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  • Knowledge Bases
    • My ChurchTools
    • Modules
    • Website and Finder
    • System Settings
    • Permissions Management
    • Administration
    • Changelog
  • Forum
  • English
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  • Start
  • Help pages

Register and log in

2
  • Web Login
  • Two-factor authentication

Where is what?

1
  • Blue Menu Bar

Customization

2
  • The Start page
  • How to change the language of my ChurchTool?

Other

2
  • Supported browsers by ChurchTools
  • What are the technical requirements for the app?

People

7
  • Overview People
  • Basics
    • Understanding Follow-ups
    • Filter
  • Import/Export
    • How do I import personal data from a file?
    • How do I import group members?
  • Settings
    • How to create/edit my own person fields?
    • What are person fields?

Groups

44
  • Promoting communication in the congregation
  • Overview groups
  • About The Groups Module
    • How to export a group list?
    • What are group types and what can I use them for?
    • Frequently used group types
    • What are roles and what can I use them for?
    • What are the group visibilities and what do they do?
    • What are group statuses and what effects do they have?
    • How to edit several Groups at the same time?
    • Which actions can I use to edit several groups at the same time?
    • Settings For The Group Module
      • Overview of settings for the Groups module
      • How to customize the roles of a group type?
      • How to manage group types?
  • My Group
    • Overview of a single group
    • How to organize a leisure time registration?
    • How to organize my small group with ChurchTools?
    • What is the history?
    • How to create a note?
    • How to export the group member list?
    • How do I share information about my groups?
    • Group information, group membership fields and group membership information
    • How to edit the group information?
    • How to edit the members of a group?
    • How to create group membership fields?
    • Settings
      • How to use/create personalized certificates?
    • Group Meetings
      • How to configure the sending of check-in codes?
      • How to create/edit a group meeting?
      • How to export attendances and meetings?
      • How to configure settings for my group meetings?
    • Automatic Membership
      • Example: Add new people
      • Example: Combine all small group leaders
      • Example: Record seminar participation
      • Example: Networking people
      • How do I set the personal filter?
      • Which actions can I have executed?
      • Understanding automatic membership
    • Routines
      • How to create/edit a routine?
      • What are delays and loops in routines?
      • How to use routine templates?
      • Example: Organizing the submission of certificates of good conduct
      • Understanding routines
    • Communication
      • How to manage the chat for my group?
  • Organize Groups
    • Networking groups with each other
    • What is the hierarchy?

Posts

16
  • Overview Posts
  • How do posts differ from chat?
  • Use
    • How to create a post?
    • Who can see a post?
    • How to filter posts?
    • How to report a post?
    • How to hide posts?
    • How to be notified of posts?
    • How to subscribe to posts?
    • How to create a post that can be subscribed to?
    • Aspect ratios for images in posts
  • Administration
    • Posts settings
    • How to moderate posts?
    • How to configure posts for my groups?
    • How can I share posts with external people?
    • How to embed posts on my website?

Calendar

31
  • Overview Calendar
  • Basics
    • Why are my past appointments no longer visible in the calendar?
    • How to filter for appointment tags?
  • Create/Administer Calendars
    • What calendar categories are there?
    • How to manage appointment tags?
    • How to create a calendar?
    • How to save an Event Template for a specific calendar
    • How to import an external calendar into ChurchTools
  • Adding Appointments
    • How to use appointment templates?
    • How to create an appointment including resource booking and event?
    • How to edit a (series) appointment?
    • How to create an appointment?
    • How to create a meeting request
    • How to create an appointment with a sign up group?
    • How to create an appointment with resource booking?
    • How to create an appointment with an event?
    • How can I have the title of an event date added automatically?
  • Subscriptions/Reminders
    • How to keep track of my appointments
    • How to subscribe to a calendar
    • How to set reminders for appointments
    • How to get notified about new appointments in a calendar
  • Embedding Calendars
    • How to embed a calendar on your website
    • How to hide the resources in an embedded calendar
    • How to filter appointments by search item in the list view of an embedded calendar
    • How to embedded calendars be customized with CSS
    • Embed calendar: CSS classes
    • Embed calendar: URL parameters
  • Info-Screen
    • How to display the info screen on the monitor in our foyer?
    • How to configure the info screen display?
  • Other
    • How to print the calendar view
    • How to enter my absences?

Events

6
  • Filter options
  • Overview Events
  • Administration
    • How to create a service?
    • Roles and Role categories
  • Planning Events
    • How to use the event chats?
  • Running Events
    • How to run events with an attendee limit

Resources

4
  • How to create resource types?
  • Overview of resources
  • How to limit the display in the booking plan?
  • How to create resources?

