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Getting started with Psalmly

What Psalmly is, how your personal dashboard works, and how to move between your churches.

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BulletinsAdmins

Creating a bulletin

How admins build a weekly bulletin — picking a date, the gather-the-week prefill and how to add anything it missed, drafting your order of service by describing it or pasting last Sunday's, the sections and themes, and letting AI write the welcome and giving note.

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GroupsAdmins

Creating and managing groups

How admins create and run small groups and ministries — naming a group, the two choices that matter most (open vs closed, listed vs hidden), approving who joins, managing the roster, moderating the feed, the group's schedule, announcing to one group, and deleting a group.

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SetupAdmins

Creating your church

How to create a church in Psalmly, what each setup step asks for, how to invite your first members, and the setup guide that shows your next step until your church is set up.

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GraphicsAdmins

Making a graphic

How to make a church graphic — saying what it's for in plain words, filling it in from an event, announcement, or campaign, choosing where you'll use it, letting Psalmly choose the look or picking one, words or no words, how long it takes, what it costs in AI credits, and asking for changes.

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DirectoryAdmins

Managing your church directory

How admins manage the church's people — members and their roles, the people on your roster, church titles, who can see giving, inviting people or importing a list, and removing someone. (Who appears on your website is managed separately, on the Team page.)

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EventsMembers

RSVPing and registering for events

How to find your church's events, RSVP "going / maybe / can't go", complete registration forms to reserve your spot, and add an event to your calendar on the web.

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CampaignsAdmins

Running a giving campaign

How to run a time-boxed giving drive on one of your funds — setting a goal and an end date, what the thermometer actually counts (cash and checks included), where the drive appears for members and visitors, running more than one at once, and editing or ending one early.

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AnnouncementsAdmins

Sending announcements

How admins write and send an announcement to the whole church or a group — drafts, the live page and email preview, adding an image, who receives it, showing it on your website, sending by email and optional push, and how to correct one after it has gone out.

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GivingAdmins

Setting up online giving

How to turn on online giving — what to gather first, the personal details Stripe requires and why, what to use if your church has no website, the setup states you'll move through, and how money reaches your church's bank without Psalmly ever holding it.

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FinancesAdmins

Tracking expenses

How the Finances page works — recording an expense with a snapped receipt, the curated categories, tagging a fund, the AI receipt scan on paid plans, filtering the expense ledger, and fixing or deleting an entry.

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ScribeAdmins

Turning a recording into a write-up

How to turn a meeting, sermon, or Bible study into finished minutes, sermon notes, or a transcript with Scribe — recording it in your browser or uploading a file, finishing a recording that was cut off, and what happens next. Which plans include Scribe and how it uses AI credits.

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PrayerMembers

Using the prayer board

How to share a prayer request, choose who sees it, and pray for others on your church's prayer board.

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AssistantAdmins

Your church's AI assistant

What the Psalmly AI assistant (Ask Psalmly) does for admins — answering questions from your church's own information and helping draft announcements, events, and invitations, always with your confirmation. Which plans include it, and how it's kept safe.

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DocumentsAdmins

Your document vault

How to keep your church's important files safe and central — bylaws, the 501(c)(3) letter, insurance certificates, the lease, board minutes, and policies. Uploading and organizing, renewal-date flags, replacing or deleting files, and who can see them.

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WebsiteAdmins

Your website

How your church's website works in Psalmly — a front door that builds itself from information you already keep, not a drag-and-drop builder. Finding your way around, your pages and photos, saving, previewing, trying and choosing a look, and publishing.

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AnnouncementsMembers

Announcements you receive

Where your churches' announcements show up — by email, across the app, and as push notifications on the mobile app — how to control phone notifications, and how to unsubscribe from announcement emails while still seeing them in Psalmly.

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GraphicsAdmins

Choosing a look

How to steer the style of a graphic — letting Psalmly choose, picking from forty looks by feel (loud, handmade, warm, quiet, reverent, real), why what you write matters more than the look you pick, and mood.

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FinancesAdmins

Fund balances and opening balances

How Psalmly computes each fund's real balance — opening balance plus everything given minus what you've spent — why setting opening balances on day one matters, the as-of date, the Unassigned bucket, and why a negative balance isn't an error.

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BasicsMembers

Joining a church

The ways to join a church in Psalmly — scanning your church's QR code or opening its link, typing a join code, or accepting an emailed invitation.

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GroupsMembers

Joining and taking part in groups

How members find and join their church's small groups — open groups you join in one tap, closed groups you request, the discussion feed where you post, reply, and share photos, your groups across all your churches, and leaving a group. The same on web and the mobile app.

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GivingAdmins

Managing giving funds

How to create and manage the funds members give toward — the always-on Tithes & offerings fund, adding designated funds with their own icon and color, hiding a fund without deleting it, and archiving the ones you no longer need.

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PrayerAdmins

Moderating the prayer board

How admins review the whole prayer board, change who can see a request, protect anonymity, and remove posts — with care.

