User Documentation
This section covers day-to-day usage of ChurchCRM for end users. For system administration tasks, see the Administration section.
Quick Start Guide
New to ChurchCRM? Here's how to get started:
- Add your first family → Families
- Add family members → Persons
- Organize into groups → Groups
- Set up classifications → Classifications
- Start tracking donations → Finances
Tip: Follow Your First Week with ChurchCRM for a day-by-day setup guide. Use the Search feature (press
?) to quickly find any person, family, or group.
People Management
Managing your congregation's member data:
- Families - Creating and managing family records
- Persons - Individual member profiles and information
- Self Registrations - Review and approve people who signed up on the public form
- Classifications - Categorizing members (members, visitors, etc.)
- Notes - Adding notes to people and families
- Custom Fields - Extending records with custom fields
- Properties - Assigning labels and properties to records
Groups & Events
Organizing your church activities:
- Groups - Creating and managing groups
- Events - Scheduling and tracking events
- Sunday School - Managing Sunday School classes
- Volunteers - Volunteer Opportunities (legacy)
- Volunteer Management (v2) - Ministries, teams, positions, schedules, staffing and reminder email
Member Portal
What a church member sees when they sign in:
- Member Portal - Profile, family, calendar, volunteering and team pages for members
Tools
Utilities for working with data:
- Search - Finding people, families, and records
- Cart - Batch operations on selected records
- Email - Sending emails to members
- Text Messages - Phone lists and the device messaging app
- Reports & Queries - Generating reports
- Geographic Utilities - Maps and location features
- Data Import - Importing data from CSV files
Finances
Tracking donations and fundraising:
- Finances - Pledges, donations, and deposits
- Fundraiser - Managing fundraising campaigns
Administration
For users with administrative access:
- Administration - Admin menu overview
- Users - Managing user accounts and permissions
Can't find what you need? Ask in Discord, or open an issue on the ChurchCRM repository.