Check-in

2
  • Overview check-in
  • Connect Label Printer to Check-in

Report

1
  • Reports

Wiki

2
  • Wiki overview
  • Editors
    • Markdown Editor

Finances

25
  • Overview Finance
  • Master data
    • Master data overview
    • How to add a new client
    • How to add a new accounting year
    • How to delete an accounting year
    • How to set up an account chart
    • How to integrate the complete SKR 42 chart of accounts?
    • How to add taxes
    • How to add cost centers
  • Transactions
    • How to enter transactions using the expert view
    • How to enter transactions using the simple view
    • How to cancel transactions
    • How to unlock transactions
    • Using bank statements well
  • Budgets, reports and purposes
    • What reports are available?
    • Understanding purposes
    • How to add purposes
  • Donations
    • How to enter donations
    • How to create collective confirmation (donation receipts)?
    • How to edit the templates for donation receipts
    • How to insert pictures in donation receipts
    • Placeholders for donation receipts
  • Import and export
    • How to export transactions
  • Templates for download
    • Import templates
  • Other
    • Principles for proper accounting

Sync

15
  • Basics
    • Where to find what?
    • How to activate the Sync
    • How do I synchronize my data?
  • Configure Connections
    • How to find the sync user’s login token
    • How to connect a system
    • How to assign properties
    • How to connect my ChurchTools to another ChurchTools installation
  • Configure Jobs
    • What is the difference between simulation and execution?
    • How to add an order to a connection?
    • Which actions can I select for my order?
    • How to configure connections
    • How to set conditions for my job
    • How to select properties for my job
    • How to execute a sync job
  • Sync Finances
    • Can I synchronize accounting data even though I do not use ChurchTools Finance?

Understanding Permissions

13
  • Overview Permissions management
  • Basics
    • Where to find the permission management?
    • Why can’t I see the permissions management?
    • Open or restricted permissions management – what suits us?
    • Useful permissions management – from high-level to subtle details
    • Filter options in the permissions management
    • What is the Person not logged in?
  • Permissions
    • Explanation of the permission system in ChurchTools
    • Difference between global and group-internal permissions
    • What permissions are required to use individual functions?
    • How do users receive permissions?
  • Security Level
    • What are security levels?
    • Which security levels are there and what are they used for?

Editing Permissions

6
  • How to find out by which permissions a person is authorised
  • Assigning Permissions
    • How to give global permissions?
    • How to give group-internal permissions?
  • Editing Security Levels
    • How to change the default security levels?
    • How to change the security level of a Personfield?
  • Specific Use Cases
    • How to find mistakes in the permission management?

Permissions per module

15
  • Authorise Groups
    • When are group member permissions active?
    • Permissions for subsidiary groups
    • How does a role of a superior group get permissions for a sub group?
    • Recommendations for group permissions
    • Create and authorize a group for church leadership
    • Create and authorize a group for division leaders
    • Recommendations on permissions for administrators
    • Recommendations on permissions for church leadership
    • Recommendations on permissions for division leaders
    • Recommendations on permissions for music groups
    • Recommendations on permissions for small groups
  • Authorise posts
    • Permissions for posts
  • Authorise Calendar
    • Making the calendar with your church services visible for everybody
  • Authorise Wiki
    • How to give permissions for new wiki categories?
  • Authorise Finances
    • Permissions for finances

General

5
  • How to create and edit a campus?
  • Overview of system settings
  • General system settings
  • What are person statuses, campuses and departments in ChurchTools?
  • How to store registration settings?

Modules

1
  • System settings for modules

Data Security/Privacy

12
  • How does ChurchTools help you with data protection?
  • General
    • How to process the confidentiality agreement?
    • CSRF prevention
    • LDAP with two-factor authentication
  • Data Security
    • How to process the declaration of consent?
    • How to edit the privacy policy?
    • How to edit the legal notice?
    • Right to information
    • Practical example of data protection
    • Swiss customers: Can we continue to use ChurchTools under the revised Data Protection Act (revDSG)?
  • Security
    • Authority to give instructions
    • How to allow support access?

Communication

6
  • Settings for E-mail
  • How to activate/deactivate system e-mails?
  • System e-mails at a glance
  • Troubleshooting: Leader doesn’t get notified about changes in a group via e-mail
  • Settings for the chat
  • Chat is no longer updating – what to do?