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BulletinsAdmins

Publishing and sharing a bulletin

How admins put a finished bulletin in front of the congregation — publishing it to the app (and what lands in members' Updates, with no phone alerts), printing the folded sheet, emailing the weekly edition, the optional switch that puts it on your website, and editing after publishing.

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ScribeAdmins

Reviewing, editing, and sharing a write-up

What to do with a finished Scribe write-up — reading the document, summary, and transcript, fixing it by hand or with Scribe, putting a recording's parts back in the right order, approving meeting minutes as the official record, and sharing it as a PDF or by email.

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EventsAdmins

Scheduling events

How admins create and edit events — dates and times, images, who sees an event (on your website, members only, or admins only), repeating events, changing or cancelling one date or every date, drafts, and cancelling, restoring, or deleting an event.

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DirectoryAdmins

Sharing your join code

How to bring your whole congregation in with a join code — printing a welcome sheet poster or bulletin insert with a QR code, sharing the link, who to give the code to, and what happens when you change it.

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AssistantAdmins

Teaching your assistant (Knowledge base)

How to teach the Psalmly AI assistant the durable things it can't read from your calendar or your church details — your story, beliefs, FAQs, ministries, and policies — by writing knowledge base entries, plus what not to put in and the per-plan limits.

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SetupAdmins

Updating your church information

How to change your church's details after setup — name and web address, logo and color, address and time zone, phone, email and links, and service times — under Church details in Your website, plus how saving works and what changing your web address does.

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WebsiteAdmins

What appears on your website

A part-by-part map of where your website's content comes from — what appears automatically once you fill it in, and what you choose item by item (events, announcements, your team, bulletins, your own pages, giving). It explains why something is or isn't showing.

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CampaignsAdmins

When a campaign finishes

What happens when a giving drive ends — the closing summary Psalmly emails you, the pre-written thank-you you can send to your church in a couple of clicks, and how to get a per-person list if you'd rather write notes by hand.

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DirectoryAdmins

Approving new members

How "Approve new members" works — people who join with your join code wait until an admin approves them, where you see who's waiting, what approving and declining do, and how to turn it off.

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AssistantMembers

Asking Psalmly

How to use Ask Psalmly, your church's AI helper, when your church has it — asking about service times and events, getting help to RSVP or give, and what to know about accuracy and privacy.

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EventsAdmins

Event sign-ups, forms, and capacity

Choose how members take part in an event — open, a simple RSVP, or registration forms — attach required and optional forms, and set a capacity limit that's enforced automatically.

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CampaignsMembers

Giving to a drive

What a giving drive is, how to give to one, what happens if you make it a recurring gift, and how a drive gift appears in your giving history and year-end statement.

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GivingAdmins

Payouts, fees, and where your money goes

How gifts reach your church's bank, when payouts arrive, the processing fees that apply on card and bank gifts, the difference between free and paid plans for online giving, and how "cover the fees" helps your church keep more.

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DirectoryAdmins

People without an account

How to keep people who give or attend but don't use the app — the church roster. Adding them, the church email they get, recording their cash and check gifts, their giving page and statements, linking or merging duplicates, archiving, and restoring.

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BulletinsMembers

Reading your church's bulletin

Where to find your church's weekly bulletin in Psalmly — the note in your Updates, the card on your church's home, and the Bulletins list — how to read it on the web or the mobile app, how to give from it, and how to get the printable sheet.

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FinancesAdmins

The board report and exports

Pulling a board-ready PDF for the monthly business meeting — choosing the reporting period, what the report contains, how it differs from a giver's tax statement, and exporting your expenses as a CSV for your treasurer.

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GraphicsAdmins

Your graphics library

The Graphics shelf — everything your church has made, in one place. Finding an old graphic, opening one to see what you asked for and every redraw, downloading any version as a PNG, using one again on a new event, deleting one safely, and what stays if your plan lapses.

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WebsiteAdmins

Your team section

How to put people on the "Our team" section of your website — writing their name, title, photo and bio, framing the photo so faces aren't cut off, choosing the order, publishing, and what happens when someone leaves or takes themselves off.

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BasicsMembers

Your Updates inbox

Where Psalmly gathers everything happening across your churches — the Updates inbox and the bell. What lands there, how to open and clear it, and how it differs from the push notifications on your phone.

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GraphicsAdmins

Adding a graphic to an event, announcement, or campaign

How to put a graphic on something you already have in Psalmly — choosing one your church made before (free and instant) or making a new one, from the Choose or make a graphic link in each editor, plus the Make a graphic button on a detail page and why an off-shape graphic gets cropped.

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WebsiteAdmins

Adding your own pages

Add your own pages to your church's website — a daycare, a ministry, a rental page. Covers sub-pages, the designed blocks (text, photo, heading, table, cards, FAQ, files, form, button), publishing, web addresses, where pages appear in your menu, and how many you can add.

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SafetyMembers

Blocking and reporting

How to keep your church spaces comfortable — blocking another member so you don't see each other, and reporting a prayer or group post to your church's admins for review. What each one does and how to undo a block.

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GivingAdmins

Tracking gifts, refunds, and reports

How to review the gifts your church receives — the Recent gifts table on your dashboard and Giving page, opening a single gift for its full detail, what anonymous gifts look like, exporting to CSV, resending a receipt, and how refunds work.

