Getting Started

• Faith Teams Overview [Watch This FIRST]
• Importing People and Data into your Account

People & Families

• People [Overview VIDEO]
• Adding a New Person
• Setting up Volunteer Teams
• Deleting a Person
• Editing a Person’s Information
• Finding a Person in your Database
• Setting up Families
• Adding and Viewing Notes

Tags

• TAGS [Overview Video]
• Creating and Deleting Tags
• Adding a Tag to People
• Removing a Tag from People

Groups

• Groups
• Group Categories
• Group Locations
• Group Finder
• Group Signup
• Group Members

Calendar and Events

• Calendar & Events [Overview Video]
• Adding a Church Service or Event to your Calendar
• Deleting a Church Service or Event from your Calendar
• Syncing your Calendar with other Calendars

Attendance/Check-In

• Attendance Tracking [Overview Video]
• Tracking Attendance
• Classes
• Setting up Labels and Kid’s Check-in

Service Planner

• Service Planner [Overview Video]
• Creating a Service Plan
• Song Files
• Documents

Volunteers

• Volunteers [Overview Video]
• Setting up Volunteer Teams
• Schedule Volunteers to Serve

Messaging

• Messaging [Overview Video]
• Getting Your Free Phone Number for Texting through Faith Teams
• Sending Emails
• Sending Text Messages
• Viewing Replies from Mass Texts
• Email Templates
• Scheduling Texts & Emails
• Registering Your Phone Number
• Unlimited Texting
• SMS Message Delivery Codes
• SMS Change - Action Required
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Contributions

• Contributions [Overview Video]
• Setting up Your List of Funds
• Entering Contributions
• Searching for Contribution Data
• Running Donor Statements

Online Giving

• Setting Up Online Giving
• Pending Online Contributions
• Bank Deposits
• Setup Recurring Giving - [Video for Online Givers]

Workflows

• Workflows [Overview Video]
• Building Workflows
• Live Build of a new Workflow

Forms

• Forms [Overview Video]
• Building Faith Teams Forms
• Live Build of a Guest Form
• SMS Code Words

Dashboard & Reports

• Your Dashboard
• Reports

Background Checks

• Activating Background Checks
• Getting Started with Background Checks
• Running a Background Check for an Individual
• Options for Different Background Checks
• Requiring a Background Check for a Team
• How to handle “Concerns” that show up
• Get your first Background Check FREE

Account Info

• Users [Overview Video]
• Inviting Users
• Updating your Church Profile Info
• Creating your Subdomain
• Changing your Faith Teams Password
• View your Billing History

Other

• Troubleshooting Your Dymo 450 Label Printer