Integrations

21
  • Overview Integrations
  • General
    • CM Telecom integration
    • Protestant date integration
    • LimeSurvey
    • ALPHA Bookstore
      • ALPHA Bookstore-Integration
      • Apply for ALPHA Partnerlink-ID
      • ALPHA Bookstore display
    • CCLI SongSelect
      • CCLI integration
      • CCLI® Auto-Reporting
    • Writing Assistant
      • What ist the Writing Assistant?
      • How to activate the Writing Assistant?
      • How to generate or refine texts with the Writing Assistant?
  • E-Mail
    • Newsletter integration
    • MailChimp integration
    • CleverReach integration
  • API
    • Overview API
    • API documentation
    • API authentication
    • CORS
    • Discontinued and deleted APIs
    • API-Alt

License

1
  • How to book/change my license

Basics

13
  • How to keep data from ChurchTools up to date on the congregation’s website?
  • Get started with ChurchTools
  • First Steps
    • Publish church services
    • Create event and agenda templates
    • Structure Roles
    • Promote communication
    • Use Wiki
    • Import persons
    • Create congregation organization chart
    • Store and publish congregation profile
    • Manage rooms
    • Prepare structures
    • Form the admin team

Super-Admin

2
  • What is a Super Admin?
  • Add or remove a Super Admin

Place Holders

5
  • How to use placeholders in form letters?
  • Overview Placeholders
  • Placeholders in ChurchTools
  • How to use control structures with placeholders
  • How to use placeholders in e-mails

Languages

4
  • How to customize translations in ChurchTools?
  • Overview of languages and translations
  • How to add new languages to ChurchTools?
  • Technical names of the ChurchTools modules

Simulate user

4
  • How to simulate a user?
  • How to end a simulation?
  • Simulate persons for troubleshooting and permissions management
  • Why can’t I simulate or change a user?

Other

8
  • How to give feedback
  • How to check HTML-Templates
  • How to use the log?
  • Execute scheduled tasks (cron job)
  • Settings for the member list
  • How to use ChurchTools for heating control?

Public Relations

7
  • Overview of public relations
  • Who can work in the area of public relations?
  • How to create and edit our public profile?
  • How to publish and check my profile?
  • How to verify our profile for a test system or free system?
  • How to add users for our ChurchTools website?
  • How to manage the approvals for the ChurchTools website?

Finder

9
  • Overview Finder
  • Find a church
    • How to report a profile that contains incorrect information?
    • How to find (my) church with the Finder?
    • How to share my campus with ChurchTools?
    • How to report a profile that is duplicate or displays inappropriate content?
  • Representing my church
    • How to get a free ChurchTools for my church profile?
    • How to manage our public Finder profile?
    • Why is my church not listed in the Finder?

Website

30
  • First Steps
    • How to get started with ChurchTools Website?
    • How to get started with ChurchTools Website?
    • What options are available for importing data from ChurchTools to the website?
    • How to log in to the admin area of my website?
    • Getting started with ChurchTools Website
    • Introduction to ChurchTools Website and the Adminsettings
  • Settings
    • General Settings
      • Store contact details
      • Link social media channels
      • How to change the title of my website?
    • Design Settings
      • How to change the design of my website?
    • Page Settings
      • What is a placeholder and how to add one?
    • Data Import
      • How to import data from ChurchTools?
    • Domain
      • How to use an own domain for my website?
      • How to set DNS Records with my provider?
  • Pages
    • How to publish pages and content?
    • Which different elements are available?
    • What are elements?
    • What are the different pages?
    • How to create and edit a page?
    • What is the page header?
  • Content
    • How to create and edit a person?
    • How to create content?
    • How to integrate an external service into ChurchTools Website
  • Sidebar
    • What is the sidebar and how to customise it?
  • Files
    • Manage files
    • How to disclaim copyrights for uploaded images
  • Navigation
    • How to edit the navigation menu?
  • Contact Forms
    • How to create and edit a contact form
  • Other
    • Differences between web hosting and ChurchTools Website
    • Page, web page, website – what’s the difference?
betterdocs-category-icon

Web and App

2
  • Changelog Web
  • Changelog App

Login

9
  • Login to and with ChurchTools
  • What is the difference between LDAP and OAuth?
  • OAuth
    • What is OAuth? (Login to third-party systems)
    • OAuth between two ChurchTools systems
    • OAuth login via ChurchTools on Nextcloud
  • LDAP
    • Overview LDAP
    • LDAP Integration
    • LDAP service
    • LDAP connection from Nextcloud to the ChurchTools Login

Content outdated

  • API-Alt
  • LDAP service
  • Filter options
  • Use Wiki
  • What is the difference between simulation and execution?

Popular Docs

  • How to set DNS Records with my provider?
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  • How to find the sync user’s login token
  • Changelog Web
  • How to add users for our ChurchTools website?
  • Web Login
  • How to import data from ChurchTools?
  • How to use an own domain for my website?
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