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Tracking worship attendance starts by creating a group for each service. Once you've created the group, there are three ways to track attendance weekly. First is by doing a meeting report like you would any adult group. Second is by using the check-in system, and third is by using Text-to-attend during the service.
If you prefer using the meeting report and checking people that are present from a list, then you can add everyone in the database to that group all at once by going to the reports page. Select Member for report type then choose "Add people to a group'. Then run the report and put everyone in the worship group. (You can use the filters to limit who you add to the group).
For larger numbers of people and to most efficiently handle not only attendance but other responses on a response card like first time guests, prayer requests, etc. use the Check-in system. Start by going to the worship group then edit and group information. On that page check the box to identify this as a "worship attendance group". This will automatically make everyone in the database eligible as an attender. Next go to settings then check-in and click check-in view. Create a new view for worship and associate the worship groups and all assimilation groups to this check-in view. When you are ready to enter cards from a Sunday, open up this view and type the name of the first card. You'll be able to mark their attendance as well as update their information or add connection information by clicking on "Register for group" dropdown to find that group. Here is a link to a video to demonstrate this process.
Finally, to use Text-to-Attend during the service from within the worship group click on Registration, Settings, and add a Text-to-Register Keyword at the top and add your connection card attributes at the bottom. So during the service you ask people to text that keyword and fill out the connection card and it will tract their attendance and capture their responses.
Go to the event (create it like any other group) you want to set up with a payment amount and under the blue "Registration" button click on "Settings". There's a video there that will talk you through the details. If you want to include a custom message to registrants for that group or event, you can do that on that page as well. There is also an option there to copy your customized settings to other groups.
First create a group of people to archive/delete and set the browsable security level to something like Coach or whatever security level the staff that is adding people into the archive/delete group logs in at. Then as you run across folks, put them in that group. You can also mass add people to that group under Reports / Members, select the "Add People to a group" option which let's you put people into your delete group by selecting them based on criteria (such as not being in a group or not giving in a certain time-frame etc).
When you are ready to archive/delete the people that are in your "Archive/Delete" group first you must be logged in at the Financial Admin level and then go to Reports / Members and select the "Delete people from the database" option and put in an email address and if you are deleting people that have contributions you will want to check the box to allow that. Next under center "Filters" column click the blue Group section to expand it and then select Group Involvement and click the "People In A Group" option. Then select your "Archive/Delete" group from the list and click the green Run Report button on the right. You will get a confirmation of the number of people that will be archived and deleted and make sure that number is correct and only has the people from your Archive/Delete group. If it looks correct then click the red "Delete Members" button and the system will email you files containing all of the information for the people you are deleting so you can save a copy of that information for archive purposes and the people will be deleted from Churchteams.
To remove a member out of a household, go to Members, Family Search, search for the person's last name and then click on the blue last name. Find the person in the family you want to remove and then click on the "Move member out" button. Then you will have two choices, 1.) Move them to another family, 2.) Create a new family.
For a wired printer we recommend the Dymo Labelwriter 450 Turbo. Generally the Dymo Shipping/Name Badge labels (30256) which are about 4" x 2"or any label in that ballpark if you want to print typical information like parents names, room number and allergies. Some churches limit the data and use the smaller labels (30258) which are about 2 1/8” x 2 ¾”.
For a wireless solution we recommend the BrotherQL 820NWB and the label that works well is W-DK2205 (Refill Rolls) Brother Continous Label Tape 2.4″ x 100′
Logged in as a group or financial admin, click settings / security / accessibility and enable leader level security. Note the general password located by the enable item.
Next login as leader using a regular login link or the one you want to give your leaders. This password to login is the one found on the passwords page not the one on the accessibility page.
When you click to go to a group on the browse groups page (logged in as leader), put the general password you saw on the accessibity page at the top. You can then customize a unique password that will replace this password.
Once you enable leader security, you can login as a staff person or higher, go to the group, click edit then group information to update/replace the unique password that someone has created for that group. Do this whenever someone forgets their password.
Note: This security only applies when logged in as a leader and doesn't affect higher level access. Also, the links in the email reminders still go directly to the group.
Churchteams will take care of everything related to contributions but we don't offer an accounting / general ledger, so Quickbooks is a perfect complement to what we do. You can send us your giving records back to 7 years if you want. Most of the time churches just import the giving for that year.
I do have a webinar that walks you through everything related to contributions and another one on church management including membership, assimilation and kids check-in. Here's the webinar schedule.