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EventsAdmins

Viewing and exporting form responses

Read what members submitted to an event's registration form — a per-question summary or a full table of individual responses — and export it all to CSV or PDF.

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DirectoryMembers

Your church directory

How to browse your church's directory to get to know people and reach leadership, and how to control how you appear — whether you're listed and whether you share your phone or email. Web and mobile.

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WebsiteAdmins

Drafting a page with AI

How AI-enabled churches draft a whole custom page from a plain-English description — where to start, what AI produces (a title, intro, and a mix of blocks), that it only uses your facts (a one-line description gets a short page), reviewing the draft, and adding to or replacing an existing page.

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GivingAdmins

Recording cash and check gifts

How to log the cash and checks from the Sunday plate per giver — the Record offering batch, matching gifts to members, loose plate cash, attaching the count sheet, the AI scan on paid plans, and how recorded gifts complete statements and totals.

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SafetyAdmins

Reviewing reported content

How the admin Moderation queue works — where members' reports of prayers and group posts land, what you see (with reporters kept anonymous), and the actions you can take — remove the content, remove the member, escalate to Psalmly, or dismiss.

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WebsiteAdmins

Connecting your own domain

How to put your church's website on your own web address (like firstbaptist.org) instead of the yourchurch.psalmly.app one — what you need, the DNS records to add at your domain provider, what to expect while it goes live, and how to fix, change, or remove it.

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GivingAdmins

Giving alerts and what to do about them

The alerts Psalmly sends your church about giving — a member's recurring gift failing, going on hold, or stopping, your Stripe account not being able to collect, an unfinished Stripe setup, disputes and failed refunds — who on your team gets them, and what is actually yours to act on.

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GivingAdmins

Giving by person

What each person gave between any two dates — members, people without an account, and people who gave on your website — with a giving page for each person, a statement for one person or all at once, a CSV for your accountant, and how to match gifts to the right person when a name was typed two ways.

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GivingAdmins

Recording pledges

How to record pledge cards — one amount per person for a calendar year — see Pledged beside Given in Giving by person, change or remove a pledge, and what pledges deliberately don't do.

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GivingMembers

Giving to your church

How to give online through Psalmly — choosing an amount and a fund, giving once or on a schedule, paying by card or bank, the option to cover processing fees, giving anonymously, and what happens right after you give.

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WebsiteAdmins

The contact form and your inbox

How visitors reach you from your website and what you do with their messages — the Get in touch form, your admin Inbox, replying from your own email, the Inbox/Archived/Spam buckets, internal team notes, and deleting. Psalmly never emails on your behalf.

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WebsiteAdmins

Forms on your website

Build a form and let anyone on your website fill it in — a volunteer sign-up, a facility request, a preschool enquiry. Covers the question types, opening a form for answers, putting it on a page, reading and exporting the answers, how long they're kept, and closing or deleting a form.

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GivingMembers

Recurring gifts

How to set up a gift that repeats — choosing weekly, every-two-weeks, or monthly, when the first and next gifts are charged, and how to pause, resume, change the amount, the fund, or the card it's paid with, or cancel a recurring gift at any time.

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WebsiteAdmins

Receiving gifts on your website

How visitors can give to your church straight from your website without an account — what makes the Give button appear, what a guest enters, where those gifts land for you (the same ledger as member gifts), the fees, receipts, and the fact that money goes directly to your bank.

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GivingMembers

Your saved payment methods

How your saved cards and bank accounts work in Psalmly — one wallet that works across all your churches, adding a card or linking a bank for lower-cost giving, choosing a default, removing a method, and how your details are kept secure.

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GivingMembers

Receipts and tax statements

The records you get for your giving — an emailed receipt for every online gift, your year-end contribution statement as a downloadable PDF for taxes, where to find them on web and mobile, and how anonymous giving still keeps your own complete records.

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GivingMembers

Emails and notices about your giving

Every message Psalmly sends about your giving — the confirmation when a recurring gift is set up, what a payment that didn't go through means and how to fix it, when a gift goes on hold or stops, refunds, and what sends no notice at all.

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Account & billingMembers

Your account and profile

Managing your personal Psalmly account — your name, photo, and contact details, your email and password, appearance, notifications, blocked members, signing in with Face ID on mobile, signing out, deleting your account, and sending feedback to the Psalmly team.

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Account & billingAdmins

Managing your plan and billing

The free, Community, and Growth plans — what's free forever and what a paid plan adds, including the church's books. Who your plan counts and going over it, upgrading or downgrading, monthly vs annual billing, your card and invoices in Stripe, what happens when a payment fails, and cancelling.

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Account & billingAdmins

Leaving, transferring, or closing a church

The end-of-life actions for a church — leaving it yourself, handing the lead role to someone else, and closing or deleting the church. Who can do each, how giving history is preserved, and the 30-day restore window on deletion.

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Account & billingAdmins

Getting support from Psalmly

How to open a support ticket, what each category means, and what to expect on timing.

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