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Knowledge Base Articles

Managing Currencies

The currency module allows you to create, maintain and add currencies your church finances.

Add Currency

To add currency,

  1. Navigate to “Drop container > Finance”
  2. Select “Currencies” from the menu bar.
  3. Click on “New” button
  4. Complete the fields as required
  5. Click on the Save button. The new currency you just created will be added to the currencies list.

Edit Currency

To edit a visitors’ status,

  1. Navigate to “Drop container > Finance”
  2. Select “Currencies” from the menu bar.
  3. From the currencies List page, click the action button on the record you want to edit.
  4. Select the “Edit” item from the dropdown list.
  5. Edit as required.
  6. Click on the “Ok” button. The edited currency will be saved.

Delete Currency

To delete currency,

  1. From the currencies List, click the action button on the record you want to delete
  2. Select the “Delete” item from the dropdown list.
  3. Confirm that you want to delete the record by clicking the “Ok” button. The record will be deleted.

Check-in to events using mobile app

Using the mobile app to self-check-in is another way to record attendees to your events.

To use the mobile app to check in, you need to give members the event code to use to check in. You can display the raw code or print it out as QR code.

Printing QR code

Some mobile phones cannot scan QR code, so it will be prudent to print out the event code as well.

To print the QR Code

  1. Navigate to “Drop container > Events”
  2. Select “Events” from the menu bar.
  3. Click the action button on the right of the row corresponding to the specific member
  4. Select the “Print code” item from the dropdown options.
  5. The QR code is displayed in a new tab

Members can follow the following steps to check in

  1. From the top right, click on the More icon (icon after the search icon), and select Check In
  2. Click on the Scan button to scan the QR code or enter the check in code in the “Check in Code” box
  3. Select the family members you want to check in
  4. Click check in button.

Change an Administrator’s Password

If an administrator forgets his/her password, or there is the need to change the password because it has been compromised, you can follow the steps below to change it.

  1. Navigate to “Drop container > Administration”
  2. Select “Users” from the menu bar.
  3. Click the action button on the right of the row corresponding to the specific user
  4. Select the “Change Access” item from the dropdown options.
  5. Enter the new password
  6. Click on the OK button

Activate Multifactor Authentication (MFA) for Administrators

Church Manager takes the security of the system very important. As such, we have implemented Multifactor Authentication (MFA) into the system. MFA is a type of authentication that requires the user to give two or more verification factors in order to get access.

Rather than just asking for a username and password, MFA requires one or more additional verification factors, which decreases the likelihood of a successful cyber-attack. When MFA is enabled, a code will be sent to the administrator’s phone which will be used to verify the authenticity.

MFA sends sms messages, thus you should make sure you have sms credit in your account.

To enable MFA,

  1. Navigate to “Drop container > Administration”
  2. Select “Users” from the menu bar.
  3. Click the action button on the right of the row corresponding to the specific user you want to enable MFA
  4. Select the “Update” item from the dropdown options.
  5. Check use multifactor authentication
  6. Click on the OK button to save

Getting Started

We will start by giving a brief introduction to the system interface.

System Overview

The Church Manager App is grouped into modules. We currently have the following modules:

  • Communication
  • Event
  • Finance
  • Groups
  • Membership
  • Register
  • Settings

Interface

Image of the Adult Management sub-module
  1. The modules can be accessed form the Dropdown Container.
  2. Name of the current module you are working with
  3. Menu bar to select items within a module. These sub-modules.
  4. Current user profile button
  5. Context Menu bar. A sub-module will also have context menu bar to perform operations.
  6. A record you have saved in the system
  7. Use the action button to manage a specific record

Checklist

Some people may find it beneficial to have a checklist to refer to while getting started. While there is no set order, we have included a checklist to help you get started.

  1. Set up your global preference settings

    There are couple of settings that affects how the system operates. These include name of your church, church’s logo, date format etc.

  2. Give your team access

    Create user accounts for each member of your team who should have access to Church Manager. You can also limit their access to only what you want them to see by assigning specific roles to them.

  3. Add or import your Membership Data

    The next step will be adding your church members into the system. You have an option of importing the data if you already have. We do provide a free data import service if you have data from another source (like an Excel file or an alternate church management system).

  4. Set up your financial accounts

    Now will be the best time to set up your accounting system to receive givings/gifts. You can also set up online giving.

  5. Assign members to groups

    You can create the groups in your church and add members to the group.

Visitors Management

Use the visitor’s submodule to manage visitation records. Use to it record visitors to your church. Visitors can then be made a member if they decide to join the church.

