How to top up SMS
- Click sms account
- Click on my account
- Click on buy sms
- Select payment mode and fill in other necessary information
- Click “pay now” tab just below to top up SMS
How to approve a transaction
- Click on approval manager
- Select transaction from the transaction taps
- Click on the “approve all” tab to approve all transaction
- Or click on the “approve” tab by the individual transactions
How to reverse a transaction
- Click on approval history
- Enter the date interval within which the transaction was made
- Selection transaction
- Click the reverse tab by the transaction
How to add events to calendar
- Click calendar events
- Click add personal event
- Fill in the necessary information
- Click on save to add event to calendar
How to add new members
- Click on members
- Click on required registration
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to delete or edit a member
- Click on members
- Click on required field
- Click on EDIT or DELETE
- For EDIT, change the necessary information and click on SAVE
How to set a login account for a member
- Click on Members
- Click on adults register and select member
- Click on edit from the action tool on the left of the member’s name
- Click on edit and locate the security tab
- Enter member’s login password, click the check box which says “can the Member Login” and select the access level of the member.
- Click on save to apply changes. NB. The member must have an Email address captured in on his profile
How to set permissions for a member
- Click on Members
- Click on adults register and select member
- Click on action button
- Choose permissions
- Select permissions by clicking on the check boxes by the items
- Click on save to apply changes.
How to record money
- Click on record money
- Click on the required field
- Fill in the necessary information
- Click SAVE
How to record expenses
- First you need to set the type of expenses by clicking on account settings
- Click on Expense settings
- Click on ADD
- Fill in the necessary information
- Click on SAVE
- Now Record money
- Click Record expenses
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to record pledge
- Click on record money
- Click on record pledge
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to record offerings
- Click on record money
- Click on record offerings
- Fill in the necessary information
- Click on SAVE
How to send bulk sms or Email
- Click on correspondence
- Click on the required field
- Fill in the required information
- Click on the “send SMS Later” button and set a delivery time if you want to send a message on a later date or time.
- Click send to send message
How to mark attendance
- Click on Mark attendance
- Click on Attendance Cell/Group
- Set Date
- Select Group/ Cell
- Select Present/Absent
- Click on SAVE
How to create my church settings?
- Click on church settings
- Click on the required field
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to perform new church settings?
- Click on church settings
- Click on the required field
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to set my accounts
- Click on Account Settings
- Click on the required field
- Click on ADD
- Fill in the necessary information
- Click on save
How to perform new financial settings
- Click on finance settings
- Click on the required field
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to create my bank account settings
- Click on Account settings
- Click on Bank account
- Click on ADD
- Fill in the necessary information
- Click on SAVE
How to customize group, cell or cell name
- Click general settings
- Click on dictionary
- Click on “edit” button
- Enter new name at the “user word” column
- Click on save to effect change
How to upload members into software
- Click on Database settings
- Click on upload member
- Download excel template
- Fill in membership data in accordance with the order and format of the excel template
- Click choose from the upload members page and then choose the excel you have filled
- Click on upload to perform the task
How to Assign Members
- Click on Database settings
- Click on assign members
- Select appropriate group/ Cell
- Click view to show group/ Cell members
- Click on members field to show member list
- Add members from the list to group/ Cell
- Click on Assign members’ button to complete task
How to upload Tithe into software
- Click on Database settings
- Click on upload tithe
- Download excel template
- Fill in membership data in accordance with the order and format of the excel template
- Click choose from the upload tithe page and then choose the excel you have filled
- Click on upload button to perform the task
How to Query Reports
- Click on Reports
- Click on required report
- Set Date range
- Click on QUERY NOW