User Guide

Browse Topics

• Setting Up Church Admin Account
  • Setting Up Church Admin Account
  • Set-up Account Info
  • 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
  • Set-up Discipleship Classes
  • 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 Child 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
• Education
  • Teacher Training
  • Home Bible Studies
  • Discipleship Classes
  • Spiritual Assessment
    • Questionnaires
      • Manage Questionnaires
      • Creating Questionnaire
      • Add Questionnaires Info.
      • Delete Questionnaires
      • Archiving Questionnaires
      • Clone Questionnaires
      • Questionnaire Preview
      • Exporting Questionnaires
    • Quizzes
      • Managing Quiz Sets
      • Creating Quiz Sets
      • Exporting Quiz Sets
      • Quiz Result
      • Creating Quizes
      • Add Quiz Info.
    • Question Sets
      • Cloning Question Sets
      • Manage Question Sets
      • Archiving Question Sets
      • Creating Question Sets
      • Add Question Set Info.
      • Deleting Question Sets
      • Exporting Question Sets
      • Edit & Update Question Set Configurations
    • Questions
      • Managing Questions
      • Creating Questions
      • Archiving Questions
      • Deleting Questions
      • Exporting Questions
  • The Apostolic Academy
  • The Living Logos
• 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
• Shepherding
  • Zone
    • Add Shepherding Zones
    • Manage Shepherding Zones
    • Add Members and Guests to a Zone
    • Exporting Zone Reports
    • Removing Members from Zone
    • Edit & Update Zone Member Configurations
  • Clusters
    • Managing Clusters
    • Creating Clusters
    • Archiving Clusters
    • Deleting Clusters
    • Managing Reporting Forms
    • Exporting Cluster Reports
    • Weekly Cluster Reports Overview
  • Cluster Reports
    • Cluster Reports Overview
    • Add Weekly Cluster Oversight
  • Care Groups
    • Add Shepherding Groups
    • Manage Shepherding Groups
    • Care Group Reports Overview
    • Add Members and Guests to a Care Group
• Facility Booking
  • Creating Meeting Rooms
  • Add Room Info.
  • Managing Meeting Rooms
  • Edit & Update Room Configurations
  • Archiving Rooms
  • Room Overview
  • Create New Booking
  • Bookings
  • Booking Overview
  • Waiting For Approval Bookings
• Form Builder
  • Forms
    • Managing Forms
    • Creating Forms
    • Archiving Forms
    • Managing Categories
    • Creating Category
    • Archiving Categories
    • Add Form Info.
    • Building Forms
    • Previewing Forms
    • Customize Forms
    • Share Forms
    • Form Submissions
    • Copy Form
    • Delete Form
  • Voting
    • Creating Voting
    • Managing Votings
    • Add Voting Info.
    • Voting Results
  • Online Registration Forms
    • Managing Registration Forms
    • Customize Forms
    • Preview Form
    • Share Form
• Communication
  • Composing SMS
  • Composing Email
  • Push Notification
  • Customise Email Templates