User Guide

Browse Topics

• Setting Up Church Admin Account
  • Setting Up Church Admin Account
  • Set-up Account Info
  • Set-up Notification Email
  • Set-up Default Settings
  • Set-up Payment Gateway
  • Set-up Member Fields
  • Set-up Guest Workflow
  • Set-up Serving Approvals & Reporting
  • Set-up Shepherding Report Deadlines and Forms
  • Set-up Giving Settings and Customise Statements
  • Set-up Home Bible Studies Report Settings
  • Manage Subscription Plans
• Members
  • Populating your Members Directory
  • Managing Members
  • Edit & Update Member Profiles
  • Setting Up User Permissions
  • Send Emails to Members
  • Sending Members Log-in Details
  • Delete and Archive Member Profiles
  • Search and Export Members Data
  • Member Profile Overview
• Guests
  • Populating Your Guest Contacts List
  • Managing Guest Contacts
  • Edit & Update Guest Contacts
  • Convert a Guest to a Member
  • Send Emails to Guests
  • Delete and Archive Guest Profiles
  • Search and Export Guest Data
  • Guest Profile Overview
  • Manage Board Settings
  • Add Guest to Follow-up
  • Manage Follow-up
  • Approve Guest Profiles
• Events
  • Events
    • Creating Events
    • Fill in Event Info.
    • Create a Repeating Event
    • Create an Event that Requires Registration
    • Create an Event that Requires Payment Upon Registration
    • Create an Event that Requires Registration at Multiple Locations
    • Create an Event that enables Attendance-taking for Care Groups
    • Create an Event that Requires Participants to Check-In
    • Manage Events
    • Edit Events
    • Customise Event Reminder Template
    • View or Remove Participants in an Event
    • Delete Events
    • Add or Edit Event Locations and Seat Limit
    • Events in Calendar View
    • Taking Attendance for Events
    • View Event Reports
  • Child Check-In
    • Child Check-In Members and Guests to an Event
    • 1. Click on the Member Child Check-In tab.
    • 2. Click on the Guest Child Check-In tab.
    • Check-Out Members and Guests from an Event
    • View Check-Out Records
    • View Child Check-In/Out Report
• Groups
  • Creating Groups
  • Manage Groups
  • Edit Groups
  • Send a Reminder to Groups
  • Delete or Archive Groups
  • Add or Remove Participants from Groups
  • Create Group Events
  • Manage Group Events
  • Edit Group Events
  • Assign More Members to Group Event
  • View and Remove Assigned Members from a Group Event
  • Send Reminder to People Involved in Group Event
  • Set-up Reporting Template for Events
  • Delete Group Event
  • Group Events in Calendar View
  • Take Attendance for Group Events
  • View Reports for Group Events
• Serving
  • Set-up Service Teams
  • Set-up Roles in Service Teams
  • Manage Roles in Service Teams
  • Add Volunteers to Service Teams
  • Manage Service Teams
  • Set-up Display Order of Service Teams
  • Set-up Display Order of Service Roles
  • Setting-up Serving Groups in a Service Team
  • Manage Serving Groups in a Service Team
  • Send Email to Service Teams
  • Manage a Volunteer’s Service Roles
  • View a Volunteer’s Serving Journey
  • Set-up Service Presets
  • Manage Service Presets
  • Set-up Service Restriction
  • Delete Service Restriction
  • Schedule Volunteers for Events
  • Manage Scheduled Services
  • Manage Service Plan for Scheduled Services
  • Export Scheduled Services
  • Manage Serving Request without Approval
  • Manage Serving Request with Approval
  • Customise Post-Service Debrief Reports
  • View and Approve Post-Service Debrief Reports
• Giving
  • Manage Giving Settings
  • Set-up Online Giving
  • Set-up Giving Category
  • Manage Giving Category
  • Set-up Giving Mode
  • Manage Giving Mode
  • Set-up Batch Giving
  • Manage Batch Giving
  • Add Giving Records by Manual Entry
  • Manage Giving Records
  • Set-up Pledges
  • Manage Pledges
  • View Giving Reports
  • Export Giving Reports
  • Giving Statements
• Education
  • Home Bible Studies
    • Set-up Home Bible Studies Courses
    • Manage Home Bible Studies Courses
    • Customise Reporting Form for Home Bible Studies Courses
    • Customise Evaluation Form for Home Bible Studies Courses
    • Add Home Bible Studies Teachers
    • Manage Home Bible Studies Teachers
    • Add Home Bible Studies Students
    • Manage Home Bible Studies Students
    • Add Prayer Groups for Home Bible Studies
    • Manage Prayer Groups for Home Bible Studies
    • Manage Home Bible Studies
    • Reports for Bible Studies
    • Student Feedback on Bible Studies
  • Discipleship Classes
    • Add Discipleship Classes Teachers
    • Manage Discipleship Classes Teachers
    • Discipleship Classes Students Overview
    • Set-up Discipleship Classes
    • Manage Discipleship Classes
    • Customise Reporting Form for Discipleship Classes
    • Customise Evaluation Form for Discipleship Classes
    • Taking Attendance for Discipleship Classes
    • Reports for Discipleship Classes
    • Student Feedback on Discipleship Classes
    • Overview of The Apostolic Academy Records
    • Overview of Living Logos Records
  • Teacher Training
    • Purchase Teacher Training Courses Part One
    • Purchase Teacher Training Courses Part Two
    • Purchase Teacher Training Courses Part Three
    • Overview of Progress of Teacher Training Courses
    • Overview of Teacher Training Course Purchase History
• Shepherding
  • Add Shepherding Zones
  • Manage Shepherding Zones
  • Add Shepherding Clusters
  • Manage Shepherding Clusters
  • Add Shepherding Groups
  • Manage Shepherding Groups
  • Add Members and Guests to a Care Group
  • Care Group Reports Overview
  • Cluster Reports Overview