Click on any of the links below to learn more about using a feature. For any additional questions, please contact Customer Support at [email protected] or by phone at 800-991-3389
How to Create an Automated Workflow
Small Group Report Editor
Small Group Chat
Adding a Small Group
Communicating to a Small Group or Small Group Leader
Manage Small Group Reports
Print Name Tags
Adding Allergies To Name tags
Adding Minors to Classes & Security tags
Checking IN a Child or Student
Checking OUT a Child or Student
Adding a Team
Schedule Teams & Volunteers
Team Members - Accept/Decline Serve Invitations
Team Calendars
Sending Team Messages
Register Donor Account & Set up Giving
Adding Multiple Giving Sources (Cards, Bank Accounts)
Setup Donor Recurring Giving
Create an accounting fund (chart of account/ledger account)
Creating Flyers, Purchasing Tickets, & Reviewing Ticket Logs
Manage Public Events
View Public Events
Chart of Accounts
Chart of Accounts main page filters
Add a Chart of Accounts
Payroll (Must have upgraded to Payroll usage)
Adding An Employee
Create A Leave Request
Manual Timesheet Entry
Approving Timesheet Entries
Accessing Employee Documents
Add a New Person
Elevate a Person
Person Record - Quick Actions
Merging Records
How to Join Families
Background Checks
Deleting Records
Manage Individuals Attendance Tracking
Create Tasks On-The-Fly
Create Tasks from the Main Menu
Creating A Template
Using Templates
Export/Import Templates From Mailchimp
Add Media Images
Add Songs to Library
Creating A Worship Service
New Users Directory Access
Church Directory
Bug Reports
Attendance Tracking
Adding Custom Fields
Adding Custom Family Roles
My Dashboard
Adding the Forge & Quick Tasks to your Menu
Create & Share
What is an API
Generate a new API key
API Endpoints
Staging vs Production
Responses