Administration – ChurchTools Academy STAGING

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Modules
Events
Administration

People

15

Overview People
Basics
Communication
Import/Export
- How to import personal data from a file?
- How to import group members?
Settings

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

14

Overview Events
Filter options
Administration
Planning Events
Staff/Volunteers
- How to enter absences in the Events module?
Running Events
- How to export agendas to projection software?
- How to run events with an attendee limit

Resources

7

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
- 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

1

Reports

Wiki

1

Wiki overview

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?

Administration

How do I create an event template?
How to create an agenda template?
How to create a service?
Roles and Role categories

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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