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Admin & Staff FAQ
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Signing in & access
Dashboard
People
Daily Devotional
Resource Library
Accounting
Services
Attendance
Events
Child Check-In
Departments & Groups
Messaging
Notes Management
Settings
Access Control
Getting answers
How do I report a problem or raise a support ticket?
What's the fastest way to find an answer?
Why do I only see one set of guides?
I'm staff and also a member. How do I see both?
Answers are labelled "For members" or "For staff & admins". What does that mean?
Can I use the help center on my phone?
Are the names and amounts in the screenshots real?
Is every screen documented?
Signing in & access
What's the difference between Church Login and Member Login?
A staff member can't see a module they need.
Dashboard
Where do I see what's happening today?
How do I change my church's time zone?
How do I change my church's currency?
How do I change our church logo or login page picture?
How do I change the dashboard date range?
How do I hide dashboard charts or celebrations?
How do I send birthday or anniversary greetings?
How do I see all birthdays this month?
How do I change my password?
Are birthday greetings sent automatically?
People
Members
How do I add a new member?
Why can't a new member sign in?
How do I approve someone who asked to join as a member?
How do I give a member their tax receipt?
How do I give a family member a different address?
Where do I check a member’s contact details and documents?
How do I view a member’s giving details and change history?
First timers
How do I add a visitor or first timer?
How do I get someone to follow up a visitor?
How do I make a first timer a member?
What details do I enter for a new visitor?
How do I record who referred a visitor?
Can I upload a paper visitor card?
Why is a visitor still In Progress after I added a follow-up note?
Where can staff see a volunteer’s follow-up notes?
Can I see a visitor’s giving, attendance and documents?
Archived members
How do I bring back an archived member?
Will archiving a member delete their giving history?
Excel import
Can we bring in our existing member list?
How do I fill the sample Excel template for members?
How do I link a family in the Excel member upload?
Should I keep the prefilled sample rows when importing members?
Prayers
How do I find anonymous prayers or testimonies?
How do I mark a prayer as prayed?
Daily Devotional
How do I add or edit a devotional?
How do I upload a month of devotionals?
How do I add a Children devotional audience?
How do I delete a devotional?
How do I see which devotionals are scheduled this month?
Can I add a sermon link to a devotional?
Resource Library
Who can see a resource I upload?
How do I share a resource with only one department?
How do I create a form for members?
How do I export form submissions to Excel?
How do I update the leadership chart?
How do I add a resource category?
How do I add a YouTube video for members?
How do I share a resource with specific members only?
How do I turn on reminders for a form?
How do I close a form so members can't submit it?
Accounting
How do I record a gift that came in by hand?
How do I record an expense?
How do I see our financial reports?
Services
Service Planner
Does each person on the order of service get a personal message and the full PDF?
How do I create a service?
How do I make an order of service template?
How do I assign a task to a volunteer for a service?
What happens after I assign a task — what does the volunteer see?
How do I change one date of a recurring service without changing the rest?
How do I create a recurring service?
Can I update an entire series or just one occurrence of a service?
How do I change who is on the order of service?
How do I know if a service has someone assigned?
How do I send the order of service to everyone on the list?
How do I download or print the order of service?
How do I add or remove an activity on the order of service?
What do I do when a volunteer declines a task?
How do I change the livestream link for just one service date?
How do I stop a recurring service from repeating?
How do I see the whole year's services and who is assigned?
Scheduled tasks
How do I set up a service and assign the tasks?
Attendance
How do I record attendance for a service?
How do I see past attendance records?
How do I record attendance by headcount?
How do I mark individual members present?
How do I filter attendance by service or gender?
Do members see the attendance I record?
Events
How do I create an event and handle registrations?
How do I create an event?
How do I see who registered for an event and take payment?
What happens when an event is full?
How do I group events into categories?
How do I make an event paid or free?
How do I create an event that runs over several days?
How do I set or change an event's capacity?
How do I mark an event payment as paid or send a payment reminder?
How do I check people in at an event?
How do I export the list of people registered for an event?
How do I close or reopen registration for an event?
Where do I see an event's revenue and attendance report?
Where do members see an event after I publish it?
Child Check-In
Do children checked in count toward attendance?
How do I check in a child at the church?
How do I register a family visiting for the first time?
How do I change a child's allergy or class?
How do I set up classes, rooms and teachers?
How do I add a new class?
How do I add a teacher in child check-in?
How do I create a lesson and send it to parents?
How do I add a room in child check-in?
How do I add an age group in child check-in?
How do I change the tag printer size?
How do I switch to a different service at check-in?
How do I alert all parents or reprint tags?
Where is the record of who checked in and out?
Departments & Groups
What is the difference between a ministry, a department and a group?
How do I create a department?
How do I add a member to a department with a role?
A member asked to join a department — how do I approve it?
How do I tag department members like bassist or worship lead?
How do I create a group like a home cell or Bible study?
Why can't I add a department?
How do I make someone Head of Department?
Where do I find pending join requests?
How does a head of department manage their own team?
In what order should I set up ministries, departments and roles?
What is a leadership role and why does it matter?
How do I give a role admin access or approval powers?
How do leadership roles work with Access Control?
Who is the minister in charge and how do I set them?
How do I create a group under a department?
Messaging
How do I send an email, SMS or WhatsApp message to members?
How many SMS messages can we send?
How do I reuse a message as a template?
How do I create a template in Messaging?
How do I add a template to an email I'm sending?
Why do our emails come from an ekklesiasone address?
How do I send a message to one department or group only?
How do I send a test message to myself first?
Can I attach a file or link a message to a service or event?
How do I send a WhatsApp message to members?
Where do I see messages that were already sent?
How do I connect Twilio or SendGrid?
What happens if we run out of SMS?
Notes Management
How do I find a note written about a member?
How do I organise notes with tags?
How do I edit a note on a member?
Can members see the notes staff write?
How do I create a note tag like Follow-up or Hospital visit?
How do I see only notes with a certain tag?
Settings
How do I change giving settings like envelope tracking or approval for edits?
How do I edit giving settings?
How do I add a giving category like love offering?
How do I remove a giving category?
How do I add a payment method like Text2Give?
How do I connect Stripe, PayPal or another payment gateway?
How do I switch Stripe from test to live?
How do I set up tax receipts?
How do I edit the tax receipt?
How do I change the logo or signature on the tax receipt?
How do I change the message on the tax receipt?
How do I test print a tax receipt?
How do I take online payments for events?
How do I add a devotional audience?
How do I rename a devotional audience?
When are task reminder notifications sent?
How do I change the reminder message volunteers get?
How do I hide a marital status option like Divorced?
How do I change the church's theme colour?
How do I upgrade or downgrade our subscription?
How do I download our EkklesiasOne invoices and receipts?
Access Control
How do I set what each role can see and do?
How do I give someone a role like head of department or accountant?
Why can't a member switch to the admin side?
What does a member see after I give them admin access?
How do I stop a role from seeing finance?
What do Enable, View, Edit and None mean?
Why is a role missing in Access Control?
How do I give a member access to the admin side?
How do I remove someone's admin access?
