Automatic Membership – ChurchTools Academy

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Automatic Membership

People

8

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

Groups

46

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups
- Networking groups with each other
- What is the hierarchy?

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

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
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
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

24

Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
- How to export transactions
Other
- Principles for proper accounting

Sync

15

Basics
Configure Connections
Configure Jobs
Sync Finances
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

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

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