Tracking worship attendance starts by creating a group for each service. Once you've created the group, there are three ways to track attendance weekly. First is by doing a meeting report like you would any adult group. Second is by using the check-in system, and third is by using Text-to-attend during the service.
If you prefer using the meeting report and checking people that are present from a list, then you can add everyone in the database to that group all at once by going to the reports page. Select Member for report type then choose "Add people to a group'. Then run the report and put everyone in the worship group. (You can use the filters to limit who you add to the group).
For larger numbers of people and to most efficiently handle not only attendance but other responses on a response card like first time guests, prayer requests, etc. use the Check-in system. Start by going to the worship group then edit and group information. On that page check the box to identify this as a "worship attendance group". This will automatically make everyone in the database eligible as an attender. Next go to settings then check-in and click check-in view. Create a new view for worship and associate the worship groups and all assimilation groups to this check-in view. When you are ready to enter cards from a Sunday, open up this view and type the name of the first card. You'll be able to mark their attendance as well as update their information or add connection information by clicking on "Register for group" dropdown to find that group. Here is a link to a video to demonstrate this process.
Finally, to use Text-to-Attend during the service from within the worship group click on Registration, Settings, and add a Text-to-Register Keyword at the top and add your connection card attributes at the bottom. So during the service you ask people to text that keyword and fill out the connection card and it will tract their attendance and capture their responses.
Go to the event (create it like any other group) you want to set up with a payment amount and under the blue "Registration" button click on "Settings". There's a video there that will talk you through the details. If you want to include a custom message to registrants for that group or event, you can do that on that page as well. There is also an option there to copy your customized settings to other groups.
First create a group of people to archive/delete and set the browsable security level to something like Coach or whatever security level the staff that is adding people into the archive/delete group logs in at. Then as you run across folks, put them in that group. You can also mass add people to that group under Reports / Members, select the "Add People to a group" option which let's you put people into your delete group by selecting them based on criteria (such as not being in a group or not giving in a certain time-frame etc).
When you are ready to archive/delete the people that are in your "Archive/Delete" group first you must be logged in at the Financial Admin level and then go to Reports / Members and select the "Delete people from the database" option and put in an email address and if you are deleting people that have contributions you will want to check the box to allow that. Next under center "Filters" column click the blue Group section to expand it and then select Group Involvement and click the "People In A Group" option. Then select your "Archive/Delete" group from the list and click the green Run Report button on the right. You will get a confirmation of the number of people that will be archived and deleted and make sure that number is correct and only has the people from your Archive/Delete group. If it looks correct then click the red "Delete Members" button and the system will email you files containing all of the information for the people you are deleting so you can save a copy of that information for archive purposes and the people will be deleted from Churchteams.
To remove a member out of a household, go to Members, Family Search, search for the person's last name and then click on the blue last name. Find the person in the family you want to remove and then click on the "Move member out" button. Then you will have two choices, 1.) Move them to another family, 2.) Create a new family.
For a wired printer we recommend the Dymo Labelwriter 450 Turbo. Generally the Dymo Shipping/Name Badge labels (30256) which are about 4" x 2"or any label in that ballpark if you want to print typical information like parents names, room number and allergies. Some churches limit the data and use the smaller labels (30258) which are about 2 1/8” x 2 ¾”.
For a wireless solution we recommend the BrotherQL 820NWB and the label that works well is W-DK2205 (Refill Rolls) Brother Continous Label Tape 2.4″ x 100′
Logged in as a group or financial admin, click settings / security / accessibility and enable leader level security. Note the general password located by the enable item.
Next login as leader using a regular login link or the one you want to give your leaders. This password to login is the one found on the passwords page not the one on the accessibility page.
When you click to go to a group on the browse groups page (logged in as leader), put the general password you saw on the accessibity page at the top. You can then customize a unique password that will replace this password.
Once you enable leader security, you can login as a staff person or higher, go to the group, click edit then group information to update/replace the unique password that someone has created for that group. Do this whenever someone forgets their password.
Note: This security only applies when logged in as a leader and doesn't affect higher level access. Also, the links in the email reminders still go directly to the group.
Churchteams will take care of everything related to contributions but we don't offer an accounting / general ledger, so Quickbooks is a perfect complement to what we do. You can send us your giving records back to 7 years if you want. Most of the time churches just import the giving for that year.
I do have a webinar that walks you through everything related to contributions and another one on church management including membership, assimilation and kids check-in. Here's the webinar schedule.
