Directory
Your church's people — the member roster with roles and titles, the folks you keep on the books without an account, and how members choose to appear to one another.
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.)
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.
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.
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.
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.