checking Kids Out during Pick-up
• Printing Nametags for Kids Check-In

Volunteers

• Setup & Schedule Volunteer Teams [VIDEO]
• Setting up Volunteer Teams
• Setting up the Number of Volunteers Needed for each Event/Service
• Scheduling Volunteers to Serve
• Setting up Team Leaders to Receive Notifications of Accepts & Declines
• Setting Notification Preferences for Volunteers
• Using the Blackout Calendar

Contributions

• Contributions [VIDEO]
• Setting up Your List of Funds
• Entering Contributions
• Deleting a Contribution
• Searching Contribution Records
• Printing and Sending Contribution Statements
• Using Quickbooks for Accounting

Online Giving

• Online Giving [VIDEO]
• Details about Online Giving
• Setting Up Online Giving
• Your Church Giving Form
• Using Text to Give
• Viewing Pending Online Contributions
• Viewing Bank Deposits

Follow-Ups

• Automated Follow-Ups [VIDEO]
• Using Automated Follow-ups
• Creating Automated Follow-Ups for TAGS
• Creating Automated Follow-Ups based on Attendance Check-Ins
• Creating Automated Follow-Ups for Birthdays
• Using Assignments for your Ministry Team

Public Forms

• Using Forms [VIDEO]
• Creating a Public Form
• Sharing a Form Using a Weblink
• Adding a Form to your Church Website
• Accessing a List of People who have Completed a Form

Users

• Users & Permissions [VIDEO]
• Adding Users to Your Account
• Changing Permissions for a User
• Resending or Withdrawing the Invitation to a User
• Changing the Password for a User

Reports

• Viewing Reports
• Viewing the Dashboard
• The Weekly Visitor Report

Account Info

• Editing Your Church Info
• Changing Your Account Password
• Starting your Subscription from a Trial Account
• Changing your Payment Info
• Viewing your Billing History

Background Checks

• Background Checks [VIDEO]
• Getting Started with Background Checks (Best Practices)
• Running a Background Check for an Individual
• Requiring Background Checks for a Team
• Options for Different Background Checks
• Expired Invitations
• How to handle "Concerns" that show up
• Get Your First Background Check FREE