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Free Software Training Workshops

Create, Manage, and Maintain your Software

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These recorded workshops are dedicated to provide insight to specific areas of your Church Community Builder software for you and your team whenever you want. Each video has chapters to allow you to skip around as needed. Come back often to see what new additions have been added!

Getting Started - Admins

*My Church App including Pre-Check -Administrators

For Admins and Staff of your church who set-up Pre-Check & Groups through the My Church App.

*My Church App -Congregant

What your congregation can expect from the My Church App.

*Pre-Check -Congregant

For members of your church who will use Pre-Check through the My Church App.

Software Overview - Admin Perspective

Watch an overview of your Church Community Builder software.

User Interface Overview

Your trainer will walk you through changes made August, 2020 to the look and feel of the software.

Settings Part I- Getting Started

Training for Master Admins. We take a look at foundational tools and information needed to get you started.

Settings Part II- Site Set-up

In this training, we will look at the set-up required for your Church Community Builder site.

People - Profiles

Learn how to create and manage profiles.

Group Strategy

Before setting up your groups, think through Departments, group types and more.

Group Promotion

Learn how to promote your children each year, how to mass add or remove people within groups.

Financial Settings

Learn how to set-up your site for receiving transactions.

Processing Finances

Watch this recording to learn how to enter and manage transactions.

Giving Statements

Running, printing, emailing giving statements.

Lead App

Learn how to use the Lead App.

Schedules

View the upcoming changes to our scheduling volunteers tool. Learn to schedule and manage volunteers at your church!

Service Planning

Create a servce plan for your services, learn about our Song Library options, song select integration and more!

Events/Calendars

In this video, we will look at Calendars, Event creation/management, and sending invitations.

Check-In Set-up

This recording will teach you how to set-up your software for check-in.

Running Check-in Stations

Learn how to run both Manned and Self-Check-in Stations.

Attendance

This video will demonstrate setting up, recording, and reporting on attendance.

Mail Merge

In this training, we will learn how to create and manage mail merges.

Forms

Watch this recording to learn how to create and manage forms.

Creating Process Queues

Watch this recording to learn how to create process queues.

Managing Process Queues

Watch this recording to learn how to manage a process as a process manager.

Managing Queues- Queue Manager

Watch this recording to learn how to manage a queue as a queue manager with no additional admin access.

Reporting & Searching

Learn how to find a list of people based on common data and report on those people.

Common Custom Reports

Learn how to find members, givers, those who don't give, those with no activity and more.

Metrics Part I

Learn how to create, view, and share data through Metrics.)

Metrics Part II

Learn how to create, specific types of metrics.(*Note use the chapters to skip around.))

Rooms & Resources

Learn how to create and manage Room and Resource requests and reservations.

FAQ on Schedules

Learn how to schedule and communicate with your volunteers.

FAQ on Groups

Top 20 questions about groups.

Congregation - Volunteers

Overview for your congregation.

How to update your profile, run your giving statement and more.

Schedules - The Volunteer

This recording is broken down into three main parts. Managing serving through Text, Email, and by logging in (browser). Skipping chapters encourged!

Managing Your Group

As a group leader, learn how to manage your groups.

Needs

As a group leader, learn how to create and manage Needs.

Workflows

Sacrament Tracking

Learn how to use Significant Events to track the Sacraments.

Managing the Sacraments

Learn how to use CCB to Manage the Sacraments.

Guest Follow-up

Watch as a trainer walks you through setting up a guest follow-up process.