Adding visitors to your church

Adding Visitor

To add a visitor:

  1. Navigate to Drop container > Membership
  2. Select Visitors from the menu bar.
  3. Click on Add Visitor button.
  4. Enter the details of the visitor.
    • From the Personal Info tab
      • Select the title
      • Enter the First Name and Last Name
    • From the Church Info tab
    • From the Contact tab
      • Enter the mobile number. Numbers should be in international format so that you can send SMS message.
  5. Click on the OK button

Editing Visitor

To edit a visitor:

  1. Navigate to “Drop container > Membership”
  2. Select “Visitors” from the menu bar.
  3. Click the action button on the right of the row corresponding to the specific visitor
  4. Select the “Update” item from the dropdown options.
  5. Edit the visitor’s details
  6. Click on the OK button

Deleting a Visitor

To delete a visitor:

  1. Navigate to “Drop container > Membership”
  2. Select “Visitors” from the menu bar.
  3. From the list of adult members, click the action button on the right of the row corresponding to the specific visitor
  4. Select the “Delete” item from the dropdown options.
  5. Confirm deletion and the record will be deleted.

Making a Visitor a Member

Make a visitor a member

To make a visitor a member of the church:

  1. Navigate to “Drop container > Membership”
  2. Select “Visitors” from the menu bar.
  3. Click the action button on the right of the row corresponding to the specific visitor
  4. Select the “Make a member” item from the dropdown options.

Send Message Feed to Mobile App

Administrators can send message feed to members mobile app. Message feeds are text messages that the church want to share with members through the mobile app.

Add a Message Feed

To add a message feed,

  1. Navigate to Drop container > Communication
  2. Select Feed from the menu bar.
  3. Click on Add Message button from the context bar on top
  4. Complete the fields as required
  5. Click on the Save button.

Pushing the Message feed to mobile app

After you save the message feed, you can push the video to the mobile app when you are ready. Members will receive a notification about the new feed on their mobile app.

You can push a feed using any of the following procedure:

  • From the list of feeds, click the action button on the particular feed you want to push. From the dropdown menu, select Push to mobile
  • From the view details page of the particular feed, select the Push to mobile button on the context bar.

Send Image Feed to Mobile App

Administrators can send image feed to members mobile app. Image feeds are images that the church want to share with members through the mobile app.

Add an Image Feed

To add an image feed,

  1. Navigate to Drop container > Communication
  2. Select Feed from the menu bar.
  3. Click on Add Image button from the context bar on top
  4. Complete the fields as required
  5. Click on the Save button.

Pushing the Image feed to mobile app

After you save the image feed, you can push the image to the mobile app when you are ready. Members will receive a notification about the new feed on their mobile app.

You can push a feed using any of the following procedure:

  • From the list of feeds, click the action button on the particular feed you want to push. From the dropdown menu, select Push to mobile
  • From the view details page of the particular feed, select the Push to mobile button on the context bar.

Send Video Feed to Mobile App

Administrators can send video feed to members mobile app. Video feeds are videos that the church want to share with members through the mobile app.

Add a Video Feed

To add a video feed,

  1. Navigate to Drop container > Communication
  2. Select Feed from the menu bar.
  3. Click on Add Video button from the context bar on top
  4. Complete the fields as required
    • Video URL: Some video links cannot be played. Facebook has restrictions on videos being embedded in website and applications outside of Facebook, so videos with Facebook link will usually not work. We recommend posting videos on YouTube or on websites that allow their videos to be embedded.
  5. Click on the Save button.

After the video is saved, you will be redirected the view page. Please make sure the video can be played before you push to mobile apps.

Pushing the Video feed to mobile app

After you save the video feed, you can push the video to the mobile app when you are ready. Members will receive a notification about the new feed on their mobile app.

You can push a feed using any of the following procedure:

  • From the list of feeds, click the action button on the particular feed you want to push. From the dropdown menu, select Push to mobile
  • From the view details page of the particular feed, select the Push to mobile button on the context bar.

Checking People into an Event

Check In allows you to mark people as having attended a given event. By default, our check-in method can be used for self-check-ins. Members can use the mobile app to check-in.

The best practice recommendation is to have a check in station with a representative there to assist your attendees.

Checking People In

To check people into an event:

  1. Select the “Events” tab from the top left.
  2. Click the event for which you’d like to check people in.
  3. Click “Check In.”
  4. Search for the member
  5. Click the check box next to their name.