Dashboard
Your church at a glance: totals, trends, birthdays and anniversaries, giving — plus how to choose what shows and update your church profile.
What the dashboard shows
Select Dashboard under Overview in the left menu. It's the first screen after you sign in and shows your church's numbers for the whole year by default.
- Statistics bar
- Shows the period you're looking at, for example Jan 1, 2026 to Dec 31, 2026. The gear icon opens Customize Dashboard.
- From / To + Apply
- Pick a start and end date, then select Apply to see the numbers for just that period.
- Total cards
- Total Members, Total Visitors (first timers), Giving (This Period) and Total Event.
- Members & Visitors — Trend
- A line chart of members and visitors month by month. It's empty when nobody new joined in the period.
- Gender Distribution
- How many active members are male and female.
- Age Groups
- Members split into Kids, Youth, Adults and Seniors.
- Top bar
- Your church name, the bell with your notifications, and your church logo, which opens the profile menu.
Seeing numbers for a different period
- 1In the statistics bar, select the From date box and pick a start date.
- 2Select the To date box and pick an end date.
- 3Select Apply. Every card and chart updates to that period.
Tip: If the numbers look out of date, refresh the page.
Choosing what shows on your dashboard
If the dashboard feels too busy, hide the parts you don't need. This is your own preference and you can turn them back on any time.
- 1Select the gear icon next to Statistics at the top of the dashboard.
- 2Turn switches off for the parts you want to hide: Statistics Row, Trend Chart, Demographics (gender and age), Celebrations (birthdays and anniversaries) or Financial Overview.
- 3Select Save Preference. The dashboard now shows only what you left on.
Tip: To bring something back, open the gear again, turn its switch on and save.
Birthdays and wedding anniversaries
Scroll down to see everyone with a birthday or wedding anniversary this month, with their date, age and contact details.
- 1Find the person in Birthdays or Wedding Anniversary.
- 2Select SMS or Email next to their name.
- 3A message is filled in with their name, for example Happy Birthday, [name]!. Change the words if you like.
- 4Select Send Email (or send the SMS). It goes to them straight away.
Important: You don't have to send these yourself. Greetings also go out automatically on the day — around midnight or 6am, depending on your settings.
Seeing every birthday or anniversary in a month
- 1Select View All on the Birthdays (or Wedding Anniversary) card.
- 2You see everyone for the month, each with SMS and Email buttons.
- 3Use Previous and Next to look at other months.
- 4Select Back to Dashboard when you're done.
Financial overview
The Financial Overview — Last 12 months (Income) shows totals by type (for example Offering, Seed and Tithe) for the period, and a bar chart of income month by month. It comes straight from recorded giving.
Updating your church profile
Your church profile holds your logo, login-page picture, contact details, social links and time zone.
- 1Select your logo in the top right, then Profile.
- 2Select Edit Profile.
- 3Logo Image: use the buttons under the logo to upload a new one.
- 4Background Image (750×500): upload the picture people see on your church's login page.
- 5Social links: paste your YouTube, Instagram, Facebook, LinkedIn and Twitter links. Your members use these links to join your services when they are live.
- 6Update the Church Name, Contact Person Name, email, contact number and address as needed.
- 7Pick your Country — the Time Zone list changes to match that country — then choose your time zone, and fill in city, zip code and Tag Line.
- 8Select Save Changes.
Important: Username and Purchase Plan can't be changed here — they're tied to your subscription.
Tip: If your email shows Not verified, select it to get a verification email.
Changing your church's time zone
Your church's time zone decides when reminders, birthday greetings and other automatic messages go out. It's set on your church profile, and the list of time zones depends on the country you pick.
- 1Select your church logo in the top right, then Profile.
- 2Select Edit Profile.
- 3Scroll to Country and pick your country first — the Time Zone list changes to show only that country's time zones (for example Canada shows the North America time zones).
- 4Open Time Zone and choose yours, for example America/Edmonton.
- 5Select Save Changes.
Tip: Can't find your time zone? Check the Country is right — the list only shows time zones for the country selected.
Changing your church's currency
Your church's currency (for example CAD, USD or NGN) is shown on your church profile, next to Country. It follows the country you choose — pick Canada and it shows CAD; pick Bulgaria and it shows BGN.
- 1Select your church logo in the top right, then Profile.
- 2Select Edit Profile.
- 3Change Country to the country whose currency you use. The Currency box next to it updates automatically.
- 4Check the Time Zone too, because it resets to match the new country.
- 5Select Save Changes.
Important: Donation tax receipts have their own Currency box. To change the currency printed on receipts, go to Settings → Global Settings → Tax Receipt Settings.
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