User Docs

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:

1. Add your first family → Families
2. Add family members → Persons
3. Organize into groups → Groups
4. Set up classifications → Classifications
5. Start tracking donations → Finances

Tip: 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
• Classifications - Categorizing members (members, visitors, etc.)
• Notes - Adding notes to people and families
• Custom Fields - Extending data with custom fields
  • Custom Fields Types
• 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 management and scheduling

---

🔧 Tools

Utilities for working with data:

• Search - Finding people, families, and records
• Cart - Batch operations on selected records
• Email - Sending emails to members
• Reports and 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