Basics – ChurchTools Academy

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Help pages
Modules
People
Basics

People

24

Overview People
Basics
Communication
Import/Export
Settings
Other
- People Archive
- How to remove external contacts from my contact list?

Groups

57

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups

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
- What is the Info Screen?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

22

Overview Events
Filter options
Administration
Planning Events
Staff/Volunteers
- How to enter absences in the Events module?
Running Events

Resources

12

Terminology
What can I use resources for?
How to filter resource bookings in the app?
Overview of resources in the App
Overview of resources
How to limit the display in the booking plan?
Prepare Resources
- How to create resource types?
- How to create resources?
Request and Book Resources
- What are resource statuses?
- How to create a booking request?
Process and Manage Resource Requests
- How to process booking requests?
- How to interpret the utilization metrics for our resources?

Check-in

17

Overview check-in
Check-in, group meetings, group calendar – what’s the difference?
For which events can I use the check-in module?
Preparations
Track attendance
Troubleshooting

Report

2

Reports
AdHoc-Reports
- What are ad hoc reports?

Wiki

2

Wiki overview
Adding/Editing Pages
- Files and Links

Finances

49

How to start the free trial period for the finance module?
Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
Templates for download
- Templates for Download
Other
- Principles for proper accounting

Sync

23

What can I do with the sync?
Example Connection with Optigem
DBSync is switched off – What happens next for me?
Basics
Configure Connections
Configure Jobs
Sync Finances
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Basics

How do I invite people to ChurchTools?
How do I add people to groups?
Recommendations for the Basic Setup
How do I create and edit an area?
How to create and edit a person status?
How to find a user’s ID?
How to create and edit a person?
Understanding follow-ups
Filter

Popular Docs

How to set DNS Records with my provider?
How do posts differ from chat?
Register and Log In on the Web
How to find the sync user’s login token
How to add users for our ChurchTools website?
How to use an own domain for my website?
How to import data from ChurchTools?
Import templates

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